Agentic Solutions Consultant (Insurance SaaS)

EvolutionIQ; New York (NY); On-site; USD 210,000 - 245,000; Full time

Benefits offered by this job

Annual bonus plan

Equity RSUs

Medical, dental, vision

401k matching

Parental leave

Paid time off

Visa sponsorship

Job summary

EvolutionIQ seeks a lead level Agentic Solutions Consultant in New York to bridge Sales, Product, and Engineering for enterprise opportunities. You will map operations, data flows, and integration points, and translate discovery into a clear implementation approach with a strong business case for change.

You will build executive-ready materials, oversee risks and success criteria, and collaborate across internal teams to scale agentic deployments while addressing governance and AI considerations.

Qualifications

• 5–10+ years in solutions/implementation consulting or related client-facing roles in enterprise software, preferably insurance.
• Experience on complex integrations or transformations for large enterprise customers.
• Ability to map business processes to system dependencies and actionable plans.
• Experience designing architectures for complex engagements including data flows and governance.
• Strong written and verbal communication for customer-facing decks and executive materials.
• Experience working with both technical and business stakeholders.

Responsibilities

• Support pre‑sale solution design for agentic products with Sales and Leadership.
• Assess operations, workflows, and integration requirements to shape tailored implementations.
• Own current/target state mappings for complex opportunities, including risks and success criteria.
• Assess data readiness, source systems, eligibility feeds, and reporting needs.
• Build customer-specific business cases and executive-ready materials.
• Create documentation and materials detailing integration points and ROI.
• Develop reusable design artifacts and workflow maps to scale sales motions.
• Translate discovery into internal recommendations for Product and Engineering.
• Collaborate to identify recurring needs and scalable patterns for deployments.
• Support governance, risk, compliance, and responsible AI in customer discussions.
• Ensure smooth handoff from pre-sale to delivery with documented goals and risks.
• Help define operating models, adoption, and metrics for scaled deployment.

Skills

Solutions consulting

Enterprise software

Insurance industry

Systems integration

Data flows

Executive communication

Stakeholder management

Job description

EvolutionIQ’s mission is to deliver state of the art technology that helps insurance claims teams make claims handling more accurate, fair, and efficient, so that more people impacted by injury or illness can continue their lives with dignity and stability. We are currently experiencing massive growth and to accomplish our goals, we are hiring world‑class talent who want to help build and scale internally, and transform the insurance space. Our team is our #1 priority, and we have been named one of Inc.’s Best Workplaces 3 years in a row and Built In’s Best Places to work in 2025 and 2026.

The Opportunity

We are seeking a lead level Agentic Solutions Consultant to help customers evaluate, design, and adopt EvolutionIQ’s next generation agentic solutions. This role will sit at the intersection of Sales, Product, and Engineering. As EvolutionIQ expands into more complex agentic workflows across Disability and P&C, customers will need more than a standard product sale. They will need a partner who can understand their current operations, systems, workflows, data readiness, governance requirements, and integration constraints; translate that complexity into a clear implementation approach; and build the business case for change.

You will work closely with Product, Sales, Engineering and leadership to support the pre‑sale design process for highly customized enterprise opportunities. This includes helping customers understand how EvolutionIQ’s solutions will integrate with their claims systems, policies, eligibility feeds, data flows, and workflows, and shaping the transformation narrative that allows executive sponsors to secure buy‑in internally. You will also help customers distinguish between configurable product capabilities, integration needs, and areas that may require deeper product or implementation planning.

About You

• 5‑10+ years of experience in solutions consulting, implementation consulting, solutions engineering, solution architecture, or a similar client‑facing role in enterprise software, preferably in insurance
• Experience working on complex systems integration or transformation projects for large enterprise customers
• Ability to understand business processes, map system dependencies, and translate operational complexity into actionable implementation plans
• Experience designing solution architectures for complex enterprise customers, including integrations, data flows, workflow dependencies, implementation risks, and operational controls
• Ability to distinguish between configurable product capabilities, integration needs, product gaps, and true custom requirements
• Strong commercial instincts and comfort supporting pre‑sale conversations alongside sales and product leaders
• Strong written and verbal communication skills, including the ability to create polished customer‑facing decks, plans, business cases, workflow maps, and executive‑ready materials
• Experience operating across both technical and business stakeholders
• Comfort discussing AI adoption topics such as governance, risk, compliance, auditability, data readiness, and responsible operational controls
• Comfortable in ambiguity and excited to help define a new function in a fast‑moving environment
• Experience from firms such as Guidewire, Duck Creek, Capgemini, UiPath, ServiceNow, Palantir, or similar systems integration / insurance technology / enterprise AI environments is a strong plus

