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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer-facing consulting within the insurance industry, with a strong focus on leading discovery, developing business cases, and delivering impactful presentations. Proficient in leveraging AI-enabled software and SaaS applications to meet customer needs and drive business success.
Highest-signal resume keywords
Customer-Facing Consulting ExperienceP&C Insurance KnowledgeBusiness Case DevelopmentSaaS Applications and IntegrationsAI-Enabled Software Positioning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Case DevelopmentData AnalysisSolution RecommendationsDemonstration DeliveryRequirements DefinitionROI ModelingStakeholder EngagementDiscovery LeadershipPresentation SkillsObjection Handling
Soft Skills
Strong Written CommunicationOrganizational SkillsAdaptabilityOwnershipCuriosity
Tools & Technologies
SaaS ApplicationsAPIsData FlowsAI-Enabled Software
Industry Keywords
Insurance IndustryP&C InsuranceClaimsDigital OperationsCustomer Success
About the role
Key responsibilities & impact- Partner with Account Executives and Account Managers on new business and expansion opportunities
- Lead discovery with insurance business and technology stakeholders to understand workflows, uncover challenges, establish requirements, and define measurable success criteria
- Create reusable demo content, discovery guides, and value-selling resources
- Provide guidance and best practices across teams
- Deliver tailored demonstrations and solution presentations connecting Hi Marley capabilities to customer priorities
- Independently lead pilot engagements from scoping through evaluation
- Align customer and internal teams on objectives, timelines, and success criteria
- Coordinate pilot execution and present results to inform purchase and expansion decisions
- Build business cases and ROI models using customer data and defined assumptions
- Support RFPs, proposals, competitive positioning, and objection handling
- Collaborate with internal experts to validate solution fit and address customer requirements
- Help customers evaluate AI-enabled capabilities, including applications, limitations, and implications for insurance workflows
- Partner with Product, Implementation, and Customer Success to communicate customer needs, surface solution gaps, and transfer requirements and success criteria
Requirements
What you’ll need- 5–7+ years of experience in customer-facing consulting, solutions consulting, or sales engineering roles
- At least 3 years working in or advising the insurance industry
- P&C insurance experience strongly preferred; familiarity with claims, service, or digital operations a plus
- Ability to lead discovery, translate business needs into solution recommendations, and deliver compelling demonstrations and presentations
- Strong analytical skills, including interpreting customer data and developing business cases
- Experience engaging executive, business, and technical stakeholders
- Working knowledge of SaaS applications, integrations, APIs, and data flows
- Curiosity about AI and emerging technologies, with judgment to apply them thoughtfully and responsibly
- Experience working with or positioning AI-enabled software, including explaining use cases and limitations
- Strong written communication and organizational skills
- Ability to manage multiple opportunities and coordinate contributions across teams
- Comfort taking ownership and adapting to changing priorities
- Ability to travel up to 50%
- Must be authorized to work in the U.S.
Benefits
Comp & perks- Variable compensation component based on individual and/or team performance
- Equity grants for all employees
- 4% matching 401(k) program
- Medical, dental, vision, disability, and life insurance coverage for employees working 30+ hours per week
- Monthly wellness stipend
- Paid parental leave
- Flexible vacation policy
- Flexible, hybrid work environment
- Opportunities to learn, take on new challenges, and make an impact