Vertafore, Inc.

Director, Sales Operations

Vertafore, Inc. • $135K — $145K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in related field preferred; MBA strongly preferred
  • Experience in finance or strong financial acumen preferred
  • 3-5 years in a senior sales operations role focused on strategy and execution
  • 5+ years of management experience
  • Strong analytical skills with a focus on data-driven decision-making

Responsibilities

  • Develop and maintain collaborative relationships with key stakeholders
  • Define and implement tactics to meet sales strategies and company goals
  • Monitor and analyze sales performance metrics for effectiveness
  • Oversee planning and management for sales roles and territories
  • Align planning, forecasting, and budgeting with corporate objectives
  • Collaborate with technology teams on sales force automation enhancements
  • Manage and optimize the sales tech stack to meet organizational needs
  • Develop and improve processes for enhanced sales productivity

Benefits

  • Flexible First work environment allowing for remote and in-office work
  • Medical, vision, and dental plans
  • 401(k) with employer match
  • Parental leave and adoption assistance
  • Education assistance programs
Full Job Description
$135,000 - $145,000 / year

This role will develop and oversee sales operations processes, tools and resources that drive efficiency, effectiveness, and ultimately, higher sales productivity.

Core Duties and Responsibilities:

  • Develop and maintain collaborative relationships with key stakeholders across Sales, Finance, Legal, Product and Marketing to drive greater sales efficiency


  • Define and implement tactics to achieve Sales strategies and company goals


  • Monitor and analyze Sales performance metrics to ensure execution of Sales strategies and identify areas of improvement


  • Oversee planning and management for sales roles, responsibilities, territory coverage and rules of engagement across the sales organization


  • Align planning, forecasting and budgeting efforts with corporate objective


  • Work with sales leadership to allocate sales quota across territories and resources


  • Collaborate with technology teams to refine the sales force automation platform (Salesforce)


  • Manage and optimize the Sales tech stack, remain informed on best-in-class solutions, and advocate for sales needs


  • Develop and improve processes to drive greater sales productivity


  • Drive appropriate organizational change and team mentoring as required to ensure success


  • Work closely with marketing operations to ensure alignment in lead generation, management and reporting.


  • Other duties as assigned.


Knowledge, Skills and Abilities:

  • Excellent written and verbal communication skills.


  • Strong process and project management skill


  • Ability to navigate culture and politics across multiple functions


  • Ability to translate business objectives to technical requirements


  • Ability to manage complex information and rapidly structure and rationalize it


  • Strong attention to detail, well organized administratively


  • Clear, concise, comprehensive written/verbal communicators.


Skills & Requirements
Qualifications:

  • Bachelor's degree in a related field preferred; MBA or other post-graduate qualification strongly preferred


  • Experience in finance or strong financial acumen preferred


  • 3-5 years proven experience in a senior sales operations role with responsibility for strategy and execution


  • 5+ years of management experience


  • Strong analytical skills and demonstrated experience with data-driven decision-making


Additional Requirements and Details:

  • Travel required up to 10% of the time.


  • Ability to work remotely with a stable internet connection as needed.


  • Ability to work from an office location when required.


  • Occasional lifting and/or moving up to 10 pounds.


  • Frequent repetitive hand and arm movements required to operate a computer.


  • Specific vision abilities include close vision for computer-based work.


  • Frequent sitting and/or standing.


#LI-Hybrid
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Why Vertafore is the place for you: *Canada Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • Medical, vision & dental plans
  • Life, AD&D
  • Short Term and Long Term Disability
  • Pension Plan & Employer Match
  • Maternity, Paternity and Parental Leave
  • Employee and Family Assistance Program (EFAP)
  • Education Assistance
  • Additional programs - Employee Referral and Internal Recognition


Why Vertafore is the place for you: *US Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
  • Medical, vision & dental plans
    • PPO & high-deductible options
  • Health Savings Account & Flexible Spending Accounts Options:
    • Health Care FSA
    • Dental & Vision FSA
    • Dependent Care FSA
    • Commuter FSA
  • Life, AD&D (Basic & Supplemental), and Disability
  • 401(k) Retirement Savings Plain & Employer Match
  • Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
  • Parental Leave & Adoption Assistance
  • Employee Assistance Program (EAP)
  • Education & Legal Assistance
  • Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
  • Commuter Benefits (Denver)

About Vertafore, Inc.

Vertafore, Inc. is a software company that provides insurance technology solutions. The company was founded in 1969 and is headquartered in Bothell, Washington. Vertafore operates in the technology sector and has a workforce of over 1700 employees. The company's products and services are designed to help insurance agencies and carriers manage their operations more efficiently. Vertafore's solutions include agency management, rating and connectivity, content management, and compliance and licensing. The company has a strong presence in the United States and serves over 20,000 customers.
Learn more about Vertafore, Inc.
Size
1,700 employees
Industry
Founded
1969

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