Sr. Strategic Account Manager

Vertafore; Colorado; Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Flexible First work environment

Medical, vision & dental plans

401(k) with employer match

Parental Leave

Employee Assistance Program

Job summary

Vertafore is seeking a Sr. Strategic Account Manager in the United States to retain and develop key customer relationships within strategic accounts. You will sell Vertafore products and services, manage forecasting and pipeline, and drive revenue expansion through value‑driven solutions.

The role emphasizes executive communication, cross‑functional collaboration, and meeting quotas, with up to 20% travel and remote work flexibility as needed.

Qualifications

• Demonstrated ability to follow sound business ethics when executing job responsibilities to build and maintain customer confidence.
• Excellent verbal, written and interpersonal skills with an aptitude for building strong, meaningful c‑level client relationships.
• Self‑motivated and able to work independently.
• Proven track record of achieving goals and quotas.

Responsibilities

• Retain existing revenue through building and maintaining a high level of customer satisfaction.
• Expedite and effectively resolve strategic customer concerns.
• Engage with internal teams to suggest solutions and innovative ideas to better serve the customer.
• Expand Vertafore footprint by selling 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.
• Regularly perform against monthly/quarterly activity targets tied to revenue expansion and retention.
• Regularly perform against quarterly/annual sales quotas tied to team‑wide sales motions.
• Chart and deliver timely and accurate forecasting and pipeline management.
• Ensure value‑selling methodologies are leveraged to process and track opportunities.

Skills

Customer relationships

Independent worker

Quota achievement

Strong communication

Education

Bachelor’s degree preferred

Tools

Salesforce.com

Job description

Compensation

$125,000 - $150,000 + Commission

About Vertafore

Vertafore is a leader in insurance technology. We equip agencies, MGAs, and carriers with core digital systems, AI, and data‑driven solutions to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back‑office operations.

Sr. Strategic Account Manager

We are currently seeking an engaged, energetic and highly‑motivated Sr. Strategic Account Manager to join our Strategic Accounts team. The Sr. Strategic Account Manager is responsible for retaining and further developing existing customer relationships through maintaining and selling Vertafore products and services into Vertafore Strategic accounts.

Core Responsibilities

• Retain existing revenue through building and maintaining a high level of customer satisfaction
• Expeditiously and effectively resolve Strategic customer concerns
• Engage with internal teams to suggest solutions and innovative ideas to better serve the customer
• 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
• Regularly perform against individual monthly and/or quarterly activity targets tied to revenue expansion and retention
• Regularly perform against individual quarterly and annual sales quotas tied to team‑wide sales motions
• Chart and deliver timely and accurate forecasting and pipeline management
• Ensure value‑selling methodologies are leveraged to process and track opportunities

Knowledge, Skills, and Abilities

• Demonstrated ability to follow sound business ethics when executing job responsibilities to build and maintain customer confidence
• Excellent verbal, written and interpersonal skills with an aptitude for building strong, meaningful c‑level client relationships
• Self‑motivated and able to work independently
• Proven track record of achieving goals and quotas

Qualifications

• At least 7-10 years of related software sales and account management experience
• Understanding of Salesforce.com and other key sales technologies used for Business Development, Opportunity creation and activity tracking
• Experience within a multi‑dimensional operating environment is essential (i.e., not a mono‑line, single market environment)
• Bachelor’s degree preferred

Additional Requirements

• Travel required up to 20% 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

Benefits – 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

Benefits – 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)

Compensation Plans

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

Professional Services (PS) and Customer Success (CX) bonus plans are quarterly monetary bonuses 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 active 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 active status at time of payout.

Equal Employment Opportunity

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.

Work Authorization

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

Company Policies

Vertafore is a drug‑free workplace and conducts pre‑employment 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.