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Job description

About Us-

At Vertical Fox, we’re building a modern SaaS platform that simplifies how companies manage employee benefits. As a product company, we obsess over getting the details right — especially when it comes to configuring complex insurance plans. Our clients count on us to make the confusing world of benefits… less confusing.

Key Responsibilities:

• Interpret and configure benefit plans, rate structures, and contribution strategies within our platform
• Analyze documents like SBCs, rate sheets, and benefit summaries with attention to financial implications
• Collaborate with software developers to test plan functionality and flag any issues or mismatches
• Help simulate edge cases and validate end-to-end user scenarios from a benefits perspective
• Assist Customer Success Managers in onboarding and maintaining client plan configurations
• Provide feedback to the product team based on actual client use cases and plan behaviours.

You’ll Excel If You:

• Are an MBA (Finance) graduate or have similar experience in financial analysis, insurance, or benefits
• Are detail-oriented and can spot a typo in a 20-page document without breaking a sweat
• Can think logically through how a benefits rule should behave in software
• Enjoy working in a team that includes both client-facing folks and developers
• Like the idea of combining structured work with some hands-on product exposure
• Want to build domain expertise in US insurance/benefits, finance-tech, or HR SaaS

Bonus Points If You:

• Have worked with US-based insurance or benefit plans
• Know your way around testing workflows or tools like Cypress or Postman
• Can handle a spreadsheet like a pro-Excel or Google Sheets or financial modelling tools
• Have experience in QA, even if basic, or have a curious mindset about how things break

Responsibilities:

• Coordinate with clients and coordinate with team members to carry out configurations and initial instance setup.
• Understand client scenarios and suggest standard configurations

Skills Required:

• You would bring in excellent communication skills
• Excellent aptitude and analytical skills
• Strong interpersonal skills and interactive skills