SolV Independent Insurance Associates

Marketing

• Partner directly with Sales on active enterprise deals, building custom pitch decks, financial models that quantify Solv’s impact using real customer data, and stress-testing pricing & positioning against competitor alternatives
• Join prospect calls to understand buyer context, objections, and decision criteria, then rapidly iterate on assets in real-time
• Create high-stakes sales assets (proposals, business cases, 1-pagers) that accelerate deals through the pipeline
• Translate complex product capabilities (AI automation, EHR integrations, ClearPay) into clear, differentiated value propositions tailored to each buyer's needs
• Partner with Sales to identify and prioritize target accounts (TAM accounts, propensity modeling), then build account-specific strategies to break in and create opportunities
• Drive outbound-led meetings and pipeline at target ABM accounts through coordinated campaigns, personalized outreach, and strategic account penetration
• Track and report on outbound metrics: meetings set, pipeline created, account engagement progression
• Own pipeline reporting and attribution to ensure coverage to quarterly targets
• Analyze conversion by segment/product/channel to identify white space opportunities for expansion
• Extract insights from Solv's proprietary industry data to generate data-powered narratives that support our thought leadership efforts
• Design and codify repeatable sales plays for different segments and buying personas

Marketing Generalist

Solutions Engineer

• Own a select book of business of key partnerships.
• Build deep, trust-based relationships with key partner stakeholders.
• Lead the strategy and project plan for account health and growth.
• Ensure effective communication across stakeholders to ensure alignment and transparency.
• Drive revenue retention and expansion through consultative selling, renewals, and upsell opportunities.
• Collaborate with product, engineering, and marketing to deliver scalable solutions.

Lead Partner Solutions Consultant

Financial Planning and Analysis

• Partner with Finance and Revenue teams to support revenue tracking, forecasting, and analysis
• Ensure contracting process aligns revenue, billing and collections expectations
• Build and maintain a Vendor Spend Model, incorporating both actuals and forward-looking FP&A assumptions
• Own and maintain an Allocated P&L, ensuring costs and revenue are appropriately categorized and understood
• Lead COGS Analysis to improve understanding of unit economics and margin performance
• Support ad hoc financial analysis for leadership, finance, and cross functional partners
• Maintain regular "eyes on" product and business performance, identifying trends, risks, and opportunities early
• Translate financial data into clear insights that help teams understand what's working, what's not and why.
• Validate that all CRM customers (Salesforce) and contracts are billed (Campfire) accurately and completely
• Ensure reported MRR aligns with P&L and expected revenue performance
• Bill Pay + Corporate Card system (Ramp) to Accounting (Campfire)

Marketing Generalist

Lead Partner Solutions Consultant

FP&A Analyst