Role Description
At ServiceTrade, youβll build technology that matters β for your career, your team, and the thousands of commercial contractors who rely on our platform every day. Weβre on a mission to partner with commercial trades to deliver technology that enhances technician productivity, improves customer experiences, and drives scalable growth.
Weβre looking for a
Senior Solution Architect, Finance Solutions
whoβs excited to make an impact. In this role, you will be responsible for ServiceTrade's technical authority on two fronts:
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Everything our platform does for the finance side of a commercial trades business, including AR/AP, job costing, GL sync, revenue recognition, audit-ready records.
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How we actually get a customer there, from integration architecture through go-live.
You are the bridge between what Sales promises and what Implementation delivers, and prospects should never be able to tell the difference in how confidently you talk about either one.
Qualifications
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5-7 years in a technical solution architecture, sales engineering, or solutions consulting role in B2B SaaS, ideally supporting deals involving accounting, ERP, or financial-operations stakeholders.
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Working command of core accounting concepts (GL structure, AR/AP, job costing, revenue recognition, month-end close).
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Hands-on familiarity with at least one accounting/ERP platform (QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, or similar).
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Demonstrated ability to run technical discovery, build and deliver tailored demos and proof-of-concept evaluations.
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Experience owning the technical and security portions of RFPs, RFIs, and vendor security or compliance questionnaires.
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Excellent presentation, written, and verbal communication skills.
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Comfortable using AI tools (e.g., Claude, Notion, Gemini) to accelerate discovery prep, ROI modeling, or content development.
Requirements
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Lead technical discovery and solution presentations with AR/AP staff, Controllers, and CFOs.
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Demonstrate how ServiceTrade's integrations with various ERP/accounting platforms eliminate duplicate entry.
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Run structured proof-of-concept and technical evaluation engagements.
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Own the technical and security sections of RFPs, RFIs, and vendor security or compliance questionnaires.
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Explain how a ServiceTrade accounting integration actually gets implemented.
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Partner with fellow Solution Architects and Technical Account Managers throughout scoping and delivery planning.
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Assist in training and enabling the broader Account Executive team on accounting fundamentals.
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Work alongside Account Executives throughout the sales cycle as the named technical resource.
Benefits
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Medical through Cigna, PPO and HDHP options, including a Health Savings Account with company contributions.
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Dental and Vision through Unum.
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Flexible Spending Account and Dependant Care Account.
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Company-paid Life insurance, STD and LTD.
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Voluntary benefits including Supplemental Life Insurance, Critical Illness, Accident and Pet Insurance.
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401(k) with up to 3% employer match and NO vesting period.
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Flexible PTO policy.
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10 company holidays.
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Parental Leave.
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Paid Time Off for Volunteering.
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Employee Reimbursement Program for well-being, technology, and/or professional development.