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Solutions Consultant

New York, NY

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 and drive meaningful product usage post-launch. You’ll manage integration timelines, align technical and business stakeholders, and ensure the successful deployment of our API. But critically, you’ll also focus on activation—ensuring those implementations translate into adoption by brokers and real usage across customer organizations.

This role blends technical consulting, project leadership, and strategic customer expansion. You'll uncover opportunities through discovery, recommend creative solutions, and help Herald become deeply embedded in our clients' workflows. It’s ideal for someone consultative, entrepreneurial, and energized by both ambiguity and ownership. There’s no playbook—you’ll help write it.

Responsibilities:

API Implementation

  • Plan, coordinate, and manage the end-to-end implementation of API integrations by developing detailed project timelines, milestones and deliverables, and ensuring customer projects are completed on time and within scope
  • Collaborate with clients and internal teams to define technical requirements and scope for the customers implementation of Herald’s API
  • Manage risks and proactively resolve delays to ensure on-time, high-quality implementations.
  • Guide customers technical teams to build, test, and launch implementations as their main technical point of contact

Activation Strategy

  • Drive product adoption post-implementation by engaging brokers and internal champions.
  • Investigate and improve underutilized workflows; propose targeted solutions and own activation project plans.
  • Identify opportunities to expand Herald’s footprint across departments, workflows, and strategic initiatives within customer organizations.
  • Monitor usage and adjust strategies based on measurable results

Strategic Consulting

  • Lead structured discovery to understand customer operations, challenges, and business goals.
  • Offer strategic, prescriptive recommendations—challenging assumptions when needed—to help customers achieve better outcomes
  • Build strong relationships across technical and non-technical stakeholders; guide adoption through insight.

Process & Playbook Creation

  • Codify successful strategies into templates, tools, and playbooks
  • Develop lightweight processes to scale implementation and activation
  • Lead by example in navigating ambiguity and building structure from scratch

What you bring

  • 5+ years in a client-facing, strategic role—Solutions Consulting, Customer Success, Account Management, or Consulting preferably within insurtech or fintech industries
  • Strong experience with API integrations and implementation project management
  • Ability to translate complex technical concepts into clear, actionable plans
  • Proven track record influencing customer behavior and driving adoption
  • Expertise of working with enterprise clients and working on large, complex solution builds
  • Excellent written and verbal communication skills
  • Self-starter with a strategic mindset and bias for action
  • Comfortable operating in ambiguity and owning end-to-end outcomes
  • Strategic, structured thinker who can prioritize, plan, and lead

 

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.

 

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