Client Development Representative (CDR)

Vertical Insure; Minneapolis (MN); On-site; USD 50,000 - 60,000; Full time

Job summary

Vertical Insure is seeking a Client Development Representative in Minneapolis. The role focuses on building relationships with SaaS platform partners and end users, driving opportunities through calls, emails, and consultations, and supporting onboarding. The team emphasizes collaboration, feedback, and data-driven forecasting.

This hybrid role requires 1-3 years in sales or BD, strong communication, and a customer-first mindset in a fast-growing insurtech environment.

Qualifications

• 1-3 years of experience in sales, business development, or customer success.
• Preferably in B2B SaaS, technology, fintech, or insurance.
• Strong prospecting and lead qualification skills with a consultative sales approach.
• CRM experience (HubSpot or similar) is a plus.
• Excellent verbal and written communication skills.
• Highly organized with strong time management and ability to manage multiple priorities.

Responsibilities

• Generate New Business Opportunities through outbound outreach, inbound lead follow-up, networking, and strategic prospecting.
• Engage Prospects with purpose by understanding their needs and educating them on Vertical Insure's solutions.
• Partner with Sales Leadership to develop account strategies and ensure seamless handoffs throughout the sales process.
• Maintain accurate activities, opportunities, and interactions in HubSpot to support forecasting and pipeline visibility.
• Gather customer feedback and market insights to help shape product enhancements and growth opportunities.
• Contribute to a high-performing team by sharing best practices and developing sales skills.

Skills

Prospecting

Lead qualification

HubSpot

Verbal communication

Written communication

Time management

B2B SaaS

Tools

HubSpot

Job description

Client Development Representative (CDR)

About this position

Location: Minneapolis, MN (Hybrid - in office Tuesdays and Thursdays)

About Vertical Insure

Vertical Insure is the leading embedded insurance platform built for vertical SaaS platforms. We offer customized insurance options tailored to each business and its customers, adding value and generating new revenue without extra overhead. Our approach is simple; we are removing the burden from buying insurance by embedding it into our partners’ existing product flow making financial protection effortless and timely.

The Client Development Representative focuses on building and nurturing relationships with SaaS platform partners and end customers, engaging prospects through calls, emails, and consultations to drive adoption of Vertical Insure’s solutions.

Our Minneapolis office operates on a hybrid model, with in-office collaboration on Tuesdays and Thursdays. At this time, we’re only considering local candidates.

Why This Role Matters

The Client Development Representative’s day-to-day responsibilities include identifying new business opportunities, qualifying inbound and outbound leads, supporting platform users with product information, and ensuring a smooth onboarding experience. The role also involves gathering client feedback, collaborating with internal teams to improve processes, and maintaining accurate records in CRM systems to support forecasting and reporting.

If you’re hungry to grow, love learning about innovative tech, and thrive in a high-energy environment, this is your opportunity to make an impact.

What You’ll Do

Generate New Business Opportunities

• Identify, research, and engage prospective SaaS platform partners and end users through outbound outreach, inbound lead follow-up, networking, and strategic prospecting. Build meaningful conversations that create qualified sales opportunities.

Engage Prospects with Purpose

• Serve as the first point of contact for potential clients by understanding their business needs, educating them on Vertical Insure's embedded insurance solutions, and delivering a consultative buying experience that builds trust.

Partner with Sales Leadership

• Work closely with Account Executives and sales leadership to develop account strategies, qualify opportunities, and ensure seamless handoffs throughout the sales process.
• Consistently manage and update activities, opportunities, and customer interactions in HubSpot. Prioritize leads effectively while maintaining accurate forecasting and pipeline visibility.

Be the Voice of the Customer

• Gather customer feedback and market insights to help shape product enhancements, improve internal processes, and identify new opportunities for growth.

Contribute to a High-Performing Team

• Bring curiosity, energy, and a collaborative mindset. Share best practices, celebrate team wins, and continuously develop your sales skills while contributing to Vertical Insure's growing culture.

Who You Are

• 1-3 years of experience in sales, business development, or customer success, preferably in B2B SaaS, technology, fintech, or insurance.
• Strong prospecting and lead qualification skills with a consultative sales approach.
• Excellent verbal and written communication skills with the ability to build credibility quickly.
• Exceptional customer service mindset and passion for creating outstanding client experiences.
• Experience using CRM platforms such as HubSpot or similar tools.
• Highly organized with strong time management skills and the ability to manage multiple priorities.
• Comfortable working in a fast-paced, high-growth startup environment where priorities evolve quickly.

Experience That Goes the Extra Mile

• Familiarity with vertical SaaS, embedded finance, or insurance-related products.

What We Offer

The estimated base salary range for this role is $50,000-$60,000 per year, based on experience, skills, and scope of responsibility. In addition to base salary, this role is eligible for performance-based variable compensation tied to individual and team results.

We offer a comprehensive benefits package, including health, dental, and life insurance, flexible PTO, a gym membership, a 401(k), and more.

Vertical Insure is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital or family status, or any other status protected by law.