Remote job
Customer Engineer (Pre-Sales)
Job details
About this role
Role overview
Guide prospective insurance customers through the technical side of evaluating a software platform. You’ll work with Sales to uncover customer needs, shape solutions, and show how the platform could support real insurance workflows, while helping build the team’s early pre-sales practices and resources.
Responsibilities
- Lead technical customer engagements from discovery through the sales process. - Design and deliver tailored demonstrations tied to customer goals. - Map insurance workflows—including quoting, rating, endorsements, and portfolio optimization—to platform configurations. - Coordinate responses to RFPs and security questionnaires with product and security colleagues. - Create reusable demo environments, configuration examples, onboarding materials, and rating logic. - Work with Product and Engineering to share customer needs, recurring objections, and product gaps; improve discovery, solutioning, and handoffs.
Requirements
The supplied description does not include enough detail to establish specific experience, skills, or qualifications for this role.