Careers

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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 careers@proformex.com.

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. You would receive warm leads from our in-house BDRs and manage the leads from first call to new customer. You will also be responsible for generating your own additional leads from our extensive partner list.

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Carrier Coordinator

We’re looking for a Carrier Coordinator who is responsible for coordinating the acquisition of carrier data feeds on behalf of our customers to further our mission of delivering exceptional value to our customers. The Carrier Coordinator is responsible for working with Proformex Subscribers and their carriers to ensure the delivery of critical data elements. You will be expected to work inside our Customer Success team and closely with our Data Science team to document and track data inflow while proactively communicating with our carrier partners, subscribers, and inside Proformex.

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Data Specialist

As a Data Entry Specialist, you'll be responsible to ensure complete and accurate processing of incoming life insurance policy data that facilitates the smooth and accurate input of data into our platform. This will include validation of our automated data extraction process as well as hands-on entry of data. You'll have the opportunity to work alongside an amazing, talented, and dedicated team that is up to any challenge and plans to have fun every step along the path to success. 

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