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Capacity

Solution Consultant

Capacity

Solution Consultant at Capacity creating technical architectures from client requirements. Collaborating with teams to deliver implementations for AI-powered support automation.

Posted 6/3/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact
  • Serve as the accountable and responsible owner for all functional and technical requirements on assigned implementation projects, participating from kickoff through sprint readiness and go-live documentation
  • Attend and contribute to internal and client kickoff meetings; review the Sales Order and Solutions Summary to understand scope, sales commitments, integration complexity, and delivery expectations before any client-facing session
  • Lead pre-discovery research: investigate client tech stack, identify credential and access requirements, and develop an initial integration architecture approach before discovery begins
  • Facilitate and attend client discovery sessions including Conversational Design presentations, Technical Requirements sessions (per integration point), and Internal Technical Review/Whiteboard sessions with Engineering
  • Own Epic development: define business problems and desired outcomes, document all technical considerations, write user stories with clear acceptance criteria (including discovery/spike and testing stories), collaborate on story point estimation, and sequence stories for optimal sprint flow
  • Validate the Definition of Ready (DoR) before sprint planning: ensure all technical unknowns are resolved, client credentials and access are available, acceptance criteria are complete, and dependencies are cleared
  • Define API specs, coordinate whitelisting, and document all credentials, test accounts, and logins required for development and QA
  • Brief development teams on the technical approach at the start of each sprint; serve as the go-to resource for build-phase questions on scope, logic, and edge cases
  • Complete post-UAT Confluence documentation covering integrations, platform configuration, API details, client contacts, and architecture diagrams before the Transition to Support meeting can be scheduled
  • Partner with the Project Manager to manage scope boundaries, advise on change requests, and support the creation of change order documentation when client requests fall outside agreed scope
  • Contribute to the ongoing improvement of Capacity’s implementation standards, decision frameworks, and technical documentation practices

Requirements

What you’ll need
  • 10+ years of professional experience, with at least 3 years in a Solution Consultant, Solutions Architect, or Technical Consultant role within a SaaS or enterprise software professional services environment
  • Demonstrated experience designing and documenting solutions for conversational AI, virtual agents, IVR/CCaaS, or automation platforms; ability to make principled architecture decisions and defend them to both technical and non-technical audiences
  • Deep fluency with integration patterns: REST APIs, OAuth, SAML, webhooks, and API spec documentation; experience gathering and validating requirements across multiple integration points simultaneously
  • Hands-on familiarity with Agile/Scrum delivery: writing user stories and acceptance criteria, collaborating on story point estimation, validating Definition of Ready, and briefing development teams
  • Strong client-facing skills with the ability to lead technical discovery sessions, translate complex requirements into buildable specifications, and communicate trade-offs clearly to business stakeholders
  • Comfort working across the full implementation lifecycle — from kickoff and requirements gathering through sprint readiness, QA support, and go-live documentation
  • Experience with tools such as Jira, Confluence, Smartsheet, and Google Workspace as part of a structured project delivery workflow
  • Exceptional written documentation skills: architecture decision records, API specs, user stories, and technical Confluence pages should be second nature
  • Familiarity with compliance and security considerations relevant to enterprise SaaS implementations (SOC 2, GDPR/CCPA, HIPAA/PCI as applicable)
  • Bachelor’s degree in Computer Science, Engineering, Information Systems, Business, or a related field (or equivalent practical experience)
  • Willingness to travel to client sites for kickoff and critical milestone meetings, and to support occasional after-hours go-live events

Benefits

Comp & perks
  • Employer-paid health insurance (for you and your eligible dependents)
  • Profit Interest Units/incentive compensation
  • Unlimited vacation policy
  • 401(k) with a company match
  • Short term disability insurance
  • Group life AD&D insurance
  • A supportive, diverse workplace where we prioritize respect for each other and our clients
  • A fun and collaborative team culture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
REST APIsOAuthSAMLwebhooksAPI spec documentationAgileScrumuser storiesacceptance criteriaintegration architecture
Soft Skills
client-facing skillscommunicationleadershipdocumentationproblem-solvingcollaborationrequirements gatheringtechnical translationdecision-makingadaptability