Job Description
As part of a talented team of individuals, you will be instrumental as a partner in new customer acquisitions, and ensuring the success of our sales, operational and support teams. As a Solutions Architect, you will play a critical role in driving revenue growth by providing guidance and stewarding the development of comprehensive solutions tailored to meet the unique needs of our prospects and customers. You will collaborate closely with Sales, product teams, customers and technical teams to develop, present, and articulate managed services solutions that align with prospect/customer objectives.
Specific responsibilities include matching customer needs with company’s product and solution set, explaining solutions to the customer’s executive and technical personnel as well as internal sales resources. You will coordinate efforts with internal operational, project management and relationship management resources in planning for and guiding successful customer onboardings based on the solution and customer requirements. You will play a key role in building confidence in company and our solutions to both internal and external audiences.
Essential Duties and Responsibilities
- Participate in customer meetings, presentations, and workshops to showcase the benefits of company’s managed services offerings.
- Act as a conduit between Sales and Product Development to support both technical due diligence and potential new product needs.
- Collaborate with sales teams to identify and qualify opportunities, assess customer needs, and develop compelling value propositions.
- Lead the creation of the Sales Tool Kit and Solution Summary for detailed proposals, Statements of Work (SOWs), and RFPs for managed services engagements. Validate with Solution Summary that proposals align with customer requirements, industry best practices, and company capabilities.
- Steward and enable effective handoffs between Sales, onboarding, and delivery teams for customer opportunities.
- Serve as a trusted advisor to customers, offering expert guidance on company’s managed services solutions. Translate client requirements into technical specifications and articulate the value proposition of proposed solutions.
- Build and maintain strong relationships with key stakeholders, including customers, partners, and internal teams. Collaborate effectively across all departments to drive successful outcomes and exceed client expectations.
- Identify opportunities for process improvement, automation and efficiency gains within the managed services sales process. Provide feedback and recommendations to leadership to enhance our capabilities and market positioning.
- Stay abreast of the community banking industry trends, emerging technologies and best practices related to managed services, cloud computing, cybersecurity, and IT infrastructure.
- Proactively identify training and educational opportunities for sales team and lead efforts for their continued education to maintain and enhance their understanding of new company solutions and community bank challenges.
- Actively participate in special projects and strategic initiatives based on organizational priorities for the year.
- Perform other duties as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
- Four-year college degree from an accredited institution, or significant experience in a similar role
- 6+ years of sales or solution architect experience in technology
- Proven experience in a technical sales or solution architecture role, with a focus on managed services, cloud solutions, or IT outsourcing
- Strong understanding of IT infrastructure, networking, cybersecurity, and cloud computing technologies. Additional understanding of bank operations is a plus.
- Excellent communication and presentation skills, with the ability to effectively convey complex technical concepts to both technical and non-technical audiences.
- Strategic thinker with a customer-centric mindset and a track record of delivering high-quality solutions that drive business value.
- Previous experience in the banking industry a plus
- Previous experience in managed services environment a plus
Knowledge and Skills
- Ability to present conceptual ideas in clear and compelling ways
- Ability to analyze complex systems and explain those systems for a variety of audiences
- Ability to multi-task, work independently and prioritize
- Positive “can do” attitude
- Desire to collaborate, communicate, and build consensus across the team
- High standards of quality and timeliness when determining personal work goals and schedule
- Highly organized with the ability to think quickly and problem-solve
- Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive – Together
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Typical office environment
- Travel – Up to 25%
Who is UFS?
UFS is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around.
Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive – Together. We live that Purpose by always putting people first in our decisions and actions.
Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities. We believe in encouraging confidence in each other and delivering solutions that make our customers confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment.
We believe engaged employees lead to loyal customers, which in turn drives results for our business. We are caring, intense, approachable and intend to have a lot of fun along the way.
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