Great people, leading edge technology and a challenging, fast-paced environment… we have it all!

About Vertafore. Vertafore is the leading provider of software, services and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. Vertafore leverages a unique industry presence to deliver meaningful solutions, powerful technology, and robust insights to help organization effectively respond to business challenges and capture new opportunities. Vertafore solutions have helped more than 15,000 customers and 200,000 users gain competitive advantage to accelerate their business performance. 

Today, Vertafore is an 1100-employee, profitable and growing enterprise headquartered in the greater Seattle, Washington area with 4 additional primary locations and several smaller, remote offices.  Principal market segments under the Vertafore umbrella include Vertafore Agency Markets, Vertafore Carrier & MGA Markets and Sircon (Vertafore Compliance and Government Markets).   Vertafore brings together a family of connected technology and information solutions under one banner, enabling us to provide clear paths to competitive advantage and growth for all our customers. To fully unleash your potential, the best path from A to Z is always through point V.

Vertafore Agency Markets, headquartered in Bothell, WA, encompasses management systems and comparative rating solutions and services; health and life benefits workflow and administration solutions; and insurance reference resources and solutions.  Agency Markets provides mission critical applications to enhance the productivity of insurance agents, brokers, banks, and other distributors of insurance and financial services.

Vertafore Carrier & MGA Markets encompasses software and services solutions for Insurance Carriers, MGAs and Wholesalers.  Headquartered in Conyers, GA, this segment encompasses insurance focused content management, enterprise workflow and business intelligence solutions.  Their award-winning ImageRight content and workflow management solution won top Property and Casualty Insurance solution overall, and top Life & Health solution overall in the 2008 Insurers Choice awards by Tech Decisions, and First Place Enterprise Technologies in the 2008 Vanguards in Insurance Practice by Insurance Networking News and Celent.

Vertafore’s Sircon market segment connects insurance carriers, agencies and brokers, agents, education providers and state regulators through a comprehensive online network that enables companies to manage compliance and producer information, and helps agents get licenses faster.

As an Enterprise, Vertafore is privately held by Hellman & Friedman, a leading private equity firm with a focus on the vertical market software business.  Founded in 1984, Hellman & Friedman (www.hf.com) has raised and managed over $16 billion of committed capital.  In addition to H&F, JMI Equity (www.jmiequity.com) also contributed equity capital to the transaction and the two firms have worked together on numerous acquisitions in several vertical markets.

The Vice President, Sales Operations will be a key member of the sales leadership team at Vertafore.  This individual will work on complex issues requiring deep understanding of the company, its sales strategy and sales execution/operational best practices.  This individual will be a primary input to planning, staffing, budgeting, managing priorities, recommending and implementing changes to methods for the sales organization.  He/she will also make final decisions on administrative or operational matters to ensure sales operations’ proper execution and effective achievement of objectives.

Primary Responsibilities:

• Provide leadership and direction for the sales operations organization across the broad organization


• Manage and administer Vertafore’s sales forecasts, reporting and analytics efforts and data, and drive proper and timely communication of sales information to relevant parties (CEO, executive team, sales leaders, managers and reps).


• Adopt and promote the consistent and effective use of tools and technology that drive insights and pipeline visibility into bookings, backlog, and revenue, profitability and delivery execution.


• Interact closely with Sales team leads and other senior management to set company policy regarding sales operations.


• Lead, in partnership with sales management, HR and Finance, sales incentive, quota design and sales contest/recognition program efforts, including design, governance and administration on a day-to-day basis


• Lead, in partnership with sales management, HR and Finance the annual planning process which includes sales territory and coverage model design, which drives the distribution of sales targets (quotas) supporting the corporate strategy


• Manage and continually enhance sales territories, account lists and sales process methodologies to ensure they are up-to-date and effective


• Work closely with HR to ensure appropriate sales training, tools and development programs for all sales team members


• Work closely with Finance to set and update corporate and sales forecasts to drive performance management and budget adherence across the sales lifecycle (demand generation, sales pipeline, bookings and revenue)


• Collaborate with Professional Services and Customer Service leaders to support customer retention and satisfaction goals


• Work closely with other units e.g. Marketing, Product Development and IT to ensure representation in all planning, processes and decisions involving Sales – such as promotions/demand generation, new product development or IT infrastructure changes

Background and Experience

• Be a seasoned professional with strong leadership abilities


• Have a clear understanding of the role of sales operations within an organization and its complexities, including background in planning/administration of quotas, incentive compensation, territories, forecasting, sales tools and technology and processes


• Have proven ability to work and communicate comfortably and effectively at all levels of a matrixed organization, from senior and executive level management to middle management and individual contributors.  Must be a team player.


• Have successfully driven adoption of sales initiatives through application of strong change management leadership


• Have excellent strategic thinking skills with a strong ability to prioritize and execute


• Be hands on, well-organized, fully accountable to meet or exceed goals set for the organization


• Be able to manage numerous projects simultaneously under deadline pressure