Business Development Representative, AgencyZoom

Vertafore; Columbus (OH); On-site; USD 29,000 - 32,000; Full time

Job summary

Vertafore, a leading provider of insurance industry technology, is seeking a Business Development Representative in Columbus, OH. You will generate and qualify sales opportunities to drive bookings and recurring revenue, partnering with Marketing, Product, and Sales to build an effective pipeline.

As the first point of contact, you will use Salesforce and other sales tools to plan daily activities, nurture prospects, and move opportunities through the funnel toward a handoff to the appropriate

Qualifications

• Understand Salesforce.com and key sales technologies.
• Experience building sales pipeline and hitting targets.
• Collaborate with Marketing and Product teams to drive campaigns and opportunities.

Responsibilities

• Execute lead generation and opportunity management to build sales pipeline.
• Utilize Salesforce.com and other sales tools for opportunity creation.
• Collaborate with Marketing & Product to ensure lead quality and metrics.
• Regularly pursue monthly/quarterly targets: pipeline, conversion, and qualified meetings.
• Coordinate with Sales Operations for reporting and analytics.
• Ensure CRM tooling supports value selling and opportunity tracking.
• Perform other duties as assigned.

Skills

Sales

Salesforce

Lead generation

CRM tools

Tools

Salesforce.com

CRM software

Job description

$21.63 / hour

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

BDR's are the first point of contact for the sales team. This position will be tasked both with speaking to accounts we have reason to believe are interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.

The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline. The BDR is a vital link between Marketing and Sales, and the BDR must be able to plan and execute daily and weekly, required activities to generate sales opportunities for Vertafore. This role has knowledge of the organization’s products/services, and can partner with Marketing to execute campaigns, programs, and closed-loop business & sales development activities. The BDR also works closely with Marketing, Operations & Sales Management.

During your discussions you will gather information surrounding agency challenges such that you can narrow in on the correct software match. Additionally, you will work to discover the key players in the buying process as well as when and how they need our assistance. BDR generated leads are routed to all segments and territories to be followed up on and closed by the proper sales representative. As a BDR, you will be asked to demonstrate knowledge of Vertafore, our software, and internal processes to prepare you for promotion to one of our sales teams.

Core Requirements and Responsibilities:

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.


• Possess a working understanding of Salesforce.com and other key sales technologies used for Business Development and Opportunity creation.


• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.


• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage "Zero" Opportunities which may consist of meetings, appointments virtually, demos, or follow-up calls assigned to quota carrying sales reps in Vertafore.


• Collaborate with internal sales operations stakeholders on reporting and analysis.


• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.


• Other duties as assigned