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EvolutionIQ

AI-driven SaaS for insurance claims handling

Agentic Solutions Consultant - Insurance Saaas

Pre-Sales Solution EngineeringUpdated on Nov 12
Full-timeIn-person

About the Job

Requirements

  • At least 5 years of experience in solutions consulting, implementation consulting, solutions engineering, solution architecture, or a similar client-facing role in enterprise software; insurance experience is preferred.
  • 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 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 creating polished customer-facing decks, plans, business cases, workflow maps, and executive-ready materials.
  • Experience operating across technical and business stakeholders.
  • Comfort discussing AI adoption topics such as governance, risk, compliance, auditability, data readiness, and responsible operational controls.
  • Comfort with ambiguity and interest in helping define a new function in a fast-moving environment.

Responsibilities

  • 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 to help 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 EvolutionIQ positions and sells highly customized agentic solutions across customers and lines of business.
  • Collaborate with internal stakeholders to develop repeatable frameworks for customer assessments, ROI development, implementation planning, and executive alignment.
  • Support technical and commercial conversations with customers, from operational discovery through executive alignment.
  • Help customers evaluate agentic solutions through governance, risk, compliance, auditability, operational controls, and responsible AI adoption.
  • Ensure a strong handoff from pre-sale discovery to implementation by documenting assumptions, technical requirements, customer goals, risks, integration needs, and success criteria.
  • Help customers plan operating model changes, user adoption, training needs, governance processes, and success metrics for moving from pilot to scaled deployment.

Desired Qualifications

  • Experience in insurance.
  • Experience at firms such as Guidewire, Duck Creek, Capgemini, UiPath, ServiceNow, Palantir, or similar systems integration, insurance technology, or enterprise AI environments.

About the Company

EvolutionIQ

AI-driven SaaS for insurance claims handling

EvolutionIQ provides AI-driven software for insurers to streamline claims handling across Disability, Workers' Comp, and General Liability. The platform analyzes claim data and medical information, predicts claim paths earlier, automatically routes complex cases to the right expert teams, and guides examiners on needed actions via a SaaS model. It differentiates itself by using AI to understand bodily injury data with precision and to forecast returns-to-work, enabling proactive prioritization unlike traditional manual-rule systems. Its goal is to speed and improve accuracy of claims processing to increase return-to-work outcomes and overall insurer efficiency.

Company size
201-500
Company stage
Acquired
Total funding
$60.3M
Headquarters
New York City, New York
Founded
2019

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