Sales Engineer – Insurance Claims

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

📋 Description

• Collaborate with Account Executives and sales leadership on validated opportunities to achieve technical success.

• Conduct in-depth technical explorations across workflows, data, security, integrations, architecture, and implementation limitations.

• Develop and present customized demos, technical walkthroughs, prototypes, sandbox events, and proof-of-value initiatives.

• Take ownership of the technical aspect of demos, encompassing API and integration architecture, solution design, and implementation inquiries.

• Lead technical responses to due diligence questionnaires, security assessments, compliance requests, and architectural discussions.

• Create, manage, and monitor gap analyses across product capabilities, configurations, professional services, roadmaps, and custom requests.

• Convert business requirements into solution designs, implementation assumptions, scope boundaries, and phased deliverables.

• Oversee the entire statement-of-work creation process, including technical scope, assumptions, dependencies, reusable templates, and appendices.

• Generate solution outlines and scope appendices for delivery and customer success.

• Organize, plan, construct, and lead sandbox or pilot events.

• Configure platform functionalities and manage light, bounded customizations such as workflow automation, reporting, and dashboard setups.

• Identify customer objections, missing functionalities, implementation challenges, and product feedback.

• Enhance technical sales assets, including demo materials, reference architectures, videos, FAQs, templates, and response documents.

• Use judgment to determine when to push, simplify, escalate, or decline.

• Enhance win rates, predictability in sales cycles, clarity in statements of work, quality of handoffs, and reliability in implementation.

⛳️ Requirements

• Over 5 years of experience in solutions engineering, sales engineering, solutions architecture, technical consulting, or similar customer-facing technical roles in enterprise software.

• Strong understanding of claims operations and claims organizations, acquired through direct operator experience or extensive collaboration with carriers, MGAs, TPAs, claims consultancies, or claims technology.

• Capability to discuss the operating model and metrics of claims organizations with authority, including loss ratio, leakage, cycle time, and operational improvement levers.

• Experience in supporting complex enterprise software evaluations involving multiple stakeholders.

• Proven ability to conduct technical discovery and transform ambiguous needs into precise solution designs and defined scope boundaries.

• Experience in creating and presenting tailored demos, sandbox environments, pilots, proofs of value, or other technical validation activities.

• Strong architectural intuition across APIs, integrations, cloud environments, data flows, security and compliance, and enterprise systems.

• Practical technical fluency with APIs, data mappings, workflow logic, and technical troubleshooting.

• Experience with Python and/or JavaScript is highly preferred.

• Excellent written documentation skills and the ability to produce client-facing technical deliverables, statements of work, and scoped implementation assumptions.

• Ability to collaborate cross-functionally and build trust with sales, product, delivery, and executive stakeholders.

• High ownership and comfort in establishing a function from the ground up.

• Experience in purchasing or implementing enterprise software from the customer perspective is a plus.

• Familiarity with AI, LLM, workflow automation, document processing, copilots, or agentic systems is beneficial.

• Experience with low-code workflow tools, reporting and dashboard configuration, or scoped implementation planning is advantageous.

• Background in creating repeatable demo factories, technical asset libraries, or pre-sales playbooks is a plus.

• Experience with Salesforce, HubSpot, or similar systems is advantageous.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Flexible working hours and remote work options.

• Opportunities for professional development and career advancement.

• Collaborative and inclusive team environment.