Careers at Proformex

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We are Proformex, a Cleveland based software company and the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance and annuities, serving independent life insurance and financial advisory firms. Our technology makes inforce management more efficient, more profitable, and results in better experiences for policy owners.

Want to join our team at Proformex?  Please email a cover letter and resume to

Software Engineer II

We’re looking for a Full Stack Software Engineer with a front-end UI focus to help build the platform. This is an opportunity to get in on the ground floor of an exciting growth business and help shape our continued success. As a Full Stack Software Engineer, you’ll be working alongside other engineers and product managers, collaborating on the various layers of the infrastructure of our platform.

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Inside Sales Representative, Small and Mid-sized Business

We’re looking for an Inside Sales Representative to join our team focused on selling to financial advisors, registered investments advisors, and agents. This role requires an energetic, driven, and independently motivated individual who thrives in a fast-paced environment. They will be focused on selling Proformex to identified prospects and managing those prospects through the sales cycle, from initial presentation and emo through follow-ups and closing of business.

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Strategic Customer Account Manager

We are looking for a Strategic Customer Account Manager to lead relationships with key strategic and enterprise accounts. This is a critical role that requires a technically minded, process-driven, and results-focused individual. The Strategic Customer Success Manager will manage the lifecycle of strategic Proformex customers, focused on everything from implementation to ongoing relationship management.

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Customer Success Manager

We’re looking for a Customer Success Manager who will be responsible for working with cross-functional teams to deliver exceptional value to our customers. As a Customer Success Manager, you will assist customers in onboarding onto the platform and responsible for monitoring and managing the health and success of Proformex subscribers. You will work together with our Sales and Operations Team to deliver that value to the customers throughout their lifecycle and help them in achieving their goals and desired outcomes.

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