Smart Ops, Smarter Insurance: Powering InsurTech Growth

Client Overview

Our client is a VC-backed InsurTech company that builds modern insurance infrastructure connecting carriers, agencies, MGAs, and producers. Through customer-centric design, seamless APIs, automation, and unparalleled service, their solutions create onboarding, licensing, and appointing processes that insurers and producers love while ensuring growth and compliance never compete.

Founded in 2018 and headquartered in Denver, Colorado, our client has been recognized as one of Denver’s Best Places to Work, a Forbes Magazine Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and is ranked #88 on Forbes’ list of America’s 500 Best Startup Employers in 2022.

The Challenge/Mandate

Our client engaged us to find an Interim Head of Business Operations to support rapid growth and operational scale. Reporting directly to the President and COO, this highly cross-functional role plays an instrumental role in driving strategic decisions, managing mission-critical initiatives, and enabling operational excellence across the company.

Key responsibilities included:

• Supporting GTM strategy and execution by analyzing product performance and current GTM approaches, identifying areas of opportunity, and helping launch new products.
• Defining investment strategy and prioritization frameworks.
• Conducting detailed financial and operational analyses to inform decision-making and surface growth opportunities.
• Building scalable systems, processes, and operational efficiencies to sustain growth.

The ideal candidate required a background in top-tier consulting paired with operational experience within the B2B SaaS industry, ideally within startup environments.

Search Strategy

We targeted candidates with a blend of consulting and hands-on operating experience. The client sought: 

• 2+ years in a top-tier management consulting firm.
• 2+ years in a strategic operator role within the B2B software space.
• Strong preference for candidates with startup experience.
• Experience in GTM strategy, business operations, and scaling systems.
• An MBA was considered a nice-to-have.

This search prioritized candidates who demonstrated the ability to build operational infrastructure from scratch while driving commercial growth initiatives in a high-growth SaaS environment.

The Placement

The selected candidate was a former BCG Project Leader with deep expertise in business operations, GTM strategy, and product development for B2B tech companies. He had previously co-founded a workflow management solution for independent healthcare clinics and built operational processes from the ground up for an early-stage DTC startup.

In his consulting career, he led projects focused on product strategy, digital transformation, and GTM for companies across industries, including insurance technology, defense electronics, mining, telecommunications, and offshore oil & gas. His background uniquely blended strategic consulting rigor with entrepreneurial execution in fast-paced startup environments.

The Outcome

The placed candidate quickly became a critical leader within the company. He led the design and execution of a comprehensive GTM strategy, improving customer onboarding processes and driving the successful launch of multiple new products. He implemented an investment prioritization framework that optimized resource allocation across departments, directly contributing to faster decision-making and higher ROI.

On the operations front, he built scalable internal processes and reporting frameworks that supported the company’s continued growth, improved operational efficiency, and reduced execution friction. His work enabled leadership to move from reactive to proactive decision-making, ultimately supporting the company’s transition toward its next phase of growth.

Given his impact, the role was converted from interim to permanent, and he continues to serve as a key thought partner to the COO and President as the company scales its operations and market presence.