Inside Sales Manager

Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology

At SmartFinancial, innovation drives everything we do. Our mission is to help insurance agencies and carriers accelerate growth through powerful technology and high-intent consumer demand. Proudly voted a Best Place to Work four years running, we’re one of the fastest-growing tech companies in the nation.

As a leading insurance marketplace, we connect millions of shoppers with our expansive network of trusted insurance partners.

We’re looking for a high-performing Inside Sales Manager who is passionate about building winning teams, driving revenue, and leading from the front. This leader will play a key role in developing sales talent, executing strategy, and helping scale one of our fast-growing product lines.

This role is fully remote while managing a fully remote team.

Approved remote states -

AZ ,CA, FL ,GA, MA, NC, NV, OH, PA, TX, UT

Join SmartFinancial: Empowering Insurers with Cutting-Edge TechnologyAt SmartFinancial, innovation drives everything we do. Our mission is to help insurance agencies and carriers accelerate growth through powerful technology and high-intent co...

Who You Are:

• Player Coach: You can run consultative discovery, handle objections, and close deals while leading by example.
• Sales Coach: You elevate your team through call reviews, clear scorecards, direct feedback, and performance accountability.
• Process Driven: You enforce a disciplined sales process—discovery first, diagnosis before prescription—and ensure consistent execution.
• Pipeline Leader: You know your CRM, spot forecast risk early, and connect rep activity to business results.
  Team Builder: You hire strong talent, develop performance through structured 1:1s, and motivate through recognition and accountability.

• Cross Functional Partner: You collaborate with leadership and internal teams while building relationships that open doors for your sales team.

Key Responsibilities:

Individual Contribution (First 30-60-90 Days)

• Build a qualified pipeline of insurance agencies from day one.
• Run the full sales cycle using established discovery and demo frameworks.
• Close new agency accounts to demonstrate firsthand command of the sales process you will be coaching to.

Team Leadership and Development

• Lead, coach, and develop a team of 5+ Account Executives focused on new agency acquisition.
• Identify performance gaps and diagnose root causes across process, skill, and pipeline.
• Administer rep recognition programs and SPIFF reporting.
• Lead the team through the OKR process, connecting individual goals to company targets.

Sales Execution and Methodology

• Execute and reinforce consultative discovery framework across the full team.
• Ensure reps can execute every stage: opening and agenda-setting, catalyst discovery, strategic qualification, deep problem exploration, platform demo, and closing with commitment.

Business Development and Customer Experience

• Identify, nurture, and develop relationships with insurance agents and agency leaders.
• Attend industry conferences and participate in meetings with district managers and sales leaders to build pipeline and market presence.
• Set proper expectations with customers and collaborate with internal teams to deliver on them.

Reporting and Forecasting

• Own pipeline management and hygiene in Close CRM.
• Deliver accurate weekly forecasts and surface risk early.
• Report key metrics to VP of Revenue: pipeline created and velocity, conversion rates by stage, win/loss rates, average deal size and sales cycle length, rep-level activity and quota attainment, and forecast accuracy.

Qualifications:

Must-Haves:

• 4+ years in B2B inside sales with at least 2 years in management roles (SaaS, AdTech, InsureTech, or Marketing Services preferred).
• Proven Individual and Team Performance Track Record: You can point to specific examples where you closed deals yourself and grew rep output or improved team conversion rates.
• Methodology Fluency: You have real experience with consultative or diagnostic sales approaches (Gap Selling, Challenger, Sandler, etc.) and can teach them, not just name them.

Preferred:

• Experience selling to insurance agents or agencies
• Familiarity with Close CRM or similar sales platforms.
• Knowledge of programmatic ad buying, lead distribution, or digital marketing.

Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology

At SmartFinancial, innovation drives everything we do. Our mission is to help insurance agencies and carriers accelerate growth through powerful technology and high-intent consumer demand. Proudly voted a Best Place to Work four years running, we’re one of the fastest-growing tech companies in the nation.

As a leading insurance marketplace, we connect millions of shoppers with our expansive network of trusted insurance partners.

We’re looking for a high-performing Inside Sales Manager who is passionate about building winning teams, driving revenue, and leading from the front. This leader will play a key role in developing sales talent, executing strategy, and helping scale one of our fast-growing product lines.

This role is fully remote while managing a fully remote team.

Approved remote states -

AZ ,CA, FL ,GA, MA, NC, NV, OH, PA, TX, UT

Join SmartFinancial: Empowering Insurers with Cutting-Edge TechnologyAt SmartFinancial, innovation drives everything we do. Our mission is to help insurance agencies and carriers accelerate growth through powerful technology and high-intent co...

Who You Are:

• Player Coach: You can run consultative discovery, handle objections, and close deals while leading by example.
• Sales Coach: You elevate your team through call reviews, clear scorecards, direct feedback, and performance accountability.
• Process Driven: You enforce a disciplined sales process—discovery first, diagnosis before prescription—and ensure consistent execution.
• Pipeline Leader: You know your CRM, spot forecast risk early, and connect rep activity to business results.
  Team Builder: You hire strong talent, develop performance through structured 1:1s, and motivate through recognition and accountability.

• Cross Functional Partner: You collaborate with leadership and internal teams while building relationships that open doors for your sales team.

Key Responsibilities:

Individual Contribution (First 30-60-90 Days)

• Build a qualified pipeline of insurance agencies from day one.
• Run the full sales cycle using established discovery and demo frameworks.
• Close new agency accounts to demonstrate firsthand command of the sales process you will be coaching to.

Team Leadership and Development

• Lead, coach, and develop a team of 5+ Account Executives focused on new agency acquisition.
• Identify performance gaps and diagnose root causes across process, skill, and pipeline.
• Administer rep recognition programs and SPIFF reporting.
• Lead the team through the OKR process, connecting individual goals to company targets.

Sales Execution and Methodology

• Execute and reinforce consultative discovery framework across the full team.
• Ensure reps can execute every stage: opening and agenda-setting, catalyst discovery, strategic qualification, deep problem exploration, platform demo, and closing with commitment.

Business Development and Customer Experience

• Identify, nurture, and develop relationships with insurance agents and agency leaders.
• Attend industry conferences and participate in meetings with district managers and sales leaders to build pipeline and market presence.
• Set proper expectations with customers and collaborate with internal teams to deliver on them.

Reporting and Forecasting

• Own pipeline management and hygiene in Close CRM.
• Deliver accurate weekly forecasts and surface risk early.
• Report key metrics to VP of Revenue: pipeline created and velocity, conversion rates by stage, win/loss rates, average deal size and sales cycle length, rep-level activity and quota attainment, and forecast accuracy.

Qualifications:

Must-Haves:

• 4+ years in B2B inside sales with at least 2 years in management roles (SaaS, AdTech, InsureTech, or Marketing Services preferred).
• Proven Individual and Team Performance Track Record: You can point to specific examples where you closed deals yourself and grew rep output or improved team conversion rates.
• Methodology Fluency: You have real experience with consultative or diagnostic sales approaches (Gap Selling, Challenger, Sandler, etc.) and can teach them, not just name them.

Preferred:

• Experience selling to insurance agents or agencies
• Familiarity with Close CRM or similar sales platforms.
• Knowledge of programmatic ad buying, lead distribution, or digital marketing.