T

TrustLayer

SaaS platform automates vendor risk verification

Business Development Representative

Full-TimePosted on 7/9/2026
No salary listed
Junior
Tampa, FL, USA
In Person
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • At least 1 year in an SDR or BDR role at a B2B SaaS company, including at least 1 year in a self-directed or founding BDR environment.
  • Experience running re-engagement campaigns, working on stalled deals, or owning pipeline health metrics.
  • Experience with enterprise or mid-market sales cycles involving $50,000 or more in annual contract value.
  • Startup experience is required.
  • Proficiency with Salesforce or HubSpot, ZoomInfo, sequencing tools, and LinkedIn Sales Navigator.
  • Understanding of marketing automation, sales and marketing workflows, and lead scoring.
  • Ability to make 100 cold calls per day and navigate gatekeepers at large insurance companies.
  • Ability to build funnel reports, identify conversion issues, and diagnose pipeline problems.
  • Strong writing for cold outreach and re-engagement.
Responsibilities
  • Design and execute multichannel outbound campaigns targeting insurance carriers, managing general agents, brokers, third-party administrators, and technology buyers.
  • Identify whitespace accounts without partner introductions or inbound interest.
  • Test messaging, value propositions, and entry points for insurance buyer personas.
  • Create sequences, templates, and cadences for a scalable outbound playbook.
  • Develop campaigns to re-engage dormant prospects who are 6–12 months old.
  • Partner with account executives to reach multiple stakeholders in accounts where buying committees have stalled.
  • Determine when to nurture or advance early-stage interest, and build drip campaigns to maintain engagement.
  • Analyze pipeline drop-off points and test interventions to improve conversion rates.
  • Identify what accelerates deals and systematize those practices to improve funnel velocity.
  • Research and prioritize target accounts based on fit, timing signals, and strategic value.
  • Map buying committees in insurance organizations, including IT, Operations, Underwriting, and C-suite stakeholders.
  • Conduct discovery conversations to understand technology stacks, pain points, and transformation priorities.
  • Identify the companies, personas, and triggers that lead to the best opportunities.
  • Work with mid-market account executives to understand deal progression and pipeline bottlenecks.
  • Coordinate with the Partners Team to avoid conflicts with partner relationships and identify opportunities for multithreading.
  • Provide Marketing with intelligence on messaging effectiveness, converting content, and lead drop-off.
  • Use funnel analysis to inform expansion strategy and future sales hiring.
  • Document effective practices at each funnel stage so they can be replicated.
  • Run experiments, such as testing video outreach for re-engagement or CFO introductions for stalled deals.
  • Build scoring models to prioritize opportunities.
  • Contribute data-driven recommendations to quarterly planning.
Desired Qualifications
  • Insurance industry experience is a major plus.

About the company

TrustLayer provides a SaaS platform that automates the verification of insurance, licenses, and other compliance documents to manage third-party risk. It uses robotic process automation and AI to collect, track, and verify documents like COIs and W9s, replacing manual, paper-based processes. The platform offers a centralized dashboard with real-time verification, automated document collection, customizable compliance rules, and a vendor portal, scaled by the number of vendors through Starter, Pro, and Complete plans. Its goal is to reduce administrative workload and compliance risk while increasing trust and transparency between businesses and their partners, supported by a network of insurers and SOC 2 Type II security.

Company Size

51-200

Company Stage

Early VC

Total Funding

$22M

Headquarters

San Francisco, California

Founded

2018

Get referred to TrustLayer

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • TrustLayer expanded into state and local government on May 17, 2026.
  • PolicyReview gave TrustLayer customers free AI policy analysis on March 25, 2026.
  • TrustLayer careers page updated July 30, 2026 says the company is hiring.

What critics are saying

  • Trustlayer, Inc. sued Trustpilot on October 30, 2025, consuming management attention and cash.
  • Broker-channel dependence leaves TrustLayer exposed if Acrisure, Heffernan, or e92plus reprioritize 2027.
  • Carrier-native verification and trust platforms can commoditize COI tracking, collapsing pricing power.

What makes TrustLayer unique

  • TrustLayer’s January 13, 2026 e92plus deal reinforces a pure two-tier channel model.
  • Its platform automates COI, license, and vendor compliance verification across regulated workflows.
  • Nationwide’s December 16, 2024 partnership validates on-demand commercial insurance verification at carrier scale.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Remote Work Options

Growth & Insights and Company News

6 month growth

0%

1 year growth

0%

2 year growth

-1%
Policy Reviews
Mar 24th, 2026
PolicyReview partners with TrustLayer.

