Serve as a client-facing expert for Subrogation products, providing deep industry and technical knowledge to provide tailored guidance for each solution.
Lead and participate in select pilot programs with prospective clients, collaborating with technical teams to demonstrate product value and feasibility.
Work directly with potential customers to understand and document configuration requirements, integration needs, and technical constraints.
Partner with Sales to understand client challenges and map them to product capabilities.
Deliver tailored product demonstrations, solution walkthroughs, and proof of concepts (POCs).
Support technical discovery and consultative selling efforts across the sales cycle.
Collaborate with Product Marketing to develop technical collateral and enablement materials.
Contribute to scalable tools, templates, and processes that improve pre-sales efficiency.
Maintain fluency in product capabilities and roadmap to inform client conversations.
Author and deliver technical sales materials and presentations specifically targeted to qualified leads, ensuring clarity and relevance.
Work closely with Product, Marketing, and Customer Success to ensure alignment on client needs and feedback loops.
Actively collect customer feedback and relay insights to the product team; participate in ongoing product training to maintain up-to-date expertise.
Provide insights from the field to help shape product strategy and roadmap.
Support the transition from sales to implementation, facilitating knowledge transfer and ensuring customer expectations are met.

Requirements

3+ years of experience in solutions engineering, solution consulting, or technical pre-sales.
3+ years industry experience, preferably estimating/claims handling and/or process, strategy/role implementation
Deep understanding of Subrogation claims workflows; Prior experience in Claims Process & Strategy preferred
Technical acumen and deep understanding of P&C insurance operations.
Adept at business case requirement gathering, including ability to confidently draw out necessary data by asking questions that lead to meaningful conclusions
Business process design and complex business modeling experience including ease and comfort leveraging data to draw and support conclusions from analysis.
Strong understanding of SaaS or enterprise software environments.
Proven ability to communicate technical concepts to both technical and business audiences.
Experience collaborating with cross-functional teams in a client-facing capacity.
Experience in data analysis and Tableau proficiency required
Bachelor's degree required
Innate sense of curiosity to learn and grow with clients required

Benefits

401K Match
Paid time off
Annual Incentive Plan
Performance Bonus
Comprehensive health insurance
Adoption Assistance
Tuition Reimbursement
Wellness Programs
Stock Purchase Plan options
Employee Resource Groups

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

solutions engineeringsolution consultingtechnical pre-salesSubrogation claims workflowsbusiness process designdata analysisTableau proficiencySaaS environmentsenterprise software

Soft Skills

client-facingcommunicationcollaborationcuriosityrequirement gatheringbusiness modelingtechnical acumen

Certifications

Bachelor's degree