Partner Development Associate

At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent.   

Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.  

We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.  

We’re growing fast and want you to be a part of it!  

We’re seeking a talented and driven Partner Development Associate (PDA) to join our team. Reporting to the Head of Partnerships, this remote role is responsible for researching, engaging, evaluating, and securing new partners. Target partners include trade groups, associations, schools, event organizers, and other organizations that want to provide their clients, customers, students, or vendors with the peace of mind offered by our insurance solutions.    

As a PDA, no two days are alike with a variety of exciting interactions keeping you on your toes and constantly engaged. You’ll research industries relevant to your assigned programs and identify potential contacts to update our CRM (HubSpot). You’ll conduct outbound calls and email contacts to discuss partnership opportunities, explore backlink opportunities, and proactively seek referrals. You’ll also respond to inbound leads from company website forms and customer support referrals. Once new partners are signed, you’ll introduce them to our Partner Support Associates (PSAs) and coordinate the handoff for PSAs to onboard the new partners and manage the partner’s ongoing and future needs.    

Above all, you’re humble, hungry, smart, and proactive. And if you’re that, you’re one of us.  

Key Responsibilities  

• Identify and qualify potential partners through industry research, events, associations, and referrals; build and execute outreach strategies using playbooks, scripts, email templates, and HubSpot sequences  

• Manage inbound and outbound communications via calls, emails, and HubSpot workflows; schedule meetings, respond to inquiries, and advance opportunities through the pipeline  

• Lead virtual meetings, negotiations, and contract reviews to finalize agreements; oversee onboarding, enrollment processes, and ensure accurate documentation in HubSpot and Outlaw  

• Build and maintain strong partner relationships to ensure satisfaction, renewals, and opportunities for upsell or expansion  

• Track, analyze, and report on pipeline, outreach activity, and partnership performance; ensure CRM accuracy and provide insights to leadership  

• Collaborate with cross-functional teams (PSAs, PDAs, leadership, marketing, and other departments) to close deals, solve partner challenges, and develop business cases such as marketing fee or data-sharing opportunities  

• Represent Veracity at tradeshows, conferences, and company offsites (10–20% travel annually); present offerings, engage attendees and exhibitors, conduct surveys, and build relationships with event organizers  

• Contribute to marketing initiatives by creating promotional materials and videos in partnership with the marketing team  

• Identify process improvements, share best practices, and support the training and onboarding of new team members  

• Ensure all partnership activities and agreements comply with legal, regulatory, and company requirements, and take on additional responsibilities as assigned  

• Required to perform other duties as requested, directed, or assigned   

Requirements and Qualifications  

• 2+ years of experience in partnerships, customer support, sales, or business development with a consultative approach to problem-solving and account growth  

• Effective communicator with proven negotiation and relationship-building skills, including the ability to build trust, listen actively, and achieve positive outcomes  

• Strong research, analytical, and strategic skills to evaluate trends, competitors, and partnership opportunities, including business case development and marketing fee recommendations  

• Property & Casualty (P&C) license required within 60 days of hire (exam cost covered by Veracity for up to two attempts; employment contingent upon passing); prior P&C knowledge is a plus  

• Proficiency in Microsoft Office Suite, Google Workspace, and HubSpot; experience with Vidyard and analytics platforms (e.g., Google Analytics, social media); familiarity with Monday.com and Hunter.io is a plus  

• Collaborative team player with strong follow-through, ability to set and achieve SMART goals, and commitment to representing and championing the company’s brand and reputation  

• Demonstrated qualities of being humble, hungry, smart, and proactive, with openness to giving and receiving constructive feedback  

Perks  

• Health, dental, and vision plans  

• Amazing work-life balance with 4 weeks of Paid Time Off  

• 10 Paid Company Holidays with 2 floating holidays  

• 401K Programs with employer match  

• Personal assistance programs for support in a healthy personal and work life  

Why Veracity?  

  
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:  

• Engage in groundbreaking projects that are reshaping the insurance landscape  

• Collaborate with a group of dedicated, like-minded professionals  

• Experience a culture that prioritizes growth and development  

Compensation Range: $41,600 Base (Paid Hourly) + Bonus OTE of $65K+  

We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.   
  
If you need accommodation, please let us know during the interview process.