
201 - 500 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Strategic Risk Solutions is the world's largest independent insurance company manager specializing in captive insurance. With over 25 years of experience, they collaborate with clients to establish tailored insurance solutions that help businesses control and leverage their risks. SRS is committed to delivering exceptional management and strategic advice, ensuring clients can navigate complex risk management challenges effectively and achieve cost-saving opportunities.
🔥 12 hours ago
Where this job comes from
Posted on Strategic Risk Solutions's careers page ↗, not through a job board
First seen by Remote Rocketship 12 hours ago
Still open on Strategic Risk Solutions's site. Checked 1 hour ago.

201 - 500 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Strategic Risk Solutions is the world's largest independent insurance company manager specializing in captive insurance. With over 25 years of experience, they collaborate with clients to establish tailored insurance solutions that help businesses control and leverage their risks. SRS is committed to delivering exceptional management and strategic advice, ensuring clients can navigate complex risk management challenges effectively and achieve cost-saving opportunities.
• Own and optimize HubSpot, including pipeline stages and tracking, forecasting, reporting, CRM governance, and technology roadmap • Facilitate pipeline reviews and provide leadership with insights into pipeline health, sales activity, conversion trends, forecast accuracy, and new-business performance • Develop targeted account identification and outreach strategies using data-driven insights • Partner with internal teams to develop and execute B2B business development strategies, growth initiatives, and market penetration plans • Use third-party data sources, market intelligence platforms, industry databases, prospecting tools, and sales technologies to identify prospective clients, referral sources, brokers, consultants, and strategic partners • Evaluate, recommend, and optimize the business development technology stack • Conduct market, industry, and competitive analysis to identify trends, growth opportunities, target sectors, and expansion areas • Collaborate with marketing to align campaign messaging, thought leadership content, event impact, and lead generation with business development priorities and revenue objectives • Manage and oversee the RFP and proposal process through a direct report • Analyze proposal activity, RFP conversion metrics, and pursuit performance • Evaluate, implement, and optimize AI tools and workflows for prospect identification, account-data enrichment, RFP analysis, proposal requirements, pursuit strategy, response quality, and efficiency
• Bachelor’s degree in business, marketing, finance, insurance, or a related field • 8+ years of experience in business development, sales operations, revenue operations, or a comparable B2B sales role • Demonstrated ability to develop and execute strategies supporting lead generation, pipeline development, and new-business conversion • Experience administering and using HubSpot to manage pipelines, opportunities, reporting, workflows, and sales activity • AI and AI agent utilization skills to optimize workflows, automate processes, and track results across different platforms • Strong understanding of pipeline management, sales forecasting, CRM governance, and new-business performance reporting • Advanced analytical and reporting skills • Proficiency in Microsoft Excel and ability to translate data into clear findings, priorities, and recommended actions • Strong project management, organizational, and follow-through skills • Ability to work independently, manage multiple priorities, and maintain accuracy and attention to detail • Excellent written, verbal, presentation, and interpersonal communication skills • Ability to work effectively with senior leaders, business development professionals, marketing teams, and client-facing subject-matter experts across a global organization • Experience in insurance, captive insurance, captive management, commercial risk, or related financial services sector strongly preferred • Familiarity with brokers, consultants, risk managers, captive owners, and other commercial insurance market participants preferred • Willingness to travel quarterly for internal meetings, industry events, and business development activities
• Competitive salary • Bonus plan • Generous benefits package • Career development opportunities • Mentorship • Flexible work environment • Opportunities for rewarding growth and advancement • Genuine equity and inclusion
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