The Role
About Anzen
Anzen is rebuilding the wholesale insurance market from the ground up with AI. We specialize in specialty, executive, and casualty liability—complex products long underserved by technology. Our team brings deep experience in enterprise software, underwriting, and distribution.
Retail brokers across the U.S. rely on wholesale partners to place their toughest risks. Anzen is becoming their go-to—replacing phone calls, PDFs, and spreadsheets with real-time data, automation, and modern digital tools.
But wholesale is just the beginning. We’re expanding our platform to give retail brokers direct access to markets, insights, and tools that fundamentally change how they sell, quote, and underwrite. We’re not just streamlining transactions—we’re building the system brokers will rely on to run their business.
About the role
We’re looking for a Revenue Operations Lead to architect a high-performance GTM engine. You’ll turn a relationship - and intuition - driven sales process into a repeatable, data-powered machine. This role reports directly to the VP of Sales and bridges Sales, Marketing, Finance, and Product. Your mission: help us scale from early traction to $100M+ in premium by building the systems, tools, and insights to move fast and win consistently.
What you’ll do
- Build the foundation: Create reliable forecasting models, funnel metrics, and sales analytics. Deliver dashboards and insights that drive executive decisions.
- Design scalable systems: Lead territory planning, quota-setting, pipeline stages, capacity modeling, and comp plans.
- Own the stack: Manage and evolve our GTM tools (HubSpot, etc.). Implement automations and ensure CRM hygiene and reporting accuracy.
- Drive enablement: Codify playbooks for opening new territories, onboarding new brokers, and retaining key accounts.
- Align the org: Be the connective tissue between Sales, Marketing, Finance, and Product. Ensure our strategy and execution stay in sync.
What we’re looking for
- 5+ years of experience in RevOps, SalesOps, or GTM Strategy roles in fast-paced B2B SaaS or fintech companies
- Hands-on ownership of HubSpot or Salesforce: reporting, automation, user management, and optimization
- Strong fluency in analytics: SQL, Excel/Sheets, and BI tools (Metabase, Looker, Tableau, etc.)
- Track record building systems that increased win rates, improved forecasting accuracy, or shortened sales cycles
- Experience leading high-impact, cross-functional projects
- Proactive problem-solver who can identify revenue bottlenecks before they impact growth
- Built compelling slide decks, presentations, battle cards, and collateral that actually get used by sales teams and drive results
- Connected the dots between sales targets, headcount models, and capacity planning—translating revenue goals into actionable hiring and resource allocation plans
- Clear communicator with a bias for action and iteration
- Comfort in ambiguity—you’re a builder, not just an operator
Why join Anzen:
• Come join us in reinventing the future of insurance.
• Work with advanced technologies in a rapidly growing industry.
• Opportunities for professional development and career advancement.
• A collaborative and innovative company culture focused on excellence and integrity.
• Be part of a company that values proactive risk management and cutting-edge solutions.
Company culture:
Anzen believes the world of work is fundamentally different in the new post-Covid environment. We are committed to supporting a diverse and hard working team that puts in the necessary time but also desires balance between health, family, and work. We fully embrace remote work lifestyles while centering our weeks around Pacific Standard Time (PST) with a general orientation to San Francisco as the geographic HQ.
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The Company
What We Do
Anzen was founded to keep companies safe as they grow and manage their employees. We are a leading provider of executive risk insurance, combining comprehensive insurance and proactive tools to help businesses identify and mitigate management risk. Anzen’s unique product offerings combine best-in-class D&O, Employment Practices, and Fiduciary insurance, integrations with core HR and finance systems, and proactive people operations tools to help keep businesses productive and safe. Anzen is made up of insurance and tech executives who have collectively spent decades designing, buying, and distributing executive risk insurance and building technology businesses. We are backed by the worlds leading investors and over 30 founders and business owners across the U.S.
