Partner Development Associate

Veracity Insurance•Pleasant Grove, UT

56d•Remote

About The Position

At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent. Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution. We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies. We’re growing fast and want you to be a part of it! We’re seeking a talented and driven Partner Development Associate (PDA) to join our team. Reporting to the Head of Partnerships, this remote role is responsible for researching, engaging, evaluating, and securing new partners. Target partners include trade groups, associations, schools, event organizers, and other organizations that want to provide their clients, customers, students, or vendors with the peace of mind offered by our insurance solutions. As a PDA, no two days are alike with a variety of exciting interactions keeping you on your toes and constantly engaged. You’ll research industries relevant to your assigned programs and identify potential contacts to update our CRM (HubSpot). You’ll conduct outbound calls and email contacts to discuss partnership opportunities, explore backlink opportunities, and proactively seek referrals. You’ll also respond to inbound leads from company website forms and customer support referrals. Once new partners are signed, you’ll introduce them to our Partner Support Associates (PSAs) and coordinate the handoff for PSAs to onboard the new partners and manage the partner’s ongoing and future needs. Above all, you’re humble, hungry, smart, and proactive. And if you’re that, you’re one of us.

Requirements

2+ years of experience in partnerships, customer support, sales, or business development with a consultative approach to problem-solving and account growth
Effective communicator with proven negotiation and relationship-building skills, including the ability to build trust, listen actively, and achieve positive outcomes
Strong research, analytical, and strategic skills to evaluate trends, competitors, and partnership opportunities, including business case development and marketing fee recommendations
Property & Casualty (P&C) license required within 60 days of hire (exam cost covered by Veracity for up to two attempts; employment contingent upon passing); prior P&C knowledge is a plus
Proficiency in Microsoft Office Suite, Google Workspace, and HubSpot; experience with Vidyard and analytics platforms (e.g., Google Analytics, social media); familiarity with Monday.com and Hunter.io is a plus
Collaborative team player with strong follow-through, ability to set and achieve SMART goals, and commitment to representing and championing the company’s brand and reputation
Demonstrated qualities of being humble, hungry, smart, and proactive, with openness to giving and receiving constructive feedback

Responsibilities

Identify and qualify potential partners through industry research, events, associations, and referrals; build and execute outreach strategies using playbooks, scripts, email templates, and HubSpot sequences
Manage inbound and outbound communications via calls, emails, and HubSpot workflows; schedule meetings, respond to inquiries, and advance opportunities through the pipeline
Lead virtual meetings, negotiations, and contract reviews to finalize agreements; oversee onboarding, enrollment processes, and ensure accurate documentation in HubSpot and Outlaw
Build and maintain strong partner relationships to ensure satisfaction, renewals, and opportunities for upsell or expansion
Track, analyze, and report on pipeline, outreach activity, and partnership performance; ensure CRM accuracy and provide insights to leadership
Collaborate with cross-functional teams (PSAs, PDAs, leadership, marketing, and other departments) to close deals, solve partner challenges, and develop business cases such as marketing fee or data-sharing opportunities
Represent Veracity at tradeshows, conferences, and company offsites (10–20% travel annually); present offerings, engage attendees and exhibitors, conduct surveys, and build relationships with event organizers
Contribute to marketing initiatives by creating promotional materials and videos in partnership with the marketing team
Identify process improvements, share best practices, and support the training and onboarding of new team members
Ensure all partnership activities and agreements comply with legal, regulatory, and company requirements, and take on additional responsibilities as assigned
Required to perform other duties as requested, directed, or assigned