
201 - 500 employees
Founded 2012
💳 Fintech
🛡️ Insurance
☁️ SaaS
Fintech • Insurance • SaaS
Sureify is a technology company specializing in digital solutions for the life insurance and annuity industry. Their modular product suite, known as Lifetime, provides configurable applications for policy acquisition, servicing, and engagement, enhancing the interaction between carriers, agents, and clients. By leveraging a comprehensive data and workflow platform, Sureify empowers users with innovative experiences throughout the policy lifecycle, aiming to improve efficiency and customer satisfaction.
🔥 1 minute ago
🇺🇸 United States – Remote
💵 $180k - $215k / year
⏰ Full Time
🔴 Lead
⚙️ Operations
🦅 H1B Visa Sponsor
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201 - 500 employees
Founded 2012
💳 Fintech
🛡️ Insurance
☁️ SaaS
Fintech • Insurance • SaaS
Sureify is a technology company specializing in digital solutions for the life insurance and annuity industry. Their modular product suite, known as Lifetime, provides configurable applications for policy acquisition, servicing, and engagement, enhancing the interaction between carriers, agents, and clients. By leveraging a comprehensive data and workflow platform, Sureify empowers users with innovative experiences throughout the policy lifecycle, aiming to improve efficiency and customer satisfaction.
• Own and evolve the GTM tech stack, including Salesforce, HubSpot, and related tools • Design and implement funnel automation for lead routing, handoffs, enrichment, follow-up, and deal-stage triggers • Build and maintain integrations across CRM, marketing automation, sequencing, enrichment, and BI tools • Identify and eliminate process friction from first touch through closed-won • Architect scalable RevOps infrastructure with technical partners • Operationalize MEDDPICC adoption, stage exit criteria, and deal inspection frameworks • Build pipeline management cadences, deal health scoring, and escalation triggers • Analyze sales-cycle data and implement process and tooling improvements • Partner with Sales leadership on territory management, quota modeling, and capacity planning • Support call review and coaching workflows • Define the GTM data model and ensure data hygiene across systems • Build dashboards and reporting for pipeline health, velocity, conversion, and forecast accuracy • Create predictive models and lead/deal scoring frameworks • Establish win/loss tracking and analysis • Partner with Marketing on attribution, lifecycle tracking, MQL-to-SQL optimization, lead routing, and closed-loop reporting • Deliver a systems audit and roadmap, improve pipeline visibility and forecasting, ship 2–3 automation improvements, and establish a win/loss program within 90 days
• 7+ years in revenue operations, sales operations, or GTM strategy at a B2B SaaS company • Deep hands-on experience with Salesforce and HubSpot, including configuration and integration • Proven track record building automation and workflow systems that improved sales team efficiency or cycle time • Strong analytical skills, including model building and pipeline data interpretation • Experience building or owning forecasting and pipeline visibility frameworks • Excellent communication skills across Sales, Marketing, and the C-suite • Bias toward automation • Comfort with AI/LLM tooling for GTM use cases • Experience with enrichment and data tools such as Clay, Apollo, Clearbit, or ZoomInfo (nice-to-have) • Familiarity with Zapier, n8n, or Make (nice-to-have) • Experience with Tableau, Looker, or similar BI/reporting tools (nice-to-have) • Background in insurance or insurtech (nice-to-have)
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