Manager, Solution Consulting

Applied Systems; United States; Remote; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical Coverage

Dental Coverage

Vision Coverage

Holiday & Vacation

Wellness Days

Birthday Bonus Day

Job summary

Applied Systems is seeking a Manager, Solution Consulting for the Epic Portfolio. This role leads a pre-sales team, partners with Sales, and delivers executive-level product demonstrations to drive strategic deals across the Epic platform.

The role supports remote US work with up to 50% travel, focusing on creating business value and strong client partnerships in the insurance technology space.

Qualifications

• 5+ years of P&C insurance agency/brokerage experience and/or Epic or comparable SaaS sales experience.
• 3+ years in Solution Consulting, pre-sales, or sales engineering with prior people management experience.
• Working knowledge of configuring, testing, and using AI-based products.
• Strong professional written, verbal, and presentation skills.
• Organized and analytical with keen critical thinking.
• Customer-focused with relationship-building abilities.
• Valid driver's license and safe driving record.

Responsibilities

• Lead, coach, and develop a team of Solution Consultants, managing performance and cross-functional collaboration with Sales and Services.
• Deliver compelling product demonstrations of Epic Conductor, articulating both technical and business value to agency leadership.
• Partner with Sales to drive resource strategy, pipeline coverage, and account planning.
• Engage with strategic accounts to model consultative selling and support key deals.
• Align with Product Marketing/Management on roadmap, releases, and enablement.
• Coordinate site visits and executive demonstrations for clients.
• Ensure smooth handoffs to implementation teams and services.

Skills

P&C insurance domain knowledge

Solution Consulting

People management

AI familiarity

Executive communication

Education

Bachelor’s degree or equivalent in insurance/technology

Tools

Applied Epic

Job description

Job Description

Team: Solution Consulting – Epic Portfolio

Salary Range: $110,000 - $125,000 USD

Location: Remote (US)

Opportunity for Impact

Applied is where insurance technology gets reinvented, and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide, setting the pace for what modern insurance can do.

We’re looking for a Manager, Solution Consulting to join our Solution Consulting – Epic Portfolio team and lead and develop a Solution Consulting team dedicated to our Epic portfolio. Applied Epic is the leading agency management platform in the independent insurance channel, and our Epic Conductor platform is how we help agencies and brokerages get more value out of their business.

You’ll manage a team of pre-sales consultants who partner with our Sales team to serve agency and brokerage prospects and clients, while also rolling up your sleeves on strategic opportunities – leading discovery sessions, delivering compelling product demonstrations, and proving the business value of our platform capabilities. You’ll drive performance, shape team culture, and ensure our client experience represents the best of what Applied has to offer. You can live anywhere in the US, working from a home office, with up to 50% travel.

What You’ll Do

• Lead, coach, and develop a team of Solution Consultants — managing performance, professional growth, scheduling, and cross-functional collaboration with Sales and Services
• Ensure your team delivers compelling product demonstrations for our Epic Conductor platform, communicating value from both a technical and business perspective to all levels of agency and brokerage leadership, including principals and executive decision-makers
• Partner with Sales leadership to drive resource strategy, pipeline coverage, and account planning
• Personally engage with strategic, complex, or high-priority accounts to model best-in‑class consultative selling and support critical deals
• Drive alignment with Product Marketing, Product Management, and Marketing on product roadmap, releases, and enablement
• Coordinate site visits and executive demonstrations for agency/brokerage clients
• Ensure smooth hand‑offs to implementation resources, including Integration Services, Data Services, Activation, Education Services, and Customer Support
• Champion continuous learning — keeping your team current on industry trends, competitor dynamics, AI‑based capabilities, and Applied’s evolving product portfolio
• Travel up to 25% nationwide to support client engagements and team needs

What We’re Looking For

• 5+ years of P&C insurance agency/brokerage experience and/or Applied Epic (or comparable agency management system) expertise, or equivalent SaaS sales experience
• 3+ years of Solution Consulting, pre‑sales, or sales engineering experience, plus prior people management experience
• Working knowledge of configuring, testing, and using AI-based products
• Professional written, verbal, and presentation skills, both in person and via virtual platforms
• Organized and analytical, with keen critical thinking skills
• Passion for driving business through a consultative approach
• Customer‑focused, with the ability to establish and maintain strong relationships
• A valid driver’s license and safe driving record
• Bachelor’s degree or equivalent work experience in insurance and/or technology

Talent shows up in a lot of different ways, and we mean that. We welcome candidates from all backgrounds and experience levels, including military members and their spouses and those without a traditional degree or tech background.

Why You’ll Like Working on Team Applied

The best work happens when smart people move fast, together. For over 40+ years, Applied has built technology that solves real problems for insurance professionals - and we’re still pushing what’s possible.

You’ll be part of our people-first culture built on trust, inclusion, and growth - where you’re supported to deliver, collaborate with teammates who care, and grow with leaders invested in your success.

How We’ll Support You

We invest in the whole person, not just the role. Our benefits and resources are built to support your health, your time, and your life outside of work:

• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday

Compensation Transparency

Our targeted starting base salary in the United States for this position considers a variety of factors, including depth and breadth of experience, skills and role scope. Depending on the role, team members may also be eligible for additional compensation plans (bonus and commission).

Your Security Matters:

Our candidates’ personal information and online safety are top of mind. Applied communicates with candidates only via a secure @appliedsystems.com email address or through our official careers portal. Recruiters will never request payments or ask for financial account or sensitive personal information like Social Security numbers.

Background Checks

Employment is contingent upon successful completion of applicable preemployment background checks and verification processes.

AI Utilization

We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, final decisions are always conducted by real humans.

EEO Statement

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.