Principal Solutions Architect – Client Facing

ReSource Pro

Principal Solutions Architect engaging with clients to design scalable solutions at ReSource Pro. Overseeing complex project deliverables and collaborating on pricing strategies within insurance operations.

Posted 8/1/2026full-timeRemote • 🇺🇸 United StatesLead💰 $124,049 - $210,195 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in solution design and pre-sales consulting within the insurance industry, with a strong focus on AI, automation, and process transformation. Capable of leading client discussions, developing pricing models, and training teams on solution design fundamentals.

Highest-signal resume keywords

Solution DesignPre-Sales ConsultingInsurance Operations KnowledgeAI and Automation FamiliarityProposal Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Solution DesignNeeds AssessmentPricing Model DevelopmentMulti-Tower SolutionsRFP/RFI SupportProcess TransformationAgentic WorkflowsData AnalyticsConsultative SellingWorkflow Standardization

Soft Skills

Client EngagementCollaborationTraining and MentoringCommunicationProblem Solving

Certifications & Qualifications

CICCPCUAINS

Industry Keywords

InsuranceBPOP&C InsuranceCarrierMGABrokerComplianceTech ServicesOpExConsulting

About the role

Key responsibilities & impact

Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
Standardize and streamline assessment and proposal workflows across the GTM team.

Requirements

What you’ll need

Bachelor’s degree required; any field.
10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
Prior experience supporting RFP/RFI responses and proposal development.
Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
Willingness and ability to travel approximately 50% domestically for client-site work.

Benefits

Comp & perks

100% paid employee health insurance available on Day 1
Eligible for all medical, dental, and vision benefits on Day 1
Remote positions are Internet stipend-eligible
401k with employer match, vested on Day 1
HSA/FSA available
Long Term and short-term disability employer-provided
Generous PTO plan with paid holidays + floating holidays
Development and growth opportunities
Comprehensive wellness program and prioritization of employee health