Sales Architect

Wipfli Advisory LLC•,

9d•$117,000 - $158,000•Hybrid

About The Position

The Sales Architect leads functional and technical discovery, qualification, and solution mapping for new sales opportunities involving technology solutions. Under the direction of the Director/Principal, the role assesses prospects’ business needs, opportunity fit, and current systems, then develops preliminary scopes and budget estimates. The Sales Architect is also the primary point of intersection with Wipfli’s Service & Delivery team for defining and scoping pre-sales client projects, helping ensure an effective transition from sales to services. The role uses a hybrid work arrangement, regularly working in a Wipfli office, from home, and at other meeting sites. Scheduled office meetings require in-person attendance.

Requirements

Bachelor’s degree in Accounting, Computer Science, Information Systems, or a closely related technical field.
Industry-related experience and the ability to translate that experience into solutions for client business-process and application issues.
Implementation experience and/or participation in at least six full life-cycle implementations, or four or more years of ERP implementation experience for supported technology platforms.
At least one year of demonstrated success in pre-sales operations with an enterprise software and systems integration firm.

Responsibilities

Qualify prospects by assessing business needs, opportunity fit, and current systems and environment.
Conduct in-depth discovery to identify current and desired functional requirements.
Develop preliminary solution scopes and rough-order-of-magnitude budgets based on industry best practices.
Document prospect requirements, commitments, and key solution considerations.
Collaborate with internal teams to develop and deliver value-driven solution presentations and recommendations.
Research, recommend, and coordinate third-party solutions, discovery sessions, and presentations as needed.
Create, configure, and deliver solution-focused demonstrations tailored to prospect needs.
Provide technical and solution input for prospect RFP responses.
Coordinate with Service and Delivery teams on resource availability, expectations, and smooth handoff of technical knowledge and key relationships after contracts are finalized.

Benefits

Eight health plan options, including HMO and PPO plans.
Dental and vision coverage.
Health Savings Account enrollment with potential Firm contribution.
Employee Assistance Program.
Firm-sponsored basic life insurance and short- and long-term disability coverage.
401(k) savings plan, profit share, and Firm matching contribution.
Well-being incentive.
Education and certification assistance.
Flexible time off.
Family care leave and parental leave.
Family formation benefits.
Cell phone reimbursement.
Travel rewards.
Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D insurance.