Client Development Representative (CDR)

Vertical Insure, Inc.; Minneapolis (MN); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Gym membership

401(k)

Job summary

Vertical Insure, Inc. in Minneapolis, MN, is hiring a Client Development Representative to build relationships with SaaS platform partners and end customers, driving adoption of embedded insurance solutions.

You will identify opportunities, qualify leads, support platform users, and ensure smooth onboarding while collaborating with sales and product teams and maintaining CRM records to support forecasting.

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.
• Excellent verbal and written communication skills with the ability to build credibility quickly.
• Exceptional customer service mindset and passion for creating outstanding client experiences.

Responsibilities

• Generate new business opportunities by identifying, researching, and engaging prospective SaaS platform partners and end users.
• Engage prospects with purpose by understanding their needs, educating them on embedded insurance solutions, and delivering a consultative buying experience.
• Partner with Sales Leadership to develop account strategies and ensure smooth handoffs throughout the sales process; update CRM activities and forecasting.
• Be the voice of the customer by gathering feedback and market insights to shape product improvements and opportunities for growth.
• Contribute to a high-performing team by sharing best practices and continuously developing sales skills.

Skills

Prospecting

Lead qualification

CRM proficiency

Communication skills

Tools

HubSpot CRM

Job description

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.

Client Development Representative

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.

Why This Role Matters

The 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.

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.