AI and Data Solutions Strategist

Synergy Technical, LLC; Richmond (VA); On-site; USD 135,000 - 150,000; Full time

Job summary

Synergy Technical, LLC in Richmond, VA is seeking an AI & Data Solutions Strategist who combines deep technical expertise with the ability to lead customer conversations, architect solutions, tell a compelling technical story, and turn ideas into solutions customers want to buy.

This is a quota-carrying, commission-eligible role focused on building demonstrations, validating scopes and estimates, and turning opportunities into revenue while working across platforms including Microsoft Fabric,

Qualifications

• 5+ years of experience in solution architecture, consulting, engineering, development, technical sales, data/analytics or related technical role.
• Demonstrated hands-on expertise with Microsoft Fabric and Power BI, including data modeling and modern data architecture.
• Hands-on experience designing or implementing AI, data or analytics solutions.
• Strong working knowledge of Microsoft Power Platform and its role within broader business solutions.

Responsibilities

• Lead technical discovery sessions, workshops and solution discussions with technical and executive stakeholders.
• Architect AI, data and analytics solutions using Microsoft Fabric, Power BI, Azure AI and other technologies.
• Evaluate and incorporate platforms such as Claude, Gemini and emerging AI technologies when they add value.
• Build and deliver demos, prototypes and presentations to help customers understand possibilities.
• Translate complex technologies into business outcomes for both technical and non-technical audiences.

Skills

Solution architecture

AI strategy

Technical sales

Customer engagement

Microsoft Fabric

Tools

Power BI

Power Platform

Copilot Studio

Azure AI

AI agents

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

AI and Data Solutions Strategist

Full Time Synergy Technical, LLC, Richmond, VA, US

Salary Range: $135,000.00 To $150,000.00 Annually

Synergy Technical is looking for an AI & Data Solutions Strategist who combines deep

technical expertise with the ability to lead customer conversations, architect solutions, tell

a compelling technical story, and turn ideas into solutions customers want to buy.

This isn't a strategy-only role, and it isn't traditional presales.

You'll work directly with customers to understand what they're trying to accomplish,

architect solutions, lead technical discussions, build demos, validate scopes and

estimates, and help turn opportunities into revenue.

You'll bring deep expertise in Microsoft Fabric and Power BI, strong working knowledge of

Power Platform and the broader Microsoft ecosystem, and strong AI fluency with the ability

and curiosity to work across platforms including Microsoft Copilot, Claude and Gemini.

This role requires someone who thrives in high-pressure, customer-facing situations. You'll

sometimes need to think on your feet, navigate difficult questions, adjust when a

conversation takes an unexpected turn, and confidently lead the customer toward a path

forward—even when you don't immediately have every answer.

Most importantly, you'll be expected to operate as a technical authority during the sales

process. You should be able to independently lead technical discovery, design and validate

solutions, deliver demonstrations, and handle substantive technical questions without

routinely requiring Delivery resources for technical validation or support.

This is a quota-carrying, commission-eligible role. You won't simply support

opportunities—you'll help create, shape and win them.

You Might Be a Great Fit If...

You may have started your career as an engineer, architect, consultant or developer—but

somewhere along the way, you realized you enjoy being in front of customers as much as

You like explaining complicated things. You like whiteboards. You like demos. And you're at

your best when the stakes are high.

You aren't rattled when a customer challenges an assumption, a demo doesn't go exactly

as planned, or someone asks a question you weren't expecting. You can stay composed,

think on your feet and keep the conversation moving.

You don't need to know every answer. But you're comfortable saying, "I don't know yet,"

asking the right questions, and figuring out what comes next.

When new technology changes how the job gets done, your instinct isn't to protect the old

way of working. You want to learn it, test it and figure out what it makes possible.

You want to be in the room. You want to help shape the solution. You want to win the work.

