Senior Offer Manager

TL;DR

Senior Offer Manager (Insurance Software): Coordinating with internal teams to scope customer projects, establish pricing, and oversee deal profitability with an accent on CPQ systems, AI process integration, and cross-functional approvals. Focus on managing large opportunities, presenting pricing scenarios to leadership, and ensuring compliance with processes and regulations.

Location: Remote (Canada)

Salary: $77,000–$150,000

Company

Largest cloud-based software provider for Property & Casualty insurance market, trusted by top carriers and brokers.

What you will do

• Coordinate with sales, legal, product, and customer experience teams to scope projects and establish customer pricing while overseeing profitability and approvals.
• Provide guidance on pricing strategies, handle special pricing requests, and manage large opportunities independently.
• Prepare and present pricing alternatives to leadership, partner on approval matrices, and roll out new processes organization-wide.
• Manage deal estimation requests including meetings, agendas, minutes, and follow-ups; solicit inputs from professional services on financials and resourcing.
• Develop order forms, SOWs, and RFP responses; review financial data for risks and defend recommendations using business judgment.
• Monitor process adherence, resolve issues, contribute to feedback on market pricing and customer roadblocks, and handle escalations.

Requirements

• Advanced English communication (written and oral)
• 5+ years experience or Bachelor’s in related field; advanced skills in pricing/commercial terms, AI process integration, analytical thinking, time management, and project estimation.
• Advanced knowledge of CPQ systems, AI tools, Microsoft Office suite (Word, Excel, Outlook, PowerPoint, Project), and diagramming tools like Visio.
• Understanding of project management methodologies; ability to collaborate autonomously, handle multiple priorities, and analyze project impacts.
• For Quebec candidates: French required for permanent posts; English necessary for communication with clients/partners/colleagues outside Quebec

Nice to have

• Experience in insurance tech or sales deal desk.

Culture & Benefits

• Flex First Workforce: remote, hybrid, or in-office based on role/location; Open PTO policy.
• Day-one benefits: comprehensive health coverage, employer-matched retirement savings.
• Award-winning onboarding, internal promotion (25% roles filled internally), mentorship program.
• Access to LinkedIn Learning, Kaplan, hirify.global podcasts; discounted tuition via University of Arizona partnership.
• Employee referral bonuses; focus on diversity, equity, inclusion, and continuous learning.