Pre-Sales Solutions Engineer

Roots is seeking a motivated Solutions Engineer to join our growing team and help shape the future of how businesses leverage AI for speed, accuracy, and scale.

We’re building cutting-edge infrastructure that powers real-time document processing, custom model deployment, and multimodal intelligence, bringing AI from research to production in one of the world’s most critical and fast-moving markets. Our platform automates complex insurance workflows with 98%+ accuracy and speed, helping carriers and brokers go from months to value in just weeks.

About the Role

As a Pre-Sales Solutions Engineer on our team, you will be a technical advisor and advocate for our agentic AI solutions whilst partnering with our Sales team on enabling conversions and deals to drive revenue successful. You will build expertise in our solutions and apply your knowledge to solve complex customer challenges within the Insurance industry with a focus on claims and underwriting.

This is an opportunity to join a growing team with an expanding customer base, offering comprehensive commission-based compensation alongside fast growth opportunities and a key voice within our organization.

Responsibilities

• Win the trust of customers by demonstrating technical and business acumen in the insurance space and empathizing with their business challenges.

• Act as a trusted advisor and advocate for our customers.

• Develop and deliver engaging demonstrations in collaboration with our sales team to both business and technical users.

• Work with customer stakeholders to map current processes and architect an optimized

• process using Artificial Intelligence automation.

• Respond to functional and technical elements of RFIs/RFPs.

• Lead, contribute to, and employ best practices in executing demos, POCs and pilots.

• Help customers customize or extend Roots Automation solution during POC or pilot phases.

• Present to prospects, customers, and partners at trade shows, conferences, and webinars.

• Participate in value-added activities including community involvement (meetups), case

• studies and reference calls.

• Work with customers and sales team stakeholders to design and align solutions to customer use cases, integration challenges, data reporting, and more.

• Ability to discuss, with credibility, competitive offers in the marketplace and effectively

• differentiate against them.

• Participate in pipeline development, forecasts, and quarterly business reviews.

Qualifications

• 4+ years in solution selling AI-powered solutions to upper mid-market and/or enterprise customers, preferably within the Insurance sector.

• Strong knowledge/experience in the following areas: Artificial Intelligence, Machine Learning, Robotic Process Automation, and/or Intelligent Document Processing.

• Technical background/awareness and hands-on technical experience with the ability to combine that with a commercial mindset to win deals.

• An understanding of the challenges related to security, compliance, and governance for

• insurance companies.

• The ability to take complex pieces of technology and explain it in a simple and easy way for prospects and customers.

• Excellent written, oral and presentation skills to create powerful stories and content to inspire prospects.

• A very collaborative disposition, and the ability to work with multiple stakeholders in contexts varying from pre-sales to post-sales, customer support, and more.

• Experience in basic software development and utilizing scripting languages (Bash, PowerShell, Python, etc.) is a plus.

• Experience with internals of Linux, Windows and MacOS a plus.

• Experience with DNS, HTTPS, TLS, TCP/IP is a plus.

Roots is building agentic AI to transform insurance.

We’re trusted by 3 of the Top 5 P&C insurance carriers and 3 of the Top 10 brokers, and we’ve

built InsurGPT™, the most advanced Generative AI model trained on proprietary, insurance-

specific data. It reads, reasons, and infers like a human, with purpose-built models tuned for real-world performance and precision.

Roots has raised $44M from top-tier investors including Harbert Growth Partners, MissionOG, and Liberty Mutual Strategic Ventures. We’re growing fast, tackling massive industry challenges, and shaping the future of AI in one of the world’s largest markets.

Join a world-class team building multimodal AI systems, shipping production-grade models, and redefining what’s possible through collaboration, speed, and curiosity.

Roots Automation is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sexual orientation, gender identity, national origin, veteran or disability status. Roots Automation is a progressive and open-minded workplace where we do not tolerate discrimination or harassment in any form. If you are smart, passionate and good at what you do, come as you are.

Roots Automation is also committed to providing reasonable accommodations to individuals with disabilities throughout the application process and employment. If you need assistance or an accommodation, please contact us for more information.