Partner Development Associate

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At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent. We have a culture of empowerment believing in effort, results, accountability, transparency driving trust, growth, innovation. We answer only to small business owners, allowing us to focus on helping their businesses thrive by providing expert guidance and best-in-class insurance policies.

We’re growing fast and want you to be a part of it!

We’re seeking a talented and driven Partner Development Associate (PDA) to join our team. Reporting to the Head of Partnerships, this remote role is responsible for researching, engaging, evaluating, and securing new partners. Target partners include trade groups, associations, schools, event organizers, and other organizations that want to provide their clients, customers, students, or vendors with the peace of mind offered by our insurance solutions.

As a PDA, no two days are alike with a variety of exciting interactions keeping you on your toes and constantly engaged. You’ll research industries relevant to your assigned programs and identify potential contacts to update our CRM (Hub Spot). You’ll conduct outbound calls and email contacts to discuss partnership opportunities, explore backlink opportunities, and proactively seek referrals. You’ll also respond to inbound leads from company website forms and customer support referrals.

Once new partners are signed, you’ll introduce them to our Partner Support Associates (PSAs) and coordinate the handoff for PSAs to onboard the new partners and manage the partner’s ongoing and future needs.

• Identify and qualify potential partners through industry research, events, associations, and referrals; build and execute outreach strategies using playbooks, scripts, email templates, and Hub Spot sequences
• Manage inbound and outbound communications via calls, emails, and Hub Spot workflows; schedule meetings, respond to inquiries, and advance opportunities through the pipeline
• Lead virtual meetings, negotiations, and contract reviews to finalize agreements; oversee onboarding, enrollment processes, and ensure accurate documentation in Hub Spot and Outlaw
• Build and maintain strong partner relationships to ensure satisfaction, renewals, and opportunities for upsell or expansion
• Track, analyze, and report on pipeline, outreach activity, and partnership performance; ensure CRM accuracy and provide insights to leadership
• Collaborate with cross-functional teams (PSAs, PDAs, leadership, marketing, and other departments) to close deals, solve partner challenges, and develop business cases such as marketing fee or data-sharing opportunities
• Represent Veracity at trade shows, conferences, and company offsites (10–20% travel annually); present offerings, engage attendees and exhibitors, conduct surveys, and build relationships with event organizers
• Contribute to marketing initiatives by creating promotional materials and videos in partnership with the marketing team
• Identify process improvements, share best practices, and support the training and onboarding of new team members
• Ensure all partnership activities and agreements comply with legal, regulatory, and company requirements, and take on additional responsibilities as assigned
• Required to perform other duties as requested, directed, or assigned

• 2+ years of experience in partnerships, customer support, sales, or business development with a consultative approach to problem-solving and account growth
• Effective communicator with proven negotiation and relationship-building skills, including the ability to build trust, listen actively, and achieve positive outcomes
• Strong research, analytical, and strategic skills to evaluate trends, competitors, and partnership opportunities, including business case development and marketing fee recommendations
• Property & Casualty (P&C) license required within 60 days of hire (exam cost covered by Veracity for up…