Partner with Sales and Services Delivery to identify client opportunities and conduct deep-dive discovery sessions to understand requirements.
Design end-to-end professional services project scopes and develop comprehensive Statements of Work (SOWs) defining boundaries, deliverables, timelines, and effort.
Coordinate with Sales, Implementation, Data, and Solution Services to ensure seamless handoff and alignment with the pre-sold vision.
Lead consulting engagements and strategic client relationships within the P&C insurance industry.
Define engagement scope, quality standards, and ensure measurable business value for carriers and MGAs.
Develop consulting methodologies, mentor professionals, and support business development across sales and operations.
They provide technology-enabled consulting and advisory services for the property and casualty insurance industry. With more than 30 years of industry experience, they focus on innovation, quality, and long-term client partnerships.
Lead, coach, and develop a team of Solution Consultants, managing performance and cross-functional collaboration.
Ensure compelling product demonstrations for the Epic Conductor platform, communicating value to agency and brokerage leadership.
Partner with Sales leadership on resource strategy and personally engage in strategic accounts to model best-in-class consultative selling.
Applied Systems develops cloud software and AI-powered solutions for the insurance industry, serving thousands of agencies and brokers worldwide. The company emphasizes a people-first culture built on trust, inclusion, and growth, with over 40 years of technology innovation.
Act as the insurance workflow expert, representing the independent agent and shaping what PolicyLift builds next.
Onboard new agencies, configure PolicyLift to their stack, and train their teams for success.
Provide first-line support for insurance-specific issues and drive adoption across accounts.
PolicyLift is an AI-native growth engine for independent P&C agencies, providing one platform that drives growth and consolidates point solutions. The VC-backed team, with experience from Google, Meta, and Qualia, serves 1,000+ agents and manages over $1B in premium.
Lead large end-to-end implementations of BriteCore's cloud platform for P&C insurers, achieving accelerated timelines and budget constraints.
Act as primary liaison for largest customers, managing expectations, scope, and strategic cross-functional collaboration.
Create detailed project plans, optimize processes, and provide executive-level updates while mitigating risks.
BriteCore empowers Property & Casualty insurers with a cloud-native core insurance platform for policy, billing, and claims management. The company fosters an inclusive, collaborative culture with a distributed team united by a shared passion for transforming insurance technology.
Own the end-to-end implementation lifecycle for new clients, from configuration and training through go-live.
Deliver Guided and Premium implementation services across ClearGov's Budgeting Suite, including paid training and workshops.
Drive adoption, manage client expectations, and collaborate cross-functionally to ensure long-term partnership value.
ClearGov builds a modern financial operating platform for US local governments and school districts, helping them plan, budget, report, and communicate finances. Trusted by more than 2,000 public sector organizations, ClearGov offers a collaborative, high-performing, and remote-friendly culture.
Lead comprehensive case intake conversations with attorneys and develop targeted expert witness search strategies.
Manage end-to-end client engagements, ensuring timely delivery and exceptional quality of all deliverables.
Build and maintain strong relationships with attorney clients, presenting findings and recommendations to key stakeholders.
Expert Institute is a leading expert consulting and insights platform that helps plaintiff firms win more cases. Founded in 2010, they have supported over 5,000 firms nationwide and deliver solutions through their SaaS platform Expert iQ.
Own technical sales engagements from discovery through close, delivering tailored, high-impact demos.
Translate customer workflows into Federato configurations and lead RFP and security questionnaires.
Build reusable demo environments and contribute to the pre-sales lifecycle and team assets.
Federato is an AI-native platform that brings agentic AI to the full insurance policy lifecycle. The company has raised $180 million, is growing fast globally, and values a first-principles, fast-paced culture.
Manage and maintain client accounts, policy files, activity logs, and documentation within Applied Epic.
Prepare, issue, and track certificates of insurance, process endorsements, and support renewals.
Coordinate with carriers, handle quoting and re-quoting, and provide administrative support to producers and account managers.
Savvital provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future through customized solutions. Their team of motivated experts handles tasks that add real capacity to a client's workday, with a mission to provide affordable solutions via strategic task delegation.
Support product sales as a technical and domain expert on a client-facing sales team pursuing customers across multiple industries.
Lead discovery workshops and product demonstrations to align ServiceNow solutions with customer needs.
Develop client partner relationships and guide strategic programs, while staying current on competitive analysis.
