Strategic Partnership Representative

INFINITI Fleet Safety; Irving (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, vision, dental enrollment

Company retirement match

Paid time off and holidays

Additional voluntary insurance

Salary position

Job summary

Vertical Alliance Group is seeking a strategic partnerships professional to develop and maintain relationships with insurance carriers and risk mitigation specialists. This role focuses on generating leads from insurer partnerships and coordinating with top referral sources across the industry.

The position involves monthly partner outreach, quarterly strategy meetings, and active participation in industry events. Travel to meetings and events is required as part of the role.

Qualifications

• SaaS experience and solid sales/marketing know-how.
• Bachelor’s in business, marketing, or related field preferred.
• At least 5+ years in sales/marketing roles.
• Ability to network with insurance partners to generate prospect leads.
• Willingness to participate in industry trade shows to meet partners and prospects.
• Self-motivated with a desire to exceed expectations.
• Knowledge of commercial insurance is a plus.

Responsibilities

• Monthly follow-up with main partner contacts.
• Quarterly strategy meetings with each partner.
• Confirmation of thank-you email to insurers after new client win insured.
• Monthly mutual client updates followed by phone calls.
• Annual marketing initiative planning meetings.
• New partner acquisition via research, calls, emails, and LinkedIn outreach.
• Assist in organizing strategic partnership information.
• Gather data, analyze, and prepare reports.
• Send webinar notices to strategic partners for redistribution.
• Track webinar participation and monitor lead generation.
• Schedule strategic partnership meetings and prepare agendas.
• Fill out requisition forms for strategic partnership reps.
• Monitor CRM campaign results and lead delegation.
• Create presentations for partner communications.
• Report new clients and attendees to strategic partners within 48 hours.

Skills

SaaS acumen

Sales/marketing acumen

Networking with partners

Industry trade show participation

Self-motivated with performance drive

Commercial insurance knowledge (a plus

Education

Bachelor’s in business/marketing/related field

Job description

Location & Hours: Irving Office, M-F 7:30am-4:30pm, Some travel required

Vertical Alliance Group is the parent company of Infiniti Fleet Safety Training - online training tools, including a learning management system for industries like transportation, distribution, and warehousing.

This position is responsible for developing and maintaining relationships with our strategic partners and top referral sources throughout the industry, with a large focus on the insurance carriers and risk mitigation specialists. The success of the position is measured in leads generated from insurance partner relationships.

• medical, vision and dental enrollment at the first of the month following 60 days of employment.
• Retirement with a company match after one year of employment.
• PTO accrual upon hire - three weeks first year as well as 8 paid holidays.
• Additional voluntary insurance through Colonial Life is available.
• This is a salary position.

Tactical work for which this position is accountable:

• Monthly follow-up with main partner contacts
• Quarterly strategy meeting with each partner
• Confirmation of thank you e-mail to insurance partner after new client -won insured within 48 hours of receipt
• Monthly mutual client update followed by phone call
• Annual marketing initiative scheduled meeting
• New partner acquisition via research, phone calls, emails, and LinkedIn outreach
• Assist in organization of strategic partnership information
• Gather data, analyze, and prepare reports
• Send out webinar notices to Strategic Partners so they may resend to their clients
• Track webinar participation and monitor lead generation
• Schedule strategic partnership meetings
• Fill out requisition forms related to strategic partnership rep position
• Monitor CRM campaign results and lead delegation
• Create presentations
• Report new clients and boot camp attendees to strategic partners within 48 hours of notification
• Communicate with the partner marketing contact
• Review insurance partner website and lead generation pages for accuracy and updates quarterly
• Implement and coordinate marketing initiatives (web, marketing push, referral push, lead pages, etc.)
• Develop training materials for fellow employees and strategic partners
• Track and measure sales and pipeline growth monthly per insurance partner
• Report activity and results to Director of Marketing
• Attend and participate in in industry events. Collaborate with IWS graphic designer to create materials/handouts
• Schedule in-person meetings with top partners annually and prepare meeting agendas/presentations/materials

Job Requirements:

• SaaS Acumen
• Sales/marketing acumen beneficial
• 5+ years sales/marketing experience
• Bachelor’s in business/marketing/or another related field preferred
• Ability to network with insurance partners for prospect leads
• Participate in industry trade shows to meet partners and prospects
• Self-motivated with a desire to exceed expectations
• Knowledgeable in commercial insurance a plus

Vertical Alliance Group is an equal opportunity employer and utilizes E-Verify for new hires.