RegEd

Solution Architect

RegEd

full-time

Posted on:

Location Type: Hybrid

Location: Arizona • California • United States

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Salary

💰 $75,000 - $225,000 per year

About the role

  • As a member of our Solution Architect team, you must be able to articulate technology and product positioning to both business and technical users.
  • This role serves customers and potential clients by helping confirm their needs, confirming the specific configuration of RegEd products (in conjunction with existing products), and by representing RegEd as a product expert.
  • This role is responsible for actively driving and managing the specific configuration requirements to ensure the proper RegEd solution is identified, sold, contracted and implemented.
  • The Solution Architect will work in conjunction with the sales team as the key technical advisor and product advocate for products.
  • Responsible for coordinating with the sales rep to best understand the client’s specific business need, solution requirements, and pain points to establish a clear solution configuration with detailed pricing.
  • Responsible for representing the product to customers and delivery of product demonstrations.
  • Assist in the responding to functional and technical elements of RFIs/RFPs, with a key focus on partnering with the sales rep to formulate a strong strategy for the proposal response.
  • Orchestrate and manage any Proof of Concepts (POCs) that are required in the enterprise sales cycle.
  • Ability to travel through the assigned sales territory.
  • Support RegEd sales representatives and their sales cycles.
  • Attend and participate in client meetings (exploratory calls, demos and presentations).
  • Create documentation of potential client configuration requirements, including customization needs, requests for enhancements and identification of price points.
  • Generate documentation of meeting notes and tracking of meeting takeaway assignments.
  • Participate in the review of client proposals for specific customer requirements.
  • Assist in the review of contracts to ensure the proper configuration is documented.
  • Support the transition from the sales process through to the implementation process for optimal knowledge transfer.
  • Maintain a technical knowledge of the RegEd product line and the financial services industry.
  • Contribute to product management roadmap development by identifying short-term and long-range issues that must be addressed to ensure sales success.
  • Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
  • Collaborate with marketing and product management in the prioritization and/or development of various sales tools.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • Bachelor’s degree in Business Administration or related field.
  • Extensive experience within financial services, compliance/risk management
  • Technical and/or project management experience or other successful client-facing experience.
  • Knowledge of the financial services / insurance / securities compliance industry’s concepts, practices, and procedures a plus.
  • Masters' Degree in a related field
Benefits
  • Exceptional medical, dental and vision plans with generous employer funding for employees and dependents
  • 401(k) plan with company matching
  • Generous flexible time off
  • Company paid life insurance
  • Flexible Spending Accounts: Medical and Dependent Care
  • Leave benefits including short-term and long-term disability, paid family medical leave and paid parental leave
  • Volunteering time off and flexible schedules
  • Professional development
  • Meaningful career growth opportunities
  • Performance bonuses
  • Great working environment with a team of fantastic people
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
product configurationtechnical knowledgedocumentationproposal responseProof of Concepts (POCs)client configuration requirementscustomization needscontract reviewsales strategyfinancial services knowledge
Soft Skills
communicationcollaborationclient-facing experienceproblem-solvingpresentation skillsorganizational skillsstrategic thinkingcustomer serviceadaptabilityteamwork
Certifications
Bachelor's degreeMaster's degree