Solutions Engineer

Bestow is a leading vertical technology platform transforming the life insurance industry. They are seeking a Solutions Engineer to bridge the gap between their software products and the needs of life insurance carriers, facilitating the discovery process and supporting sales and product teams.

Responsibilities:

• Engage with clients to gain a deep understanding of their business processes, challenges, and technical requirements
• Conduct comprehensive needs assessments through meetings, interviews, and workshops with key stakeholders
• Work closely with our Product Managers to document and translate client requirements into functional and technical specifications
• Liaise between clients, sales, and success teams, and product and engineering teams to ensure clear communication and alignment on goals and timelines for discovery
• Collaborate with the revenue team to understand client requirements and present tailored software solutions that meet their needs
• Conduct product demonstrations, workshops, and technical presentations to showcase the value of our solutions to prospective clients
• Act as a trusted advisor to clients, providing technical insights and recommendations to address their challenges
• As needed, provide training and support to clients, ensuring they are equipped to maximize the benefits of our software solutions
• Support the discovery process with internal teams, ensuring that the right stakeholders are brought in to complete requirements-gathering
• Prepare detailed documentation throughout the sales and discovery process to accelerate Bestow delivery teams
• Collaborate closely with product management to document requirements and generate potential solutions
• Maintain up-to-date plans to complete discovery and requirements gathering for each assigned opportunity
• Build and maintain partner-facing artifacts to support discovery and requirements gathering efforts
• Identify opportunities for process optimization and recommend enhancements to improve efficiency and client satisfaction

Requirements:

• 5+ years of experience as a Solutions Consultant, Solutions Engineer, Technical Consultant, or other similar role in B2B enterprise software
• Success working with large enterprise B2B clients, particularly in financial services or other complex and/or heavily regulated industries
• Deep knowledge of the life insurance industry, including key processes, regulatory requirements, market trends, and existing systems
• Strong technical skills, with experience in high-level software design & architecture (both front-end and back-end) and systems integration
• Excellent communication and presentation skills, with the ability to convey complex technical concepts to non-technical stakeholders
• Demonstrated ability to think creatively and flexibly
• Strong problem-solving skills and a customer-centric mindset