Strategic Partnership Representative

Strategic Partner Development Specialist

Reports to: Director of Marketing

Location & Hours: Irving Office, M-F 7:30am-4:30pm, Some travel required

Vertical Alliance Group is the parent company of Infiniti Fleet Safety Trainingonline training tools, including a learning management system for industries like transportation, distribution, and warehousing.

This position is responsible for developing and maintaining relationships with our strategic partners and top referral sources throughout the industry, with a large focus on the insurance carriers and risk mitigation specialists. The success of the position is measured in leads generated from insurance partner relationships.

We offer a generous benefits package: medical, vision and dental enrollment at the first of the month following 60 days of employment. Retirement with a company match after one year of employment. PTO accrual upon hire three weeks first year as well as 8 paid holidays. Additional voluntary insurance through Colonial Life is available. This is a salary position.

Tactical Work for Which This Position Is Accountable:

• Monthly follow-up with main partner contacts
• Quarterly strategy meeting with each partner
• Confirmation of thank you e-mail to insurance partner after new client -won insured within 48 hours of receipt
• Monthly mutual client update followed by phone call
• Annual marketing initiative scheduled meeting
• New partner acquisition via research, phone calls, emails, and LinkedIn outreach
• Assist in organization of strategic partnership information
• Gather data, analyze, and prepare reports
• Send out webinar notices to Strategic Partners so they may resend to their clients
• Track webinar participation and monitor lead generation
• Schedule strategic partnership meetings
• Fill out requisition forms related to strategic partnership rep position
• Monitor CRM campaign results and lead delegation
• Create presentations
• Report new clients and boot camp attendees to strategic partners within 48 hours of notification
• Communicate with the partner marketing contact
• Review insurance partner website and lead generation pages for accuracy and updates quarterly
• Implement and coordinate marketing initiatives (web, marketing push, referral push, lead pages, etc.)
• Develop training materials for fellow employees and strategic partners
• Track and measure sales and pipeline growth monthly per insurance partner
• Report activity and results to Director of Marketing
• Attend and participate in in industry events. Collaborate with IWS graphic designer to create materials/handouts
• Schedule in-person meetings with top partners annually and prepare meeting agendas/presentations/materials

Job Requirements:

• SaaS Acumen
• Sales/marketing acumen beneficial
• 5+ years sales/marketing experience
• Bachelor's in business/marketing/or another related field preferred
• Ability to network with insurance partners for prospect leads
• Participate in industry trade shows to meet partners and prospects
• Self-motivated with a desire to exceed expectations
• Knowledgeable in commercial insurance a plus
• Excellent time management skills
• Must be detail oriented.
• Strong communication skills.

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