Director, Sales Operations

Vertafore; Denver (CO); Hybrid; USD 135,000 - 145,000; Full time

Benefits offered by this job

Flexible First work environment

Medical, vision & dental plans

Life, AD&D

401(k) with employer match

Parental Leave

Education assistance

Job summary

Vertafore, a Denver-based leader in insurance technology, seeks a Senior Sales Operations professional to develop and oversee sales processes, tools and resources that drive efficiency and productivity.

Collaborate with Sales, Finance, Legal, Product and Marketing to define tactics, forecast and budget, and optimize Salesforce and the sales tech stack.

Requires 3–5 years in a senior sales operations role and 5+ years of management, plus strong analytical and data-driven decision-making.

Qualifications

• 3-5 years in a senior sales operations role with strategy and execution.
• 5+ years of management experience.
• Strong analytical skills and data-driven decision-making.

Responsibilities

• Develop and maintain collaborative relationships with key stakeholders to drive sales efficiency.
• Define and implement tactics to achieve sales strategies and goals.
• Monitor and analyze sales performance metrics to ensure execution and identify improvements.
• Oversee planning and management for sales roles, territory coverage and engagement rules.
• Align planning, forecasting and budgeting with corporate objectives.
• Work with sales leadership to allocate quotas across territories.
• Collaborate with technology teams to refine Salesforce usage.
• Manage and optimize the sales tech stack and advocate for needs.
• Develop and improve processes to drive greater sales productivity.
• Drive organizational change and mentoring as needed.
• Coordinate with marketing operations for lead generation and reporting.

Skills

Sales operations

Stakeholder management

Forecasting

Budgeting

Salesforce

Data analysis

Project management

Leadership

Education

Bachelor's degree

MBA

Tools

Salesforce

Job description

$135,000 - $145,000 / year

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.

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.

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.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at wil" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

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)

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

The Professional Services (PS) and Customer Success (CX)

bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP)

is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans

are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.

We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail]

Just a note, this contact information is for accommodation requests only.