Data Solution Pre-Sales Architect

Formula5; Irvine (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare

401k matching

Learning opportunities & certs covered

Job summary

Formula5 is expanding its Data and AI focus with a Data Solution Pre-Sales Architect. You will engage with Microsoft Sellers, shape joint opportunities, and lead end-to-end pursuit for Fabric and Data Solutions, aligning offerings with client goals and ensuring a smooth handoff to delivery.

Ideal candidates bring a strong professional services background, deep Microsoft ecosystem experience, and a proven ability to drive pipeline while managing customer expectations across business and technical

Qualifications

• Significant experience in consultative solution selling or pre-sales within the Microsoft ecosystem.
• Solid professional services background: scoping, estimating, SOW-style proposals.
• Strong knowledge of data/analytics platforms and Microsoft Fabric across workflows.

Responsibilities

• Build and maintain relationships with Microsoft Sellers and partner stakeholders to drive co-sell opportunities.
• Own end-to-end pursuit for Data Solutions and Fabric services: discovery, shaping, proposals, closing support.
• Lead customer conversations from challenges to solution direction, linking to business value.
• Handoff scope and success criteria to delivery teams with aligned approach.
• Facilitate discovery sessions, workshops, and executive conversations.
• Shape offerings for Microsoft Fabric and related Data Solutions with the Data Practice.
• Drive demand generation with Microsoft and internal teams; enablement activities.

Skills

Consultative selling

Pre-sales

Microsoft ecosystem

Relationship building

Executive presence

Pipeline ownership

Data & Analytics

Travel willingness

Tools

Microsoft Fabric

Power BI

Azure

Snowflake

Databricks

Job description

At Formula5, we’re a Microsoft Partner with a focus on Data and AI, Security, Identity, and Cloud Automation. We help organizations build secure, scalable, and modern solutions that combine technology, trust, and real business outcomes. We believe in people-first collaboration, clear communication, and excellence in everything we do.

Now, we’re expanding our team with a Data Solution Pre-Sales Architect who will play a key role in scaling our Microsoft Fabric professional services business and strengthening our position within the Microsoft ecosystem.

About the Role

We’re looking for a Data Solution Pre-Sales Architect with strong hands-on experience in the Microsoft ecosystem and a solid professional services background. This role sits at the intersection of sales, pre-sales, and delivery, and is essential to how we build pipeline, co-sell with Microsoft, and successfully land Fabric engagements.

You will be responsible for building and maintaining close relationships with Microsoft Sellers, shaping joint opportunities, building offerings, and guiding customers through their Microsoft Data and Fabric journey – from early discovery through deal closure and handover to delivery.

This role is ideal for someone who thrives on relationships, understands how Microsoft partner motions work, and is comfortable combining commercial ownership with solution-level conversations.

Key Responsibilities

Microsoft Co-Sell & Ecosystem Leadership

• Build and maintain strong relationships with Microsoft Sellers and partner stakeholders to generate and progress co-sell opportunities.
• Act as a trusted partner to Microsoft teams, positioning Formula5’s data services capabilities and identifying areas for joint growth.

Data Solutions & Fabric Services Growth

• Own end-to-end pursuit execution for Data Solutions and Fabric services, including discovery, qualification, solution shaping, estimating, proposal development, and closing support.
• Lead customer conversations from business challenges and desired outcomes through solution direction, positioning Microsoft Fabric and related Data & AI services effectively.
• Translate customer needs into clear service approaches, solution options, and delivery-aligned proposals.
• Ensure a clean handoff to delivery teams by aligning scope, assumptions, success criteria, and implementation approach.

Client Engagement & Executive Presence

• Facilitate discovery sessions, workshops, solution briefings, and executive conversations.
• Translate customer goals into a clear data modernization, analytics, or Fabric services roadmap.
• Communicate confidently with both technical and non-technical stakeholders, linking solution decisions to business value and expected outcomes.
• Partner with the Data Practice to shape and package service offerings across Microsoft Fabric and related Data Solutions, including areas such as Data Engineering, Data Factory, Data Warehouse, OneLake, Power BI integration, governance, and analytics modernization.
• Help define repeatable offerings, accelerators, and go-to-market motions for the Data practice.
• Drive demand generation with Microsoft and internal teams through campaigns, events, account planning, and enablement activities.
• Support customers in accessing relevant Microsoft programs, incentives, or funding opportunities where applicable.

What We’re Looking For

• Significant experience in consultative solution selling or pre-sales within the Microsoft ecosystem (partner/channel or direct), with proven pipeline ownership and deal shaping.
• Strong professional services background: scoping, estimating, building SOW-style proposals, and aligning delivery motions to what’s sold.
• Working knowledge of modern data & analytics platforms; ability to position Microsoft Fabric across end-to-end analytics workflows.
• Relationship-builder: you naturally create trust, maintain a network, and operate effectively across Microsoft seller teams, clients, and internal delivery leaders.
• Willingness to travel for customer and Microsoft-facing engagements across US.

Nice to Have

• Experience with other Data Solutions such as Snowflake and Databricks.
• Familiarity with Microsoft partner programs, incentives, and funding mechanisms.
• Microsoft certifications related to Data, Analytics, Azure, or AI, or willingness to pursue them.
• Strong ownership mindset with accountability for outcomes.
• Excellent communicator who can bridge business and technical conversations.
• Relationship-driven approach with a natural ability to build trust and long-term partnerships.
• Pragmatic, solution-oriented mindset focused on customer success.
• Comfortable operating in fast-growing, dynamic environments.

What We Offer

• Projects with enterprise clients.
• High-impact role with visibility across Microsoft and customer organizations.
• Supportive, people-first culture.
• Learning opportunities and certifications covered by the company.
• Competitive compensation, Healthcare, 401k matching.