Key Responsibilities

• Lead technical discovery sessions, workshops and solution discussions with technical and executive stakeholders.
• Architect AI, data and analytics solutions using Microsoft Fabric, Power BI, Azure AI, Copilot, Power Platform and other appropriate technologies.
• Evaluate and incorporate platforms such as Claude, Gemini and emerging AI technologies when they can create value for customers.
• Use Synergy Technical's AI agents to accelerate SOW development, solution design, research and estimation while independently validating architecture, scope, assumptions, effort, dependencies, feasibility and risk.
• Build and independently deliver technical demos, prototypes and presentations that help customers understand what's possible.
• Navigate challenging customer conversations, technical objections and unexpected questions with confidence and composure.
• Develop and independently deliver webinars, workshops and technical briefings that educate customers and generate opportunities.
• Maintain strong working knowledge of Power Platform capabilities and recognize when Power Apps, Power Automate, Copilot Studio and related technologies should be incorporated into a solution.
• Identify new opportunities and partner with Sales from discovery through proposal and close.
• Serve as the primary technical authority for assigned opportunities, engaging Delivery resources when specialized expertise is required rather than relying on Delivery for routine technical validation.
• Translate complex technologies into business outcomes for both technical and
• Continuously evaluate, test and learn emerging AI, data and automation technologies and determine how they can create value for our customers.

Experience & Qualifications

Required

• Ability and willingness to travel to customer, partner and company locations multiple times throughout the year for customer meetings, workshops, presentations, partner engagements, conferences and other business events.
• 5+ years of experience in solution architecture, consulting, engineering, development, technical sales, data/analytics or a related technical role.
• Demonstrated hands-on expertise with Microsoft Fabric and Power BI, including data modeling, analytics and modern data architecture.
• Hands-on experience designing or implementing AI, data or analytics solutions
• Strong working knowledge of Microsoft Power Platform and its role within broader business solutions.
• Experience leading technical discovery sessions, architecture discussions and
• Demonstrated ability to perform effectively under pressure, remain composed in challenging customer situations, and think on your feet when faced with unexpected technical questions or changing circumstances.
• Ability to independently translate business requirements into technically sound architectures, scopes and estimates.
• Ability to independently evaluate solution architecture, technical feasibility, level of effort, dependencies and delivery risk.
• Demonstrated ability to build and deliver technical demonstrations and presentations without routinely requiring additional technical support.
• Ability to communicate complex technical concepts to both technical audiences and business executives.
• Experience working with generative AI and at least one major enterprise AI platform.
• Demonstrated ability to rapidly learn, test and apply new technologies.
• Strong commercial instincts and comfort working in a revenue-focused, quota carrying role.

Preferred

• Experience working across multiple AI platforms, particularly Microsoft Copilot, Claude and Gemini.
• Experience with Copilot Studio, Azure AI services, AI agents or agentic
• Experience designing solutions that combine enterprise data with AI.
• Experience delivering webinars, conference presentations, workshops or other technical thought leadership.
• Previous experience in consulting, professional services or a Microsoft partner
• Experience supporting or directly contributing to the sale of professional services and technology solutions.

Certification Requirements

Candidates must hold at least one current technical certification in artificial intelligence

from Microsoft or another recognized enterprise technology provider.

The certification should demonstrate foundational or advanced knowledge of AI

Microsoft certifications aligned with Azure AI, Microsoft Fabric, Power BI/Data Analytics or

Azure Solutions Architecture are strongly preferred in addition to the required AI

certification.

Additional certifications or demonstrated technical proficiency with Microsoft Copilot,

Claude, Gemini, Power Platform or other AI technologies are highly valued.

Because AI technologies are evolving rapidly, continuous technical development is an

essential expectation of this role. The successful candidate will be expected to maintain

relevant certifications and continually develop hands-on proficiency with emerging AI, data

and automation technologies.

How We'll Measure Success

• Creating and influencing revenue and generating new opportunities.
• Helping convert technical conversations into closed business.
• Designing technically sound solutions that Delivery can confidently execute.
• Independently leading customer technical conversations, demonstrations, webinars and presentations.
• Reducing the routine need for billable Delivery resources during the sales process.
• Expanding Synergy Technical's AI, data and analytics practice.
• Staying ahead of rapidly changing technology and turning what you learn into customer and business value.

It also means being someone the team can confidently put in front of a customer when the conversation is complex, high stakes or unpredictable. You can lead the room, adapt when things don't go according to plan, and maintain technical credibility and composure when

What This Role Isn't

This isn't a traditional presales role where you wait for Sales to tell you which meeting to attend.

It isn't a strategy role where you talk about technology without being able to get into the

And it isn't a role where Delivery should routinely need to provide the technical expertise

behind your SOWs, demonstrations or customer conversations.

We're looking for someone who wants to be part architect, part engineer, part teacher,

part strategist and part seller—and who gets excited about figuring out what's possible