Performance Marketing Manager
Posted on Dec. 7, 2024 by Amplify
- San Francisco, United States of America
- $118000.0 - $130000.0
- Full Time
VP of Sales
We help people build wealth through life insurance. It’s the first digital platform that offers life insurance investment products where customers can invest, and access tax-free returns through their life insurance for anything they wish. We're not only transforming an age-old insurance industry, but bridging the gap between life insurance and wealth management. Previously, life insurance wealth policies were used by the wealthiest 1%. Now, with our innovative digital platform and team of experts, they are providing everyone with the ability to access tax efficient wealth and protection.
Emerging from the manual and agent-driven traditional industry, we offer an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. We are the first digital platform tackling the existing $70B permanent life insurance industry and bringing it to a $4T market with a vision to launch a life insurance product that bridges health and financial wealth. As the first end-to-end digital customer onboarding products for life insurance wealth vehicles, we distribute both direct-to-consumer as well as through B2B2C fintech and financial institutions.
Founded in 2019 by industry veterans, we launched our digital platform in 2020. With the backing of leading venture capital investors including Greycroft and Crosslink Capital, we have achieved exceptional growth of 2x YoY and has helped thousands of customers to date.
Achieving the firm’s goal starts with building a strong, mission-driven, and impactful team. The company strives to cultivate an environment of inclusiveness, support, collaboration, ownership, and growth opportunities. We believe in building leaders so that together you can lead the future of the industry.
Background
We are seeking a strategic, analytical, and data-centric sales leader to oversee all sales operations for a fast-growing, venture-backed start-up in the Insurtech industry. This role will report to the CEO and will work cross-functionally with marketing and revenue operations to create strategic initiatives, build relevant data dashboards to track progress towards KPIs, and drive implementation. As VP, Sales, you will be responsible for setting and monitoring sales goals, facilitating the professional development of the team, and providing customer support. The successful candidate will lead the entire sales funnel, consisting of Sales, Underwriting, and Deliverables. This leader will play an integral role in overall company strategy, as well as be responsible for managing and growing the sales operations.
Key Responsibilities Include
- Own and manage the sales funnel from start to finish, identifying key challenges and how to overcome them
- Prioritize turning more leads into insured customers
- Optimize our processes and messaging to enhance customer satisfaction and activity
- Develop sales policies that reflect the organization’s goals
- Direct the Sales team in generating proposals that define a clear path to client’s satisfaction and revenue growth
- Manage and grow a call center of 40+ sales agents and increase overall team performance
- Establish processes and scripts that drive customer action
- Implement internal guidelines for personal data protection based on applicable legislations to manage customer data
- Investigate factors impacting sales performance
- Monitor changes in the industry and leverage them for business opportunities
- Outline objectives in key target areas such as sales volume, market share, distribution channels, and profit margins to guide promotions and sponsorships
- Promote positive relationships with sales team members and leaders and provide input on sales incentive structure and key performance indicators to help monitor targets
- Share input with the Growth and Marketing team based on customer and industry feedback
- Review sales performance by analyzing performance reports
- Serve as a strategic business partner to the CEO and leadership team to drive revenue growth and achieve strategic objectives
The Person / Key Requirements
The VP, Sales should have extensive experience in high-volume consumer sales within fintech, offering complex financial products to the mass market or mass affluent consumers, such as insurance, mortgage, 401(k), or other financial vehicles. The successful candidate should be passionate about providing support and motivation, an exceptional leader, goal-driven, and have a proven track record of increasing yield from a sales team. The ideal candidate will also have experience partnering with CEOs, investors, and leadership team peers to steer the sales operations and company growth objectives.
The VP, Sales will meet the following requirements:
- 7+ years of direct sales leadership experience
- 3+ years of relevant experience in high-volume direct-to-consumer sales (online sales required)
- Start up & high growth experience required
- Strong data analytics and revenue operations background and/or capabilities
- Familiarity with leveraging sales funnel conversion data using tools such as Looker and/or HubSpot
- In-depth understanding of what it takes to lead and scale a successful inside sales team
- Experience growing a call center from 60+ agents to hundreds
- Track record of implementing policies and procedures to improve overall team performance as well as create appropriate incentives for growth and development
- Take financial ownership and work closely with Finance to ensure sales growth is sustainable and that the sales function ultimately drives profit, not just revenue
- Understanding of and experience with the necessary technologies required throughout the sales process, including but not limited to: CRM, sales dialing tools, email management, sales productivity, customer success, data integrations, automations
- Ability to diagnose and detect issues in the customer experience/sales value chain proactively and implement solutions for improvement
- Experience creating a successful hiring and onboarding program in collaboration with HR to ensure we find, hire, and retain the best talent for each sales role
- Demonstrated ability to create a short-, medium-, and long-term roadmap for quotas and hiring needs to enable the sales team to hit respective agreed-upon goals
- Proven ability as a "talent magnet" in recruiting and developing sales professionals and high-performing teams
- Effective communication with all levels of the organization, including board members and senior executives
- Strong quantitative and analytical skills
Culture Fit & Impact
- A demonstrated passion for the company and mission
- A strong sense of ownership and motivation, with a demonstrated commitment to the values of quality and continuous improvement
- A collaborative, humble, high-performance approach that embraces our commitment to a team-oriented mentality
- Impeccable integrity and high ethical standards combined with well-developed discipline, owns mistakes, and promptly addresses them
- Empathy, humility, eagerness to listen, capacity to improve morale, and a desire to grow as a leader
- Ability to thrive in a rapidly changing and agile operating environment with high levels of ambiguity and stress
The company is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.
Advertised until:
Jan. 6, 2025
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