Vouch Recruitment

Revenue Operations

• Own the day-to-day operational integrity of the new-business sales motion from lead assignment or active producer work through opportunity creation and handoff into retention
• Clarify, standardize, and instrument processes so producers can act on reliable information
• Surface workflow and stage-definition problems
• Support pipeline reviews by enforcing data hygiene and applying stage definitions consistently
• Provide diagnostic feedback to sales managers on process adherence, data quality, and workflow breakdowns
• Maintain a roadmap of process and data-capture improvements
• Build visibility into center-of-influence and referral relationship health
• Use attribution instrumentation to identify referral-, outbound-, and other pipeline sources
• Regularly shadow producers and outbound representatives to identify and resolve operational friction
• Shape and build the Salesforce Financial Services Cloud foundation for new business
• Define field-level rules, stage definitions, routing logic, workflow states, and opportunity attribution
• Ensure Salesforce data-capture standards are understood and followed
• Identify manual work for automation and track transition blockers
• Experiment with AI tools and workflow automation for outbound personalization, sequencing, relationship-signal tracking, and qualification support
• Test, build, and discontinue approaches based on results while protecting data integrity and compensation-affecting logic
• Serve as RevOps point of contact for pod leadership, retention, brokerage operations, and placements
• Resolve cross-functional priorities and data issues involving quota, territory, and compensation-relevant fields
• Own the handoff from new business into retention
• Participate in the RevOps on-call rotation

Revenue Operations Lead

Operations

• Deliver timely, consistent responses to client and internal/external stakeholder inquiries
• Maintain and update policy data and documentation within the AMS and CRM, ensuring accuracy and completeness
• Manage specialty policy servicing requests, including binding, cancellations, endorsements, billing inquiries, surplus lines filings, and other policy maintenance activities
• Support certificate of insurance requests, partnering closely with Brokerage Ops Associate Support Representatives
• Partner with brokers, carriers, wholesalers, and internal teams to support policy servicing and maintenance
• Coordinate with clients and billing partners to resolve billing-related matters
• Identify opportunities to add value for brokers through proactive follow-ups and operational improvements
• Assist in documenting and refining day-to-day processes to improve operational efficiency
• Support clients across brokerage workflows from initial sale through binding, billing, and renewals
• Support post-bind service requests and ongoing policy maintenance

Brokerage Operations Associate

Client Partner

• Own and manage an approximately $6M annual book of commercial insurance clients
• Serve as clients’ primary point of contact and trusted advisor
• Deliver proactive, timely, and expert service to drive client satisfaction, retention, and long-term partnerships
• Advise clients on evolving risk profiles and analyze coverage needs
• Recommend tailored insurance solutions aligned with clients’ business goals
• Lead end-to-end renewal processes and identify opportunities to round out accounts
• Surface upsell and cross-sell opportunities and coordinate with producers to grow the portfolio
• Collaborate with the Placements team to secure optimal coverage structures and ensure seamless execution
• Partner with Sales during late-stage deals and onboarding for smooth client handoff and setup
• Contribute insights to internal process and tooling development to improve scalability and efficiency

Senior Client Manager

Financial Planning and Analysis

• Own headcount tracking and budget versus actual reporting
• Produce monthly, quarterly, and annual reporting for internal management, the Board of Directors, investors, and other applicable third parties
• Support the annual budget build and ongoing forecast updates, including targets supporting business operations decisions
• Support monthly close deliverables, including accrual calculations and analysis and vendor coding questions
• Calculate and process monthly partnership payouts
• Contribute to cost-to-serve and LTV methodology and calculations
• Deliver weekly budget versus actual readouts to the business
• Meet with business partners across the company to explain monthly results and translate findings into forecast updates
• Report directly to the Head of Finance
• Provide financial reporting for internal executive leadership and external audiences, including the Board of Directors

Revenue Operations Lead

Brokerage Operations Associate

Senior Client Manager

Senior Financial Analyst