Lead Solutions Architect

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Requirements:

• 3+ years of experience in implementations, project management, or technology / AI solution deployment.
• Experience in assessing business requirements and designing technical solutions that enhance operational efficiencies.
• Expertise in CRM and helpdesk platforms (e.g., Zendesk, Gorgias, HubSpot, Salesforce) and AI/automation tools (e.g., Forethought, Kodif, PixieBrix)
• Strong communication and interpersonal skills, with an ability to convey complex concepts clearly to clients and colleagues.
• Strong stakeholder management and cross-functional leadership experience.
• Strong experience with process mapping, stakeholder management, and implementation planning
• Excellent problem-solving abilities, with a strategic approach to evaluating technology fit and alternatives for client projects.
• Project management experience with tools like ClickUp , Jira or similar.

Responsibilities:

• Lead tech discovery sessions with internal and external clients to assess needs, tools, workflow, pain points and goals
• Design, configure and document end-to-end solution architectures that follow best practices, that improve operational performance and user experience.
• Build and iterate scalable playbooks, templates, and SOPs/documentation for internal & client use
• Prepare client-facing documentation, including project decks, solution walkthroughs, and implementation plans. Support business development teams in showcasing Boldr’s technology capabilities.
• Collaborate across teams define system requirements, process improvements, and integration flows both internally and for client workflows
• Identify and map existing processes, inefficiencies, dependencies, and automation opportunities
• Provide detailed workflow maps of how the experience should be designed.
• Maintain internal tooling documentation and training resources
• Define structured implementation plans, timelines, and RACI models
• Create clear reporting and visibility for stakeholders and leadership
• Ensure alignment and accountability across cross-functional teams

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