Senior Solutions Architect

K&K Global Talent Solutions INC.; San Jose (CA); On-site; USD 165,000 - 234,000; Full time

Job summary

K&K Global Talent Solutions INC. seeks a seasoned Solution Architect to lead architecture for enterprise OTC, Finance, ERP and CRM transformations in San Jose, onsite four days a week. You will design end-to-end processes, align systems with business goals, and collaborate with Finance, Sales, IT, and EA teams.

The role focuses on D365 Finance & Operations integration with Salesforce, billing, revenue, tax and downstream finance systems, delivering secure, scalable solutions.

Qualifications

• 15+ years in solution/enterprise architecture with OTC and financial systems.
• Proven experience with D365 Finance & Operations and ERP/CRM platforms.
• Strong ability to translate business and financial requirements into scalable technology solutions.

Responsibilities

• Lead solution architecture for OTC, Finance, ERP and CRM transformations.
• Define end-to-end OTC processes: Quote, Contract, Order, Billing, Revenue, Renewals.
• Provide architecture leadership for D365 Finance & Operations and CRM integration.
• Define architecture blueprints, integration patterns, and roadmaps.
• Assess processes and identify opportunities for standardization and modernization.
• Lead cross-functional architecture discussions across Finance, Sales, Ops, IT, and EA.
• Translate business requirements into scalable technology solutions.
• Define data flows, APIs, integrations, ownership across enterprise.
• Identify risks and dependencies; advise senior leadership.
• Oversee architecture through design, implementation, testing, deployment, operations.

Skills

Solution Architecture

Enterprise Architecture

D365 F&O

ERP & CRM integration

APIs & Integration

Stakeholder Management

Security & Data Architecture

Tools

Salesforce

Job description

Location: San Jose, CA

Employment type: Contract Onsite (4 days/week)

Role Overview

We are looking for a strong Solution Architect with deep experience in Order-to-Cash (OTC), Finance, and ERP/CRM transformation to lead architecture and solution design for enterprise transformation initiatives.

The ideal candidate should have strong experience with Microsoft Dynamics 365 Finance & Operations / Finance, with an understanding of how ERP, CRM, Billing, Revenue, and downstream financial systems work together across the end-to-end OTC lifecycle.

Key Responsibilities

• Lead solution architecture for OTC, Finance, ERP and CRM transformation initiatives.
• Define and architect end-to-end OTC processes including Quote, Contract, Order, Fulfillment, Billing, Invoicing, Payments, Collections, Revenue Recognition, and Renewals.
• Provide architecture leadership for D365 Finance / Finance & Operations and its integration with CRM, Salesforce, billing, payment, tax, revenue, and other enterprise platforms.
• Define current-state and target-state architecture, solution blueprints, integration patterns, and technology roadmaps.
• Assess existing business processes and systems and identify opportunities for standardization, simplification, automation, consolidation, and modernization.
• Lead cross-functional architecture discussions across Finance, Sales, Operations, IT, Product, Engineering, and Enterprise Architecture.
• Translate business and financial requirements into scalable, secure, and practical technology solutions.
• Define data flows, APIs, integrations, system boundaries, and ownership across the enterprise ecosystem.
• Identify architectural risks, dependencies, gaps, and trade-offs and provide recommendations to senior leadership.
• Provide architecture oversight throughout design, implementation, testing, deployment, and transition to operations.

Required Experience

• 15+ years of experience in Solution/Enterprise Architecture, with strong experience in OTC and Financial Systems.
• Proven experience in D365 Finance / Finance & Operations or comparable enterprise ERP platforms.
• Strong understanding of end-to-end OTC and Finance business processes.
• Proven experience delivering large-scale ERP/CRM and Finance transformation programs.
• Experience integrating D365 with CRM, Salesforce, Billing, Revenue, Payment, Tax, and other enterprise systems.
• Strong understanding of enterprise integration, APIs, data architecture, security, and modern cloud architecture.
• Experience working with senior business and technology stakeholders in complex, matrixed organizations.
• Excellent communication, presentation, stakeholder management, and influencing skills.
• Ability to bridge the gap between business process, functional requirements, and technology architecture.

Good to Have

Experience with D365 Sales, Customer Service, Finance, or related Microsoft business applications.

Experience in ERP/CRM consolidation, modernization, or platform transformation.

Knowledge of revenue recognition, subscription billing, financial close, AR/AP, and financial reporting.

Experience with cloud platforms and modern integration architectures.

Relevant Microsoft or Enterprise Architecture certifications