Do Work That Matters

About the Role

We’re seeking a strategic, results-driven sales professional who is passionate about selling Saas solutions and who has a deep understanding of the Life Insurance industry, from both Carrier and Distribution perspectives.

Reporting directly to the President, this remote role is perfect for a self-starter with a hunter mentality who thrives in consultative sales and is eager to make a direct impact.

Key Responsibilities

• Target Outreach and Pipeline Development: Proactively target and build relationships with key decision makers, including Technology, Innovation and Strategy Departments across enterprise organizations to develop and maintain a strong sales pipeline across Canada and the U.S.
• Sales Cycle Leadership: Guide prospects through the sales cycle, from discovery calls and needs assessment to solution demonstrations, proposal development, negotiation and closing.
• Account Management: Collaborate closely with internal stakeholders to manage key accounts, anticipate business needs, design business solutions to support client success and build long-term relationships.
• Revenue Growth: Drive business success by delivering value add solutions and achieving quarterly goals.
• Market Engagement & Brand Development: Actively leverage social selling platforms to build a professional brand, engage with prospective client content, and establish initial familiarity before direct outreach.
• Rigorously track and manage all sales activities and forecasts within the CRM system to ensure consistent follow-up and pipeline health; identify and secure new clients to consistently meet or exceed business objectives.
• Represent illustrate inc at industry events, strengthening professional connections, and promoting our solutions.
• Marketing Expertise: Support brand development, market awareness, and demand generation initiatives.
• Maintain in-depth knowledge of illustrate inc products and how they deliver business value.

What You Bring

• Experience: 5+ years of software solution sales experience, preferably in the North American Life Insurance industry or in technology sales solutions
• Industry Expertise: Strong understanding of enterprise IT solutions, with the ability to engage decision-makers (Directors, VPs, CIOs, and business leaders).
• Proven Success: Track record of selling software solutions through consultative, ROI-driven approaches.
• Communication Skills: Exceptional verbal and written communication skills, with experience in proposal development and client presentations.
• Sales Leadership: Ability to develop and execute sales strategies that drive value for clients and the organization combined with demonstrated relationship building and closing skills.
• Marketing Savvy: Well developed understanding and experience with B2B marketing tools and techniques. Demonstrated experience optimizing data analytics to identify new opportunities and drive business results.
• Flexibility: Ability to travel across North America and work remotely.

What We Offer

• Impactful Role: A key position in a dynamic, growth-driven company at the forefront of innovation.
• Earning Potential: Competitive compensation, with significant earning opportunities based on production and sales performance results.
• Professional Growth: Work alongside industry leaders and expand your expertise in a rapidly evolving field.

• Comprehensive Benefits: We offer an attractive compensation and benefits package including RSP/401K matching and medical, health, and dental benefits.

If you're ready to take on this exciting opportunity and join the illustrate inc team, send your resume to careers@illustrateinc.com.

Overview

We are seeking a highly detail-oriented and proactive Business Analyst & QA / UAT Specialist with Life Insurance experience and knowledge to bridge the gap between business needs and technology execution. This hybrid role is ideal for someone who enjoys working across the full delivery lifecycle—from gathering and documenting business requirements to planning, executing, and validating User Acceptance Testing (UAT).

This role requires hands-on experience in the insure-tech industry and the ability to work closely with business stakeholders, product managers, developers, and clients to ensure high-quality, compliant, and business-ready solutions.

Key Responsibilities

Business Analysis

• Work directly with internal stakeholders and clients to elicit, analyze, and document business requirements
• Translate business needs into clear functional and non-functional requirements

• Develop and maintain:
  • Business Requirements Documents (BRDs)
  • Functional Specifications
  • User Stories and Acceptance Criteria
• Act as the liaison between business users and technical teams
• Support solution design and ensure regulatory and compliance alignment

Quality Assurance & UAT

• Develop test plans, test cases, and test scenarios based on business and functional requirements
• Execute:
  • System Testing
  • Integration Testing
  • User Acceptance Testing (UAT)
• Coordinate UAT with business users and clients, including:
  • Test execution support
  • Defect tracking and validation
  • Sign-off management
• Log, track, and manage defects through resolution
• Validate fixes and ensure release readiness

Delivery & Collaboration:

• Participate in sprint planning, backlog grooming, and project status meetings
• Ensure traceability between requirements, test cases, and delivered functionality
• Support production releases and post-deployment validation

Required Qualifications:

• 2-4 years of hands-on experience in the Life Insurance industry
  2-4 years in Business Analysis, QA, or Business Analyst/Quality Assurance roles
  Understanding of life insurance products, Illustrations, eApp, and application processes

Strong experience in:

• Writing BRDs, functional specs, and acceptance criteria
• Writing and executing UAT test plans and test cases
• Defect tracking and test management
• Solid knowledge of SDLC and Agile/Scrum methodologies
• Excellent communication and documentation skills

Nice to Have

• Experience with carrier admin systems 
• API and integration testing experience
• Hands-on experience with Jira, Confluence, Azure DevOps, or similar tools
• Experience working with offshore development teams
• Exposure to regulatory and compliance requirements across North America

Why Join Us?

• Play a critical role in delivering mission-critical life insurance technology
• Influence product quality, compliance, and customer experience
• Work across both business and technical teams
• Flexible hybrid work environment
• Strong growth opportunity as the platform scales

If you're ready to take on this exciting opportunity and join the illustrate inc. team, send your information to careers@illustrateinc.com..