Principal Solutions Architect – Client Facing

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate solution design discussions directly with clients and prospects, taking ownership of the solution narrative during sales meetings.

• Create comprehensive solutions that include data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.

• Perform thorough needs assessments and lead consultative discussions with clients in the carrier, MGA, and broker sectors.

• Collaborate with OpEx and Finance teams to model and price deals, taking direct responsibility for the solution assumptions that inform the pricing model.

• Engage in the pricing approval process before terms are issued to identify any potential over-commitment or margin risks early on.

• Work closely with the AI Factory and AI Strategists to convert emerging AI capabilities into deployable, client-ready solution designs.

• Document repeatable solution patterns and assist in the development of packaged offerings for each practice vertical.

• Educate Commercial Leaders and Client Executives on the fundamentals of solution design and new offering capabilities.

• Participate in New Business Meetings to provide initial solution insights before deals are officially structured.

• Standardize and optimize assessment and proposal workflows across the GTM team.

⛳️ Requirements

• A Bachelor’s degree is required; any field is acceptable.

• Over 10 years of experience in solution design, pre-sales consulting, or operations advisory within the insurance or BPO sectors.

• Proven experience in designing multi-tower solutions within an insurance context (carrier, MGA, or broker).

• Understanding of AI, automation, and agentic workflow concepts as they pertain to insurance operations.

• Previous experience in supporting RFP/RFI responses and proposal creation.

• Extensive knowledge of P&C insurance operations across carriers, MGAs, and brokers.

• Insurance designations (CIC, CPCU, AINS) are preferred; technical or consulting certifications are advantageous.

• Willingness and capability to travel about 50% domestically for client-site engagements.

🏝️ Benefits

• 100% paid employee health insurance available on Day 1.

• Eligible for all medical, dental, and vision benefits starting on Day 1.

• Remote positions qualify for Internet stipend eligibility.

• 401k plan with employer match, fully vested on Day 1.

• HSA/FSA options available.

• Employer-provided long-term and short-term disability coverage.

• Generous PTO plan accompanied by paid holidays and floating holidays.

• Opportunities for development and growth.

• Comprehensive wellness program emphasizing employee health.