ServiceNow provides an AI control tower for business reinvention, connecting any AI, data, and workflow. The company serves 85% of the Fortune 500 and builds an AI-native culture where technology and talent work together to free people from busywork.
Deliver billable consulting to law firm clients for full software suite, including design, configuration, testing, training, and Go-Live.
Define functional requirements and produce project documentation such as Functional Requirements, Training, and Testing Strategy.
Resolve issues with stakeholders, deliver within scope and schedule, and support remote team initiatives.
Elite is the trusted automation platform for law firm operations, delivering a cloud-native SaaS suite for financial, invoice, time, and data management. Its global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia, with an employee-centric, flexible remote culture.
Lead full-cycle CaptivateIQ implementations, owning project timelines and managing customer expectations across multiple engagements.
Serve as the primary client-facing contact, designing system configurations and ensuring successful go-live transitions.
Collaborate with cross-functional teams, proactively identify risks, and drive best practices for delivery quality.
CaptivateIQ is transforming how companies plan, manage, and optimize sales performance through its incentive compensation and sales planning platform. Backed by top-tier investors like Sequoia and Accel, the company serves high-growth customers including Netflix, Figma, and Stripe.
Qualify and pursue enterprise leads from Anthropic and AWS partnerships.
Run discovery calls with business and technology leaders to scope consulting engagements.
Negotiate and close multi-month consulting SOWs with support from architects and leadership.
Provectus is an AI consultancy that helps Financial Services, Insurance, Healthcare & Life Sciences companies design, build, and operate production AI systems. With over 350 employees and offices across North America, LATAM, and EMEA, the company values innovation, ownership, and collaboration.
Lead complex CIS implementation projects for utility and municipal clients, from planning through go-live and stabilization.
Manage, coach, and allocate consulting teams across multiple engagements to optimize delivery quality.
Drive methodology improvements, financial performance, and adoption of AI-powered workflows to enhance efficiency.
A consulting partner that delivers customer information system implementations and software services for utility and municipal clients. It emphasizes remote work, professional development, and an AI-enabled environment with collaborative team culture.
Lead multi-workstream services delivery for strategic customers, ensuring clarity and accountability across projects.
Build strong relationships with stakeholders including executives and technical teams to facilitate adoption.
Develop delivery methodology using agile and PM best practices, communicating plans and aligning teams on milestones.
GitLab is the intelligent orchestration platform for DevSecOps, enabling organizations to deliver better software faster. Trusted by over 50% of the Fortune 100 and with more than 50 million users, GitLab maintains a high-performance culture driven by values and knowledge exchange.
Conduct virtual consultations and needs-based conversations to help clients protect their families.
Manage follow-ups, scheduling, and pipeline administration using modern tools.
Present insurance solutions via web-conference from home, supported by qualified leads.
AO Central is a financial-services organization focused on helping families protect their future through insurance solutions. It fosters a supportive, training-driven culture with mentorship and remote work opportunities.
Conduct virtual consultations with clients to understand their insurance needs
Follow up on qualified-interest leads and keep your pipeline organized
Present solutions via web-conference from home while working with a supportive team
AO Central is a financial services organization that helps protect families through virtual insurance consultations and sales. They foster a remote, performance-driven culture with full training, mentorship, and advancement opportunities.
Manage professional services projects through the full engagement lifecycle from sales handoff to closeout.
Ensure regular communication with stakeholders and manage project issues and risks to resolution.
Maintain customer relationships and support revenue recognition, invoicing, and methodology documentation.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations minimize risk and make better decisions. Founded in 2011, the company has grown to over 1,300 employees and fosters a collaborative, mentorship-driven culture built on core values.
Educate prospective customers on Home & Auto insurance options using PolicyMe's digital platform.
Manage a high-volume inbound pipeline of leads and convert opportunities via phone, SMS, and email.
Use HubSpot to track touchpoints and refine sales processes to improve conversion rates.
PolicyMe is a digital insurance solution offering straightforward and affordable financial protection for Canadian families. Since 2018, the company has sold over $10 billion in coverage and fosters a remote-first, collaborative culture.
Lead planning, coordination, and execution of complex proposals and client-facing submissions within a regulated benefits and insurance environment.
Manage full lifecycle of RFPs, RFIs, DDQs, security questionnaires, and business development initiatives with cross-functional teams.
Ensure submissions meet quality, compliance, and governance standards while tracking deadlines, risks, and stakeholder communication.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It uses technology to ensure fair and efficient application reviews and supports fully remote recruitment processes.