The Role
Lead client-facing solution design and pricing for complex, multi-tower insurance/BPO deals. Translate client needs into repeatable solutions across data, analytics, automation, AI/agentic workflows, BPM, and operations; support RFPs, proposal development, and pricing approvals; train commercial teams and standardize GTM assessment and proposal workflows.
Summary Generated by Built In
Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Are you motivated by the challenge of aligning finance with long-term business vision?
Come Join ReSource Pro!
Your Role...
ReSource Pro is seeking a Principal Revenue Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across our full business ecosystem - spanning Business Process Management, Technology, Consulting, Analytics, and AI/Agentic Operations. This role sits at the center of how ReSource Pro designs and prices its most important deals, working across carrier, MGA, and broker segments. Solution Architects are deployed from a shared pool by deal complexity rather than vertical alignment -going where the work is hardest.
We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
In This Role, You Will…
- Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
- Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
- Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
- Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
- Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
- Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
- Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
- Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
- Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
- Standardize and streamline assessment and proposal workflows across the GTM team.
What You Need to be Successful…
- Bachelor’s degree required; any field.
- 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
- Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
- Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
- Prior experience supporting RFP/RFI responses and proposal development.
- Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
- Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
- Willingness and ability to travel approximately 50% domestically for client-site work.
Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote, client-facing position, and the salary range for this role is $124,049- $210,195 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote, client-facing position, and the salary range for this role is $124,049- $210,195 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:
- Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
Skills Required
- Bachelor's degree (any field)
- 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO
- Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker)
- Deep P&C insurance operations knowledge across carriers, MGAs, and brokers
- Prior experience supporting RFP/RFI responses and proposal development
- Familiarity with AI, automation, and agentic workflow concepts in insurance operations
- Willingness and ability to travel approximately 50% domestically for client-site work
- Must reside within the United States
- Insurance designations (CIC, CPCU, AINS)
- Technical or consulting certifications
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The Company
What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
