Solution Architect – Professional Services

Ottimate

. Own the end-to-end scoping process for complex, custom, and non-ICP deals from initial discovery through SOW finalization and internal approval .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSenior💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in solution architecture and technical pre-sales within a B2B SaaS environment, with a strong focus on ERP and accounting system integrations. Proven ability to author SOWs, manage scoping processes, and collaborate effectively with cross-functional teams.

Highest-signal resume keywords

Solution ArchitectureERP IntegrationSOW AuthoringAP WorkflowsTechnical Pre-Sales

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ERP IntegrationSOW AuthoringConfiguration RequirementsData MigrationIntegration ArchitectureEffort EstimationPO Matching MethodologiesInvoice Processing LogicPayment InfrastructureDiscrepancy Resolution

Soft Skills

Consultative ApproachCuriosityAccountabilityCollaborationPrecision in Documentation

Tools & Technologies

NetSuiteSage IntacctAcumaticaMicrosoft Business CentralQuickBooks OnlineJIRA

Industry Keywords

B2B SaaSProfessional ServicesTechnical DiscoveryScoping FrameworksCustomer Conversations

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own the end-to-end scoping process for complex, custom, and non-ICP deals from initial discovery through SOW finalization and internal approval
Lead technical discovery sessions with prospects
Translate business requirements, ERP configurations, and AP workflows into clear, accurate scope
Author and validate SOWs for custom work, including integration requirements, configuration complexity, data migration needs, and estimated effort
Present SOW components on weekly SOW review calls with Product and Engineering
Maintain and improve SOW templates, scoping frameworks, and discovery question banks
Serve as the technical authority in pre-implementation customer conversations
Define handoff standards between scoping and delivery
Partner with the Strategic Consultant on complex existing-customer expansions
Support the SE team on ICP deals with advanced technical questions
Refine and own the scoping process as a repeatable, documented capability
Define rules of engagement with the SE team for scoping handoffs
Develop internal integration guides, configuration decision trees, and ERP-specific scoping notes
Track scoping accuracy by comparing estimates with actual delivery hours
Partner with SE, Product, Engineering, and Professional Services teams on handoffs, JIRA tickets, estimates, capacity planning, and scoping strategy
Contribute product and integration intelligence to identify customer patterns, scoping issues, and product gaps

Requirements

What you’ll need

6+ years in solution architecture, technical pre-sales, implementation consulting, or a senior professional services role within a B2B SaaS environment
Deep, hands-on experience with ERP and accounting system integrations, including NetSuite, Sage Intacct, Acumatica, Microsoft Business Central, or QuickBooks Online
Demonstrated experience authoring SOWs for complex software implementations, including integration scope, configuration requirements, and effort estimation
Strong working knowledge of AP workflows, including PO matching methodologies, invoice processing logic, payment infrastructure, and discrepancy resolution
Experience operating at the boundary between sales and professional services
Technical depth in integration architecture and ability to explain it clearly to a CFO
Precision in language and documentation
Consultative and curious discovery approach
Accountability for scoping accuracy
Ability to collaborate with sales and implementation teams

Benefits

Comp & perks

Bonus compensation
Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family
Employer-sponsored 401(k) with company match
Paid Time Off (and the encouragement to use it)
Promote from within philosophy
Growing startup environment with significant opportunity to make an impact
Agency to solve difficult problems creatively
Freedom to explore inspiring work
Infrastructure supporting continuous challenge and development
Collaboration with passionate teammates
Diverse and inclusive workforce and safe workplace
People-first leadership focused on growth