Acumatica Pre-Sales Solutions Architect

Role Summary 

As an Acumatica Pre-Sales Solutions Architect, you will lead pre-sales discovery, solution design, and technical qualification efforts for new and existing clients. In this strategic role, you will collaborate with sales, consulting, and technology teams to architect practical Acumatica solutions, support product demonstrations, evaluate ISV options, and help shape the best path forward for client success. 

You will serve as a subject matter expert on Acumatica’s capabilities, ensuring recommended solutions align with business requirements, implementation realities, industry best practices, and evolving client needs. 

This position requires a strong balance of consultative communication, solution architecture, hands-on product knowledge, and technical leadership. The ideal candidate can uncover client challenges, translate business objectives into well-structured ERP solutions, and support the sales process with credibility and sound judgment. 

Target compensation will depend on experience, role scope, and overall fit. 

Key Responsibilities 

Pre-Sales Discovery and Solution Design 

• Lead discovery conversations with prospects and current clients to understand business processes, pain points, requirements, and growth goals 

• Translate business and functional requirements into scalable, maintainable Acumatica solution recommendations 

• Design high-level system configurations, workflows, reporting approaches, security structures, and integration strategies 

• Identify key risks, assumptions, dependencies, and gaps early in the sales cycle 

• Ensure recommended solutions are realistic, supportable, and aligned with implementation best practices 

• Support new and existing client opportunities through consultative solutioning and technical guidance 

Sales Support and Demonstrations 

• Partner closely with the sales team on qualified opportunities throughout the pre-sales cycle 

• Conduct or support tailored Acumatica product demonstrations based on client-specific scenarios and requirements 

• Assist with technical scoping, proposal development, and early solution estimates 

• Help position Acumatica and related offerings accurately and effectively for prospects and current clients 

• Support account growth by identifying additional opportunities for services, enhancements, and ISV solutions 

Stakeholder Collaboration 

• Collaborate with sales, consulting, and technology teams to align solution direction with business needs and delivery capabilities 

• Act as a trusted advisor to clients by providing guidance on Acumatica capabilities, fit, and adoption strategy 

• Build strong relationships with business and technical stakeholders through thoughtful communication and credible recommendations 

• Support smooth handoff from pre-sales into implementation by documenting requirements, assumptions, and recommended approach 

Technical Leadership 

• Mentor and support consultants, developers, and project team members as needed 

• Review work plans for task completion for technical staff to help ensure projects are completed on time and on budget 

• Establish and reinforce standards for solution design, data migration planning, and quality assurance 

• Serve as an escalation point for complex client technical issues where architectural guidance is needed 

ISV Management and Technical Vetting 

• Own the evaluation and selection process for ISV solutions that integrate with Acumatica and other supported ERP platforms 

• Manage relationships with ISV vendors to ensure product quality, compatibility, and support alignment 

• Work with executive leadership and internal stakeholders to assess new ISV capabilities and determine strategic fit 

• Help ensure internal team readiness, training, and adoption for approved ISV tools and technologies 

Technology and Business Innovation 

• Identify and understand technical trends in ERP, SaaS, AI, infrastructure, and related technologies that may benefit clients or internal operations 

• Support solution architecture needs for both new and existing clients in a timely manner 

• Contribute to internal process improvements across development, support, and client success workflows 

• Participate in strategic initiatives tied to business growth, innovation, and operational improvement 

• Support leadership reporting by providing updates on KPIs, team performance, and technical initiatives 

Support and Knowledge Transfer 

• Provide architectural support for post-implementation optimization, issue resolution, and performance improvement as needed 

• Deliver or support documentation, training, and knowledge transfer for internal teams and clients 

• Help strengthen reusable assets, best practices, and intellectual property across the organization 

Qualifications 

• 5+ years of Acumatica experience in a hands-on, client-facing or presales role 

• Strong understanding of Acumatica capabilities and their application to real-world business processes 

• Ability to lead discovery conversations and translate client needs into solution recommendations 

• Experience supporting prospects or clients through requirements gathering, solution design, or ERP advisory work 

• Strong presentation, communication, and facilitation skills 

• Ability to support or deliver tailored Acumatica demonstrations 

• Strong business process understanding in one or more operational environments such as distribution, manufacturing, construction, or professional services 

• Ability to balance client needs, product fit, and delivery practicality 

• Strong organizational, analytical, and problem-solving skills 

• Proven experience in a similar role, ideally within an ERP VAR or related technology services organization 

• Experience in a pre-sales, solution consulting, or solution architecture role 

• Experience contributing to scoping, estimation, or implementation planning 

• Experience evaluating third-party ISV solutions and integration options 

• Bachelor’s degree, technical school degree, or relevant industry certifications 

• Relevant certifications in project management, service management, or technology disciplines may be beneficial 

Competencies for the Role 

• Technical Proficiency: Demonstrates strong expertise in Acumatica and related technologies, with a commitment to ongoing learning and technical skills development. 

• Process Discipline: Adheres to established professional services, support, and client success processes to ensure consistency and quality. 

• Leadership Skills: Exhibits organizational strength, coordination ability, sound judgment, and the ability to support innovation and business growth. 

• Client Relationship Management: Builds trust with clients and internal stakeholders through responsiveness, credibility, and strong communication. 

• Task and Priority Management: Effectively prioritizes work, manages competing demands, and ensures timely completion of critical activities. 

• Business Acumen and Communication: Understands the business context behind client needs and communicates effectively with executives, operational teams, and technical staff. 

• Technical Passion: Demonstrates genuine interest in ERP, SaaS, and emerging technologies, with a commitment to staying current on industry developments. 

Certifications 

• Maintain all required company and vendor certifications relevant to the role 

• Stay current on Acumatica product knowledge and related solution areas 

What Success Looks Like 

• Leading effective discovery sessions that reveal meaningful business needs 

• Recommending Acumatica solutions that are practical, credible, and aligned with client goals 

• Supporting sales efforts with strong technical judgment and clear communication 

• Conducting solution discussions and demonstrations that build client confidence 

• Creating smooth handoffs to implementation and support teams 

• Helping improve win quality, client satisfaction, and long-term account growth 

Benefits

You will be eligible for immediate enrollment into our benefits program with a lead time that ranges between thirty (30) and sixty (60) days before coverage begins.  

Highlights of the current benefits are as follows:  

• Medical, dental, and vision insurance with competitive plan options 

• 401K plan + employer match + immediate vesting  

• Employer paid long-term disability insurance + life insurance 

• 22 days off per year (15 days of accrued PTO + 7 paid holidays) 

• 6 weeks paid parental leave 

• Company issued laptop   

• Company paid training as necessary