Head of Solutions Consulting, US
Shift TechnologyAbout the role
The future of insurance starts with AI. To date, Shift Technology's AI-powered products have benefitted more than 300 million policyholders globally by reducing underwriting risk, identifying more fraud, and automating critical tasks throughout the claims process. Shift harnesses the power of AI to enable the world’s leading insurance organizations to make better decisions. Our products help insurers improve operational efficiency, reduce costs, and deliver superior customer experiences to their policyholders. Our culture is built on innovation, trust, and a drive to transform the insurance industry by imagining and innovating solutions that impact insurers and their customers - like you! We come from more than 50 different countries and cultures and together we are creating the future of insurance.
The Head of Solutions Consulting will be a key leadership role within the Solution Consulting and Sales teams, responsible for building and leading a high-performing team of Solutions Consultants in the Americas. This role will collaborate closely with sales, product, data science and engineering teams to ensure the successful implementation of our SaaS solutions for clients. The ideal candidate is a strategic thinker with a deep understanding of insurance and SaaS with strong leadership skills, and a passion for delivering exceptional customer experiences.
This role reports into the Global Head of Customer Success.
What You'll Do
Consulting Strategy and Execution:
- Develop and implement a strategic plan for the Solutions Consulting team that supports company goals and growth.
- Drive the pre-sales process by providing technical expertise and demonstrating the value of our solutions to prospects.
- Own the continuous improvement of pre-sales processes, methodologies, strategies, and tools with a focus on scalability, consistency, and productivity.
- Lead the development of solution proposals, business cases, and ROI models, ensuring clear and actionable recommendations for customers.
Customer Engagement:
- Collaborate with Sales and Customer Success teams to understand clients' business needs, challenges, and strategic goals.
- Oversee the design and delivery of tailored solutions that address the specific needs of each client while ensuring alignment with our product offering.
- Serve as the point of escalation for complex customer issues or requirements.
Data Driven Insights, Process Improvements and Innovation:
- Establish, monitor, and analyze KPIs, identifying trends, gaps, and opportunities that drive revenue growth
- Identify opportunities to streamline consulting processes, improving efficiency, scalability, and effectiveness.
- Continuously evaluate and improve the team’s structure and approach to customer engagement, solution design, and delivery.
Cross-Functional Collaboration:
- Work closely with the Product, Data Science, and Engineering teams to stay ahead of product updates, new features, and enhancements, ensuring that the Solutions Consulting team is equipped to advise clients effectively.
- Collaborate with Marketing to develop content and resources that highlight the capabilities of our platform and improve sales and customer success engagements.
- Represent the voice of the customer internally, providing feedback and insights to product and engineering teams to drive product improvements.
Lead and Motivate a High Performing Team:
- Develop, coach and mentor your team with a focus on continuous learning and customer-centric problem solving
- Create a team environment where high quality work, personal accountability, resilience, #MakeItHappen attitude, and collaboration are expected
- Set clear performance objectives, conduct regular performance reviews, and support team members in achieving their goals.
- Ensure the team maintains a high level of technical expertise and stays up to date with industry trends and best practices.
What You Bring
- Experience:
- 8+ years of experience in Consulting, Pre-Sales, or customer-facing role, with at least 4 years in a leadership role at a global SaaS or technology company.
- 4+ years experience and expertise in Insurance (eg. Claims, Fraud, Underwriting)
- Experience working closely with sales teams to create value propositions, handle RFPs, and deliver solution demonstrations.
- Hands-on experience with Salesforce or similar CRM platforms, and a strong understanding of sales tech stack.
- Skills:
- Strong technical knowledge of SaaS products and/or the Insurance industry.
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