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About the Role

The Manager, Sales Architect leads functional & technical discovery, qualification, and solutions mapping for new technology sales opportunities. This role also serves as the primary liaison with the Wipfli Service & Delivery team for pre-sales client project definition and scoping, ensuring a seamless transition from sales to services. Additionally, the role provides leadership and development for assigned Sales Architect team members.

Responsibilities

Lead and manage the Sales Architect team, including hiring, onboarding, performance management, development, and achievement of revenue targets.
Qualify prospects through initial assessments, discovery, and technical evaluation to determine opportunity fit and solution feasibility.
Conduct in-depth discovery to understand current systems, future requirements, and functional needs; document client requirements and commitments.
Define solution scope using industry best practices and create rough order-of-magnitude budgets.
Design and deliver value-driven solution presentations and customized demos, including configuring demo environments and tools.
Research, recommend, and coordinate third-party solutions and partner participation as needed.
Provide technical and solution input for RFP responses and complex sales opportunities.
Collaborate with service and delivery teams to align on resources, timelines, and prospect expectations during the sales cycle.
Ensure a smooth handoff of technical knowledge and key relationships to delivery teams upon contract execution.

Requirements

Bachelor’s Degree in Accounting, Computer Science, Information Systems, or closely related technical field
Industry related experience with the ability to translate experience to solve client business process and application issues
Implementation experience and/or participation in at least 10 full life cycle implementations or 5+ years ERP implementation experience for supported technology platforms
3+ year demonstrated success in pre-sales operations with an enterprise software and systems integration firm
2+ years of experience leading and coaching a team

Location

Hybrid

Work Type

Hybrid

Experience Level

3+ years demonstrated success in pre-sales operations
2+ years of experience leading and coaching a team
5+ years ERP implementation experience

Education Level

Bachelor’s Degree in Accounting, Computer Science, Information Systems, or closely related technical field

Salary/Compensations

$129,000 to $174,000

Benefits

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

About the Company

At Wipfli, people count.
Wipfli believes in flexibility, focuses on relationships, and encourages each individual to follow their own path.
Wipfli offers a career-defining opportunity for those looking to make a difference and find a professional home.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services.
Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

Equal Opportunity

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com