Strategic Scoping Architect, Professional Services

Ottimate; Northern (KY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits for您

401(k) with company match

Paid Time Off

Promote from within

Job summary

Ottimate is seeking a Solution Architect to own the technical scoping for complex, non-ICP deals. You will bridge sales and professional services, translating customer requirements into validated SOWs and a clear handoff to delivery.

You will lead discovery sessions, craft repeatable scoping processes, and drive cross-functional collaboration with Product, Engineering, and PS leadership to scale our capabilities while maintaining high accuracy and customer trust.

Qualifications

• 6+ years in solution architecture, technical pre-sales, implementation consulting, or a senior professional services role within a B2B SaaS environment.
• Deep hands-on experience with ERP and accounting system integrations - NetSuite, Sage Intacct, Acumatica, Microsoft Business Central, or QuickBooks Online.
• Demonstrated experience authoring SOWs for complex software implementations, including integration scope, configuration requirements, and effort estimation.
• Strong working knowledge of AP workflows: PO matching methodologies, invoice processing logic, payment infrastructure, and discrepancy resolution.
• Experience operating at the boundary between sales and professional services - you understand what it means to scope something that someone else has to build.

Responsibilities

• Own the end-to-end scoping process for complex, custom, and non-ICP deals - from initial discovery through SOW finalization and internal approval
• Lead technical discovery sessions with prospects, translating business requirements, ERP configurations, and AP workflows into a clear, accurate scope
• Author and validate SOWs for all custom work, including integration requirements, configuration complexity, data migration needs, and estimated effort in coordination with Product and Engineering
• Present SOW components on the weekly SOW review call with Product and Engineering, incorporating feedback and ensuring technical sign-off before commercial handoff
• Maintain and improve SOW templates, scoping frameworks, and discovery question banks that make the scoping process faster and more consistent over time
• Serve as the most credible technical voice in pre-implementation customer conversations - able to speak with authority on ERP integration behavior, PO matching logic, Item Validation configuration, and AP workflow design
• Define the handoff standard between scoping and delivery: ensure the PS and Implementation teams inherit engagements with complete documentation, clear scope boundaries, and no outstanding technical ambiguity
• Partner with the Strategic Consultant on existing customer expansions where scoping complexity warrants SA involvement
• Support the SE team on ICP deals when technical questions exceed standard demo depth - providing scoping input without owning the full SE motion
• Refine and own the scoping process as a function - not just as a set of individual deals, but as a repeatable, documented capability that scales as deal volume and complexity increase
• Define rules of engagement with the SE team on when and how scoping handoffs occur, in partnership with the CSO's direction on SE bandwidth allocation
• Develop internal reference materials - integration guides, configuration decision trees, ERP-specific scoping notes - that reduce reliance on tribal knowledge
• Track scoping accuracy over time: compare scoped estimates to actual delivery hours and use variance data to improve future scoping precision
• Partner closely with the SE team to ensure clean, timely handoffs on deals that require custom scoping - being responsive to sales timelines without compromising scoping quality
• Work with Product and Engineering on JIRA ticket creation and hour estimation for custom work, ensuring approved scope is accurately reflected before contracts are signed
• Collaborate with the Director of PS on org-wide scoping strategy, capacity planning for complex deals, and the evolution of the SA function as the business scales
• Contribute product and integration intelligence back to the team - patterns in what customers ask for, where scoping breaks down, and where product gaps create delivery risk
• Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. Nothing in this job posting should be construed as an offer or guarantee of employment.

Skills

ERP integrations

SOW authoring

Pre-sales / solution architecture

Discovery & requirements gathering

Education

Bachelor's degree in a relevant field

Tools

JIRA

Job description

Ottimate is seeking a Solution Architect to own the technical scoping for complex, non-ICP deals. You will bridge sales and professional services, translating customer requirements into validated SOWs and a clear handoff to delivery.

You will lead discovery sessions, craft repeatable scoping processes, and drive cross-functional collaboration with Product, Engineering, and PS leadership to scale our capabilities while maintaining high accuracy and customer trust.