Sales Engineer – Insurance Claims
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Job Description
Sales Engineer helping Five Sigma sell claims software and AI-powered workflows to enterprise insurance organizations. Leading technical discovery, demos, solution design, and implementation scoping.
Responsibilities:
- Partner with Account Executives and sales leadership on qualified opportunities to secure the technical win
- Lead deep technical discovery across workflows, data, security, integrations, architecture, and implementation constraints
- Build and deliver tailored demos, technical walkthroughs, prototypes, sandbox events, and proof-of-value motions
- Own the technical portion of demos, including API and integration architecture, solution design, and implementation questions
- Lead technical responses to DDQs, security reviews, compliance requests, and architecture conversations
- Create, manage, and track gap analyses across product capability, configuration, professional services, roadmap, and custom requests
- Translate business requirements into solution designs, implementation assumptions, scope boundaries, and phased deliverables
- Own statement-of-work creation end to end, including technical scope, assumptions, dependencies, reusable templates, and appendices
- Produce solution outlines and scope appendices for delivery and customer success
- Coordinate, plan, build, and lead sandbox or pilot events
- Configure platform capabilities and handle light, bounded customization such as workflow automation, reporting, and dashboard configuration
- Surface customer objections, missing capabilities, implementation friction, and product feedback
- Improve technical sales assets including demo assets, reference architectures, videos, FAQs, templates, and response materials
- Exercise judgment about when to push, simplify, escalate, or say no
- Improve win rates, sales-cycle predictability, statement-of-work clarity, handoff quality, and implementation predictability
Requirements:
- 5+ years in solutions engineering, sales engineering, solutions architecture, technical consulting, or similarly customer-facing technical roles in enterprise software
- Strong fluency in claims operations and claims organizations, gained through direct operator experience or sustained work with carriers, MGAs, TPAs, claims consultancies, or claims technology
- Ability to discuss the operating model and metrics of claims organizations with credibility, including loss ratio, leakage, cycle time, and operational improvement levers
- Experience supporting complex enterprise software evaluations with multiple stakeholders
- Proven ability to run technical discovery and convert ambiguous needs into clear solution designs and scope boundaries
- Experience building and presenting tailored demos, sandbox environments, pilots, proofs of value, or other technical validation motions
- Strong architecture instincts across APIs, integrations, cloud environments, data flows, security and compliance, and enterprise systems
- Hands-on technical fluency with APIs, data mappings, workflow logic, and technical troubleshooting
- Experience with Python and/or JavaScript strongly preferred
- Strong written documentation skills and ability to produce client-facing technical deliverables, statements of work, and scoped implementation assumptions
- Ability to work cross-functionally and earn trust with sales, product, delivery, and executive stakeholders
- High ownership and comfort building a function from the ground up
- Experience buying or implementing enterprise software from the customer side is nice to have
- Experience with AI, LLM, workflow automation, document processing, copilots, or agentic systems is nice to have
- Experience with low-code workflow tools, reporting and dashboard configuration, or scoped implementation planning is nice to have
- Experience building repeatable demo factories, technical asset libraries, or pre-sales playbooks is nice to have
- Experience with Salesforce, HubSpot, or similar systems is nice to have
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