Principal Solutions Architect

Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Do you have experience in solution design, pre-sales consulting, or operations advisory in insurance or BPO? Are you motivated by the challenge of aligning finance with long-term business vision?

ReSource Pro is seeking a Principal Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across our full business ecosystem - spanning Business Process Management, Technology, Consulting, Analytics, and AI/Agentic Operations. This role sits at the center of how ReSource Pro designs and prices its most important deals, working across carrier, MGA, and broker segments. Solution Architects are deployed from a shared pool by deal complexity rather than vertical alignment
-going where the work is hardest.

We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values:
Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

• 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.

• 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.

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees.

This is a remote, client-facing…