Source description
About the role
Lead end-to-end solution architecture engagements, designing comprehensive QAD ERP solutions that address enterprise-wide business requirements — with a primary focus on financial processes including General Ledger, AP/AR, Cost Management, Financial Consolidation, and Regulatory Compliance.
Serve as the primary financial SME within the solutions architecture practice, providing deep functional guidance on QAD financial modules while applying working knowledge of QAD's operations modules to contextualize solutions within the client's broader environment.
Prepare and deliver tailored software demonstrations, proof-of-concept engagements, and solution presentations that clearly articulate business value and differentiate QAD's capabilities.
Guide prospects through complex, multi-stakeholder sales cycles as a trusted advisor — bridging technical architecture and business strategy to accelerate decision-making.
Lead client discovery with a focus on financial requirements, while identifying and documenting operational dependencies (manufacturing, distribution) that intersect with financial processes.
Translate findings into scalable solution designs aligned with QAD's product roadmap and SIG intellectual property.
Collaborate with Account Executives and the broader Business Solutions team to develop winning proposals, Statements of Work, and client-specific value propositions.
Serve as a liaison between sales, solutions architecture, and consulting delivery teams to ensure accurate knowledge transfer, realistic effort estimates, and clear alignment on scope.
Conduct assessments of clients' existing financial systems and processes, identifying improvement opportunities and recommending QAD solutions, third-party integrations, or SIG IP to address gaps.
Position and articulate a compelling roadmap for continued use of QAD financial and complementary solutions, including upgrades, new modules, and partner solutions.
Partner with the service delivery team post-sale to ensure thorough requirements and design knowledge transfer, setting engagements up for successful implementation.
Contribute to reusable assets — demo scripts, solution templates, best-practice documentation — to elevate the broader solutions team.
Participate in industry events, user groups, and trade shows to represent SIG and expand market presence.
Stay current with ERP and financial technology trends through continuous learning and professional development.
Achieve assigned pre-sales contribution targets and support the team in meeting overall revenue goals.
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