Senior Solution Consultant (Financial Services & Insurance)

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
130K-150K Annually
Senior level
Artificial Intelligence • Software
The Role
The Sr Solutions Consultant will bridge the gap between customers, sales, and product teams, providing technical support, scoping automation solutions, and improving lifecycle processes. Responsibilities include customer interaction, technical discovery, and creating proofs-of-concept to ensure successful onboarding and implementation of Ushur’s AI-powered platform.
Summary Generated by Built In

Ushur delivers the world’s first AI-powered Customer Experience Automation™ (CXA) platform, purpose-built to intelligently automate entire customer journeys end to end. Designed to provide delightful, hyper-personalized customer experiences through rapid issue resolution and unified, omnichannel engagement, Ushur is the first-of-its-kind system of enterprise intelligence. It combines Conversational Automation and Knowledge Work Automation in a secure, no-code, cloud-native SaaS platform to digitally transform every step of the complete enterprise customer experience, from Micro-Engagements™ to entire customer journeys. Backed by leading investors including Third Point Ventures, 8VC, Aflac Ventures and Iron Pillar, Ushur’s Customer Experience Automation solutions are currently in production at some of the leading healthcare and insurance companies across the globe, including Irish Life, Aflac, Unum, and Cigna.


For remote positions, Ushur’s U.S. hiring is open to candidates who are residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, MD, MI, MN, MO, MA, NJ, NC, OH, PA, SC, TX, UT, VA, WA, NY.


The Solution Consulting team at Ushur works as a bridge between customers, sales, product and consulting teams to ensure the successful sale, onboarding, expansion and renewal of our customers. As an Ushur Sr Solutions Consultant, you’ll be responsible for supporting our sales team and helping our customers maximize the benefits of Ushur. This includes scoping and designing end-user and customer automation journeys using state of the art Artificial Intelligence, and data science. You will be a key player in the customer technical discovery process, providing the best recommendations for customer initiatives and support for deployments at large accounts often performing sales presentations and demonstrations. This senior level role will work on a significant customer portfolio including large, complex customers. They will also share responsibility for improving lifecycle processes, metrics, and tools.

What You'll Do

  • Interfacing with customers and sales teams to recommend intelligent automation solutions, help solve problems and learn new opportunities for product enhancements.
  • Work as a trusted advisor to client to help them meet their strategic business goals with our technology.
  • From discovery to implementation, the senior solutions consultant is providing customers and sales team with ongoing technical support to help close deals.
  • Build relationships with client to build presence in accounts and impact successful outcomes.
  • Scoping and specifying complete process and conversation AI solutions.
  • Handling customer technical discovery process, providing the best recommendations for customer initiatives and support for deployments at large accounts often performing sales presentations and customized product demonstrations.
  • Creating Proofs-of-Concept for prospects including uncovering technical needs, deploying product, managing POC milestones and issues, answering security and implementation questions.
  • Provide demonstrations of product solutions, answering customer questions and capturing technical discussions.
  • Working alongside our clients’ teams to configure the Ushur product, ensure that the information in Ushur is accurate, train key users, and provide guidance on how best to use the tools.

What You Bring

  • Minimum of 8 years of IT or related experience with 4 years (of the total required 8 years of experience) in solution consulting with a mid-to-large SaaS enterprise solutions company or similar experience. Insurance industry experience preferred.
  • Knowledge in selling and supporting high-end solutions that involve both line of business and IT ownership.
  • Excellent verbal, written, and presentation skills with a comfort level in executive-level presentations. 
  • Comfortable functioning in a thought leadership capacity. 
  • Confident in providing direction and guidance to the client to achieve their goals.
  • Strong consultative, analytical, and communication skills needed to listen to, understand, and anticipate client needs (business and IT).
  • Experience with modern project management tools like Jira or Asana
  • Hands-on experience in the development of software proof of concepts
  • Experience engineering software systems of medium-to-large scope and complexity
  • Past experience in no-code/low-code systems, AI and NLP/NLU desirable
  • Familiarity with cloud services, preferably Amazon AWS
  • Familiarity with REST APIs and Postman tool
  • Ability to juggle multiple projects with complex tasks
  • Experience working with complex, multi-divisional, multi-geographical customersAbility to deliver quality training & product coaching both in person and over the phone 
  • Proven effectiveness at leading and conducting executive training sessions, meetings, and workshops (often remotely)
  • Passion for technology and for being a part of a fast-growing SaaS startup where we move quickly and wear many hats
  • Flexible approach, able to operate effectively with uncertainty and change
  • Driven, self-motivated, enthusiastic and with a “can do” attitude
  • Strong Leadership skills
  • Ability to travel domestically

Why Join Us?


Thriving Company Culture. At Ushur, we foster a values-driven culture that prioritizes respect, inclusion, and collaboration. We empower every individual to thrive, contribute innovative ideas, and make a meaningful impact in a supportive and dynamic environment.

 

Bring Your Whole Self to Work. We celebrate diversity and believe that innovative ideas thrive in an inclusive environment where every team member is valued. As a dynamic start-up, we recognize that every individual makes a significant impact.

 

Rest and Recharge. Take advantage of unlimited PTO, wellness days (10 per year), paid holidays (10 holidays + full week off at the end of December), and more to prioritize your well-being and maintain balance.

 

Comprehensive Health Benefits. We’ve got you covered with health, dental, and vision plans tailored to meet the needs of you and your loved ones, plus additional offerings like life insurance, accident coverage, and more.

 

Invest in Your Future. We provide a 401(k) plan to support your retirement savings and stock options to give you a stake in our company’s success and growth.

 

Embrace Growth. One of our core values is Growth Mindset – we believe in lifelong learning. We offer opportunities to support your development, including assistance with certifications and continuing education related to your role at Ushur.

 

Flexible Work Options. We understand the importance of flexibility. For employees based near our HQ, we offer a hybrid work model that balances collaboration and autonomy. Fully remote roles are available for employees located outside of the HQ area, ensuring everyone can thrive in an environment that works best for them.

Top Skills

AI
Rest
SaaS
The Company
HQ: Santa Clara, CA
211 Employees
On-site Workplace
Year Founded: 2014

What We Do

Ushur delivers the world’s first AI-powered Customer Experience Automation™ platform that has been purpose-built, from the ground up, to intelligently automate entire customer journeys, end to end. Designed to deliver delightful, hyper-personalized customer experiences through rapid issue resolution and unified, omnichannel engagement, Ushur is the first-of-its-kind system of intelligence. It combines Conversational Automation and Knowledge Work Automation in a No-Code, Cloud-native, SaaS platform to digitally transform every step of the complete enterprise customer experience – from Micro-engagements™ to entire customer journeys.

Backed by leading investors including Third Point Ventures, 8VC, Pentland Ventures, Aflac Ventures and Iron Pillar, Ushur’s Customer Experience Automation™ solutions are currently in production at some of the leading insurance providers across the globe including Irish Life, Unum, Aetna, Cigna and Tower Insurance.

Learn more at: www.ushur.com

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