Presales D365 F&O Solutions Architect

BDO USA; United States; On-site; USD 150,000 - 210,000; Full time

Job summary

BDO USA is seeking a Dynamics 365 Finance and Operations Presales Solutions Architect to lead presales solutioning within the Enterprise Business Applications practice.

The role functions as the primary functional and technical advisor during the sales cycle, partnering with account executives, delivery leadership, and clients to understand requirements, shape solution strategies, and contribute to proposals and estimates.

Qualifications

• Eight (8)+ years of business process analysis, ERP or Digital Experience solution design, or implementation experience.
• Five (5) or more years of hands-on experience with one or more Dynamics 365 applications (Finance, SCM, Project Operations, HR).
• Experience supporting presales activities: discovery, demonstrations, solution architecture, scoping, estimates, proposals, and handoffs.

Responsibilities

• Leads functional and technical presales activities from discovery through deal close.
• Partners with account executives and client stakeholders to identify business needs and future-state goals.
• Translates business requirements into solution recommendations, including configuration, integration, and implementation considerations.
• Develops solution strategies aligned with client priorities, budget, and timelines.
• Designs and delivers tailored demonstrations mapping platform capabilities to client needs.

Skills

ERP consulting

Dynamics 365

Presales

Solution architecture

Client engagement

Education

Bachelor's Degree

High School Diploma/GED

Job description

Job Summary

BDO is hiring Dynamics 365 Finance and Operations Presales Solutions Architects. The Presales Solution Architect is responsible for leading presales solutioning efforts within the Enterprise Business Applications practice, with expertise in one or more Dynamics 365 Applications including: Microsoft Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Project Operations, or Dynamics 365 Human Resources, This role serves as the primary functional and technical advisor during the sales cycle, partnering with account executives, delivery leadership, alliance stakeholders, and prospective clients to understand business requirements, develop solution strategies, deliver tailored demonstrations, support scoping, and contribute to proposals and estimates. This position helps shape practical, scalable, and competitive solutions within the applicable platform domain that align client priorities, implementation considerations, and commercial objectives. The role also supports practice growth through mentorship, reusable assets, internal enablement, and continuous improvement of presales standards.

Job Duties

• Leads functional and technical presales activities for opportunities from initial discovery through deal close
• Partners with account executives and client stakeholders to identify business needs, pain points, current-state processes, system landscape, and future-state goals
• Translates business requirements into solution recommendations, including configuration, customization, integrations, and implementation considerations
• Develops solution strategies aligned with client priorities, business outcomes, budget, timeline, and delivery risk
• Designs and delivers tailored demonstrations that clearly map platform capabilities to client needs and desired outcomes
• Builds and maintains demonstration environments, scripts, reusable assets, and industry-specific demo scenarios
• Architects proposed solutions spanning solutions including ERP business processes, Digital Experience capabilities, reporting, analytics and applicable integrations
• Leads scoping sessions and develops Statements of Work, Level of Effort estimates, implementation assumptions, and pricing support materials in collaboration with delivery and practice leadership
• Contributes to proposals, RFPs, and RFIs, including solution architecture, implementation approach, scope, and licensing considerations
• Advises on licensing strategy, including edition, module, and user recommendations based on business requirements and solution design
• Partners with delivery teams and subject matter experts to ensure proposed solutions are realistic, scalable, and accurately estimated
• Supports transition from sales to implementation by documenting and communicating discovery findings, scope, assumptions, risks, and client context
• Builds strong relationships with client executives, process owners, representatives, alliance stakeholders, sales teams, and delivery leaders
• Maintains current knowledge of product releases, roadmap, licensing changes ecosystem, and applicable AI capabilities
• Articulates value proposition and competitive differentiation within ERP or Digital Experience markets Support internal opportunity reviews, solution quality reviews, pipeline discussions, and presales enablement activities
• Mentors consultants and presales team members on discovery, demonstration delivery, solution design, and scoping practices
• Travel - up to 50%, as needed
• Other duties, as required

Supervisory Responsibilities

• Coordinates contributors across sales, delivery, industry, alliance, and technical teams
• Reviews the quality of demonstrations, estimates, proposals, and scope deliverables
• Mentors and develops senior consultants and other team members involved in presales activities

Qualifications, Knowledge, Skills, and Abilities

Education

• Bachelor's Degree and eight (8) or more years of industry experience with ERP systems, required OR
• High School Diploma/GED and nine (9) or more years of industry experience with ERP systems, required

Experience

• Eight (8) or more years of business process analysis, business applications consulting, ERP or Digital Experience solution design, or implementation experience, required
• Five (5) or more years of hands-on experience with one or more of the following: Microsoft Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Project Operations, or Dynamics 365 Human Resources, required
• Experience supporting presales activities, including discovery, demonstrations, solution architecture, scoping, estimates, proposals, and sales-to-delivery handoffs within an ERP or Digital Experience domain, required
• Experience with Dynamics 365 solutions that include the applications above in conjunction with Microsoft Dynamics 365 Customer Insights, Dynamics 365 Customer Service, Dynamics 365 Customer Voice, Dynamics 365 Contact Center, Dynamics 365 Field Service or Dy