Solutions Consultant

The role

We're looking for a Solutions Consultant who thinks like a consultant and operates like an owner.

This role is foundational. You'll define how Herald runs implementations — the discovery process, the workflow design, the adoption model. What you build here becomes the standard.

You'll sit at the intersection of strategic consulting, AI Workflow design, technical implementation, and product influence. That means you'll be as comfortable running a discovery session with a VP of Operations as you are reviewing an API spec with an engineering team.

If you've been doing this work in a more structured environment and want more ownership, faster feedback loops, and the ability to shape how it's done — this is that role.

What You'll Do

Lead strategic discovery and workflow design

• Run structured discovery with customers — across technical, operational, and executive stakeholders — to understand their workflows, pain points, and goals
• Synthesize findings into actionable recommendations, future-state blueprints, and implementation plans
• Develop future-state blueprints for how AI components and automation can reshape customer workflows
• Challenge assumptions, push back where needed, and guide customers toward the best long-term solution — not just the path of least resistance

Drive end-to-end implementations

• Own the full implementation lifecycle: scoping, requirements definition, build coordination, testing, and go-live
• Serve as the primary point of contact, bridging customer teams with Herald's product and engineering
• Manage timelines, identify risks early, and keep momentum in complex, multi-stakeholder environments

Build the activation and adoption model

• Go beyond go-live — dig into adoption metrics, uncover friction, and take creative ownership of driving real operational lift
• Partner closely with customers to embed Herald into their day-to-day workflows, from Herald's AI-powered inbox agent to API-driven platform integrations
• Identify opportunities to expand Herald's footprint across teams, use cases, and business units

Define how Herald delivers

• Build the operational playbooks, frameworks, and delivery models that scale our customer work as we grow
• Bring structure to ambiguity and establish new standards — not by waiting for direction, but by taking ownership and leading by example
• Translate customer insights into product direction, working closely with engineering and product teams to shape what we build next

What You Bring

• 5+ years in technical consulting, solutions consulting, strategic customer success, product management, or a comparable high-ownership client-facing role
• A track record of leading complex, cross-functional initiatives from discovery through delivery — with measurable outcomes
• Comfort working at the intersection of business and technology: you've managed technical implementations or worked alongside engineering teams, and you can translate between business requirements and technical constraints
• Strong project management instincts — you can hold a complex workstream together across multiple stakeholders without losing momentum
• Excellent communication: written, verbal, and in the room. You can run a discovery session, write a clear recommendation, and present to a VP without breaking a sweat
• A systems-level thinker who can zoom out to see the full workflow, break it into a clear and sequenced plan, and zoom in to drive each piece forward without losing momentum
• High agency — you don't wait for direction; you define the problem, structure the approach, and drive toward the outcome

Technical fluency matters — you should be able to hold your own in a conversation about system design, review an API spec, and diagnose integration issues across AI-powered and API-driven workflows.

A meaningful plus: Experience in insurance, insurtech, or fintech. We move faster with candidates who can ramp on a new domain quickly and aren't intimidated by industry complexity.

What we bring

• 💰 Competitive compensation packages based on experience
• 📈 Company equity
• 🌐 Hybrid-flexible company focussed in the Northeast (NYC and Boston)
• ✈️ Relocation stipend (if you want to join us in the Northeast)
• 🌛 Quarterly in-person meetups (on the company)
• 🏝 20 days of PTO (that roll over) + 12 company holidays + 5 sick days
• 💊 Quality health, vision, and dental insurance
• 🚆 Pre-tax commuter benefits to be used towards parking & transit costs for those working hybrid in our offices
• 👵 401K plan
• 🏠 $500 additional home office stipend (beyond the standard equipment)
• 👨‍👩‍👧‍👦 Parental leave for all kinds of parents (including adoption and foster care)
• 🏃‍♀️ An agile and motivated team