Pre-Sales Solutions Consultant (Insurance) at CameronCraigGroup Raleigh, NC

Comunidade Metodista; Raleigh (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Healthcare + HSA & FSA

Generous PTO

Disability coverage

Employee assistance program

Wagmo pet wellness

Job summary

Comunidade Metodista seeks a Pre-Sales Solutions Consultant to drive the technical side of the sales cycle for a SaaS insurance workflow solution. You will lead technical proofs of concept and demos, and partner with sales to craft winning proposals while serving as the primary technical interface during evaluations.

You will advise on product features, assist in onboarding, and help shape the product roadmap based on market feedback.

Qualifications

• Extensive experience in the insurance industry with compliance and policy forms.
• Understand the process for authoring new insurance policy forms.
• Knowledge of insurance compliance regulations and industry standards.
• Experience educating clients on compliance requirements.

Responsibilities

• Lead and deliver technical proofs of concepts and demos for prospects.
• Collaborate with sales to develop winning strategies and proposals.
• Provide expert insights on product features and value propositions in meetings.
• Act as primary technical interface during customer evaluations.
• Support onboarding and occasional consulting on product usage.
• Track evaluation details in CRM and contribute to sales meetings.
• Contribute to evolution of product range based on market needs.
• Monitor customer/industry trends to identify opportunities.

Skills

Insurance industry

Compliance regulations

Policy forms

Underwriting & compliance

Client education on compliance

Travel up to 50%

Tools

CRM systems

Job description

We are looking for a talented Pre-Sales Solutions Consultant to drive the technical aspects of the sales cycle and secure new business. We are a fast growing SaaS company in the insurance industry, providing innovative document workflow automation solutions to insurance carriers that streamline critical business processes.

Job Duties:

• Lead and deliver technical proof of concepts and custom demonstrations for prospective clients.
• Collaborate with sales teams to develop winning sales strategies and proposals.
• Provide expert insights on product features and value propositions in client meetings and at industry events.
• Serve as the primary technical interface for prospects during their evaluation of our technology.
• Support initial client onboarding and provide occasional consulting on product usage.
• Track technical evaluation details in CRM systems and provide input for sales meetings.
• Contribute to the evolution of the product range based on market and client needs.
• Maintain a deep understanding of customer and industry trends to identify new opportunities.

Ideal Background:

• Extensive experience within the insurance industry , specifically with compliance regulations and insurance policy forms .
• Comprehensive understanding of the process and requirements for authoring new insurance policy forms .
• Strong knowledge of insurance compliance regulations and industry standards (state and federal).
• Proven ability to analyze regulatory changes and assess their impact on existing processes.
• Proficiency with underwriting and compliance regulations
• A knack for staying updated on evolving regulations and industry best practices.
• A proven track record of educating clients on compliance requirements .
• Ability to travel occasionally, up to 50%.

Why Us:

• Competitive base salary of $120,000 - $170,000
• Annual performance bonus
• Comprehensive healthcare coverage + HSA & FSA options
• Generous PTO
• Long-term & short-term disability coverage
• Employee assistance program
• Wagmo pet wellness