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Vertafore Sales Operations Specialist in United States

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.


Seeking a team player who strives to support and help drive success within an organization. The Sales Operations Specialist will be responsible for helping onboard new sellers and working closely with sales to drive process improvement so they can sell faster and smarter. The ideal candidate will have experience working with sales teams or in a customer service or capacity. Additionally, excellent verbal communication and a passion or interest in sales operations, technology, and process development/support are required to perform the role.

The individual we are looking for has the complete package – always striving to serve, self-starter that loves to run projects, results oriented, full of integrity and possess strong attention to detail.

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

  • Assist in onboarding of new sales team members through ensure they have proper access to systems, their territory and compensation materials

  • Support administration of sales processes and policies

  • Support sales through sales shadowing, making process improvement recommendations and partnering with other departments to effect change

  • Support with sales off boarding tasks

  • Build and monitor data within to ensure compliance and adoption on sales processes

  • Proactively identify areas of processes improvement up/down the sales process

  • Build and maintain sales enablement tools and resources

  • Provide continued training/learning opportunities for sales team

Knowledge, Skills and Abilities:

  • Ability to build trusted advisor relationships with sales

  • Strong written and verbal communication skills

  • Intermediate experience with Word, PowerPoint, Excel

  • Strong problem solving and collaboration skills

  • Ability to work autonomously strongly desired

  • High integrity work ethic and follow through

  • Ability to work in fast pace and high-growth environment with tight deadlines and shifting priorities, and be willing to “roll-up your sleeves” to drive organizational change

  • Experience with Administration and/or Six Sigma preferred but not required


  • Associates degree or higher

  • 2-3 years of relevant work experience

  • Experience with required

Additional Requirements and Details:

· Travel required up to 10% of the time.

· Ability to work remotely 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.

*Our offices are currently closed due to COVID-19 and are scheduled to re-open mid 2021.