Solutions Architect Associate

Cleo (US)•Chicago, IL
•$75,000 - $85,000•Hybrid

About The Position

The Solutions Architect Associate is the technical owner of the sales cycle for small and mid-market customers with standard use cases such as trading partner compliance, EDI onboarding, and B2B supply chain connectivity. Working with Sales, the role leads discovery, scopes solutions, delivers demonstrations or proofs of concept, and hands off to Customer Success and Professional Services. The position requires customer-facing technical expertise and the ability to independently manage a deal, explain EDI and supply chain requirements to business and IT audiences, and apply team knowledge and AI tools to improve outcomes. The role also contributes reusable sales assets and customer feedback to inform the product roadmap.

Requirements

  • Bachelor’s degree in Computer Science, Computer Information Systems, or a related field, or equivalent relevant experience.
  • At least 2 years in pre-sales, solutions engineering, implementation, technical support, or another customer-facing technical role in a B2B SaaS, iPaaS, EDI, or supply chain software environment.
  • Working knowledge of EDI (X12 or EDIFACT) and common B2B protocols such as AS2 and SFTP.
  • Understanding of core supply chain processes, including Order-to-Cash and Procure-to-Pay.
  • Working knowledge of REST/SOAP APIs and JSON/XML data structures.
  • Ability to independently run discovery calls, demonstrations, and POCs and manage the technical track of a sales cycle from start to close.
  • Comfort using AI tools in daily work and explaining AI-powered product capabilities clearly to customers.
  • Working knowledge of supply chains, trading partner compliance programs, and common systems of record sufficient to advise small and mid-market customers on standard use cases.
  • Ability to describe the limits of Cleo’s AI capabilities accurately and avoid overstating them.

Nice To Haves

  • Hands-on experience with AI/ML-powered SaaS features, including LLM applications, agentic AI workflows, or intelligent automation.
  • Familiarity with systems common at small and mid-market companies, such as accounting packages and mid-market ERPs.
  • Familiarity with retail or distribution trading partner compliance programs.

Responsibilities

  • Own the technical side of the sales cycle for standard use cases, from discovery through close, in partnership with Sales.
  • Conduct discovery with prospective and existing customers to understand business and technology requirements and identify where AI-powered capabilities may provide value.
  • Explain Cleo’s business case to business owners, IT managers, and operations leads at small and mid-market organizations.
  • Recommend and scope standard integration patterns for prospects’ ERP or accounting systems and trading partner requirements using reference architectures and templates.
  • Present and demonstrate Cleo solutions remotely and on-site.
  • Complete technical sections of RFIs, RFPs, and security questionnaires.
  • Explain Cleo’s AI capabilities accurately in customer conversations.
  • Use AI tools across the sales cycle and in daily work, validating outputs before sharing them with customers.
  • Manage a high volume of concurrent opportunities with short sales cycles.
  • Identify opportunities outside standard patterns and flag them early to Sales and Solutions leadership for appropriate qualification and staffing.
  • Collaborate with Product Management by sharing customer feedback and patterns observed across prospect engagements.
  • Partner with Customer Success and Professional Services on post-close technical handoffs, documenting customer architecture and agreed use cases.
  • Build reusable assets, demo scripts, and POC frameworks for the SA knowledge base.

Benefits

  • Compensation of $75,000 to $85,000 plus bonus potential.
  • Healthcare, dental, and vision coverage.
  • Flexible PTO.
  • Culture of support that encourages life-work balance.
  • 401(k) match.
  • FSA and HSA options.
  • Employee Assistance Program.
  • Paid parental leave.
  • Hybrid work environment.
  • Accelerated title and salary growth potential.
  • Fun and energetic work environment.
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