Senior Solution Architect, Finance Solutions
New
S
ServiceTradeField service management
Location: Remote. You must reside in one of the states listed to be considered.Full-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5-7 years in a technical solution architecture, sales engineering, or solutions consulting role in B2B SaaS
- Required Skills
- Microsoft DynamicsOAuthRESTful APIsAccountingNetSuiteQuickBooks
Requirements
- Have 5–7 years of experience in technical solution architecture, sales engineering, or solutions consulting in B2B SaaS.
- Bring a working command of core accounting concepts, including GL structure, AR/AP, job costing, revenue recognition, and month-end close.
- Have hands-on familiarity with at least one accounting or ERP platform, such as QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, or Acumatica.
- Understand integration mechanics, including REST APIs, webhooks, OAuth/token flows, and sync architecture.
- Demonstrate the ability to run technical discovery, deliver tailored demos and proof-of-concept evaluations, and defend technical positions.
- Have experience owning technical and security portions of RFPs, RFIs, and vendor security or compliance questionnaires.
- Have experience creating training content, playbooks, or coaching materials for other sellers.
- Be comfortable collaborating as a peer with Solution Architects, Technical Account Managers, and Product Managers.
- Have strong presentation, written, and verbal communication skills for executive financial and hands-on technical audiences.
- Be comfortable using AI tools such as Claude, Notion, or Gemini for discovery preparation, ROI modeling, or content development.
- Be able to travel for on-site prospect and customer meetings.
- Preferred: field service, commercial contracting, or vertical SaaS experience; a CPA, accounting degree, or prior accounting/finance-operations role; mentoring or enablement experience; or experience implementing a supported accounting/ERP integration.
Responsibilities
- Lead technical discovery and solution presentations with AR/AP staff, Controllers, and CFOs.
- Demonstrate ServiceTrade integrations with accounting and ERP platforms, including QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, Vista, Spectrum, and ComputerEase.
- Run structured proof-of-concept and technical evaluation engagements, validating integration accuracy against prospect accounting data where appropriate.
- Own technical and security sections of RFPs, RFIs, and vendor security or compliance questionnaires.
- Explain accounting integration implementation, including data mapping, sync architecture, testing/UAT, cutover sequencing, and timelines.
- Partner with Solution Architects and Technical Account Managers on scoping and delivery planning for complex or multi-entity accounting implementations.
- Build and maintain demo environments, ROI models, discovery frameworks, implementation-readiness materials, SOWs, scoping questionnaires, and handoff documentation.
- Bring finance-buyer perspectives into accounting integration roadmap and prioritization discussions with Product Managers.
- Train Account Executives and mentor Solution Architects on accounting fundamentals, discovery, demos, and financial-buyer conversations.
- Provide structured handoffs to Technical Account Managers and Implementation, and maintain knowledge of the commercial service contracting industry and ServiceTrade platform.
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