Technical Solutions Consultant / Digital Transformation

3+ months agoRemote
Insurance is a purely information-driven industry. It doesn’t build or ship anything but solely collects, organizes, stores, and analyzes information. With American and European insurance premiums equal to 9% of GDP, there is probably no other industry in the world where optimal use of information has a greater impact. Despite the magnitude and criticality of information to this industry and the world economy, insurance IT is badly broken.
Socotra is the first and only core insurance platform to offer a modern answer: The only one that is cloud-native, the only one with real transparency, the only one customers can test drive before they buy. These attributes are common to platforms in other industries, from CRM to online advertising, and Socotra brings them to one of the world’s largest and most critical industries. The impact can’t be bigger, and the rewards can’t be bigger.

Our customers are at the heart of our business. Socotra’s Product Delivery Team is responsible for managing our most strategic relationships. You’ll manage deployments/implementations across our customer base from startups to Fortune 100 insurers in this role. You will work closely with senior executives at these companies engaging in commercial and technical conversations at multiple levels within an organization. You will be the customer’s internal advocate. You will be responsible for understanding their unique needs, driving (and project managing) the adoption of Socotra, and working across internal product teams to help build the next generation of insurance software in line with customer needs. We’re looking for a natural relationship builder/leader and technical insurance consultant. You will effectively manage both day-to-day conversations, and high-level strategic discussions focused on creating value and driving revenue for our customers.

You will:

  • Own the full on-boarding cycle of a new customer, from when the initial deal is signed through them going live in production
  • Be responsible for proactively developing and project managing a customer’s deployment architecture, insurance product configuration, strategy, and timeline
  • Lead and contribute to team projects to develop, improve, and scale our on-boarding process
  • Engage with Product and Engineering teams to help drive product strategy
  • Support  the Sales team to help support pre-sales opportunities:
  • Lead technical architecture discussions 
  • Respond to technical questions raised by prospects
  • Lead technical demos 
  • Lead RFP’s and POC’s 
  • Travel up to 25% of the time to spend time with customers around the world (When is is safe)

You Should have:

  • Life Insurance subject matter expertise 
  • 5+ years of experience working with customers at a technology company (preferably at an Insurtech company), with a track record of top performance
  • Broad knowledge of modern enterprise software technologies
  • Able to build a deep understanding of Socotra’s platform, configuration, and APIs and explain complex API concepts to Socotra’s largest customers
  • Ability to understand complex enterprise requirements and create creative solutions
  • Understanding of cloud computing and SaaS industry trends
  • Understanding of insurance concepts and be able to explain insurance workflows to customers
  • Proven project management skills
  • Strong critical thinking skills, including the ability to identify suboptimal internal processes
  • Ability to recognize repeated customer-facing issues and build scalable solutions
  • Superior verbal and written communication skills
  • Experience presenting to senior executives
  • Ability to operate in a highly ambiguous and fast-paced environment

Nice to haves:

  • Expert-level Excel skills
  • Prior experience at a growth stage Internet/software company
  • Prior experience working with large enterprise organizations


  • Competitive salary and meaningful equity
  • Top-tier health benefits
  • 401K Program
  • Flexible vacation policy
  • Fitness Stipend
  • Competitive Health Reimbursement Accounts (HRA) for Dental and Vision
  • Geo Blue / Supplemental International Travel Insurance for Business or Leisure Travel

This position can be based in San Francisco or remote and includes salary and equity commensurate with experience and location.
Job ID: 6cafb344-49e2-4b7b-b08b-70db9aa8fc8e