[Hiring] Senior Offer Manager @Insurity

Role Description

As part of the Sales “Deal Desk” team you will be responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals. You will report to the AVP of Offer Management and will have several colleagues that work together with you. You will interact with many organizations within Insurity (Sales, Legal, Product Management, Customer Experience) at all levels of the organization.

What Our Senior Offer Manager Will Do

• Coordinate with internal teams to scope a customer project.
• Work with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals.
• Provide sales teams with guidance on pricing, pricing structure and strategy.
• Independently support multiple sales teams with special pricing requests and manage large opportunities with all required parties.
• Use business experience to prepare and present alternatives to leadership on pricing scenarios.
• Partner with the sales team to manage the profitability and approval matrix to deliver pricing for each opportunity.
• Present and roll out new processes across all levels of organization.
• Monitor adherence to new processes and course correct as needed.
• Collaborate with cross-functional team members to scope the services project based on agreed upon parameters.
• Manage assigned deal estimation requests including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting, and distributing minutes and action items.
• Solicit inputs from Professional Services leadership on the financial, scheduling, and resourcing aspects of a proposed estimate.
• Initiate internal and external communication throughout defined pre-sales process via face-to-face meetings, teleconferencing and email.
• Coordinate development of order form documents including estimates, SOWs and RFP responses working closely with all stakeholders.
• Review financial data related to various requests for special pricing and identify possible risks associated with service terms, product descriptions, and price concessions.
• Use keen business judgment and financial knowledge to defend and debate recommendations.
• Maintain records supporting all business cases.
• Ensure compliance with internal procedures and government regulations.
• Assist order management and finance in resolving implementation issues, billing issues, and technical issues.
• Ensure team productivity is meeting targets and delivering value to the field.
• Contribute to the feedback loop into the company on street pricing, implementation requirements, and customer roadblocks.
• Identify, address, and bring issues to closure.
• Effectively handle team escalations.
• Other duties as assigned.

Qualifications

• Demonstrate advanced skills in pricing and commercial terms development.
• AI process integration.
• Analytical and critical thinking.
• Written and oral English communication.
• Time management including work planning, prioritization, and organization.
• Ability to handle multiple priorities or tasks.
• Self-starter and quick learner.
• Detail-oriented.
• Active listener.
• Ability to collaborate and work autonomously.
• Flexible and adaptable.
• Capacity to analyze in-flight project impacts while scoping new project requests.
• Status read-outs (Sales, Legal, EPMO & Exec).
• Project Estimation including Scope, Financials, Risks & Assumptions.
• Understanding of Project Management methodology.
• 5+ years’ experience or Bachelor’s degree in related field (equivalent work experience may be considered).

Requirements

• Advanced knowledge of CPQ systems.
• AI tools.
• Microsoft Word.
• Microsoft Excel.
• Microsoft Outlook.
• Microsoft PowerPoint.
• Microsoft Project.
• Visio or another diagramming tool.

Benefits

• Work Where You Thrive: Flexible work environment options (remote, in-office, or hybrid).
• Open PTO Policy: Manage your time and recharge when needed.
• Comprehensive health coverage and employer-matched retirement savings starting on day one.
• Award-Winning Onboarding: Designed to set you up for success.
• Grow Your Career from Within: Over 25% of open roles filled by internal candidates.
• Mentorship Program: Connect with experienced leaders for personal and professional growth.
• Access to Insurity Podcasts for deeper insights into products and company innovation.
• Continuous Learning: Full access to LinkedIn Learning and Kaplan.
• Discounted tuition through partnership with the University of Arizona Global Campus.
• Employee Referral Bonus program.

Company Description

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed.

As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space.

At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning.