Sales Operations

Counterpart is a management liability insurance platform for the 21st century workplace. We offer products and services to help companies align the risks and incentives of creating great organizations. Our platform is designed to measure risk more efficiently using the most advanced rating system in the industry, while also proactively mitigating the risks of our insureds. Ultimately, we provide businesses with frameworks to be the best versions of themselves. That’s where you come in.

As an early member of the team, you will be responsible for building systems, designing processes, owning metrics, and crafting playbooks that make our growth and underwriting teams successful, as well as spearheading strategic projects across the organization. You will drive step-function improvements in the way we measure and manage performance, innovate on incentives, and partner directly with leadership and stakeholders to meet topline objectives. 

YOU WILL

• Build a world class sales enablement infrastructure (e.g. Salesforce, Intercom, Admin, FAQs, Hubspot, etc.) that enables us to execute upon our company goals more efficiently and collaboratively. 
• Oversee building, documenting, and optimizing of sales, engagement, and customer service processes to support our growth.
• Implement and iterate upon our sales tools, ensuring we have the right technology & systems in place to support our team’s success.
• Define performance tracking by leveraging tools, building dashboards and reports to provide visibility to leadership and help drive go-to-market strategies.
• Identify opportunities and the means for Counterpart to differentiate itself from current competitor offerings in collaboration with our marketing team.
• Own the monthly, quarterly and annual sales planning process including productivity drivers and incentive design.
• Provide reporting and insights into the drivers behind the performance to internal and external stakeholders.
• Build controls and monitoring to ensure that internal and external stakeholders are utilizing the system in an appropriate and consistent manner.
• Serve as an escalation point for the resolution of business process and/or system issues.

YOU HAVE

• 4+ years of experience in a Sales Operations, Growth, Revenue Operations role at a fast-growing, venture-backed company.
• Bachelor/Masters degree and 6+ years of total work experience
• Experience with B2B SaaS and software startups; high growth early stage is preferred
• Strong familiarity with the sales tech stack (e.g. Salesforce, HubSpot, Hotjar, Optimizely, Sumo, Zapier, Intercom, etc.)
• Deep sales strategy expertise, including goal setting, territory design, compensation plan structure, and general go-to-market strategy.
• Proficient in Google Suite and experience with data visualization tools (e.g., Looker)
• Strong analytical skills, and eagerness to measure, report, and optimize quantifiable impact.
• Bonus points for past experience or interest in fintech or familiarity with the insurance industry

WHO YOU WILL WORK WITH:

• Tanner Hackett, CEO & Founder: Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Openminded.org, in addition to reading, surfing, yoga, and enjoying the outdoors. 
• Mike Levins, Head of Insurance: Mike previously was the Head of Broker Relations and US MGA Operations at Hiscox. Mike oversaw the Midwest region with ~20 underwriters offering 13 different product lines, the primary lines being management liability, professional liability, and cyber/technology. His extensive insurance career has afforded Mike strong relationships across hundreds of retail and wholesale brokers. Mike received his BS from Marquette University and MBA from Benedictine University.
• Tobias Schuler, Head of Data: After becoming a Fellow of the Casualty Actuarial Society and working as a consultant actuary at EY for several years, Tobias went on to drive the actuarial data & systems teams at QBE. He further leveraged his deep insurance and technical expertise at Munich Re Digital Partners in North America, where he headed data and analytics and oversaw the data infrastructure behind some of their largest programs.
• Fabio Faschi, Partnerships: Prior to Counterpart Fabio was the founding member of Policygenius' property and casualty division with experience as an independent insurance agent across 50 states, before moving on to Operations management at CoverWallet, an Aon company. Fabio's insurance expertise has been featured on Forbes, Consumer Affairs, Realtor.com, Apartment Therapy, The Simple Dollar, SFGATE, Bankrate, and Lifehacker. 

We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.

We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.