This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Virtual Insurance Specialist, you’ll serve as a trusted resource for clients, providing guidance, education, and ongoing support in a fully remote setting. This role combines meaningful client interaction with flexibility, structure, and long-term growth potential. Qualifications - Strong communication and interpersonal skills - Adaptability and openness to continuous learning - The ability to work independently while collaborating effectively with a team - A goal-oriented mindset and strong work ethic - Professionalism, reliability, organization, and excellent follow-through Requirements - Previous experience is helpful but not required—training and mentorship are provided for motivated, coachable individuals. Benefits - 100% Remote – Work From Anywhere - Flexible Hours - Weekly Pay - Continuous Training & Development - Comprehensive Benefits after three months, including: - Life insurance coverage - Policy renewals - Health insurance reimbursement - Advanced Tools & Resources Key Responsibilities - Support new and existing clients by answering questions, explaining product options, and assisting with coverage details. - Provide personalized recommendations based on each client’s needs, goals, and eligibility. - Stay current on product updates, industry trends, and compliance standards through regular training and education. - Work closely with a supportive, success-oriented remote team that values communication, accountability, and shared goals. - Develop and maintain long-term client relationships through consistent follow-up, professionalism, and service excellence.

**The Role 💼**This isn't a traditional AE role. You'll function as a strategic growth advisor who also carries quota. Focusing on the fashion, beauty, and home verticals, you'll identify brands in our ICP, diagnose their conversion problems, prescribe compelling solutions with Checkmate's product offerings, build trusted partnerships with DTC growth teams, and then close those relationships. **What You’ll Do** ⚡ - **Build Strategic Partnerships** - Target high-growth Shopify merchants ($10M–$500M GMV) in fashion, beauty, and home verticals - Conduct deep discovery to understand growth challenges, constraints, and team priorities - Present data-driven business cases showing projected ROAS, incremental revenue, and payback periods - Navigate complex buying committees involving Growth, Marketing, RevOps, and Finance stakeholders - Establish yourself as a trusted advisor—not just a vendor - **Drive Revenue** - Own a quota and manage full-cycle sales from prospecting to close - Build pipeline through outbound prospecting, agency partnerships, and ecosystem relationships - Maintain disciplined pipeline management and forecasting in Hubspot - Support onboarding and identify expansion opportunities based on performance data - **Shape the Playbook** - Contribute product feedback based on real customer needs and market gaps - Help refine our GTM strategy as we scale into new verticals and use cases - Collaborate with Product, Marketing, and Customer Success to improve the customer journey - Be a founding member of our sales organization—what you build here will scale

• Formulate and execute a sales strategy within an assigned region • Work in partnership with existing channel owners and the BDR team • Carry quota for the entire Boomi suite of products and drive revenue growth in your region, with a keen focus on new logo acquisition • Work closely with prospective customers as a trusted advisor to deeply understand their unique company challenges and goals • Consult with prospective customers on the Boomi Platform to evangelize solutions that will help them reach their business goals and blaze new trails within their organizations • Contribute to our business growth in a fast-paced, collaborative, and fun atmosphere, as a valued member of our sales community • Participate in the development and management of local field events

• Formulate and execute a sales strategy within an assigned region- focused on State and Local Government and Education prospects. • Work in partnership with existing channel owners and the BDR team • Carry quota for the entire Boomi suite of products and drive revenue growth in your region, with a keen focus on new logo acquisition • Work closely with current customers and prospective customers as a trusted advisor to deeply understand their unique company challenges and goals • Consult with customers on the Boomi Platform to evangelize solutions that will help them reach their business goals and blaze new trails within their organizations • Contribute to our business growth in a fast-paced, collaborative, and fun atmosphere, as a valued member of our sales community • Participate in the development and management of local field events