Business Operations Analyst I - Provisioning & Compliance

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. Whether you’re interested in engineering or development, marketing or sales, or something else – if this sounds like you, then we’d love to hear from you!

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India.

$58,500 - $65,000 / year

#LI-Hybrid

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. 

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. 

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. 

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

As a Business Operations Analyst I - Provisioning & Compliance, you will report to the Manager of Business Operations Analytics. This position requires strong attention to detail and supports accurate, timely, and consistent execution of provisioning and fulfillment activities. This role is responsible for processing provisioning and deprovisioning requests for Vertafore products, reviewing assigned fulfillment activity for accuracy, monitoring entitlement and compliance data, and escalating discrepancies that may impact customer access, billing accuracy, or internal reporting. With the use of internal systems, BI tools, and AI-enabled productivity tools, this position supports fulfillment accuracy, documentation, reporting visibility, and timely delivery of software and licenses across Vertafore products.

Core Requirements and Responsibilities:

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

·       Processes accurate and timely provisioning and deprovisioning of products for our customers utilizing various internal systems and applications

·       Processes assigned fulfillment events and reviews supporting details to assist with monthly revenue recognition processes

·       Monitors entitlement, fulfillment, and compliance data using standard reports and BI tools

·       Identifies basic data discrepancies, access issues, or process exceptions and escalates findings to management or senior team members

·       Uses AI-enabled productivity tools to assist with documentation, data review, issue summarization, and reporting efficiency

·       Supports internal monthly timelines and processes to ensure timely delivery of software and licenses

·       Performs quality checks by verifying provisioning activity against system and audit standards

·       Assists with researching fulfillment issues and documenting findings for review

·       Maintains accurate process documentation and provides updates on assigned tasks

·       Supports Quote-to-Cash processing activities by completing assigned fulfillment tasks and communicating issues as needed

Knowledge, Skills and Abilities:

·       Uses sound judgment and decision-making skills to escalate issues appropriately

·       Strong attention to detail and accuracy when processing provisioning and fulfillment activities

·       Basic understanding of BI tools, AI-enabled productivity tools, data validation, and reporting concepts

·       Basic understanding of data tables and relationships preferred

·       Ability to manage multiple assigned tasks and meet recurring deadlines

·       Demonstrated proficiency in technical writing and composition

·       Working knowledge of MS Office, especially Excel

·       Proven analytical and critical thinking skills

·       Self-driven, ability to complete assigned work independently with regular guidance and minimal supervision

·       Ability to work effectively with other employees, departments/functions, as well as outside parties

·       Ability to work in a fast-paced environment where changes or exceptions to procedures are common

Qualifications:

·       A bachelor's degree in business, accounting, finance, mathematics, economics, computer science or a related field, or equivalent practical experience

·       1-2 years of relevant professional experience

·       Salesforce, NetSuite, BI tools or AI-enabled productivity tools preferred

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

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. 

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.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan 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 actives 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 actives status at time of payout.

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

Vertafore is a drug free workplace and conducts preemployment 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 [email protected]

Just a note, this contact information is for accommodation requests only.