Lead discovery sessions to understand underwriting workflows, data structures, and business goals
Translate requirements into clear functional designs, user stories, and solution specifications
Challenge assumptions and recommend improvements aligned to industry best practices
Design and configure solutions within the Convr platform, including underwriting rules, submission triage, and AI decisioning workflows
Partner with Engineering to ensure solutions are scalable, efficient, and aligned to customer needs
Drive end-to-end implementation activities from onboarding through go-live
Manage priorities, timelines, and risks using tools like Jira
Ensure a smooth transition from design to execution with a strong focus on quality and speed
Plan and lead UAT cycles with business and technical stakeholders
Manage defect tracking, gap analysis, and resolution
Ensure readiness for production deployment
Act as a trusted advisor to customers, identifying opportunities to improve workflows and outcomes
Partner with Customer Success to drive adoption and long-term value
Continuously look for ways to optimize and expand how customers use the platform

Bachelor’s degree in Business, Information Systems, Computer Science, or related field
3–5+ years of experience in Functional Consulting, Business Analysis, or Implementation roles within SaaS or enterprise software
Strong experience in Commercial P&C Insurance and understanding of the underwriting lifecycle (submission through quote)
Proven ability to translate business requirements into functional solutions
Experience supporting software implementations, including UAT and go-live
Excellent communication skills with the ability to work across business and technical teams
Proficiency with tools like Excel and Jira (or similar)
Familiarity with data structures, SQL, or AI-driven platforms (A Plus)

Remote work opportunities
Flexible Paid Time Off
Company Paid Holidays
Insurance Coverage (medical, dental, vision, short-term & long-term disability, life insurance, and accident coverage)
401K
Paid Parental Leave

Functional Consultant, P&C Insurance

Key skills