Trellis Overview

You may not realize it, but your insurance company knows a lot more about you and your household than even your bank.

At the same time, policyholders frequently face basic problems like inadequate, redundant, or overpriced coverage.

Trellis is a Series A technology start-up building APIs and embedded experiences that empower consumers to safely and easily access, share, and use their personal insurance information to get better-tailored, higher-quality products and services that offer maximum value.

Trellis has backing from multiple top venture capital investors, led by General Catalyst and QED Investors. Trellis is one of the fastest-growing and most profitable companies in the field of insurtech.

If you have car insurance, you can try a demo of Trellis at https://savvy.insure

Quick Facts About Trellis

Founded: March 2019

Founder & CEO: Daniel Demetri

  • 3x fintech start-up exec
  • Co-founder of States Title (now named Doma and exiting via SPAC at a $3B valuation)
  • Led Product Management at online lender Earnest ($XXXM exit to Navient)
  • Previously: Google, Harvard, multiple banks and hedge funds

Vision: Consumer financial services that automatically work in concert to support personal purpose and meaning

Mission: Unlock the full value of the data in consumers' personal insurance accounts

Strategy: Simplify leading carriers’ online purchase experiences (with Trellis Connect), and embed Trellis-powered insurance recommendations (with Savvy) into large digital publishers

Traction: $XXMM of annualized revenue run-rate. Strategic partnerships with multiple Top 10 insurers, multiple top fintechs (e.g. Truebill, Albert, Chime), and multiple large online publishers. Net profitable in 2020.

Key investors: QED Investors (led Series A), General Catalyst (led Series Seed), NYCA Partners

Team size: 32 full-time equivalents (May 2021) and targeting 60+ by end of 2021

Location: 100% remote (US required)

Values:

  1. Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
  2. Speed – We work quickly and pragmatically.
  3. Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
  4. Craft – We do a great job for the sake of it. We’re constantly learning and working at bettering ourselves and the way that we work.
  5. Positivity – We focus on the potential in the world and in each other. We rise to challenges rather than complain about them. We see a cup half full instead of half empty.

This role:

The lifecycle marketing team owns the customer experience for Savvy users via email, SMS, and phone starting at the point of account connection on www.savvy.insure. Our mission is to increase revenue per user and LTV by expanding the customer journey across multiple verticals. The marketing operations lead will drive marketing effectiveness and efficiency by operationalizing strategy and measurement throughout the customer journey. You’ll do this by owning our systems and processes, managing data models for various verticals, and maintaining communication workflows with cross-functional stakeholders.

What you'll do:

  • Develop the lifecycle marketing tech stack and related systems to achieve goals.
  • Create measurement plans and specifications for lifecycle marketing strategy, including campaign experimentation and funnel optimization.
  • Partner with the business development team to manage our affiliate data model, ensuring consistent personalization across marketing campaigns.
  • Create and analyze marketing dashboards in Looker, including cohort and funnel analysis.
  • Align and enable the marketing, support, and sales teams to increase revenue and drive conversion.
  • Oversee QA, ticketing, and troubleshooting with the support team and sales office.

About you:

  • You have 4+ years of experience in marketing operations in the tech industry.
  • You have a proven track record of building systems and integrations from scratch.
  • You have strong analytical abilities with advanced working knowledge of Excel and Looker and working knowledge of SQL. You understand and apply statistical best practices.
  • You're highly organized and consistently "show your work" on project briefs. You track changes to workflows and enable cross-functional teams to adopt them.
  • You're performance-oriented and enjoy motivating others to hit goals.
  • You enjoy investigating, troubleshooting, and hands-on problem-solving.
  • You pride yourself on finding the lowest-cost way to get results.

Bonus points:

  • Prior relevant experience in adtech, fintech, or insurtech
  • Experience with early-stage, high-growth tech startups

What Trellis can offer you

Trellis has been a remote-only company since inception and will always be remote-first. We know how to cultivate a successful and highly collaborative team despite the distance. This includes:

  • Quarterly virtual events to connect with your team members while celebrating our success and accomplishments
  • Budget for home office equipment.
  • Clear norms and etiquette around virtual meetings.
  • Semi-annual in person retreats with both work and non-work activities (once travel is safe again)

In addition to being one of the best remote companies to work for, Trellis also offers:

  • A very generous time off policy with unlimited sick and personal days.
  • 100% company-paid Platinum health plans for employees. Generous subsidy for dependents.
  • 401(k) retirement savings plan.
  • A fulfilling, high impact role on a team working to completely change the way people shop for insurance.

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