Pre-Sales Solutions Architect

Role Overview

• Lead discovery conversations with prospects and current clients to understand business processes, pain points, requirements, and growth goals
• Translate business and functional requirements into scalable, maintainable Acumatica solution recommendations
• Design high-level system configurations, workflows, reporting approaches, security structures, and integration strategies
• Identify key risks, assumptions, dependencies, and gaps early in the sales cycle
• Ensure recommended solutions are realistic, supportable, and aligned with implementation best practices
• Support new and existing client opportunities through consultative solutioning and technical guidance
• Partner closely with the sales team on qualified opportunities throughout the pre-sales cycle
• Conduct or support tailored Acumatica product demonstrations based on client-specific scenarios and requirements
• Assist with technical scoping, proposal development, and early solution estimates
• Help position Acumatica and related offerings accurately and effectively for prospects and current clients
• Support account growth by identifying additional opportunities for services, enhancements, and ISV solutions
• Collaborate with sales, consulting, and technology teams to align solution direction with business needs and delivery capabilities
• Act as a trusted advisor to clients by providing guidance on Acumatica capabilities, fit, and adoption strategy
• Build strong relationships with business and technical stakeholders through thoughtful communication and credible recommendations
• Support smooth handoff from pre-sales into implementation by documenting requirements, assumptions, and recommended approach
• Mentor and support consultants, developers, and project team members as needed
• Review work plans for technical staff to help ensure projects are completed on time and on budget
• Establish and reinforce standards for solution design, data migration planning, and quality assurance
• Serve as an escalation point for complex client technical issues where architectural guidance is needed
• Own the evaluation and selection process for ISV solutions that integrate with Acumatica and other supported ERP platforms
• Manage relationships with ISV vendors to ensure product quality, compatibility, and support alignment
• Work with leadership and internal stakeholders to assess new ISV capabilities and determine strategic fit
• Help ensure internal team readiness, training, and adoption for approved ISV tools and technologies
• Identify and understand technical trends in ERP, SaaS, AI, infrastructure, and related technologies that may benefit clients or internal operations
• Support solution architecture needs for both new and existing clients in a timely manner
• Contribute to internal process improvements across development, support, and client success workflows
• Participate in strategic initiatives tied to business growth, innovation, and operational improvement
• Provide architectural support for post-implementation optimization, issue resolution, and performance improvement as needed
• Deliver or support documentation, training, and knowledge transfer for internal teams and clients
• Help strengthen reusable assets, best practices, and intellectual property across the organization

Requirements

• 5+ years of Acumatica experience in a hands-on, client-facing or pre-sales role
• Strong understanding of Acumatica capabilities and their application to real-world business processes
• Ability to lead discovery conversations and translate client needs into solution recommendations
• Experience supporting prospects or clients through requirements gathering, solution design, or ERP advisory work
• Strong presentation, communication, and facilitation skills
• Ability to support or deliver tailored Acumatica demonstrations
• Strong business process understanding in one or more operational environments such as distribution, manufacturing, construction, or professional services
• Ability to balance client needs, product fit, and delivery practicality
• Strong organizational, analytical, and problem-solving skills
• Proven experience in a similar role, ideally within an ERP VAR or related technology services organization
• Experience contributing to scoping, estimation, or implementation planning
• Experience evaluating third-party ISV solutions and integration options
• Bachelor's degree, technical school degree, or relevant industry certifications

Tech Stack

• ERP

Benefits

• Maintain all required company and vendor certifications relevant to the role
• Stay current on Acumatica product knowledge and related solution areas