Strategic Onboarding: Effectively onboarding new customers and establishing yourself as their trusted advisor from day one. The Circle of Protection: Managing an existing book of business by issuing certificates and processing endorsements for large, complex accounts. Forensic…
AI · Salesforce · Auditing
Sales Coaching: Be obsessed with customer experience and consultative selling. Elevate team performance through structured shadow sessions, call recordings, and actionable, real-time feedback. Leadership Excellence: Commit to the craft of people management: leading meaningful…
System & Data Architecture Architect the end-to-end integration and data strategy for Salesforce and its connected production distributed systems. Define data ownership, entity shapes, and single sources of truth across platforms using Entity-Relationship Diagrams (ERDs).…
TypeScript · React · PostgreSQL
Technical escalation & resolution Serve as the primary escalation point for Tier 3+ incidents raised by the Application Support team that require deep technical investigation. Investigate escalated issues at the code level — reading, understanding, and modifying production…
Accounts (Client Care & Policy Management): Portfolio Stewardship: Onboard new clients and serve as the main point of contact for client requests. Policy Servicing: Review submissions, process endorsements, issue certificates of insurance, and execute policy modifications.…
End-to-End Ownership: Lead the design process from initial discovery and user research to high-fidelity prototyping and post-launch optimization. Complex Problem Solving: Simplify intricate insurance logic into clear, accessible user journeys. You’ll create service blueprints…
1. Legal Operations & Commercial Oversight Contract Lifecycle Management: Draft, review, and negotiate complex commercial agreements, including SaaS licenses, vendor contracts, and partnership/binder agreements with our insurance markets. MGA & Underwriting Support: Support…
Machine Learning · AI · Finance
Lead Key Projects: Own end-to-end projects across multiple departments, from identifying problems and developing work plans to managing stakeholders and driving successful implementation. Projects include Sales Excellence initiatives, NPS launch, new feature rollouts. Influence…
Build and maintain internal tooling for the data team — CLIs, automation scripts, observability dashboards, and developer productivity tools. Contribute to the development and deployment of the team's conversational analytics product — supporting infrastructure, CI/CD, and…
JavaScript · TypeScript · Python