Sr. Field Account Manager
Vertafore
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Job summary
Vertafore seeks a Sr. Field Account Manager to retain and expand relationships within existing field accounts. You will present complex solutions at executive levels, align business needs with technology offerings, and drive revenue growth across sales, servicing, and back-office functions.
You will work with Salesforce.com and other sales tools, build trusted client relationships, and operate with ethics and independence in a dynamic insurance software environment.
Qualifications
- 3+ years in software sales and account management.
- Proven B2B software sales success with quotas.
- Understanding of Salesforce.com or similar tools.
Responsibilities
- Expand Vertafore footprint in existing accounts.
- Sell Vertafore products/services to field accounts.
- Maintain high customer satisfaction and revenue retention.
- Forecast and manage pipeline; meet activity targets.
Skills
Education
Tools
Job description
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.
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.
Make an impact and love what you do! Vertafore is a top provider of software for the insurance industry that is continually transforming and improving itself each day. We create award-winning solutions to boost productivity, lower costs and help insurance agents and carriers grow their businesses. We respect and value our team, and we look to bring the best talent together to make our future even stronger.
We are currently seeking engaged, energetic, and highly motivated Sr. Field Account Manager to join our team. The Sr. Field Account Manager is responsible for retaining and further developing existing customer relationships through maintaining and selling Vertafore products and services into Vertafore Field accounts.
Vertafore is about bringing together top talent to make an immediate impact in software. Our culture encourages employees who can create, think and challenge each other in a fast-paced environment. We are transforming our products and services, exploiting advanced techniques to create new “ways and means” for the insurance industry, and with that the industry is changing too.
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 equal employment.
- Expand Vertafore footprint by selling Vertafore products and services into existing accounts
- Execute the Vertafore Value Selling Process
- Present complex, solution-selling techniques at the executive level
- Make recommendations to customers that align business needs to technology solutions and services
- Retain existing revenue through building and maintaining a high level of customer satisfaction
- Expeditiously and effectively resolve customer concerns
- Engage with internal teams to suggest solutions and innovative ideas to better serve the customer
- Regularly perform against individual monthly and/or quarterly activity targets tied to revenue expansion and retention
- Chart and deliver timely and accurate forecasting and pipeline management
- Ensure value-selling methodologies are leveraged to process and track opportunities
- Strong technical skills - Web Conferencing, MS Office, CRM software
- Excellent verbal, written and interpersonal skills with an aptitude for building strong, meaningful client relationships
- Demonstrated ability to follow sound business ethics when executing job responsibilities to build and maintain customer confidence
- Self-motivated and ability to work independently
- At least 3 years of related software sales and account management experience
- Proven success in Business-to-Business application software sales and account management
- Proven track record of achieving goals and quotas
- Understanding of Salesforce.com and other key sales technologies used for Business Development, Opportunity creation and activity tracking
- Bachelor’s degree preferred
- Travel required up to 75% of the time.
- Ability to work remote with a stable internet connection on an as needed basis
- Located and working 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 required by this job include close vision (working on a computer, etc.).
- Frequent sitting and/or standing.
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
- Bias to Action: We’re united by an innate drive to take action and make a difference in the technology and insurance spaces.
- Win Together: We work together as one team, showing empathy and respect along the way.
- Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.
- Say It, Do It: We honor every one of our commitments because integrity is important to us.
- Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.
- We Love Insurance: We appreciate the impact insurance has on the world.
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!
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 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 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
- 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.
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.
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.
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.
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