PolicyReview partners with TrustLayer. Today, PolicyReview is excited to announce that PolicyReview has partnered with TrustLayer to bring industry-leading policy analysis to their customers. When PolicyReview founded PolicyReview, its mission was simple - help businesses understand what's actually in their insurance policies. PolicyReview believed that every business owner deserved to know what they were paying for, without needing a law degree or paying hundreds of dollars for professional review. This partnership extends that mission to a whole new audience. Why TrustLayer? For those who don't know, TrustLayer is the industry leader in third-party risk management. They've built a platform that thousands of companies use to track, verify, and manage the insurance and compliance of their vendors, contractors, and partners. The fit here is natural. TrustLayer helps companies verify that their third parties have insurance. PolicyReview helps everyone understand what that insurance actually covers. Together, PolicyReview can provide a complete picture - not just "do they have coverage?" but "is that coverage actually adequate?" How this partnership came about. TrustLayer's customers had been asking about a service like PolicyReview for some time. They could verify that a vendor had a certificate of insurance, but understanding the actual coverage - the exclusions, the endorsements, the gaps - remained a challenge. When TrustLayer reached out to PolicyReview, PolicyReview immediately recognized the alignment. Its vision and brand matched. Its commitment to clarity in commercial insurance matched. And their desire to provide industry-leading analysis to their clients matched exactly what PolicyReview'd built PolicyReview to deliver. Sometimes partnerships just make sense. This is one of those times. What this means for TrustLayer customers. If you're a TrustLayer customer, you now have access to PolicyReview's AI-powered policy analysis at a special rate. Reach out to your TrustLayer representative for a promo code that unlocks discounted access to its platform. You'll be able to: - Upload commercial insurance policies and get comprehensive analysis in minutes - Identify coverage gaps before they become claim denials - Understand exclusions and endorsements in plain English - Make informed decisions about vendor and contractor coverage adequacy What this means for PolicyReview users. For existing PolicyReview users, nothing changes. You'll continue to use PolicyReview exactly as you do today. This partnership expands its reach but doesn't change its commitment to making insurance understandable for everyone. Looking ahead. PolicyReview is just getting started. This partnership opens doors to deeper integration between its platforms and new ways to bring clarity to commercial insurance. PolicyReview'll have more to share in the coming months. For now, PolicyReview is focused on delivering the same quality analysis its users have come to expect - now available to TrustLayer's impressive customer base. TrustLayer customers: contact your TrustLayer representative for your PolicyReview promo code. Don Halliwell and Aaron Reese are the co-founders of PolicyReview. Ready to understand your coverage? Upload your policy and get a clear report in under three minutes.

Coverager
Jul 30th, 2023
Heffernan Insurance Expands Partnership With Trustlayer

Heffernan Insurance <i class="fa fa-info-circle company-popover" data-content="h3Heffernan Insurance/h3. div. table

California Consumer Banking Rates
Jul 11th, 2023
Heffernan Insurance Brokers expands partnership with TrustLayer to automate Insurance verification for customers

Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States announced a partnership with TrustLayer, to allow customers to access TrustLayer's artificial intelligence (AI)-powered collaborative risk management platform.

PR Newswire
Jun 30th, 2023
Heffernan Insurance Brokers Expands Partnership With Trustlayer To Automate Insurance Verification For Customers

WALNUT CREEK, Calif., June 30, 2023 /PRNewswire/ -- Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States announced a partnership with TrustLayer, to allow customers to access TrustLayer's artificial intelligence (AI)-powered collaborative risk management platform.TrustLayer will enable faster and more efficient proof of insurance verification and help Heffernan customers better manage their risk by using its innovative digital solution. Virtually every business struggles with insurance verification. For those who do it well, the administrative burden is high — with manual processes and millions of static documents changing hands across the U.S. Unfortunately, for those who don't manage these processes well, the risk is astronomical, with studies showing that 75 percent of vendors are underinsured. TrustLayer uses robotic process automation (RPA) and Artificial Intelligence to automate this process securely, so companies can automatically verify the insurance and licenses of their vendors, suppliers, borrowers, and tenants. Further TrustLayer is building connectivity to systems of record to allow for truly validating whether coverage is in force."Our focus at TrustLayer is to help relieve risk management pain points and reduce friction for businesses across the entire economy

Business Wire
Nov 18th, 2022
Suffolk Technologies “Boost” Accelerator Program Hosts Demo Day For Startups Dedicated To Reimagining The Built World

John Fish, Suffolk Chairman & CEO, spoke to the crowd about the need for innovation in the construction industry (Photo: Business Wire). John Fish, Suffolk Chairman & CEO, spoke to the crowd about the need for innovation in the construction industry (Photo: Business Wire)

INACTIVE