We are Proformex, a Cleveland based software company providing life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and distribution agnostic platform enable customers to securely store, manage and analyze their entire inforce book of business in one place. Designed to expedite the policy review process and proactively alert customers of potential problems with their client’s life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion.

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

Customer Success Manager

We’re looking for a Customer Success Manager that is responsible for working with cross-functional teams in order to deliver exceptional value to our Customers. As a Customer Success Manager, you will assist Proformex customers from the time of onboarding to drive adoption of the product and demonstrate ongoing value. You will work together with our Operations Team to deliver that value to the customers throughout their life cycle.

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Senior Data Enginer

We’re looking for a Senior Data Engineer to continue building out our Data & Analytics team. This is a rare opportunity to get in on the ground floor of an exciting growth business and help shape our continued success. As the Senior Data Engineer, you’ll be working alongside our Director of Data & Analytics collaborating on the various data strategies, business planning, and the trajectory for the upcoming years. You will also be the primary engineer responsible for executing on data pipeline strategies.

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Inside Account Representative

We’re looking to add an experienced SaaS sales rep to our inside sales team who will instantly become one of the most experienced software sales reps on this team. You will be counted on as a leader right away and will be responsible to drive new ARR to quota within a 90-day ramp.

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