Manager, Professional Services

$90,000 - $120,000 / year

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Vertafore has an immediate need for a Manager, Professional Services to lead our customer implementation and managed services practice. This position requires a business leader with proven management expertise, strong communication, facilitation and mediation skills with an extensive background in the customer-facing software implementation space.

The Manager, Professional Services is accountable for achieving/exceeding key financial and delivery metrics including bookings, revenue, margin and customer satisfaction for their practice area.

Core Requirements And Responsibilities In support of our products and our clients, the Professional Services Manager will:

• Ensures projects are delivered on time and on budget
• Ensures a high degree of customer satisfaction through world-class delivery practices.
• Partners with the sales organization to ensure accurate proposal estimation and costing
• Drives recruitment and pro-active people management strategies to ensure the retention and growth of key resources
• Engages with clients through the sales process
• Work collaboratively with other internal teams: Customer Support, Product Management, Development & Sales
• Drive appropriate organizational change and team mentoring as required to ensure the successful market penetration of Vertafore products
• Reviews the sales pipeline to ensure the organization has capacity to implement the forecasted projects

Knowledge, Skills, And Abilities

• Ability to manage complex information and rapidly structure and rationalize it
• Strong attention to detail, well organized administratively
• Clear, concise, comprehensive written/verbal communicator
• Customer-first mentality

Qualifications

• BS in a business discipline or equivalent practical experience
• 2+ years of management experience preferred
• 7+ years of function or professional experience is required
• Extensive experience in the software industry
• Prior client relationship management experience
• Experience with API integrations
• Managed multiple high volume and strategic programs, customer engagements and teams
• Software implementation experience, with insurance industry software conversion experience highly desirable
• Experience with Salesforce, Project Management software and Professional Services automation tools.
• Proven experience to manage multiple projects and to establish priorities.

Additional Requirements And Details

• Travel required up to 25% of the time.
• Located and working from an office location, hybrid schedule.
• Occasional weekend and/or after-hours availability for client support and conversion assistance.
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings . The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us. Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry

• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.

• Medical, vision & dental plans

• PPO & high-deductible options

• Health Savings Account & Flexible Spending Accounts Options:

• Health Care FSA

• Dental & Vision FSA

• Dependent Care FSA

• Commuter FSA

• Life, AD&D (Basic & Supplemental), and Disability

• 401(k) Retirement Savings Plain & Employer Match

• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance

• Parental Leave & Adoption Assistance

• Employee Assistance Program (EAP)

• Education & Legal Assistance

• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness

• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings. We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us. We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected] Just a note, this contact information is for accommodation requests only.