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Manager, Solution Consulting

Role overview

Qualifications

  • 5+ years of PC insurance agency/brokerage experience and/or Applied Epic expertise
  • 3+ years of Solution Consulting, pre-sales, or sales engineering experience, plus prior people management experience
  • Working knowledge of configuring, testing, and using AI-based products
  • Bachelor’s degree or equivalent work experience in insurance and/or technology

Responsibilities

  • Lead, coach, and develop a team of Solution Consultants
  • Ensure your team delivers compelling product demonstrations for our Epic Conductor platform
  • Partner with Sales leadership to drive resource strategy, pipeline coverage, and account planning
  • Personally engage with strategic, complex, or high-priority accounts

Key facts

Hard skills

Other skills

  • People Management
  • Critical Thinking
  • Communication
  • Organizational Skills
  • Analytical Skills

About the company

Ivans logo

Ivans

Computer Software / SaaS

Ivans is where insurance carriers, agents, and MGAs come together to grow their businesses. Every day, our 34,000 agents and 450 carrier partners plug into technology that empowers them to better determine appetite and eligibility, swiftly produce quotes, get accurate claims and commission updates, automatically communicate policy data, and connect to one another to drive new business. With easier ways to get the day’s work done, insurance professionals can open the door to more revenue without letting complexity in behind it.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

Job Description:

Team: Solution Consulting – Epic Portfolio

Salary Range: $110,000 - $125,000 USD
Location: Remote (US)

Opportunity for Impact

Applied is where insurance technology gets reinvented, and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide, setting the pace for what modern insurance can do.

We’re looking for a Manager, Solution Consulting to join our Solution Consulting – Epic Portfolio team and lead and develop a Solution Consulting team dedicated to our Epic portfolio. Applied Epic is the leading agency management platform in the independent insurance channel, and our Epic Conductor platform is how we help agencies and brokerages get more value out of their business.

You’ll manage a team of pre-sales consultants who partner with our Sales team to serve agency and brokerage prospects and clients, while also rolling up your sleeves on strategic opportunities — leading discovery sessions, delivering compelling product demonstrations, and proving the business value of our platform capabilities. You’ll drive performance, shape team culture, and ensure our client experience represents the best of what Applied has to offer. You can live anywhere in the US, working from a home office, with up to 50% travel.

What You’ll Do

  • Lead, coach, and develop a team of Solution Consultants — managing performance, professional growth, scheduling, and cross-functional collaboration with Sales and Services
  • Ensure your team delivers compelling product demonstrations for our Epic Conductor platform, communicating value from both a technical and business perspective to all levels of agency and brokerage leadership, including principals and executive decision-makers
  • Partner with Sales leadership to drive resource strategy, pipeline coverage, and account planning
  • Personally engage with strategic, complex, or high-priority accounts to model best-in-class consultative selling and support critical deals
  • Drive alignment with Product Marketing, Product Management, and Marketing on product roadmap, releases, and enablement
  • Coordinate site visits and executive demonstrations for agency/brokerage clients
  • Ensure smooth hand-offs to implementation resources, including Integration Services, Data Services, Activation, Education Services, and Customer Support
  • Champion continuous learning — keeping your team current on industry trends, competitor dynamics, AI-based capabilities, and Applied’s evolving product portfolio
  • Travel up to 50% nationwide to support client engagements and team needs

What We’re Looking For

  • 5+ years of P&C insurance agency/brokerage experience and/or Applied Epic (or comparable agency management system) expertise, or equivalent SaaS sales experience
  • 3+ years of Solution Consulting, pre-sales, or sales engineering experience, plus prior people management experience
  • Working knowledge of configuring, testing, and using AI-based products
  • Professional written, verbal, and presentation skills, both in person and via virtual platforms
  • Organized and analytical, with keen critical thinking skills
  • Passion for driving business through a consultative approach
  • Customer-focused, with the ability to establish and maintain strong relationships
  • A valid driver’s license and safe driving record
  • Bachelor’s degree or equivalent work experience in insurance and/or technology

Talent shows up in a lot of different ways, and we mean that. We welcome candidates from all backgrounds and experience levels, including military members and their spouses and those without a traditional degree or tech background. If this role speaks to you, apply.

Why You’ll Like Working on Team Applied
The best work happens when smart people move fast, together. For over 40+ years, Applied has built technology that solves real problems for insurance professionals - and we’re still pushing what’s possible.

You’ll be part of our people-first culture built on trust, inclusion, and growth - where you’re supported to deliver, collaborate with teammates who care, and grow with leaders invested in your success.

How We’ll Support You

We invest in the whole person, not just the role. Our benefits and resources are built to support your health, your time, and your life outside of work:

  • Medical, Dental, and Vision Coverage 
  • Holiday and Vacation Time 
  • Health & Wellness Days 
  • A Bonus Day for Your Birthday 

Compensation Transparency

Our targeted starting base salary in the United States for this position considers a variety of factors, including depth and breadth of experience, skills and role scope. Depending on the role, team members may also be eligible for additional compensation plans (bonus and commission).

Your Security Matters: 
Our candidates’ personal information and online safety are top of mind. Applied communicates with candidates only via a secure @appliedsystems.com email address or through our official careers portal. Recruiters will never request payments or ask for financial account or sensitive personal information like Social Security numbers.

AI Utilization

We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, final decisions are always conducted by real humans.

EEO Statement   

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.  

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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