Heron Data · 2 weeks ago
Founding Commercial Lead (Insurance)
NYC
Full-time
Onsite
Mid, Senior Level
$200K/yr - $300K/yr
3+ years expHeron Data is a rapidly growing company that automates document processing using the latest advances in AI and LLMs. They are seeking a Founding Insurance Account Executive to drive growth through new logo acquisition and manage existing insurance accounts, focusing on building strong customer relationships and exceeding sales targets.
Artificial Intelligence (AI)Document ManagementFinancial ExchangesFinTechInsurTechSaaS
Responsibilities
Exceed annual and quarterly sales targets (Ramped quota in first fiscal year)
Own and manage the full sales cycle (e.g. opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, closed won/lost, etc.) and sales outcomes
Generate pipeline at high velocity in net new insurance carrier, wholesale broker, and MGA accounts
Travel to key conferences and customer sites to source and solidify customer relationships
Collaborate closely and effectively with customers via a consultative, solution selling approach
Intimately understand our customers’ goals, current business processes and solutions, pain and gain points, budgets, and business outcomes they’re trying to solve with Heron
Communicate clearly and accurately with internal teams re: your new sales pipeline generation, current sales pipeline/funnel updates, accurate forecasting, new prospective customer requirements, and closed-loop product feature feedback, etc
Work cross-functionally with technical and deployment teams to deliver comprehensive solutions leading to exceptional customer outcomes
Create and iterate on foundational best practice process, tools, measurement, and the critical foundations of a world-class Sales function
Qualification
Required
Demonstrated sales excellence: 3+ years in B2B sales or other highly commercial roles, with a track record of high achievement and quota attainment
End-to-end and enterprise sales experience: from prospecting to closing, including for enterprise sales motions (i.e. experience with C-level stakeholders, complex / multi-threaded environments, third party dependencies)
Consultative and technical orientation: comfortable with deeply understanding a customer's process and what they are trying to achieve, and how we might address it with a technical solution
Entrepreneurial spirit: an ownership mindset, results-driven and ability to move quickly. Bonus if you are an ex-founder or previous first/ early sales hire
Be scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination, or find an unusual approach to navigate it
Be persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You'll go the extra mile - including Flying to Gainesville - if that's what it takes
Be metrics-driven: you thrive on meeting and smashing through your targets, and are motivated by having your impact on the business measured and visible
Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You'll be a great team player, and do what it takes for the team to succeed. You value diversity and inclusion in the workplace and understand best practices for building products and a business as part of a team
Benefits
Competitive benefits package: health, dental, vision with partial coverage for dependents
401K
Uncapped PTO
Parental leave
Free mental health support via Spill - on-demand access to therapy
Weekly company lunches (always inclusive and vegan-friendly - especially if you like Vietnamese food!)
Company
Heron Data
Heron Data utilizes AI to automate document intake, extraction, and enrichment in the lending, equipment finance, and insurance industries.
11-50 employees
H1B Sponsorship
Heron Data has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
Funding
Current Stage
Early StageTotal Funding
$17.8MKey Investors
Insight PartnersY Combinator
2025-07-15Series A· $16.6M
2020-08-25Seed· $1.2M
Leadership Team
Johannes Jaeckle
Co-Founder & CEO
Dominic Kwok
Co-Founder & CTO
Recent News
2026-01-16
2025-10-20
2025-08-18
Company data provided by crunchbase