
11 - 50 employees
Founded 2018
đĽ Healthcare
đź Consulting
đĄď¸ Insurance
Healthcare ⢠Consulting ⢠Insurance
PolicyMe is a Canadian insurance company that specializes in offering affordable and straightforward life insurance, critical illness, and health and dental insurance products. Their services are primarily delivered online, providing users with the convenience of obtaining quotes and securing insurance coverage quickly and efficiently. PolicyMe is recognized for its no-hassle approach, featuring fast approvals and the ability to tailor coverage to the customer's needs. With a strong focus on term life insurance, they also provide various coverage options for families, individuals, and seniors. Their mission is to simplify the insurance purchasing process for Canadians by leveraging technology and expert advice.
đĽ 0 minutes ago
đ¨đŚ Canada â Remote
đľ $110k - $150k / year
â° Full Time
đĄ Mid-level
đ Senior
đš Revenue Operations
đť Ghost score 5%
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11 - 50 employees
Founded 2018
đĽ Healthcare
đź Consulting
đĄď¸ Insurance
Healthcare ⢠Consulting ⢠Insurance
PolicyMe is a Canadian insurance company that specializes in offering affordable and straightforward life insurance, critical illness, and health and dental insurance products. Their services are primarily delivered online, providing users with the convenience of obtaining quotes and securing insurance coverage quickly and efficiently. PolicyMe is recognized for its no-hassle approach, featuring fast approvals and the ability to tailor coverage to the customer's needs. With a strong focus on term life insurance, they also provide various coverage options for families, individuals, and seniors. Their mission is to simplify the insurance purchasing process for Canadians by leveraging technology and expert advice.
⢠Launch the revenue engine for a new Home & Auto insurance business unit ⢠Own the 0-to-1 design and implementation of CRM, sales processes, reporting, and operating workflows ⢠Administer and continuously improve HubSpot, including objects, properties, pipelines, workflows, automation, permissions, validation, and reporting ⢠Maintain scalable CRM architecture, naming conventions, property design, object associations, lifecycle stages, required fields, and deduplication ⢠Manage user access, team permissions, provisioning, and system governance ⢠Monitor system health, investigate issues, and coordinate fixes with vendors and technical partners ⢠Design and optimize lead routing, pipeline stages, handoffs, lifecycle definitions, and data governance ⢠Build workflows and automations to reduce manual work and improve consistency ⢠Manage integrations and data flows between HubSpot, Five9, Front, and other business systems ⢠Identify customer-journey friction and implement scalable process improvements ⢠Build and maintain dashboards and reporting for pipeline, conversion, retention, productivity, and customer activity ⢠Support forecasting, planning, territory analysis, segmentation, capacity planning, and compensation analysis ⢠Define metrics, establish reliable reporting, and improve confidence in data ⢠Surface trends, risks, and opportunities and help stakeholders act on them ⢠Gather requirements, evaluate options, and recommend pragmatic solutions ⢠Plan, test, document, and launch system changes with change-management support ⢠Monitor post-launch results and iterate based on feedback, adoption, and business outcomes ⢠Create process documentation, system guides, and training materials ⢠Build cross-functional relationships and deliver improvements through stakeholders
⢠5+ years of experience in revenue operations, CRM administration, business systems, sales operations, or a related field ⢠Strong, hands-on experience administering HubSpot CRM in a complex or growing organization ⢠Experience designing CRM workflows, automation, integrations, permissions, reporting, and data-governance practices ⢠Strong analytical and troubleshooting skills across systems, data, and business processes ⢠Experience gathering requirements, testing changes, managing releases, and documenting technical processes ⢠Strong spreadsheet and reporting skills, with the ability to turn messy data into clear insights ⢠Practical, solutions-oriented mindset and a bias toward action ⢠Clear written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences ⢠Collaborative approach and ability to influence across teams without relying on formal authority ⢠Exceptional attention to detail and a high bar for data quality ⢠Knowledge of, or experience working in, the insurance industry ⢠Experience supporting Five9, Front, Confluence, and Jira ⢠HubSpot Administrator certification or equivalent practical experience ⢠Familiarity with SQL, data modeling, APIs, webhooks, JSON, or workflow automation ⢠Experience with Looker, Tableau, Power BI, or a similar business-intelligence platform ⢠Experience with CRM release management, integration monitoring, or business-systems support
⢠Generous PTO - 20 vacation days ⢠Comprehensive benefits plan with premiums paid in full by PolicyMe ⢠Professional development investment, including an L&D budget ⢠AI tooling budget ⢠Performance reviews twice a year ⢠Ongoing feedback to support professional growth ⢠Remote-first team ⢠Option to work from home or the Toronto-based office ⢠Costs covered for employees to attend in-person experiential socials twice a year ⢠Stock options based on performance
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