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Salary: USD 50,000 - 60,000 / annual
Vertical Insure is the leading embedded insurance platform built for vertical SaaS platforms. The company offers customized insurance options tailored to each business and its customers, embedding financial protection directly into partners' product flows.
The Client Development Representative focuses on building and nurturing relationships with SaaS platform partners and end customers. This is a hybrid role based in Minneapolis, with in-office collaboration required on Tuesdays and Thursdays.
Key Responsibilities:
• Generate new business opportunities by identifying, researching, and engaging prospective SaaS platform partners and end users through outbound outreach, inbound lead follow-up, networking, and strategic prospecting.
• Serve as the first point of contact for potential clients, understanding their business needs, educating them on Vertical Insure's embedded insurance solutions, and delivering a consultative buying experience that builds trust.
• Work closely with Account Executives and sales leadership to develop account strategies, qualify opportunities, and ensure seamless handoffs throughout the sales process.
• Maintain a healthy sales pipeline by consistently managing and updating activities, opportunities, and customer interactions in HubSpot, prioritizing leads effectively while maintaining accurate forecasting and pipeline visibility.
• Gather customer feedback and market insights to help shape product enhancements, improve internal processes, and identify new opportunities for growth.
• Contribute to a high-performing team by bringing curiosity, energy, and a collaborative mindset, sharing best practices and continuously developing sales skills.
The role offers the opportunity to work in a fast-paced, high-growth startup environment where you'll make a direct impact on the company's growth trajectory.
Requirements:
• 1-3 years of experience in sales, business development, or customer success, preferably in B2B SaaS, technology, fintech, or insurance.
• Strong prospecting and lead qualification skills with a consultative sales approach.
• Excellent verbal and written communication skills with the ability to build credibility quickly.
• Exceptional customer service mindset and passion for creating outstanding client experiences.
• Experience using CRM platforms such as HubSpot or similar tools.
• Highly organized with strong time management skills and the ability to manage multiple priorities.
• Comfortable working in a fast-paced, high-growth startup environment where priorities evolve quickly.
• Preferred: Familiarity with vertical SaaS, embedded finance, or insurance-related products.
