Solutions Consultant

About Herald

Herald is transforming how commercial insurance gets sold. We combine modern API infrastructure with industry-specific AI that can read emails, extract data, generate quotes, and guide brokers through submission workflows end-to-end. The result: faster placement, cleaner operations, and meaningful revenue growth. The market is huge, the need is obvious, and the product we’re building doesn’t exist yet. If you want to help shape the operating system for modern insurance, we’d love to work with you.

We’re a team of insurtech veterans with experience at At-Bay, Kin, and Insurify. We’ve raised our Series A funding from top-tier VCs (Lightspeed, Brewer Lane, Afore, Underscore) along with a panel of insurtech founders (At-Bay, Marble), insurance executives (CRC), and early employees of other successful API infrastructure companies (Plaid, Alloy).

We're looking for a Solutions Consultant who thinks like a consultant and operates like an owner.

This role is foundational. You'll define how Herald runs implementations — the discovery process, the workflow design, the adoption model. What you build here becomes the standard.

You'll sit at the intersection of strategic consulting, AI Workflow design, technical implementation, and product influence. That means you'll be as comfortable running a discovery session with a VP of Operations as you are reviewing an API spec with an engineering team.

If you've been doing this work in a more structured environment and want more ownership, faster feedback loops, and the ability to shape how it's done — this is that role.

• Lead strategic discovery and workflow design
• Run structured discovery with customers — across technical, operational, and executive stakeholders — to understand their workflows, pain points, and goals
• Synthesize findings into actionable recommendations, future-state blueprints, and implementation plans
• Develop future-state blueprints for how AI components and automation can reshape customer workflows
• Challenge assumptions, push back where needed, and guide customers toward the best long-term solution — not just the path of least resistance

Drive end-to-end implementations

• Own the full implementation lifecycle: scoping, requirements definition, build coordination, testing, and go-live
• Serve as the primary point of contact, bridging customer teams with Herald's product and engineering
• Manage timelines, identify risks early, and keep momentum in complex, multi-stakeholder environments

Build the activation and adoption model

• Go beyond go-live — dig into adoption metrics, uncover friction, and take creative ownership of driving real operational lift
• Partner closely with customers to embed Herald into their day-to-day workflows, from Herald's AI-powered inbox agent to API-driven platform integrations
• Identify opportunities to expand Herald's footprint across teams, use cases, and business units

Define how Herald delivers

• Build the operational playbooks, frameworks, and delivery models that scale our customer work as we grow
• Bring structure to ambiguity and establish new standards — not by waiting for direction, but by taking ownership and leading by example
• Translate customer insights into product direction, working closely with engineering and product teams to shape what we build next

• 5+ years in technical consulting, solutions consulting, strategic customer success, product management, or a comparable high-ownership client-facing role
• A track record of leading complex, cross-functional initiatives from discovery through delivery — with measurable outcomes
• Comfort working at the intersection of business and technology: you've managed technical implementations or worked alongside engineering teams, and you can translate between business requirements and technical constraints
• Strong project management instincts — you can hold a complex workstream together across multiple stakeholders without losing momentum
• Excellent communication: written, verbal, and in the room. You can run a discovery session, write a clear recommendation, and present to a VP without breaking a sweat
• A systems-level thinker who can zoom out to see the full…