In This Role You Will

• Partner with Sales, Product, and leadership to support pre‑sale solution design for agentic products
• Assess customer operations, workflows, systems, and integration requirements to shape tailored implementation approaches
• Own current‑state and target‑state solution mapping for complex customer opportunities, including systems, data flows, workflow changes, integration points, implementation risks, and success criteria
• Assess customer data readiness, source systems, eligibility feeds, workflow triggers, reporting needs, and operational dependencies required to support successful agentic deployments
• Build customer‑specific business cases, implementation plans, and executive‑ready materials that help customers evaluate and buy complex solutions
• Create detailed documentation and presentation materials that articulate integration points, workflow changes, expected business impact, and implementation considerations
• Create reusable solution design artifacts, workflow maps, reference architectures, ROI templates, customer assessment frameworks, and implementation playbooks that help EvolutionIQ scale the agentic sales motion
• Translate customer discovery into clear internal recommendations for Product, Implementation, Engineering, and Go‑to‑Market teams
• Partner with Product and Engineering to identify recurring customer needs, product gaps, integration blockers, and scalable patterns for future agentic deployments
• Help define how EIQ positions and sells highly customized agentic solutions across different customers and lines of business
• Collaborate with internal stakeholders to develop repeatable frameworks for customer assessments, ROI development, implementation planning, and executive alignment
• Support both technical and commercial conversations with customers, from operational discovery through executive alignment
• Help customers evaluate agentic solutions through the lens of governance, risk, compliance, auditability, operational controls, and responsible AI adoption
• Ensure strong handoff from pre‑sale discovery to implementation by documenting assumptions, technical requirements, customer goals, risks, integration needs, and success criteria
• Help customers think through operating model changes, user adoption, training needs, governance processes, and success metrics required to move from pilot to scaled deployment

Your Impact

• Customers will have a clearer path to evaluating and adopting EvolutionIQ’s agentic solutions
• Sales cycles for complex opportunities will be strengthened by deeper operational discovery, better implementation planning, and stronger executive alignment
• EvolutionIQ will be better equipped to translate product vision into customer‑specific transformation plans
• Product and Sales teams will have a dedicated partner who can bridge technical architecture, business operations, and customer buying processes
• Implementation teams will receive clearer documentation, assumptions, integration requirements, and success criteria before customer work moves from pre‑sale into delivery
• Product and Engineering will gain a stronger feedback loop on customer needs, product gaps, integration blockers, and repeatable solution patterns
• The company will develop a more repeatable motion for selling complex, integration‑heavy agentic products

Work‑life, Culture & Perks

• Compensation: The base salary range is $225,000, with flexibility depending on a candidate’s background and experience. An annual bonus plan and company equity plan (RSUs) are also included in our compensation package.
• Well‑Being: Medical, dental, vision, short & long‑term disability, life insurance and AD&D, and 401k matching. Additional family, wellness, and pet benefits.
• Home & Family: Paid time off and sick leave, 100% paid parental leave (16 weeks for primary caregivers and 12 weeks for secondary caregivers). We offer a flexible schedule for new parents returning to work.
• Office Life: Catered lunches, happy hours, pet‑friendly spaces, and monthly technology stipend.
• Growth & Training: $1,000/year for each employee for professional development, as well opportunities for tuition reimbursement.
• Sponsorship: We are open to sponsoring candidates currently in the U.S. who need to transfer their active visa. Please check with our Recruiting team if your visa is applicable for transfer.

EvolutionIQ appreciates your interest in our company as a place of employment. EvolutionIQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.