Role Overview
As a Solution Architect focused on professional services automation, you will design and lead scalable Rocketlane PSA solutions for enterprise and growth-stage customers. You will translate complex business needs into clean system architecture, integration patterns, and implementation blueprints that drive measurable outcomes.
You’ll run discovery and design workshops, whiteboard future-state processes, architect integrations, and guide delivery teams through configuration and technical execution. This role blends customer-facing consulting with deep technical problem-solving—partnering with customers, Project Managers, Consultants, Product, and Engineering to bring solutions to life.
This is a hands-on architecture role for someone who enjoys both strategy and building—equally comfortable leading a workshop, reviewing APIs, or troubleshooting an integration.
Key Responsibilities
- Lead discovery, design workshops, and whiteboarding sessions to translate business requirements into scalable Rocketlane solutions
- Design end-to-end solution architecture across PSA, CRM, ERP, HRIS, and financial ecosystems
- Define configuration standards, integration patterns, and delivery best practices
- Provide consultative guidance on advanced use cases and feature strategy
- Push back or course-correct when requests conflict with best practices or scalability
- Architect and guide integrations between Rocketlane and platforms like Salesforce, NetSuite, Workday/HRMS, finance systems, and data platforms
- Work hands-on with REST APIs, Webhooks, SSO/SAML, and modern integration approaches
- Partner with Integration and Data Migration consultants on technical execution
- Design data migration strategies and transition plans from legacy PSA/ERP systems
- Support complex troubleshooting and unblock escalations
- Review and approve solution designs and technical deliverables
- Contribute reusable accelerators, templates, and best practices to scale delivery
- Use AI-assisted tools and scripting to automate validation, testing, and workflow optimization
- Mentor consultants and elevate overall technical capability across the practice
Success Metrics
- Smooth integrations and migrations
- Reduced defects and escalations
- Customer satisfaction and adoption
- Faster time-to-value for implementations
- Delivery team enablement and knowledge transfer
- Reusable best practices and architecture standards created
Qualifications
Must Have Skills
Please Note - Professional English Proficiency is required for this position.
- 7-10+ years implementing PSA, ERP, or workflow platforms
- Strong understanding of SaaS architecture and enterprise system design
- Ability to model business processes and translate them into system configurations
- Experience designing multi-system solutions across CRM, Finance, HR, and Ops
Integration & Technical Depth
- Hands-on experience with REST APIs, Webhooks, and authentication flows
- Experience building or guiding integrations between SaaS platforms
- Familiarity with Postman and iPaaS tools (Workato, Boomi, Zapier, Make, etc.)
- Understanding of SSO/SAML and enterprise IT patterns
- Comfortable validating data and troubleshooting technical issues
Consulting & Communication
- Excellent workshop facilitation and discovery skills
- Ability to advise customers strategically, not just technically
- Confident navigating tough technical or scope conversations
Ownership & Problem Solving
- Analytical and structured thinker
- High ownership mindset; independently unblocks teams
- Thrives in ambiguous or complex environments
- Balances technical precision with business outcomes
Bonus Skills
- Rocketlane, Certinia, Kantata, or other PSA experience
- Salesforce or NetSuite ecosystem exposure
- SQL or data modeling knowledge
- Experience drafting SOWs and shaping technical scope
- AI-assisted scripting/automation mindset
- Background in Professional Services or consulting delivery environments
Training & Certification Path (Required)
- Klient PSA Training - 2 days
- Klient PSA Time Tracking - 1 day
You’ll Thrive Here If You
- Love designing systems that scale
- Enjoy both talking strategy with executives and diving into APIs
- Like mentoring others and raising technical standards
- Want to shape how modern, AI-enabled Professional Services delivery is done
- Care about building reusable, repeatable architecture, not one-off solutions
What We Offer
- Training, mentorship, and opportunities for career growth.
- A collaborative, supportive, and innovative team culture.
- Flexible work environment (remote or hybrid depending on role).
- Opportunity to make a direct impact on the company’s growth and success.