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Patra Corporation · 1 day ago

Solution Architect - Insurtech

United States

Full-time

Remote

Mid Level

3+ years exp

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Specialty Sales Solution Architect is responsible for architecting sales solutions that are winnable and deliverable, collaborating with various teams to ensure operational alignment and long-term client satisfaction.

Insurance

Hiring Manager

Doug Schoen

Responsibilities

Lead technical discovery to understand client environments, operational models, and specialty market nuances across carriers, MGAs, and wholesalers

Translate complex client needs into structured, scalable solution architectures aligned with Patra’s service frameworks

Maintain deep awareness of specialty market trends, operational challenges, and emerging technologies to inform solution strategy

Provide subject‑matter expertise during sales cycles, establishing credibility with internal teams and prospective clients

Guide cross‑functional teams through the solutioning process, ensuring alignment between Sales, Client Experience, Implementation, and Operations

Facilitate collaborative working sessions to validate feasibility, scope, and delivery requirements

Influence internal stakeholders by articulating solution rationale, risk considerations, and operational impacts

Contribute to internal enablement by developing reusable solution assets, frameworks, and best practices

Ensure solutions are winnable by contributing to the successful closure of Projected Annual Recurring Revenue (PARR)

Ensure solutions are deliverable through accurate PARR modeling, scope definition, and operational validation

Ensure solutions are impactful by supporting in‑year realization of PARR and maintaining economic integrity through post‑sale transition

Collaborate closely with Growth, Client Experience, and Delivery teams to ensure seamless solution development and transition

Participate in post‑sale activation to communicate solution design, client expectations, and defined scope to delivery teams

Support pipeline visibility by monitoring upcoming opportunities, prioritizing solutioning efforts, and forecasting resource needs

Provide structured technical input for RFP/RFI responses and contribute to competitive positioning

Share market and competitive insights with internal teams, serving as a voice of the specialty market to inform service strategy and differentiation

Qualification

Specialty insurance expertiseSolutions architectureB2B professional servicesFinancial modelingRFP/RFI developmentCommunication skillsCollaboration skills

Required

Minimum of 3 years of experience in pre‑sales solutions consulting or a solutions architect role

Demonstrated expertise in specialty insurance markets, including familiarity with industry terminology, operational workflows, pain points, and enabling technologies

Proven experience designing complex solutions within a B2B professional services or financial services environment

Strong commercial acumen, including experience with RFP/RFI development, scope management, and financial modeling related to cost and profitability

Knowledge of Patra's service suite or comparable BPO/BPM/Insurtech services, including associated technical requirements

Direct, hands‑on background in insurance, Insurtech, or business process management prior to transitioning into pre‑sales

Strong communication and presentation skills, with the ability to convey complex concepts to diverse audiences, including subject‑matter experts and executive leadership

Demonstrated ability to collaborate cross‑functionally and balance sales objectives with delivery capabilities