Agentic Solutions Consultant (Insurance SaaS)

The Opportunity

We are seeking an lead level Agentic Solutions Consultant to help customers evaluate, design, and adopt EvolutionIQ's next generation agentic solutions. This role will sit at the intersection of Sales, Product, and Engineering. As EvolutionIQ expands into more complex agentic workflows across Disability and P&C, customers will need more than a standard product sale.

They will need a partner who can understand their current operations, systems, workflows, data readiness, governance requirements, and integration constraints; translate that complexity into a clear implementation approach; and build the business case for change.

You will work closely with Product, Sales, Engineering and leadership to support the pre-sale design process for highly customized enterprise opportunities. This includes helping customers understand how EvolutionIQ's solutions will integrate with their claims systems, policies, eligibility feeds, data flows, and workflows, and shaping the transformation narrative that allows executive sponsors to secure buy-in internally. You will also help customers distinguish between configurable product capabilities, integration needs, and areas that may require deeper product or implementation planning.

This is a highly consultative, commercially oriented role for someone who can move fluidly between technical details, business case development, solution architecture, and executive storytelling. The ideal person can serve as a trusted advisor to both business and technical stakeholders, helping customers understand the operational, technical, financial, and change management implications of adopting agentic solutions.

About You

• 5-10+ years of experience in solutions consulting, implementation consulting, solutions engineering, solution architecture, or a similar client-facing role in enterprise software, preferably in insurance
• Experience working on complex systems integration or transformation projects for large enterprise customers
• Ability to understand business processes, map system dependencies, and translate operational complexity into actionable implementation plans
• Experience designing solution architectures for complex enterprise customers, including integrations, data flows, workflow dependencies, implementation risks, and operational controls
• Ability to distinguish between configurable product capabilities, integration needs, product gaps, and true custom requirements
• Strong commercial instincts and comfort supporting pre-sale conversations alongside sales and product leaders
• Strong written and verbal communication skills, including the ability to create polished customer-facing decks, plans, business cases, workflow maps, and executive-ready materials
• Experience operating across both technical and business stakeholders
• Comfort discussing AI adoption topics such as governance, risk, compliance, auditability, data readiness, and responsible operational controls
• Comfortable in ambiguity and excited to help define a new function in a fast-moving environment
• Experience from firms such as Guidewire, Duck Creek, Capgemini, UiPath, ServiceNow, Palantir, or similar systems integration / insurance technology / enterprise AI environments is a strong plus

In This Role You Will

• Partner with Sales, Product, and leadership to support pre-sale solution design for agentic products
• Assess customer operations, workflows, systems, and integration requirements to shape tailored implementation approaches
• Own current-state and target-state solution mapping for complex customer opportunities, including systems, data flows, workflow changes, integration points, implementation risks, and success criteria
• Assess customer data readiness, source systems, eligibility feeds, workflow triggers, reporting needs, and operational dependencies required to support successful agentic deployments
• Build customer-specific business cases, implementation plans, and executive-ready materials that help customers evaluate and buy complex solutions
• Create detailed documentation and presentation materials that articulate integration points, workflow changes, expected business impact, and implementation considerations
• Create reusable solution design artifacts, workflow maps, reference architectures, ROI templates, customer assessment frameworks, and implementation playbooks that help EvolutionIQ scale the agentic sales motion
• Translate customer discovery into clear internal recommendations for Product, Implementation, Engineering, and Go-to-Market teams
• Partner with Product and Engineering to identify recurring customer needs, product gaps, integration blockers, and scalable patterns for future agentic deployments
• Help define how EIQ positions and sells highly customized agentic solutions across different customers and lines of business
• Collaborate with internal stakeholders to develop repeatable frameworks for customer assessments, ROI development, implementation planning, and executive alignment
• Support both technical and commercial conversations with customers, from operational discovery through executive alignment
• Help customers evaluate agentic solutions through the lens of governance, risk, compliance, auditability, operational controls, and responsible AI adoption
• Ensure strong handoff from pre-sale discovery to implementation by documenting assumptions, technical requirements, customer goals, risks, integration needs, and success criteria
• Help customers think through operating model changes, user adoption, training needs, governance processes, and success metrics required to move from pilot to scaled deployment

Your Impact

• Customers will have a clearer path to evaluating and adopting EvolutionIQ's agentic solutions
• Sales cycles for complex opportunities will be strengthened by deeper operational discovery, better implementation planning, and stronger executive alignment
• EvolutionIQ will be better equipped to translate product vision into customer-specific transformation plans
• Product and Sales teams will have a dedicated partner who can bridge technical architecture, business operations, and customer buying processes
• Implementation teams will receive clearer documentation, assumptions, integration requirements, and success criteria before customer work moves from pre-sale into delivery
• Product and Engineering will gain a stronger feedback loop on customer needs, product gaps, integration blockers, and repeatable solution patterns
• The company will develop a more repeatable motion for selling complex, integration-heavy agentic products

Work-life, Culture & Perks

• Compensation: The base salary range is $250,000, with flexibility depending on a candidate's background and experience. An annual bonus plan and company equity plan (RSUs) are also included in our compensation package.
• Well-Being: Medical, dental, vision, short & long-term disability, life insurance and AD&D, and 401k matching. Additional family, wellness, and pet benefits.
• Home & Family: Paid time off and sick leave, 100% paid parental leave (16 weeks for primary caregivers and 12 weeks for secondary caregivers). We offer a flexible schedule for new parents returning to work.
• Office Life: Catered lunches, happy hours, pet-friendly spaces, and monthly technology stipend.
• Growth & Training: $1,000/year for each employee for professional development, as well opportunities for tuition reimbursement.
• Sponsorship: We are open to sponsoring candidates currently in the U.S. who need to transfer their active visa. Please check with our Recruiting team if your visa is applicable for transfer.