AI Solutions Consultant

What you'll do:

• Own the solutions consulting function — build it from scratch, define the playbook, and establish how Quandri delivers change and success for enterprise agencies.
• Partner with sales in enterprise deals — join discovery calls, map customer workflows, design tailored solutions, and present compelling technical and business cases that demonstrate clear ROI
• Translate agency complexity into actionable plans — take the chaos of how large insurance agencies operate (their AMS configurations, renewal workflows, carrier relationships, staffing models) and architect a clear implementation roadmap using Quandri's platform
• Drive expansion revenue — work with existing enterprise customers to identify new use cases, design solutions for additional workflows, and support the sales team in closing expansion deals
• Advise on adoption and change management — partner with Implementation and Customer Success to help large agencies successfully adopt Quandri, overcome internal resistance, and drive meaningful utilization across their organization
• Be the voice of the customer internally — bring deep agency insights back to Product, Engineering, and leadership to shape our roadmap and go-to-market strategy

The right person for this role will have:

• Deep understanding of insurance agency operations — you've worked in, sold to, or consulted for P&C insurance agencies or brokerages and understand how they actually run day-to-day. You know the difference between how agencies say they operate and how they actually operate.
• Experience in enterprise solutions consulting, pre-sales engineering, or technical sales — you've sat in complex deal cycles and helped customers see how technology maps to their specific problems. This could be from within a business on the implementation side, or in a selling position.
• Comfort with complexity — you thrive in ambiguous, messy environments where there's no playbook yet. You can walk into a large agency with 15 locations and 6 different workflows and build clarity out of confusion.
• Strong business acumen — you can have a credible conversation with an agency principal about their P&L, growth strategy, and operational challenges, not just their tech stack.
• Ability to drive change — you understand the organizational dynamics of large agencies and know how to get buy-in from leadership, middle management, and front-line staff.
• Builder mentality — you're energized by creating something from nothing. You want to define the function, not inherit one.
• Excellent communication skills — you can present to a room of agency executives, write a compelling solution proposal, and whiteboard a technical architecture with equal confidence.

Bonus points if you have

• Experience with Applied Epic or Vertafore AMS360
• Background in insurtech, or selling/implementing technology into insurance agencies

Our guiding principles:

• Customers at the core. We put the customer at the center of all we do. At a basic level, we believe business success comes down to talking to customers and building something they want. We don't listen to customers and just take what they say blindly, but we think critically about it and build what they need. Customers are the core of everything we do, and our business exists to serve them. We prioritize their needs over all else within the company.
• Move with urgency. There are times when we need to move slowly and deliberately, but we default to acting fast and with urgency. We slow down when necessary, but this should be a deliberate choice. Businesses become more lethargic as they grow, this principle is designed to fight this fact.
• Be curious. We understand the world by being curious and asking why. We aren't satisfied with surface level understanding, and seek a deeper understanding of why things are the way they are. Don't take someone's word for it or the answer "because that's how we do it." Understand why and dig deep.
• Excellence in execution. We know that what separates good from great is a high level of execution. We commit ourselves to excellence in everything that we do, from delivering an amazing product to writing a great email.
• Act like an owner. We're all owners of the business and act like it. We follow through on commitments, own our results and think for simplicity. The law of increasing functional information states that systems evolve to become more complex over time. At Quandri, we believe there is sophistication in simplicity; as such, we intentionally fight for streamlined solutions and are committed to the uncomplicated.
• Fight for simplicity. The law of increasing functional information states that systems evolve to become more complex over time. At Quandri, we believe there is sophistication in simplicity; as such, we intentionally fight for streamlined solutions and are committed to the uncomplicated.