Principal Revenue Solutions Architect
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Job Description
Principal Revenue Solutions Architect at ReSource Pro designing solutions for clients in insurance and BPO. Collaborating with stakeholders and leading solution conversations to drive growth.
Responsibilities:
- Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
- Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
- Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
- Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
- Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
- Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
- Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
- Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
- Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
- Standardize and streamline assessment and proposal workflows across the GTM team.
Requirements:
- Bachelor’s degree required; any field.
- 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
- Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
- Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
- Prior experience supporting RFP/RFI responses and proposal development.
- Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
- Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
- Willingness and ability to travel approximately 50% domestically for client-site work.
Benefits:
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
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