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

Data Engineer

We’re looking for a Data Engineer to continue building out our Data & Analytics team. This is an opportunity to get in on the ground floor of an exciting growth business and help shape our continued success. As a Data Engineer focused on data integration, you’ll help us expand the types of data we support, make our current data ingestion processes more resilient, and push our data processing to meet our evolving customer and product needs. You’ll collaborate with the entire tech team on data strategies, business planning, and the trajectory of our data platform technology for the upcoming years.

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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. 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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Business Development Representative

We’re looking for a BDR/SDR to help us scale. This is a rare opportunity to get in on the ground floor of an exciting growth business and help shape our success in a role with wide ranging responsibilities. As one of the first dedicated BDRs you will play an important role in helping us building out a repeatable sales model and take our technology to the world.

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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 Proformex customers in onboarding onto the platform and working closely with them to drive adoption of the product and demonstrate ongoing value.

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