Senior Client Solutions Architect

Company: Valid8 Financial, Inc.
Location: San Jose
Posted on: February 1, 2025

Job Description:

Sureify's mission is to modernize the life insurance and annuity industry by helping carriers acquire, service, and engage their customers through any distribution channel. Sureify's products empower life insurance carriers, agents, employees, and customers to have the digital experiences employees and consumers have come to expect in the rapidly advancing tech climate.CoreCONNECT is our cutting-edge new core system that powers the digital experience of agents, end-customers, and carrier personnel. CoreCONNECT integrates advanced data assimilation and process orchestration frameworks into a unified platform that tackles the inherent challenges of providing digital life insurance transactions over complex backend software infrastructure. It makes it easy to deliver a high-performance API for a carrier's entire business, which has been unattainable for carriers until now.Your Role as a Valued Team MemberAs the Senior Client Solution Architect, you will report to the VP Professional Services and work closely with the CTO, Delivery, Sales, and Product Teams as you provide technical and project leadership in delivering CoreCONNECT. Our integration projects are complex, strategic and involve interaction with our customers' senior executives. This role requires both technical oversight of the implementation and project leadership to help carriers make broader architecture choices and align CoreCONNECT into the carrier's overall technical environment. You will be involved in all phases of client engagement, from participation in the sales process through implementation and ongoing client support.What We Look ForWe are interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we are looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you are passionate about problem-solving and helping our customers with some of their most complex issues, this role is for you.Your Key Responsibilities

• Lead customer work streams for people, process, and technology.
• Drive project success by aligning customer stakeholders, navigating constraints, interpersonal dynamics, and sources of friction.
• Design customer solution (resourcing, technology, integration), transition and transformation program, based on repeatable IP and assets.
• Collaborate on complex customer requirements with internal and external stakeholders.
• Contribute towards the design of a specific customer implementation over the development lifecycle with a particular focus on delivery components.
• Support the Delivery Team with the implementation of the technical solution.
• Actively participate in sales meetings and presentations.
• Make complex decisions over the right solution for the customer factoring in delivery capabilities, available data, advancements in technology, and expected market developments.
• Lead due diligence exercises pre and post-contract by analyzing complex data to drive commercial decisions in the best interest of the customer.
• Work closely with system integrators and other partners.
• Identify and mitigate risks, bottlenecks, project detractors, and other roadblocks to success.
• Willingness to travel to client sites for team meetings.Experience Needed to Qualify
• Minimum 10+ years of work related experience.
• Bachelor's Degree in Engineering, Computer Science, Business Development, or a related field.
• Experience in developing complex integrated technical solutions involving vendor software across the development lifecycle.
• Experience building customer solutions using existing assets and capabilities including alliances.
• Problem-solving skills, costing, and technology-based solutions with deals and offerings.
• Industry knowledge across different technologies, especially in Cloud/SaaS/PaaS solutions and the role of IT in digital change.
• Experience in Insurance Technology solutions (preferably policy administration systems), in Life & Annuity preferred.Required Skills and Abilities
• Excellent communication skills with ability to present ideas clearly and effectively in a presentation to a variety of audiences.
• Ability to negotiate with various stakeholders to influence decisions and reach alignment.
• Proficient at building trust and cultivating strong relationships across all levels.
• Adept at turning complex customer requirements into a comprehensible and simple solution.
• Understanding of Design Thinking and Agile Methodology.
• Experience in application architecture, IT strategy, and enterprise architecture.
• Excellent problem-solving and analytical skills.Sureify is an Equal Opportunity Employer committed to diversity. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, sex, sexual orientation, gender perception or identity, age, disability, veteran or military status, or any other basis prohibited by law.Apply for this jobFirst nameLast nameEmail addressLocationPhone numberResume Attach resumeAttach another file Attach fileWhat is your Linkedin Profile URL?Are you authorized to work in the United States?Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?
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Keywords: Valid8 Financial, Inc., Cupertino , Senior Client Solutions Architect, Other , San Jose, California