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

Cloud Engineer

We’re looking for a Cloud Engineer to help build out, maintain and monitor our cloud environment that hosts the platform. 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 a Cloud Engineer, you’ll be working alongside other engineers, developers and product managers, collaborating on the various layers of the infrastructure of our platform.

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Data Platform Engineer

We're looking for a Data Platform Engineer to further augment the robustness and scalability of our cloud-based analytics and pipelines. You will build, manage, and maintain a cutting-edge portfolio of data and analytics solutions and help us push the envelope with best-in-class data enhancement algorithms and revolutionary analytics.

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Solution Architect

Broadly, the Solution Architect is a bridge between the business and technical sides of an operation, translating customer demands or business objectives into actionable technical requirements and next steps. More specifically, they work with customer success, marketing, and sales teams to take the pulse of the market and then coordinate with delivery and development teams to define the features, functionality, and pre-deployment requirements to meet those expectations.

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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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Senior Customer Success Manager

As a Senior Customer Success Manager, you will lead Proformex enterprise level customers as their point of contact beginning at the point of sale and through post live. You will be expected to drive adoption of the product and demonstrate ongoing value while working as a project manager and product expert. You will work together with our Sales, Product and Operations teams to deliver that value for the customers and help them in achieving their goals and desired outcomes while adhering to a project timeline.

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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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