Finance Operations Manager

4 weeks ago

Remote, Oregon, United States Pathpoint Full time

Overview:

Pathpoint is a modern distribution infrastructure for the $120B E&S insurance market. Today, more than 20% of commercial insurance business is placed into E&S carriers, utilizing Wholesale Brokers yet retail agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools in order to transact. Pathpoint is the only wholesale distribution platform that use's technology to connect carriers and retail agents around the country, streamlining and automating submissions, underwriting, binding, compliance, payments, and service more through technology and and people. All brought to you by a team committed to raising the bar in E&S insurance.(Learn more)

Pathpoint is seeking a Revenue Operations Manager who will work closely with the Chief Revenue Officer and the Head of Revenue Operations to oversee and improve the processing of financial transactions and carrier reconciliation. The Revenue Operations Manager will also support Marketing Operations, Sales Operations, and Revenue Strategy. The role's primary responsibility will help establish and execute building an efficient, scalable premium reconciliation process, coordinating activities with our Operations and Finance Team, creating a task driven automated process in our AMS, develop reporting and KPI's for all processes, and support the Head of Revenue Operations in identifying ways to accelerate the growth of the business through our other revenue operations and practices.

What we look for

Three to five years of experience in Sales Operations, Revenue Operations, Financial Operations in an insurance brokerage or large agency, or a related operational role in a fast growth environment.

Demonstrated ability to analyze performance and improve processes & workflows in a cross-functional role.

Ability to own core operational tooling across the RevTech Stack, including Finance, Marketing and Sales Enablement tooling.

Proficient in SQL or other similar language

Experience in financial reconciliations in a top 100 Retail or top 10 Wholesale insurance broker

Proficient in Salesforce or other similar CRM platforms

What You'll Do:

Financial Operations— Create a scalable processes and documented workflows to reconcile the carrier and AMS data, then deliver that to the Accounting Department to process monthly payments to carriers, then integrate where possible into our AMS. Develop exception reporting and reconciliation process. Processes require to support 20,000 transactions a month.

Marketing Operations — Support defining, executing, measuring, and improving our Digital Marketing efforts across key marketing channels: Web, In-app, Text, Email Marketing and other digital marketing channels.

Create and manage the implementation and execution of marketing campaigns across various channels.

Analyze the performance of campaigns; continuously refine and iterate on the structure and execution of campaigns based on findings.

Identify opportunities to improve our messaging to our client base across channels, tied to our Product Offering

Sales Operations — Support identifying bottlenecks and implement process improvement in the workflows for our Business Development and Account Management teams, driving improved user acquisition and retention across the sales funnel.

Manage and improve the workflow of Business Development Representatives and Managers; end-to-end design, implementation and execution of top-of-funnel workflows

Improve our user segmentation and scoring models to help our Account Management team focus their time and attention on the most valuable users; Work closely with Senior Account Managers to implement findings into core workflows for the team

Revenue Strategy

Assist the Head of Revenue Operations in preparing revenue forecasts, staffing & capacity plans, and strategic recommendations for presentation to the CRO & CEO

About Pathpoint

Pathpoint's Values:

Hard Problems Drive Us: We believe the insurance industry hasn't kept up with changing times and fixing that is a hard problem worth solving.

We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.

We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.

We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.

We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.

Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Note: We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.

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