EvolutionIQ

Insurance SaaS

AgenticSolutionsConsultant(InsuranceSaaS)

$225k+ New York, New York, United States
The Brief

“Agentic Solutions Consultant (Insurance SaaS) at EvolutionIQ. Skills: Agentic solutions, Solution architecture, Business case development. Partner with Sales, Product, leadership. Support pre-sale solution design”

What You'll Achieve.

Clearer path to evaluate solutions; Clearer path to adopt solutions; Strengthen sales cycles; Translate product vision; Bridge technical architecture; Bridge business operations; Bridge customer buying processes; Provide clearer documentation; Provide clearer assumptions; Provide clearer integration requirements; Provide clearer success criteria; Gain stronger feedback loop; Develop repeatable motion

Industry & Context.

Insurance SaaS
Problems you'll solve

Translate complexity; Define new function

What They're Looking For.

Must Have

5-10+ years experience, Enterprise software experience, Insurance experience, Complex systems integration experience, Transformation projects experience, Understand business processes, Map system dependencies, Translate operational complexity, Design solution architectures, Integrations experience, Data flows experience, Workflow dependencies experience, Implementation risks experience, Operational controls experience, Distinguish configurable capabilities, Distinguish integration needs, Distinguish product gaps, Distinguish custom requirements, Commercial instincts, Support pre-sale conversations, Written communication skills, Verbal communication skills, Create customer-facing decks, Create customer-facing plans, Create customer-facing business cases, Create workflow maps, Create executive-ready materials, Operate across technical stakeholders, Operate across business stakeholders, Discuss AI adoption topics, Comfortable in ambiguity

Nice to Have

Experience from Guidewire, Experience from Duck Creek, Experience from Capgemini, Experience from UiPath, Experience from ServiceNow, Experience from Palantir, Experience from similar systems integration, Experience from similar insurance technology, Experience from similar enterprise AI environments

What You'll Do.

Support pre-sale solution design

Assess customer operations

Assess customer workflows

Assess customer systems

Assess integration requirements

Shape tailored implementation approaches

Map complex customer opportunities

Assess customer data readiness

Assess source systems

Assess eligibility feeds

Assess workflow triggers

Assess reporting needs

Assess operational dependencies

Build customer-specific business cases

Build implementation plans

Build executive-ready materials

Create detailed documentation

Create presentation materials

Articulate integration points

Articulate workflow changes

Articulate business impact

Articulate implementation considerations

Create reusable solution design artifacts

Create reusable workflow maps

Create reusable reference architectures

Create reusable ROI templates

Create reusable customer assessment frameworks

Create reusable implementation playbooks

Scale agentic sales motion

Translate customer discovery

Provide internal recommendations

Identify recurring customer needs

Identify product gaps

Identify integration blockers

Identify scalable patterns

Define EIQ positioning

Define EIQ selling strategies

Develop repeatable frameworks

Develop customer assessments

Develop ROI development

Develop implementation planning

Develop executive alignment

Support technical conversations

Support commercial conversations

Evaluate agentic solutions

Evaluate auditability

Evaluate operational controls

Evaluate responsible AI

Document technical requirements

Document customer goals

Document integration needs

Document success criteria

Help customers think through operating model changes

Help customers think through user adoption

Help customers think through training needs

Help customers think through governance processes

Help customers think through success metrics

How You'll Work.

Team & Collaboration

Partner with Sales; Partner with Product; Partner with leadership; Work with Product; Work with Sales; Work with Engineering; Collaborate with internal stakeholders; Collaborate with Product; Collaborate with Engineering; Collaborate with Implementation teams; Collaborate with Go-to-Market teams

Communication Scope

Customer-facing decks; Customer-facing plans; Customer-facing business cases; Workflow maps; Executive-ready materials; Detailed documentation; Presentation materials; Integration points articulation; Workflow changes articulation; Business impact articulation; Implementation considerations articulation

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