Solutions Consultant, Herald
$150-170k
Offers equity
Digital Infrastructure for commercial insurance.
Open for applications
Digital Infrastructure for commercial insurance.
Open for applications
$150-170k
Offers equity
Company mission
To expand digital connectivity in commercial insurance, fostering connections between brokers and carriers.
Role
Who you are
- You’re a great fit for the role if you possess both strong technical expertise and exceptional project management and client communication skills
- You’re the right person for this role if you’re also excited to figure out what challenges we should solve next and to lead us in solving them
- 5+ years of experience in technical project management, software implementation, or a similar role, PMP Certification is a plus!
- An understanding of implementation success and best practice within the B2B SaaS space, industry experience within insurance, insurtech, financial services, fintech, or similar is a plus!
- Expertise of working with enterprise clients and working on large, complex solution builds
- Proven experience managing API integrations
- Strong understanding of API architecture, authentication protocols, and familiarity with API management tools such as Postman
- Experience with Agile methodologies, Scrum frameworks, and tools like Jira, Trello, or Asana
- Ability to manage multiple projects simultaneously and deliver under tight deadlines
- Excellent problem-solving, analytical, and troubleshooting skills
- Strong technical expertise and the ability to translate complex technical concepts and requirements into clear and actionable solutions
- Strong verbal and written communication abilities, with the capability to build rapport with clients and team members
- High level of organization and attention to detail
- Experience creating a high value customer experience
What the job involves
- We are seeking a Solutions Consultant to lead and oversee the successful deployment and integration of APIs while providing technical assistance to clients and internal teams
- You will be responsible for guiding and supporting our strategic clients and partners throughout the implementation process, and accelerate the time it takes to bring them to activation
- You will work closely with cross-functional teams, including developers, product managers, and client stakeholders, to ensure seamless implementation of APIs and provide support throughout the customer life cycle
- Plan, coordinate, and manage the end-to-end implementation of API integrations by developing detailed project timelines, milestones and deliverables, and ensuring customer projects are completed on time and within scope
- Manage risks and dependencies, proactively addressing challenges and delays while ensuring the highest level of quality is maintained and provided to our customers throughout the implementation lifecycle
- Facilitate communication between technical and non-technical teams to align project goals and expectations
- Collaborate with clients and internal teams to define technical requirements and scope for API integrations
- Coordinate with developers to build, test, and deploy APIs to align with technical specifications and business goals
- Collaborate with clients to understand their business needs, challenges, and objectives and identify opportunities where our solutions can deliver measurable value
- Act as a subject matter expert on product capabilities and integration within the customer environment
- Conduct regular check-ins with customers to uncover their pain points, and bring those customer and product insights to our internal team
- Partner with Account Executives and our Product, Integrations, and Engineering teams to deliver a seamless customer experience, and ensurie our implementations meet quality standards
- Share customer insights and feedback to influence go-to-market strategy and product improvements
Our take
Insurance brokers that sell commercial insurance process large numbers of often complex transactions, all occurring across disconnected software systems. Heral uses AI to help brokerages extract, process and load data from a wide variety of formats, centralising the processes for and accelerating the efficiency of brokerages.
Herald’s infrastructure works as a single API that can lift data from PDFs, spreadsheets and various information-holding software. It can be integrated into existing brokerage workflows, including both CRM systems and Agency Management software, with 80+ insurance products and more than 35 carrier partners integrable. This dedication to flexibility and scalability evidences Herald’s mission to simplify insurance purchasing, both for the customer and the brokerage.
With an impressive Series A announced in October 2024, the company will focus on enhancing its AI platform and streamlining workflows.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Oct 2024
$12m
SERIES A
Dec 2021
$8m
SEED
Total funding: $20m
Company benefits
- 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)
Company HQ
Government Center, Boston, MA
Leadership
Duncan Crystal
(Co-Founder)Previously an API Product Manager at at-Bay, Senior Strategy Analyst and Research Analyst at Gartner.
Matthew Antoszyk
(CEO & Co-Founder)Previously Product Manager at at-Bay, Senior Business Analyst at McKinsey & Company and was a Summer Analyst Intern at Analysis Group.
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