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Hunt new logos by prospecting, cold calling, building an independent pipeline, and selling SaaS and cloud solutions to independent insurance agencies. Partner with solution consultants to develop business plans, conduct consultative sales, close new business, follow up on leads, attend industry events, and cultivate post-sale referrals. The role requires remote work within the assigned territory and travel up to 50%.

Own the full B2B sales cycle for SaaS solutions, including outbound prospecting, account research, discovery, solution selling, negotiation, and closing. Build pipeline, advise independent insurance agencies on business challenges, manage territories, and consistently achieve or exceed sales quotas in a collaborative inside-sales environment.

Migrates customer data from legacy and competitor systems into SaaS products using SQL-based tools. Performs extraction, transformation, cleanup, validation, auditing, data mapping, and quality assurance. Develops repeatable scripts and workflows, collaborates with customers and cross-functional teams, supports testing and defect resolution, and documents migration processes. The role increasingly uses BigQuery, cloud platforms, automation, and intelligent tools while supporting global delivery across regions and time zones.

Leads product operations for an assigned Product leader, addressing ambiguous business and product problems through data-informed analysis. Drives cross-functional outcomes across discovery, roadmap planning, go-to-market, and post-launch activities. Aligns stakeholders on metrics, telemetry, and KPIs; synthesizes customer, stakeholder, and performance data into recommendations; promotes AI adoption; standardizes product operations practices; and coaches product teams through training, templates, and documentation.

Own a defined territory and drive revenue by converting legacy-platform customers to modern insurance technology solutions. Responsibilities include prospecting, inbound lead follow-up, needs discovery, solution selling, product demonstrations, negotiation, closing, CRM management, forecasting, territory planning, and participation in business reviews. The role requires full-cycle B2B sales experience and collaboration with solution consultants.

Leads and develops a team of Data Migration Engineers responsible for moving customer data into SaaS products. Provides technical guidance on SQL, ETL, data mapping, scripts, troubleshooting, and quality control. Manages project priorities, risks, costs, escalations, cross-functional coordination, global handoffs, and weekend coverage. Partners with engineering and operations teams to resolve defects and improve migration processes, tooling, automation, and cloud-based data platforms.

Hunt new business from independent insurance agencies with 10–199 users by prospecting, cold calling, building a pipeline, conducting consultative sales, and closing enterprise SaaS and cloud solution deals. Partner with Solution Consultants, follow up on leads, identify target markets, attend industry events, travel within the territory, and maintain customer relationships to generate referrals.

Leads architecture, integration, cloud delivery standards, and technical strategy for complex enterprise implementations. Advises client executives on digital transformations, partners with Sales on major pursuits, leads cross-functional programs, resolves multi-system architecture escalations, and mentors consultants and architects. Requires substantial implementation, cloud architecture, application architecture, client or project management, and executive communication experience.

Supports client project planning and execution by gathering requirements, tracking deliverables, monitoring schedules and budgets, preparing status updates, maintaining documentation, coordinating client and internal communications, and recording milestones and action items. Works alongside an experienced Project Manager to develop project management skills and contribute to successful client outcomes.

Manage onboarding, renewals, integrations, billing reconciliation, performance reporting, documentation, and process improvements for a certified vendor program. Coordinate internal and external stakeholders, track milestones, resolve issues, maintain vendor records, and provide dashboards and recommendations to leadership. The role partners with Finance, Business Operations, Customer Experience, Product, and Engineering to improve vendor lifecycle operations.