MetaSource · 20 hours ago
Pre-Sales Solutions Architect (Full Time, Remote)
MetaSource is seeking a Pre-Sales Solutions Architect responsible for designing and validating customer solutions during the pre-sales phase. The role involves collaborating with various teams to ensure that solutions are technically sound and operationally feasible, while also leading discovery and defining requirements.
EnterpriseInformation TechnologyOutsourcingSoftware
Responsibilities
Engage with prospective and existing clients to understand business objectives, operational workflows, data requirements, and technical constraints. Lead structured discovery to inform solution design
Design end-to-end solution architectures that align client requirements with available products, platforms, integrations, data flows, security standards, and delivery capabilities
Serve as the technical authority during pre-sales engagements, supporting sales conversations, solution validation sessions, and executive-level discussions
Translate discovery outcomes into clear business, functional, and system-level requirements. Produce high-quality documentation to support accurate scoping and execution
Partner with Sales and Implementation teams to define scope, assumptions, deliverables, dependencies, and acceptance criteria for Statements of Work
Ensure proposed solutions are implementable within standard delivery frameworks. Identify risks, constraints, and gaps early and recommend mitigation strategies
Work closely with Engineering, Product, Implementation, and Operations teams to validate feasibility, align on effort estimates, and ensure solution consistency
Provide architectural guidance to implementation teams during project transition, ensuring continuity between what is sold and what is delivered
Review and assess third-party tools, integrations, and vendor proposals to ensure quality, compatibility, and cost effectiveness
Maintain accurate records of solution decisions, milestones, and assumptions. Contribute to improving pre-sales playbooks, templates, and architectural standards based on implementation feedback
Qualification
Required
Bachelor's degree in business or related field
8 to 10 years with proven experience in solution architecture, pre-sales engineering, or technical consulting, with a strong track record of translating business requirements into implementable solutions
Expertise in designing enterprise software or technology-enabled solutions, including integrations, data workflows, and system configurations
Strong client-facing skills, with the ability to lead discovery sessions, present solutions, and communicate complex technical concepts to non-technical stakeholders
Demonstrated ability to collaborate effectively across Sales, Product, Engineering, and Implementation teams to ensure solution feasibility and delivery readiness
Excellent analytical, problem-solving, and documentation skills, with attention to detail and commitment to solution quality
Proactive, adaptable, and client-focused, with a strong sense of ownership and accountability for successful pre-sales and downstream implementation outcomes
Remote opportunities are only available in the following states: Arkansas, Arizona, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Michigan, Missouri, Minnesota, Montana, North Carolina, Nebraska, New Hampshire, Ohio, Pennsylvania, Texas, Utah, Virginia, and Wisconsin. Applicants who reside outside of these states will not be considered for this role
Employment is contingent upon completing and passing a background check and drug test
Company
MetaSource
Metasource is a provider of business process management (BPM), workflow, and compliance solutions.
H1B Sponsorship
MetaSource has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Eos Partners
2022-06-01Debt Financing
2007-01-01Debt Financing
Recent News
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