Who We Are

Insurity’s vision is all about empowerment. Empowering insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical software. It’s also about empowering our team members through tools, training, teamwork, and professional development opportunities.

To talk the talk, we must walk the walk. We are trusted by 15 of the top 25 Property & Casualty insurance carriers and 7 of the top 10 MGAs in the U.S. today with over 400 cloud-based deployments – and more on the way. That’s proof we walk the walk. While our product suites are some of the most compelling in the industry, it’s our team members who deliver the exceptional value and unrivaled industry expertise our customers appreciate from us.

Our team tells us over and over; working at Insurity offers you the opportunity to collaborate with and learn from some of the most creative and knowledgeable minds in insurance technology. You’ll feel welcomed even before you start your first day with us through our award-winning onboarding program.

Take the first step to joining our team by applying today and we look forward to seeing #UatInsurity.

Insurity’s Next Lead Financial Analyst

As the Lead Financial Analyst working on Revenue Operations team, you will assume a highly visible role within the organization responsible for delivering accurate and timely sales metrics to senior leadership. You will work closely with the Director of Revenue Operations to maintain the operational gold standard for sales forecasting, reporting and analytics. Be a critical thinker, manage complex contract scenarios and find the story within the data. This role offers the right candidate the opportunity to collaborate cross-functionally with exposure to Executive Leadership, Sales, Finance, Legal, Customer Success & Professional Services teams while evolving your skills alongside an experienced Revenue Operations team.

What Our Lead Financial Analyst Will Do

• Develop a complete understanding of our standardized metrics reporting policies and own the review of closed bookings to ensuring financial reporting accuracy
• Rigorously maintain all assigned reporting deliverables and present monthly in front of senior leadership as required
• Perform detailed analysis on won/lost deals, sales pipeline growth, commission payments and other sales KPI's to monitor trends and provide insights across the business
• Govern the Insurity Sales Compensation Plans and assume responsibility of quarterly commission calculations using the current automated ICP software program
• Provide direct support to Director of Rev Ops with the creation of annual revenue budgets, sales compensation plans and team quota setting
• Support timely & accurately processing of all sales orders in the CRM, assisting the Revenue Ops analysts as needed
• Ensure all new and renewal sales order and billing schedule information including terms, amounts, products etc. tie back to supporting documentation such as MSA’s & Order Forms; Create credits and adjustments as needed
• Act as the Revenue Ops liaison to the Insurity Finance team
• Resolve monthly reconciliation of more complex bookings vs. revenue differences
• Participate with CRM data maintenance as required including weekly QC reporting cleanup
• Identify and provide training of sales order process
• Provide mentorship to team members
• Assist with the integration of new acquisitions into CRM
• Demonstrate thorough knowledge of our products and solutions
• Assist with monthly, quarterly and year end close processes
• Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc.

Who We’re Looking For

• Bachelors degree in Business, Finance or related field
• Minimum of 5 years of experience in a Revenue, Sales or Finance Ops role
• Minimum of 5 years of experience in a SaaS technology/software company
• Active listener; Analytical and critical thinker
• Detailed, organized, self-starter who can collaborate and work independently
• Flexible, adaptable and can handle multiple priorities or tasks at once
• Uses sound judgement; Accurately presents information to management
• Ability to travel up to 10% (travel is minimal)
• Nice to have:
• Experience with Salesforce.com, CaptivateIQ, Intacct ERP
• MS Office: Outlook, Teams, Excel & Word
• Knowledge of the insurance industry
• Experience working in a remote environment

Where: This role can be performed either remotely or based in our Hartford office.

What’s In It For U

• Flex First Workforce: Do your work best from home or from one of our office locations; it’s your choice.
• Generous Time Off: Our leadership believes in taking the time you need when you need it through our Open PTO Policy.
• Day One Health Benefits + Employer-Matched Retirement Savings: You might think these are table stakes, but we know these matter to you.
• More Than Just Core Values: Our values are fundamental in how we attract, train, and retain top talent.
• Award-Winning Onboarding Program: We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year.
• Real Career Growth Opportunities: We love to promote from within with over 20% of our open roles filled through internal applicants last year.
• Mentorship Program: We support a champion culture and growth mindset by pairing you with experienced, talented leaders to help you grow personally and professionally.
• Internal Networking: Build relationships, network, collaborate, and stay connected with colleagues internally with our one-of-a kind online Coffee for Two program.
• Continuous Learning Opportunities: Own your development with your own LinkedIn Learning + Ted@Work + Kaplan licenses.
• Discounted University Tuition: Employees and their families can start or continue their university career with less out-of-pocket investment through our partnerships with the University of Arizona Global Campus.
• Employee Referral Bonus: Once you come onboard, give Insurity the biggest compliment you can give by referring someone to work here and earn a cash bonus.

We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the salary range for this role is $77,00-$150,00, commensurate with experience.

Insurity is proud to be an Equal Opportunity Employer

We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be contacted.

#LI-REMOTE