Sr. Field Account Manager

Hirebridge; Northern (KY); Hybrid; USD 126,000 - 154,000; Full time

Job summary

Vertafore is a leading provider of insurance software and services, helping agencies, MGAs and carriers grow their business through innovative technology. The Sr. Field Account Manager will retain and expand relationships by selling Vertafore products to field accounts and coordinating with internal teams to deliver customer value.

The role requires strong communication skills, a track record in B2B software sales, and the ability to travel up to 75% with remote work flexibility where needed.

Qualifications

• Strong technical skills with Web Conferencing, MS Office and CRM software.
• Excellent verbal, written and interpersonal skills for building client relationships.
• Proven ethics and ability to work independently.

Responsibilities

• Expand Vertafore footprint into existing accounts.
• Execute the Vertafore Value Selling Process.
• Present complex solution-selling to executives and align business needs to technology solutions.
• Retain revenue by maintaining high customer satisfaction.
• Forecast and manage pipeline with timely updates.

Skills

Web Conferencing

MS Office

CRM software

Education

Bachelor's degree preferred

Tools

Salesforce.com

Job description

$140k On Target Earnings

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.

JOB DESCRIPTION

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.

Core Requirements and Responsibilities:

• 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

Requirements

Knowledge, Skills and Abilities:

• 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

Qualifications

• 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

Additional Requirements and Details:

• 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.