Deal Support Specialist I

Job Description

Job Description

$45,000 annualized + VIP Bonus

$45,000 annualized + VIP Bonus

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

As a Deal Support Specialist I, you will play a crucial role in supporting the sales organization by ensuring the timely and accurate completion of internal support requests in Salesforce. This entry-level position is focused on assisting the sales team with preparing and sending quotes to customers, following best practices around the quoting process to ensure accuracy and efficiency. You will build foundational knowledge in quoting, customer needs, and sales processes while maintaining strong communication with internal and external stakeholders.

We are seeking a team player who strives to support and help drive success within an organization. The Deal Support Representative will be responsible for partnering with the sales teams to assist with creating customer-facing documents a customer would sign to acknowledge a purchase (a Quote). They will also be responsible for ensuring the integrity of the data in our CRM (Salesforce.com). The ideal candidate will have order support or experience working with sales teams in a support capacity. Additionally, excellent verbal communication and a passion or interest in supporting sales teams, technology and process support / development are required to perform the role.

The individual we are looking for has the complete package – a self-starter always striving to be better, full of integrity, strong attention to detail and loves technology.

Core Requirements and Responsibilities :

Essential job functions included but are not limited to the following

Provide support to the Sales team by completing routine internal requests in Salesforce, primarily focused on generating accurate quotes

Monitor and triage sales request ticket queue

Maintain a basic understanding of the sales process, including product catalogs, basic finance and billing concepts, and contract terms and conditions

Learn and utilize best practices around the quoting process to ensure accuracy and efficiency

Proactively identify customer issues and apply problem-solving skills to resolve challenges promptly

Communicate clearly and concisely with customers and team members to gather relevant information for issue resolution

Identify process gaps and data issues and partner with Management to resolve

Ensure a positive customer experience by addressing inquiries in a professional and friendly manner

Foster a collaborative work environment within the department and assist peers as needed

Develop an understanding of Vertafore’s products and solutions, and how they meet customer business needs

Additional tasks and projects as assigned

Knowledge, Skills and Abilities :

Proficient in navigating Salesforce and basic knowledge of the sales process

Strong written and verbal communication skills, professional & friendly

Intermediate experience with Word and PowerPoint

Strong problem solving and collaboration skills

High integrity work ethic and ownership of tasks through to completion

Ability to work in fast pace and high-growth environment with tight deadlines

Qualifications :

1-3 years of relevant work experience preferred.

Experience with Salesforce.com preferred.

Additional Requirements and Details :

Travel required up to 10% of the time.

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.