Sr. Sales & Marketing Analyst

| Greater Denver Area | Hybrid
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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.

JOB DESCRIPTION 

Seeking a Sr. Analyst to enable sales and marketing success through data driven decisions and insights. The Sales and Marketing Senior Analyst will be responsible for supporting the Sales & Marketing Analytics Manager in the daily data aggregation, data health, analysis and reporting used to power the sales and marketing organizations. This role will partner closely with sales leadership, finance and other functional groups to ensure all sales and marketing insights are accurate, timely, as well as ensure quick and well-informed business decisions can be made at all levels of the department. The ideal candidate will have experience with structuring, aggregating, analyzing and providing real time data within the Sales and Marketing functions of an organization. Additionally, excellent verbal communication skills, the ability to communicate complex analytical topics in a clean & simple way to multiple stakeholders and senior leadership, and strong interpersonal skills are required to perform the role. 

Core Requirements and Responsibilities: 

 

  • Serve as primary strategic planning resource for managers in sales and marketing on all analytics needs and participate in regular meetings with managers to discuss sales trends and make recommendations on sales and marketing priorities. 

  • Gather, consolidate and analyze large data sets to provide deep insights and understanding of the sales and marketing segments using historical, current and predictive metrics to identify trends, assess progress toward strategic goals, and forecast budget attainment. 

  • Assist in defining key business metrics and producing comprehensive weekly reporting package including forecast, pipeline analysis, sales productivity assessment, and marketing effectiveness. 

  • Communicate analytical insights to a variety of stakeholders across multiple channels (e.g. in person, email, videoconference, and executive presentations) and explain factors that result in variance to target over time. 

  • Work with sales managers to increase forecast accuracy and improve pipeline integrity. 

  • Own the evaluation, creation and maintenance of sales territories to support bookings growth and success across the sales organization. 

  • Assist the Sales and Marketing Analytics Manager in defining and prioritizing the analytics roadmap, including systems development, collection and maintenance of underlying data sources and process evolution to support current and future reporting needs 

  • Develop and document best practices that align data quality and analytics with sales strategies and company initiatives and collaborate with sales operations and technical teams to implement critical improvements to processes and systems. 

  • Complete deliverables on time and mistake free without managerial oversight. 

  • Develop and maintain a collaborative working relationship with sales and marketing leadership, the CMO and his/her managers, and other support teams. 

  • Assist in other facets of sales and marketing planning, inclusive of quota-setting, headcount analysis, business planning, budget analysis, and analysis across business units. 

Qualifications: 

  • BS/BA in Business Administration, Finance, Economics, Statistics or related field 

  • 3-5 years' experience in sales and marketing reporting and analysis 

  • Strong quantitative, analytical and problem-solving skills including problem identification, analysis, action planning, and execution 

  • Hands-on experience sourcing data from Salesforce.com, Marketo, Netsuite, Google Analytics 

  • Extensive experience with data visualization and dashboard building in Salesforce 

  • Experience with business intelligence or analytics platforms strongly preferred 

  • Comfortable aggregating and working with large data sets from multiple sources 

  • Exceptionally strong Excel and PowerPoint skills 

  • Energetic, forward-thinking and creative individual with high ethical standards and initiative 

  • Strong communication and relationship building skills with the ability to interpret and summarize data to aid management in achieving strategic and operations goals 

  • 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 

 

 

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.

THE VERTAFORE STORY

Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.

The Vertafore Way

Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.

· Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.

· Win Together: We work together as one team, showing empathy and respect along the way.

· Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.

· Say It, Do It: We honor every one of our commitments because integrity is important to us.

· Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.

· We Love Insurance: We appreciate the impact insurance has on the world.

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.

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Technology we use

  • Engineering
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • AWS (Amazon Web Services)Services

Location

Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
President's club
Employee awards
Remote work program
Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like while using our offices as a place for collaboration, community, and team buildin
Diversity
Highly diverse management team
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental insurance
Our dental plan covers $1500 of expenses per person.
Vision insurance
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health insurance
Vertafore offers three different health plans to meet the needs of our employees.
Life insurance
Pet insurance
We offer a Pet Insurance plan through Nationwide.
Wellness programs
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee stock purchase plan
Performance bonus
Pay transparency
Child Care & Parental Leave Benefits
Generous parental leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provide 6 weeks of leave for the secondary caretaker.
Family medical leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
Bereavement leave benefits
Company-wide vacation
Every year on the second Friday in April, our company shuts down for "Refresh & Recharge Day." It's a day to unplug and get back to what you love outside of work.
Office Perks
Commuter benefits
Company-sponsored outings
Vertafore hosts company outings annually.
Free snacks and drinks
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some meals provided
We provide free breakfast on Mondays and Fridays.
Company-sponsored happy hours
Recreational clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home-office stipend for remote employees
Onsite gym
Professional Development Benefits
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Promote from within
Mentorship program
Vertafore's mentorship framework is an independently led experience between a mentee and a mentor. Resources are ongoingly provided to start this relationship and keep it successful & valuable.
Online course subscriptions available
Personal development training

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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