Senior Solution Architect, Finance Solutions

This is a fully remote position, open to applicants in Alabama, +28 more locations.

📋 Description

• Act as the technical expert for finance functionalities and customer implementations at ServiceTrade, overseeing everything from integration architecture to the go-live phase.

• Facilitate technical discovery sessions and solution presentations with Accounts Receivable/Accounts Payable teams, Controllers, and CFOs.

• Convert requirements such as job costing, revenue recognition, retainage, multi-entity consolidation, and audit trails into effective ServiceTrade solutions.

• Showcase integrations with various ERP/accounting platforms, including QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, Vista, Spectrum, ComputerEase, and others.

• Conduct proof-of-concept evaluations and technical assessments using relevant prospect accounting data when suitable.

• Manage the technical and security components of RFPs, RFIs, and vendor security or compliance questionnaires.

• Focus on financial outcomes such as faster invoicing, reduced Days Sales Outstanding (DSO), enhanced Accounts Receivable visibility, and minimized billing errors.

• Clarify implementation specifics such as data mapping, synchronization architecture, testing/UAT, cutover sequencing, and feasible timelines.

• Collaborate with Account Executives, Solution Architects, Technical Account Managers, Product Managers, Security, Legal, and Implementation teams during sales and delivery planning.

• Develop and maintain demo environments, ROI models, discovery frameworks, implementation readiness materials, Statements of Work (SOWs), integration scoping questionnaires, and handoff documentation.

• Incorporate finance buyer perspectives into discussions about accounting-integration roadmaps and prioritization.

• Educate and equip Account Executives with knowledge of accounting fundamentals, objection handling, and deal qualification.

• Guide Solution Architects in accounting-focused discovery and demonstration techniques.

• Identify gaps in tooling and processes while remaining knowledgeable about commercial service contracting and ServiceTrade's platform.

• Ensure structured handoffs to Technical Account Managers and Implementation teams to retain context through to go-live.

⛳️ Requirements

• 5-7 years of experience in a technical solution architecture, sales engineering, or solutions consulting role within B2B SaaS, preferably with a focus on accounting, ERP, or financial operations stakeholders.

• Proficient understanding of fundamental accounting principles (GL structure, AR/AP, job costing, revenue recognition, month-end closing).

• Practical experience with at least one accounting/ERP platform (such as QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, or equivalent).

• Solid grasp of integration mechanics, including REST APIs, webhooks, OAuth/token flows, and synchronization architecture.

• Proven capability to conduct technical discovery, create and deliver customized demos and proof-of-concept evaluations, and defend technical positions under scrutiny.

• Experience handling the technical and security aspects of RFPs, RFIs, and vendor security or compliance questionnaires.

• Ability to operate effectively alongside Solution Architects, Technical Account Managers, and Product Managers while contributing data-driven perspectives.

• Experience in creating training materials, playbooks, or coaching resources for other sales personnel.

• Exceptional presentation, written, and verbal communication skills.

• Comfortable utilizing AI tools such as Claude, Notion, and Gemini.

• Willingness to travel for on-site prospect and customer meetings as required.

• Preferred: Experience in field service, commercial contracting, or vertical SaaS.

• Preferred: Possession of a CPA, accounting degree, or past role in accounting/finance operations.

• Preferred: Experience in mentoring or enabling other members of the sales or solution architecture teams.

• Preferred: Prior experience implementing one of ServiceTrade's supported accounting/ERP integrations.

• Must reside in one of the specified states to be eligible for consideration.

• Must be authorized to work in the U.S., as verified through E-Verify.

🏝️ Benefits

• Medical coverage through Cigna, offering both PPO and HDHP options, including a Health Savings Account with company contributions.

• Dental and Vision insurance provided through Unum.

• Flexible Spending Account and Dependent Care Account available.

• Company-paid Life Insurance, Short-Term Disability (STD), and Long-Term Disability (LTD).

• Optional benefits including Supplemental Life Insurance, Critical Illness, Accident, and Pet Insurance.

• 401(k) plan with an employer match of up to 3% and no vesting period.

• Flexible Paid Time Off (PTO) policy.

• 10 designated company holidays.

• Parental leave policy.

• Paid Time Off for volunteering initiatives.

• Employee Reimbursement Program for well-being, technology, and professional development expenses.