Solutions Consultant

About Us

Herald builds digital infrastructure for commercial insurance. Today we provide developers a single API to get quotes for insurance products from multiple carriers. Tomorrow we want to build anything that helps developers connect their applications to the insurance ecosystem. We think buying insurance should be as easy as buying anything else online and we want your help!

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, Stytch).

The role

We’re seeking a Solutions Consultant who can lead customer implementations, accelerate adoption of Herald’s API and AI-driven capabilities, and guide customers as they transform their workflows with our evolving product suite. As we enter a new frontier of AI-powered insurance infrastructure, you'll play a critical role in defining how we engage customers, structure projects, and deliver value.

You’ll operate at the intersection of technical consulting, AI workflow design, and strategic customer expansion—helping customers embed Herald’s components into their platforms, redesign key processes, and scale usage across brokers and business units. Because our product is rapidly expanding into new territory, you’ll also bring customer insights back to product and engineering teams, shaping what we build next and influencing the direction of our offerings.

In this highly collaborative, high-ownership role, you’ll run discovery, identify opportunities, and craft creative, impactful solutions that make Herald deeply integrated into customer operations. This role is ideal for someone who is technically curious, consultative, entrepreneurial, and energized by ambiguity, fast-changing product surfaces, and the chance to help write the playbook—not just follow one.

Responsibilities:

API & AI Product Workflow Implementation

• Lead end-to-end implementation of Herald’s AI components, APIs, and workflow integrations.

• Collaborate with product, engineering, and customer teams to define technical requirements and ensure successful deployment.

• Serve as the primary technical point of contact, guiding customer teams through scoping, build, testing, and go-live.

• Manage timelines, milestones, and deliverables to ensure smooth, high-quality implementations.

• Proactively identify risks, workflow gaps, and edge cases to maintain implementation quality and momentum.

Activation & AI Tools Adoption Strategy

• Drive post-launch activation by engaging brokers and internal champions, ensuring Herald’s AI capabilities create real operational lift.

• Dig into adoption metrics, uncover friction points, and take ownership of crafting and executing creative solutions to improve usage.

• Partner closely with customers to embed Herald into their day-to-day operations—whether inbox-driven, platform-driven, or a hybrid—doing whatever it takes to ensure workflows succeed in practice.

• Identify opportunities to expand Herald’s footprint by finding new use cases, workflows, and teams where our AI can deliver meaningful value.

Strategic Consulting

• Lead structured discovery to understand customer operations, challenges, and business goals.

• Identify opportunities to plug Herald AI components into customer workflows.

• Provide strategic, prescriptive guidance—challenging assumptions when needed—to help customers achieve better outcomes.

• Build strong relationships across technical and non-technical stakeholders and guide adoption through insight.

Process & Playbook Creation

• Define how Herald engages, executes, and scales customer projects as we enter new territory with our AI-driven product offerings.

• Collaborate with product and engineering to translate customer insights into platform direction and emerging AI capabilities.

• Build the operational foundations and delivery models required as Herald evolves from individual components to a cohesive, turn-key platform.

• Codify learnings into clear implementation frameworks, activation playbooks, and workflow best practices.

• Create repeatable yet flexible processes that support varied customer use cases across enterprise brokers and digital distributors.

• Lead by example in bringing structure to ambiguity and establishing new standards for how we deliver value.

What you bring

• 5+ years in a client-facing or strategic role (Solutions Consulting, Customer Success, Product Management, or Consulting). Experience in insurtech, fintech, AI products, or workflow software is a plus.

• Experience delivering technical integrations (APIs, data pipelines, workflow tools, or automated systems).

• Strong project management skills with the ability to coordinate across technical, operational, and executive stakeholders.

• Proven ability to drive product adoption, influence user behavior, and redesign workflows to achieve measurable outcomes.

• Comfortable working with enterprise brokers or complex customer environments.

• Excellent written and verbal communication skills, with the ability to simplify technical concepts.

• A self-starter who brings structure to ambiguity, moves quickly, and takes ownership end-to-end.

• A strategic, systems-level thinker who can zoom between high-level workflow design and hands-on project execution.

What we bring

• 💰 Competitive compensation packages based on experience

• 📈 Company equity

• 🌐 Hybrid-flexible company focussed in the Northeast (NYC and Boston)

• ✈️ Relocation stipend (if you want to join us in the Northeast)

• 🌛 Quarterly in-person meetups (on the company)

• 🏝 20 days of PTO (that roll over) + 12 company holidays + 5 sick days

• 💊 Quality health, vision, and dental insurance

• 🚆 Pre-tax commuter benefits to be used towards parking & transit costs for those working hybrid in our offices

• 👵 401K plan

• 🏠 $500 additional home office stipend (beyond the standard equipment)

• 👨‍👩‍👧‍👦 Parental leave for all kinds of parents (including adoption and foster care)

• 🏃‍♀️ An agile and motivated team

Full compensation packages are determined based on candidate experience. Please note that some roles may include variable compensation (such as commission, bonuses, and/or equity) that are not outlined here. This range is depicting base pay only. Any variable compensation will be discussed throughout the hiring process.

New York Pay Range
$150,000—$170,000 USD

Additional information

Diversity, equity, and inclusion are featured prominently in our company's values which you can read about below. Please reach out if you would benefit from any assistance throughout the application or have suggestions about how we can make our process more accessible and inclusive to all people.

One more note: We want to build an incredible team. As a result, we make a point of being open to surprising candidates who are the right person even though their experience doesn't exactly match up to our job description. Our job descriptions are gestures, not strict criteria. If you think you would be a great addition to our team, but might not fit the criteria perfectly, we still encourage you to apply! We recognize there are many transferable skills and traits that we may not have captured in this description and welcome all interested candidates to apply.

Life at Herald

We're just getting started and building our culture with purpose every day. One of the joys of joining a small company early is that you get to build that culture too. Come join us and help us make Herald an (even more) amazing place to work!

Actions we value

There are many actions that we hope for and even demand from members of our team: communicating honestly, working hard, behaving with integrity. These are expectations. But we value these five actions above and beyond the level of "baseline expectation." We believe that if we excel at these, our business will thrive. We’re betting the company on it.

Build trust

We always lead with empathy. We publicly own and learn from our mistakes just as we are confident and transparent in explaining our decisions. And we help get the work done because we recognize that no job is too small.

Create a shared reality

We each articulate the facts, assumptions, questions, and fears we hold about our business. We listen to and learn from others. We create a shared set of information before making decisions.

Get better every day.

We constantly seek ways to improve ourselves. We provide each other candid feedback coupled with support to elevate those around us. We refine how we work together to become more effective as a team.

Build a diverse, equitable, and inclusive community.

We thrive when our team has a variety of lived experiences, values each other for their unique perspectives, and shares equitably in our mutual success. We invest in building an inclusive community for people who are oppressed because of their race, ethnicity, age, religion, gender expression, sexual orientation, physical ability, or socio-economic class.

(Remember that) we make the rules.

We once created the ways we work and therefore can change them. We do not default to momentum. We challenge ourselves to deconstruct the status quo and create a better future.