Roots · 3 days ago
Pre-Sales Solutions Engineer
United States
Full-time
Remote
Mid Level
4+ years expRoots Automation is seeking a motivated Pre-Sales Solutions Engineer to join their growing team, focusing on leveraging AI for businesses in the insurance sector. The role involves acting as a technical advisor, collaborating with the sales team to drive revenue by solving complex customer challenges related to claims and underwriting.
Artificial Intelligence (AI)Business Process Automation (BPA)Generative AIInformation TechnologyInsuranceRoboticsSaaS
Responsibilities
Win the trust of customers by demonstrating technical and business acumen in the insurance space and empathizing with their business challenges
Act as a trusted advisor and advocate for our customers
Develop and deliver engaging demonstrations in collaboration with our sales team to both business and technical users
Work with customer stakeholders to map current processes and architect an optimized process using Artificial Intelligence automation
Respond to functional and technical elements of RFIs/RFPs
Lead, contribute to, and employ best practices in executing demos, POCs and pilots
Help customers customize or extend Roots Automation solution during POC or pilot phases
Present to prospects, customers, and partners at trade shows, conferences, and webinars
Participate in value-added activities including community involvement (meetups), case studies and reference calls
Work with customers and sales team stakeholders to design and align solutions to customer use cases, integration challenges, data reporting, and more
Ability to discuss, with credibility, competitive offers in the marketplace and effectively differentiate against them
Participate in pipeline development, forecasts, and quarterly business reviews
Qualification
Required
4+ years in solution selling AI-powered solutions to upper mid-market and/or enterprise customers within the Insurance sector
Strong knowledge/experience in the following areas: Artificial Intelligence, Machine Learning, Robotic Process Automation, and/or Intelligent Document Processing
Technical background/awareness and hands-on technical experience with the ability to combine that with a commercial mindset to win deals
An understanding of the challenges related to security, compliance, and governance for insurance companies
The ability to take complex pieces of technology and explain it in a simple and easy way for prospects and customers
Excellent written, oral and presentation skills to create powerful stories and content to inspire prospects
A very collaborative disposition, and the ability to work with multiple stakeholders in contexts varying from pre-sales to post-sales, customer support, and more
Preferred
Experience in basic software development and utilizing scripting languages (Bash, PowerShell, Python, etc.) is a plus
Experience with internals of Linux, Windows and MacOS a plus
Experience with DNS, HTTPS, TLS, TCP/IP is a plus
Company
Roots
Roots is an AI-powered digital solution for the insurance industry that provides claims management, underwriting, and Insurtech.
51-200 employees
H1B Sponsorship
Roots has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (1)
2023 (3)
2022 (4)
2021 (3)
Funding
Current Stage
Growth StageTotal Funding
$43.95MKey Investors
Harbert Growth PartnersMissionOGVestigo Ventures
2024-09-16Series B· $22.2M
2022-11-01Series A· $10M
2021-06-30Seed· $7.5M
Leadership Team
Chaz Perera
Co-Founder & CEO
John Cottongim
Co-Founder & CTO
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
Company data provided by crunchbase