Vertical Insure
Client Development Representative (CDR)
Minneapolis, MN
Sponsorship not specified$50k-$60kDetected 6 days ago
HubSpotCRMSalesBusiness DevelopmentPipeline ManagementOutbound SalesForecastingCustomer SuccessCustomer SupportResearchLeadershipCommunicationCollaborationTime ManagementOrganizational Skills
About the role
- Our Minneapolis office operates on a hybrid model, with in-office collaboration on Tuesdays and Thursdays.
- If you're hungry to grow, love learning about innovative tech, and thrive in a high-energy environment, this is your opportunity to make an impact.
- Be the Voice of the Customer Gather customer feedback and market insights to help shape product enhancements, improve internal processes, and identify new opportunities for growth.
Responsibilities
- Generate New Business Opportunities Identify, research, and engage prospective SaaS platform partners and end users through outbound outreach, inbound lead follow-up, networking, and strategic prospecting.
- Build meaningful conversations that create qualified sales opportunities.
- Engage Prospects with Purpose Serve as the first point of contact for potential clients by understanding their business needs, educating them on Vertical Insure's embedded insurance solutions, and delivering a consultative buying experience that builds trust.
- Partner with Sales Leadership 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 Consistently manage and update activities, opportunities, and customer interactions in HubSpot.
- Prioritize leads effectively while maintaining accurate forecasting and pipeline visibility.
- Share best practices, celebrate team wins, and continuously develop your sales skills while contributing to Vertical Insure's growing culture.
- Our approach is simple; we are removing the burden from buying insurance by embedding it into our partners' existing product flow making financial protection effortless and timely.
- The role also involves gathering client feedback, collaborating with internal teams to improve processes, and maintaining accurate records in CRM systems to support forecasting and reporting.
- Strong prospecting and lead qualification skills with a consultative sales approach.
Requirements
- 1-3 years of experience in sales, business development, or customer success, preferably in B2B SaaS, technology, fintech, or insurance.
- Experience using CRM platforms such as HubSpot or similar tools.
- Experience That Goes the Extra Mile Familiarity with vertical SaaS, embedded finance, or insurance-related products.
- Who You Are 1-3 years of experience in sales, business development, or customer success, preferably in B2B SaaS, technology, fintech, or insurance.
Compensation
- The estimated base salary range for this role is $50,000-$60,000 per year, based on experience, skills, and scope of responsibility.
- In addition to base salary, this role is eligible for performance-based variable compensation tied to individual and team results.
Benefits
- We offer a comprehensive benefits package, including health, dental, and life insurance, flexible PTO, a gym membership, a 401(k), and more.
Company info
- We offer customized insurance options tailored to each business and its customers, adding value and generating new revenue without extra overhead.
- At this time, we're only considering local candidates.
Equal opportunity
- equal opportunity employer.
Visa & Work Authorization
- nsider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital or family status, or any other sta
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This listing is sourced directly from Vertical Insure's careers page and normalized into a canonical job model.