Pathpoint is the first fully digital wholesale broker that delivers a simple, fast, and efficient way for retail insurance agents to submit, quote, bind, and manage small Commercial Property and Casualty E&S products for insureds.

Pathpoint is looking for a Revenue Operations Manager to implement meaningful processes that drive productivity for the marketing and sales functions while delivering a cohesive experience for the customer. This is a crucial role in the growth of our business. You’ll report to our Head of Marketing and collaborate closely with the President/CRO for sales processes to turn prospects into active users (specifically insurance agents who become active users of our technology platform).

You’ll own top-of-funnel processes by managing and optimizing our outbound email marketing program, sourcing and managing leads, creating reports for marketing and sales teams on success metrics, directly managing the business development team and any other team members that support this part of the go-to-market function, and ensuring various software operates as needed for high efficiency and automation on both teams.

What you'll do:

Drive and hold ownership over all top-of-funnel marketing and sales processes
Develop and implement automation in Salesforce and other marketing software, such as Outreach, Customer.io and Seamless.ai for sales and marketing teams for cohesive recruitment and engagement experiences
Help drive email marketing campaigns that deliver quality leads and registered users for our business development team to engage with and turn into active clients
Actively manage the business development team that drives registrations and activations
Analyze and recommend areas of improvement for increased productivity of sales and marketing teams, including determining process-driven factors that lead to increased conversions
Track marketing and conversion metrics and use your expertise of process to deliver more lift week over week
Manage and assess 3rd party lead data vendors; run campaigns against 3rd party leads and assess ROI
Prepare monthly and quarterly reports for distribution partnerships
Manage reporting of all top and mid funnel metrics and KPIs

What we look for:

You’ve served in a Marketing or Sales role where you were directly engaged in the creation and implementation of email marketing, campaign management, and automation for 5+ years, preferably 2+ of those years at a high growth company
You’re extremely comfortable getting data out of tools and databases and using it make impactful decisions
You have a high level of proficiency using, managing and integrating marketing software with Salesforce
You have experience in sales enablement and/or marketing automation software required (we use Outreach.io and Customer.io but experience in similar tools is sufficient)
You have experience with email and CRM strategy, customer segmentation and analytics
You have experience identifying and implementing process improvements for sales and marketing teams
Knowledge of SQL a plus

What we offer:

A product culture that gives you the time and space required to build great things
A flexible time off policy
Competitive compensation, equity, and healthcare packages
401(k)
A $500 annual home office stipend to invest in your work space
A $300 monthly lunch stipend
A $50 per month home wifi reimbursement
Paid maternity/paternity benefit
A flexible vacation policy and a team that understands building a company is a marathon, not a sprint
Flexible and remote working arrangements
Early stage well-funded company

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.

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. Pathpoint considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.

Pathpoint

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Revenue Operations Manager