Solutions Consultant (SaaS Insurtech)

About This Role

As a Solutions Consultant, you will partner with Sales, Product, Data Science, and Customer Success teams to position Shift as the preferred decisioning platform, offering AI-enabled solutions to clients. Your role involves leveraging technical expertise to optimize sales cycles and showcase the business value of Shift's products.

Responsibilities

• Analyze technical and business data to determine the ideal customer for a given product before its launch
• Conduct discovery sessions directly with prospective and existing clients to gather business and technology requirements
• Enable Sales and Account Management teams' operational success by crafting pitches, designing and presenting demos to decision-makers
• Participate in RFP/RFI responses, security questionnaires, and compliance documentation in an accurate and timely manner
• Assist in the creation of account configuration documentation and statements of work
• Participate in strategy meetings with Marketing teams and Product teams
• Successfully manage multiple prospect sales and existing client engagement opportunities simultaneously
• Develop a compelling business case to support the customer buying decision
• Maintain a deep understanding of the vertical’s regulatory landscape, business practices, and customer workflows (eg. SIU/Special Investigations Unit)

Requirements

• 3+ years experience in consulting, technical pre-sales, solutions engineering, or customer-facing technical role
• 3+ years experience with vertical SaaS products/platforms
• Strong understanding of industry workflows and challenges in Property and Casualty (P&C) Insurance vertical
• Experience selling to technical and business buyers - including executives
• Exceptional presentation skills and the ability to communicate in a clear and concise manner across all levels and teams
• Problem-solver who thrives in a dynamic, high growth environment
• Demonstrates 'Focus on What Matters to Our Customers' value
• Has a proactive, 'Make It Happen' approach to their work

Qualifications

• 3+ years of experience in consulting, technical pre-sales, solutions engineering, or a customer-facing technical role; 3+ years experience with vertical SaaS products/platforms

Benefits