Manager, Solution Consulting
About The Position
Applied Systems is seeking a Manager, Solution Consulting to lead and develop a pre-sales consulting team dedicated to its Epic portfolio, including the Epic Conductor platform. The manager will oversee consultants who partner with Sales to serve agency and brokerage prospects and clients, while also contributing directly to strategic opportunities through discovery sessions, product demonstrations, and presentations of the platform’s business value. The position may be performed from a home office anywhere in the United States and includes nationwide travel to support client engagements and team needs. The role is part of Applied’s Solution Consulting – Epic Portfolio team. The manager will guide team performance and professional growth, coordinate resources and account planning with Sales leadership, and collaborate with Product Marketing, Product Management, Marketing, and service teams. Applied describes its workplace culture as people-first, focused on trust, inclusion, and growth. Employment is contingent on applicable pre-employment background checks and verification.
Requirements
- At least 5 years of P&C insurance agency or brokerage experience and/or expertise in Applied Epic or a comparable agency management system, or equivalent SaaS sales experience.
- At least 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 strong critical-thinking skills.
- Passion for driving business through a consultative approach.
- Customer-focused, with the ability to establish and maintain strong relationships.
- Valid driver’s license and safe driving record.
- Bachelor’s degree or equivalent work experience in insurance and/or technology.
Responsibilities
- Lead, coach, and develop a team of Solution Consultants, including managing performance, professional growth, scheduling, and cross-functional collaboration with Sales and Services.
- Ensure the team delivers compelling Epic Conductor demonstrations and communicates technical and business value to agency and brokerage leaders, including principals and executive decision-makers.
- Partner with Sales leadership on resource strategy, pipeline coverage, and account planning.
- Personally support strategic, complex, or high-priority accounts by leading consultative selling and supporting critical deals.
- Align with Product Marketing, Product Management, and Marketing on product roadmaps, releases, and enablement.
- Coordinate site visits and executive demonstrations for agency and brokerage clients.
- Ensure smooth hand-offs to implementation resources, including Integration Services, Data Services, Activation, Education Services, and Customer Support.
- Keep the team current on industry trends, competitor dynamics, AI-based capabilities, and Applied’s evolving product portfolio.
- Travel nationwide to support client engagements and team needs; the description gives travel estimates of up to 50% and up to 25%.
- Complete applicable pre-employment background checks and verification processes.
Benefits
- Medical, dental, and vision coverage.
- Holiday and vacation time.
- Health and wellness days.
- A bonus day for your birthday.
- Team members may be eligible for additional compensation plans, including bonus and commission, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
