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Authentic

SaaS captive-insurance platform for embedded coverage

Director of Revenue Operations

Sales OperationsPosted on Nov 11
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • At least 6 years of experience in revenue operations, sales operations, or business analytics, including at least 2 years leading the function.
  • Hands-on CRM administration experience with Attio, Salesforce, HubSpot, or a similar CRM.
  • Ability to write SQL and build dashboards using business intelligence tools such as Metabase.
  • Experience designing forecasting, pipeline definitions, and commission processes and driving adoption by a sales team.
  • Ability to independently build and improve systems and processes from messy data.
  • Ability to communicate data insights clearly to sellers and executives.

Responsibilities

  • Own and administer the CRM, including its data model, pipeline stages, fields, and data-quality rules.
  • Build connections between the CRM, platform, data warehouse, and underwriting tools so premium, quotes, and renewals flow into one place.
  • Build revenue scorecards and dashboards to track pipeline, conversion, retention, and performance against plan.
  • Own forecasting and the definitions behind reported metrics.
  • Support territory and account assignment, quota setting, and commission calculations in partnership with finance.
  • Select and operate sales tools for outreach, dialing, contact data, and enrichment.
  • Analyze win/loss outcomes, funnel conversion, producer activation, and renewal retention.
  • Partner with sales leaders, engineering, analytics, and finance to align selling processes with measurement.

Desired Qualifications

  • Insurance, managing general agent, or financial services experience.

About the Company

Authentic

SaaS captive-insurance platform for embedded coverage

Authentic Insurance provides a technology-driven platform that lets SaaS platforms, associations, and community groups create and launch captive insurance programs. It offers an

Company size
51-200
Company stage
Series A
Total funding
$20.5M
Headquarters
New York City, New York
Founded
2022

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