Sales Architect

Wipfli LLP; United States; Hybrid; USD 117,000 - 158,000; Full time

Benefits offered by this job

Health plan options

Dental and vision coverage

401(k) with profit share

Education & certification assistance

Job summary

Wipfli LLP in the United States seeks a Sales Architect to lead functional and technical discovery, qualification, and solution mapping for new technology opportunities. You will interface with the Service & Delivery team to ensure smooth transitions from sales to delivery and guide pre-sales client definitions.

Hybrid work arrangement in which associates work across in-office and remote sites. The role requires ERP experience, pre-sales success, and multiple full life cycle implementations or

Qualifications

• Bachelor’s degree in accounting, CS, IS, or related technical field.
• Industry related experience with ability to translate experience to client business processes and issues.
• ERP implementation experience: 6 full life cycles or 4+ years for supported platforms.
• 1+ year pre-sales operations with an enterprise software and systems integration firm.

Responsibilities

• Qualifies prospects by assessing business needs and current environments.
• Conducts in-depth discovery to identify functional requirements.
• Develops preliminary solution scope and rough budgets.
• Documents prospect requirements and key solution considerations.
• Collaborates with internal teams to develop and present value-driven solutions.
• Coordinates with Service and Delivery teams on resource availability and smooth handoff after contracts.

Education

Bachelor’s Degree in Accounting, Computer Science, Information Systems, or closely related technical field

Job description

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance.

Job Summary:

Under the direction of the Director/Principal, the Sales Architect leads functional & technical discovery, qualification, and solution mapping for new sales opportunities of technology solutions. In addition, this role will be the primary point of intersection with the Wipfli Service & Delivery team for pre-sales client project definition and scoping to ensure an effective transition of client projects from sales to services.

Responsibilities

Responsibilities:

• Qualifies prospects by assessing business needs, opportunity fit, and current systems/environment.
• Conducts in-depth discovery to identify current and desired functional requirements.
• Develops preliminary solution scope and rough-order-of-magnitude budgets based on industry best practices.
• Documents prospect requirements, commitments, and key solution considerations.
• Collaborates with internal teams to develop and deliver value-driven solution presentations and recommendations.
• Researches, recommends, and coordinates third-party solutions, discovery sessions, and presentations as needed.
• Creates, configures, and delivers solution-focused demonstrations tailored to prospect needs.
• Provides technical and solution input for prospect RFP responses.
• Coordinates with Service and Delivery teams on resource availability, expectations, and the smooth handoff of technical knowledge and key relationships once contracts are finalized.

Knowledge, Skills and Abilities

Required Qualifications:

• Bachelor’s Degree in Accounting, Computer Science, Information Systems, or closely related technical field
• Industry related experience with the ability to translate experience to solve client business process and application issues
• Implementation experience and/or participation in at least 6 full life cycle implementations or 4+ years ERP implementation experience for supported technology platforms
• 1+ year demonstrated success in pre-sales operations with an enterprise software and systems integration firm

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000 to $158,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well‑being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm‑sponsored basic life and short and long‑term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well‑being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long‑term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.