Coterie

DevOps Engineer

• Manage and maintain cloud infrastructure on Azure, including Azure Kubernetes Service (AKS) clusters and supporting resources
• Build, improve, and maintain CI/CD pipelines using GitHub Actions to support reliable and repeatable deployments
• Own and enhance our Grafana implementation; designing dashboards, configuring alerts, and supporting incident management workflows
• Monitor system health, triage incidents, and drive root cause analysis to prevent recurrence
• Collaborate with development teams to define and track SLIs, SLOs, and error budgets that align with business goals
• Contribute to infrastructure-as-code practices using Pulumi
• Identify and resolve reliability risks through capacity planning, performance tuning, and proactive system improvements
• Participate in an on-call rotation to support production systems and respond to incidents
• Document runbooks, operational procedures, and architectural decisions to support team knowledge sharing

Site Reliability Engineer

Account Manager

• Strengthen and expand existing strategic partnerships
• Serve as the primary executive relationship contact for key technology partners, deepening collaboration and ensuring ongoing alignment with mutual business objectives
• Drive successful delivery of partner-based initiatives
• Lead cross-functional efforts to implement projects and integrations built on partner technologies, ensuring they are delivered on time, on budget, and with clear business impact
• Translate partner capabilities into business value
• Identify opportunities to leverage partner technologies to solve internal and customer challenges, delivering measurable outcomes for stakeholders across the organization
• Coordinate cross-functional execution
• Work closely across departments to ensure partner-driven initiatives are resourced and executed effectively
• Maintain strong governance and communication
• Establish clear operating rhythms with partners and internal stakeholders, including roadmap alignment, project status tracking, and executive-level updates
• Measure and communicate impact
• Define success metrics for partner-driven projects and regularly report on outcomes, adoption, and value delivered to internal leadership and partner stakeholders

VP, Strategic Technology Partnerships

Marketing Operations

• Responsible for driving the strategy, execution, and optimization of marketing operations that support Coterie’s growth across all distribution partners and audiences.
• Ensures the marketing organization operates efficiently by managing marketing technology, data, campaign operations, and reporting infrastructure.
• Partners with other members of marketing, growth/revenue, insurance, and technology teams to develop scalable systems and processes that support agent and customer acquisition, partner engagement, customer retention, and pipeline growth.
• Ensures marketing programs are measurable, data-driven, and aligned with revenue goals.
• Serves as the operational backbone of the marketing team, ensuring campaigns, automation, and reporting systems are optimized to deliver measurable ROI and continuous improvement.
• Develops and executes marketing operations processes and systems that enable scalable campaign execution, data-driven decision making, and measurable marketing performance.
• Manages and supports marketing team members responsible for creative and content execution to ensure campaign readiness and alignment with marketing priorities.
• Evaluates and implements marketing technology solutions that improve campaign execution, integration, and marketing performance management such as CRM integrations, marketing automation systems, analytics tools, and attribution platforms.
• Partners with marketing leadership and supports operational infrastructure for campaign strategies across digital marketing, lifecycle marketing, partner marketing, and demand generation programs.
• Establishes campaign execution processes including timelines, asset coordination, quality assurance, and launch readiness.
• Designs, implements, and optimizes marketing automation workflows, lead management processes, and lifecycle nurturing programs to support agent acquisition, partner engagement, and customer retention.
• Maintains marketing data quality and standards, segmentation frameworks, and audience management processes to support targeted marketing campaigns.
• Develops dashboards, reporting frameworks, and attribution models to measure marketing performance, pipeline contribution, and campaign ROI.
• Collaborates with revenue operations and revenue leadership to align lead routing, scoring, and pipeline management processes.
• Builds and manages the marketing campaign calendar and ensures campaigns are executed accurately across all systems and channels.
• Analyzes marketing performance data and provides insights to inform strategy, optimization, and investment decisions.
• Oversees marketing operations vendors and technology partners to ensure systems are optimized and aligned with business goals.

Marketing Operations Manager

Salesforce Developer

• Collaborating with the Salesforce Lead Engineer and the Solutions Architect to propose, conceptualize, design, implement, and develop solutions from end to end
• Owning the technical blueprint for assigned features — anticipating edge cases, preventing technical debt, and designing for long-term maintainability
• Perform testing, debugging, change control, and documentation for major projects within the program
• Develop Apex (classes and triggers), Lightning Web Components, and Flows to extend Salesforce in order to support business requirements
• Create Salesforce custom API endpoints and consume external APIs to integrate with other systems used in the organization
• Take ownership of release cycles to implement and deploy new/updates to existing applications and code
• Collaborate with IT / Developers for other systems in order to integrate across the business
• Working with Service Cloud Voice and Omni-Channel to enable telephony solutions
• Design, implement, and maintain Agentforce agents — defining Topics, Instructions, and guardrails to build autonomous workflows that stay within business rules
• Leverage Data Cloud to unify customer profiles and ensure AI agents operate on accurate, consistent data
• Implement least-privilege access models using Permission Sets and Salesforce Shield to protect sensitive policyholder data
• Use AI-assisted development tools responsibly — critically evaluating generated code for correctness, security, and architectural fit

Manager

• Lead and evolve our internal reporting ecosystem while remaining deeply hands-on
• Own our Power BI environment end-to-end
• Guide the design of scalable semantic and reporting layers
• Ensure analytics outputs are trusted, performant and decision-ready
• Partner with Data Engineering and business stakeholders
• Translate complex insurance data into actionable insights that drive growth and operational excellence
• Lead and continuously improve Coterie’s BI and reporting architecture
• Contribute directly to data transformation and modeling in Gold and Platinum Medallion layers
• Develop, design and maintain high-impact dashboards, reports, and datasets
• Establish and evolve analytics best practices around data modeling, metric definition, documentation, security and self-service enablement
• Manage and mentor a small BI team, providing technical guidance and coaching
• Coordinate and drive both near-term and longer-term BI initiatives
• Support complex ad-hoc analysis and data investigation as needed

Manager, Analytics and Business Intelligence

Data Engineer

• Serve as the architectural bridge between DnA and Engineering departments
• Collaborate closely with data engineers, data analysts, data scientists and software engineers
• Establish and enforce data architecture standards, best practices and design patterns across the organization
• Ensure data models meet requirements for governance, security, privacy, reliability and performance
• Support data governance initiatives, including data quality, lineage, metadata management and regulatory compliance
• Own OLTP domain modeling and schema design
• Create and maintain a domain map and canonical model, clarifying boundaries between services/domains

Data Architect

Claims Specialist

• Develop and implement strategy to drive resolution of Commercial Property claims of moderate to higher levels of severity and complexity, but may be required to handle volume
• Coordinate and collaborate with cross-functional Coterie team members on process, product, project, insurance, and other global enterprise initiatives
• Investigate claim and review the insureds' materials, documents, reports etc.
• Identify and assess coverage issues, draft coverage position letters, and retain coverage counsel, when necessary as well as review coverage counsel's opinion letters and analysis
• Develop and implement strategy relative to coverage issues which correlate with the overall strategy of matters entrusted to the handler's care
• Analyze coverage and damages for purposes of estimating, assessing and recommending reserves
• Maintain a diary of all claims, post reserves in a timely fashion, and expeditiously respond to claims inquiries from insured, counsel, underwriters, brokers, and senior management
• Negotiate resolution of claims
• Analyze, and direct initial risk transfer, subrogation action, additional insured issues, and contractual indemnity issues, to ensure equitable contribution across all claim stakeholders
• Prepare and present written/oral reports to senior management setting forth all issues influencing evaluation and recommending reserves