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Heron Data · 1 day ago

Founding Commercial Lead (Insurance)

New York, NY

Full-time

Onsite

Mid Level

$200K/yr - $300K/yr

3+ years exp

Heron Data is seeking a Founding Commercial Lead (Insurance) to expand their insurance customer base. The role involves managing the full sales cycle, generating new business opportunities, and driving expansion revenue within existing accounts.

Artificial Intelligence (AI)Document ManagementFinancial ExchangesFinTechInsurTechSaaS

H1B Sponsor Likely

Hiring Manager

Kelsey Robertson

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

B2B sales experienceEnterprise sales experienceConsultative sellingTechnical orientationMetrics-drivenEntrepreneurial spiritPersistenceTeam playerCreative problem-solving

Required

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

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

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

Preferred

Bonus if you are an ex-founder or previous first/ early sales hire

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.

Founded in 2020

New York, New York, USA

11-50 employees

http://www.herondata.io

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)