Senior Solution Architect, Finance Solutions

Job not on LinkedIn

🔥 1 minute ago

🏈 Alabama, Arizona, +27 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🍑 Georgia – Remote

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 27 days.
• No salary listed.

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ServiceTrade

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

ServiceTrade is the software platform that helps commercial HVAC, mechanical, and fire contractors grow their profits. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7. 5 billion in revenue annually.

📋 Description

• Serve as ServiceTrade's technical authority for finance functionality and customer implementation, from integration architecture through go-live • Lead technical discovery and solution presentations with AR/AP staff, Controllers, and CFOs • Translate requirements such as job costing, revenue recognition, retainage, multi-entity consolidation, and audit trails into ServiceTrade solutions • Demonstrate integrations with QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, Vista, Spectrum, ComputerEase, and other ERP/accounting platforms • Run proof-of-concept and technical evaluation engagements using prospect accounting data where appropriate • Own technical and security sections of RFPs, RFIs, and vendor security or compliance questionnaires • Address financial outcomes including accelerated invoicing, reduced DSO, improved AR visibility, and fewer billing errors • Explain implementation details including data mapping, sync architecture, testing/UAT, cutover sequencing, and realistic timelines • Partner with Account Executives, Solution Architects, Technical Account Managers, Product Managers, Security, Legal, and Implementation throughout sales and delivery planning • Build and maintain demo environments, ROI models, discovery frameworks, implementation-readiness materials, SOWs, integration scoping questionnaires, and handoff documentation • Bring finance buyer perspectives into accounting-integration roadmap and prioritization discussions • Train and enable Account Executives on accounting fundamentals, objections, and deal qualification • Mentor Solution Architects on accounting-fluent discovery and demo techniques • Identify tooling and process gaps and maintain knowledge of commercial service contracting and ServiceTrade's platform • Provide structured handoffs to Technical Account Managers and Implementation so context is retained through go-live

🎯 Requirements

• 5-7 years in a technical solution architecture, sales engineering, or solutions consulting role in B2B SaaS, ideally supporting deals involving accounting, ERP, or financial-operations stakeholders • Working command of core accounting concepts (GL structure, AR/AP, job costing, revenue recognition, month-end close) • Hands-on familiarity with at least one accounting/ERP platform (QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics 365, Acumatica, or similar) • Working understanding of integration mechanics, including REST APIs, webhooks, OAuth/token flows, and sync architecture • Demonstrated ability to run technical discovery, build and deliver tailored demos and proof-of-concept evaluations, and defend a technical position under scrutiny • Experience owning the technical and security portions of RFPs, RFIs, and vendor security or compliance questionnaires • Comfortable operating as a peer among Solution Architects, Technical Account Managers, and Product Managers while contributing evidence-backed positions • Experience creating training content, playbooks, or coaching materials for other sellers • Excellent presentation, written, and verbal communication skills • Comfortable using AI tools such as Claude, Notion, and Gemini • Some travel required for on-site prospect and customer meetings • Preferred: Field service, commercial contracting, or vertical SaaS experience • Preferred: A CPA, accounting degree, or prior accounting/finance-operations role • Preferred: Experience mentoring or enabling other sales or solution architecture team members • Preferred: Experience implementing one of ServiceTrade's supported accounting/ERP integrations • Must reside in one of the listed states to be considered • Must be authorized to work in the U.S. as verified through E-Verify

🏖️ Benefits

• Medical through Cigna, PPO and HDHP options, including a Health Savings Account with company contributions • Dental and Vision through Unum • Flexible Spending Account and Dependant Care Account • Company-paid Life insurance, STD and LTD • Voluntary benefits including Supplemental Life Insurance, Critical Illness, Accident and Pet Insurance • 401(k) with up to 3% employer match and NO vesting period • Flexible PTO policy • 10 company holidays • Parental Leave • Paid Time Off for Volunteering • Employee Reimbursement Program to use for well-being, technology and/or professional development

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