Job SummaryThe Solution Architect is a presale role that supports Sales, Product, Field Service and Finance to bring new, profitable business to the company. The Architect will translate customer requirements into cost-effective solutions and develop offers/programs for winning and repeatable business. In addition, the Architect will participate in and lead strategic initiatives within the Product Organization. The Architect will provide leadership, vision, and management to the Product Organization, exhibiting best practices to be emulated by peers and cross-functional work partners alike.
Essential Functions/Key Responsibilities:Serve as the organization's CRM (Customer Relationship Management) expert, providing strategic guidance and hands-on oversight of system administration, configuration, and optimization.
Manage user roles, permissions, system settings, and security protocolsOversee system updates, releases, and integrations with other business applicationsMaintain data quality through governance, auditing, and standardized data-entry practices
Lead the development and enforcement of CRM best practices, ensuring consistency and alignment with organizational goals.
Define and document CRM workflows, processes, and usage standardsEstablish governance frameworks to promote effective and compliant CRM utilizationMonitor system performance, identify improvement opportunities, and recommend enhancements
Provide training, documentation, and ongoing support to CRM users and cross-functional teams.
Develop and deliver user training, onboarding materials, and job aidsServe as the primary escalation point for CRM support and troubleshootingCoach teams on CRM usage to improve adoption and operational efficiency
Provide standard and novel presale research and solution development services in support of quotations and proposalsLead quotation/proposal function for newly developed servicesAnalyze complex business problems related to technology, business process, and/ or CRM workflow to formulate and develop new or streamlined solutions. Present findings and alternative solutions to small or large groups including all levels of team members.Drive scope & price initiatives with internal partners for solution enablement and final customer proposalParticipation in evaluation new revenue-generating and cost-saving applicationsExceptional ability to diagnose and solve problems while working under pressure to meet aggressive deadlinesEscalate complex and/or significant issues to higher levels for resolutionProactively learn new technologies and make recommendations to senior managementAssist with the creation of repeatable solutions of less complexity/higher value for customersLead group discussions and engage stakeholders from all functional areas of Burroughs' business, and communicate effectively, both verbally and in writing, in one-on-one and group settings.Manage vendor relationships relevant to new service offerings, including outsourced service providers, to ensure Burroughs receives the best possible value, service, and supportParticipate in strategic planning & solution road-mapping activities, driving assignments through investigation to analysis to closureAbility to keep the big picture in mind while focusing on complex details and relationshipsAnalytical with good judgment, a well-organized problem solver who can prioritize
Knowledge, Skills and Abilities:Strong leadership and decision-making skillsAbility to motivate teamsAbility to communicate messages across the organizationComprehensive understanding of Burroughs business and the related industriesStrong business acumen, ability to interpret financial data, contract negotiation skillsStrategic thinkingClient-facing skills and experience
Education and Experience:Bachelor's Degree in Business Management, Marketing, Engineering or equivalent experience with a demonstrated technology focus7-10 years experience for a payment and transaction technology company in a customer-facing role and an internal2+yr experience in designing services and service packages2+yr experience creating financial quotations with P&L design & negotiationDemonstrated writing and presentation ability in Word, PowerPoint, Excel, and Visio
Physical Requirements and Working Conditions:This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone.This job operates in a professional office environment10%+ Travel Requirements
| Location | Elmhurst, IL |
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