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Bestow · 1 day ago

Solutions Engineer

United States

Full-time

Remote

Senior Level

5+ years exp

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.

Developer APIsFinTechInsuranceInsurTechLife Insurance

Comp. & Benefits

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

Qualification

Life insurance knowledgeB2B enterprise softwareTechnical consultingSoftware design & architectureSystems integrationCustomer-centric mindsetCommunication skillsProblem-solving skills