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AI Summary
Acts as the strategic bridge between pre-sales and professional services by defining solution visions and authoring Statements of Work. Ensures that client business outcomes are measurable and that implementation designs are financially and operationally viable.
Summary
The Solutions Architect is the strategic and operational bridge between pre-sales and successful handoff to the Professional Services Group (PSG). This role owns the solution vision from the moment a deal moves toward close through PSG handoff by ensuring that what was sold is clearly defined, that client business outcomes are measurable and that internal resources are aligned to execute with precision.
The Solutions Architect operates in close collaboration with Sales Engineers and client stakeholders, serving as a senior voice in solution design, scope definition and business outcome alignment. This role protects both the client relationship and the business: ensuring commitments made are commitments that can be kept.
Duties and Responsibilities
Core Accountabilities
1. Solution Architecture & Pre-Sales Partnership
>Collaborate with Sales Engineers and clients to define the implementation approach, architecture, and scope of work during the pre-sales cycle- ensuring what is proposed is deliverable and tied to measurable client outcomes.
>Author the Statement of Work; accountable for its accuracy, completeness and alignment to client business objectives.
>Translate client business requirements into a clear solution design that connects product capabilities to defined measurable values.
>Protect the business by ensuring solution designs are financially viable, operationally achievable and within established program guidelines before commitments are made to clients.
2. Implementation Design Leadership
>Own the alignment between client business processes and product capabilities- surfacing gaps early and driving resolution before handoff to PSG.
>Ensure functional specifications, workflows and use cases reflect client requirements and are documented to a standard that enables PSG to execute without re-engagement.
>Collaborate with Sales Engineers and client stakeholders to define application configuration requirements, integration requirements and TO-BE workflows.
3. Cross-Functional Alignment & Business Protection
>Serve as the subject matter authority on the client's business context for PSG throughout the engagement.
>Partner with Project Management to protect scope, schedule, and delivery quality- identifying risks early and driving resolution proactively.
>Leverage Salesforce and CPQ (Configure Price Quote) to ensure solution configurations, pricing and scope are accurately reflected and maintained throughout the pre-sales and handoff process.
>Protect business margins and delivery feasibility by maintaining rigorous scope discipline and escalating misalignments before they become contractual or operational liabilities.
4. Client Engagement & Scope Leadership
>Collaborate with clients to lead business process design sessions and knowledge transfer activities.
>Guide clients through business requirement prioritization with clarity and a defined point of view.
>Own scope management: identify scope creep proactively and lead client conversations to resolve it within program constraints.
Required Education, Skills and Experience
>Bachelor degree
> 5+ years of experience leading enterprise solution design end-to-end, including pre-sales solutioning through delivery handoff.
>Healthcare IT industry experience and working knowledge of clinical workflows, healthcare operations, or health IT systems (EHR integrations, care coordination, or equivalent).
>Proven ability to translate complex business requirements into clear solution designs and actionable project scope.
>Experience authoring Statements of Work and managing scope through implementation.
>Proficiency with Salesforce and CPQ (Configure Price Quote) platforms.
>Strong executive presence with demonstrated ability to lead sessions with C-suite and VP-level client stakeholders, facilitate decisions, and maintain credibility under pressure.
>Background in business process redesign or organizational change management.
>Familiarity with system integration in healthcare contexts.
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