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About the Role
The Sales Architect leads functional & technical discovery, qualification, and solution mapping for technology solutions. This role 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.
Responsibilities
- Qualifies prospects by assessing business needs, opportunity fit, and current systems/environment.
- Conducts in-depth discovery to identify current and desired functional requirements.
- Develops preliminary solution scope and rough-order-of-magnitude budgets based on industry best practices.
- Documents prospect requirements, commitments, and key solution considerations.
- Collaborates with internal teams to develop and deliver value-driven solution presentations and recommendations.
- Researches, recommends, and coordinates third-party solutions, discovery sessions, and presentations as needed.
- Creates, configures, and delivers solution-focused demonstrations tailored to prospect needs.
- Provides technical and solution input for prospect RFP responses.
- Coordinates with Service and Delivery teams on resource availability, expectations, and the smooth handoff of technical knowledge and key relationships once contracts are finalized.
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 6 full life cycle implementations or 4+ years ERP implementation experience for supported technology platforms
- 1+ year demonstrated success in pre-sales operations with an enterprise software and systems integration firm
Location
- Remote
Work Type
- Hybrid
Education Level
- Bachelor's Degree
Salary/Compensations
- $117,000 to $158,000
Benefits
- 8 health plan options (HMO & PPO)
- 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 benefits: 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" 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.
- Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
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