[Hiring] Solution Architect @Ottimate

Role Description

As a Solution Architect at Ottimate, you are the primary owner of the technical scoping process for new customer engagements. This role exists at the intersection of sales and professional services:

• Ensure that every Statement of Work reflects an accurate, well-scoped solution before a customer signs.
• Provide a clear, executable plan for the implementation team.

This role was created in response to a deliberate strategic shift:

• The Sales Engineering team is moving away from SOW authorship to focus on demonstrations and ICP deal acceleration.
• You will own the scoping conversation for complex and custom deals.
• Serve as the technical authority in pre-implementation discussions.
• Build the scoping process infrastructure for sophisticated implementations.

The right person for this role combines deep AP and ERP knowledge with the consultative instinct to run a discovery conversation and the precision to translate what they hear into a scoped and defensible SOW.

Qualifications

• 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 - 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: PO matching methodologies, invoice processing logic, payment infrastructure, and discrepancy resolution.
• Experience operating at the boundary between sales and professional services.

Requirements

• Own the end-to-end scoping process for complex, custom, and non-ICP deals.
• Lead technical discovery sessions with prospects.
• Author and validate SOWs for all custom work.
• Present SOW components on the weekly SOW review call.
• Maintain and improve SOW templates, scoping frameworks, and discovery question banks.
• Serve as the most credible technical voice in pre-implementation customer conversations.
• Define the handoff standard between scoping and delivery.
• Partner with the Strategic Consultant on existing customer expansions.
• Support the SE team on ICP deals.
• Refine and own the scoping process as a repeatable capability.
• Define rules of engagement with the SE team.
• Develop internal reference materials.
• Track scoping accuracy over time.
• Partner closely with the SE team for timely handoffs.
• Work with Product and Engineering on JIRA ticket creation.
• Collaborate with the Director of PS on org-wide scoping strategy.
• Contribute product and integration intelligence back to the team.

Benefits

• Compensation: $130,000-150,000 per year + 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.

Beyond the tangible benefits:

• Be part of a growing team at a pivotal moment of scale for the business.
• Have the agency to solve difficult problems creatively.
• Work with sharp, passionate teammates solving unique challenges.

Company Description

Ottimate is a leading provider of AI-powered automation solutions that help businesses streamline financial operations, optimize procurement, and manage spend with ease.

• Our platform integrates seamlessly with ERP, accounting, and procurement systems.
• We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
• Our leaders lead with a people-first approach, inspiring excellence and nurturing ideas.
• We are committed to diversity and inclusion.