As an Acumatica Pre-Sales Solutions Architect at one of Pine Services Group's portfolio companies, 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.
Key ResponsibilitiesPre-Sales Discovery and Solution Design
Lead discovery conversations with prospects and current clients to understand business processes, pain points, requirements, and growth goalsTranslate business and functional requirements into scalable, maintainable Acumatica solution recommendationsDesign high-level system configurations, workflows, reporting approaches, security structures, and integration strategiesIdentify key risks, assumptions, dependencies, and gaps early in the sales cycleEnsure recommended solutions are realistic, supportable, and aligned with implementation best practicesSupport 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 cycleConduct or support tailored Acumatica product demonstrations based on client-specific scenarios and requirementsAssist with technical scoping, proposal development, and early solution estimatesHelp position Acumatica and related offerings accurately and effectively for prospects and current clientsSupport 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 capabilitiesAct as a trusted advisor to clients by providing guidance on Acumatica capabilities, fit, and adoption strategyBuild strong relationships with business and technical stakeholders through thoughtful communication and credible recommendationsSupport 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 neededReview work plans for technical staff to help ensure projects are completed on time and on budgetEstablish and reinforce standards for solution design, data migration planning, and quality assuranceServe 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 platformsManage relationships with ISV vendors to ensure product quality, compatibility, and support alignmentWork with leadership and internal stakeholders to assess new ISV capabilities and determine strategic fitHelp 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 operationsSupport solution architecture needs for both new and existing clients in a timely mannerContribute to internal process improvements across development, support, and client success workflowsParticipate in strategic initiatives tied to business growth, innovation, and operational improvement
Support and Knowledge Transfer
Provide architectural support for post-implementation optimization, issue resolution, and performance improvement as neededDeliver or support documentation, training, and knowledge transfer for internal teams and clientsHelp strengthen reusable assets, best practices, and intellectual property across the organization
5+ years of Acumatica experience in a hands-on, client-facing or pre-sales roleStrong understanding of Acumatica capabilities and their application to real-world business processesAbility to lead discovery conversations and translate client needs into solution recommendationsExperience supporting prospects or clients through requirements gathering, solution design, or ERP advisory workStrong presentation, communication, and facilitation skillsAbility to support or deliver tailored Acumatica demonstrationsStrong business process understanding in one or more operational environments such as distribution, manufacturing, construction, or professional servicesAbility to balance client needs, product fit, and delivery practicalityStrong organizational, analytical, and problem-solving skillsProven experience in a similar role, ideally within an ERP VAR or related technology services organizationExperience contributing to scoping, estimation, or implementation planningExperience evaluating third-party ISV solutions and integration optionsBachelor's degree, technical school degree, or relevant industry certifications
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 roleStay current on Acumatica product knowledge and related solution areas
What Success Looks Like
Leading effective discovery sessions that reveal meaningful business needsRecommending Acumatica solutions that are practical, credible, and aligned with client goalsSupporting sales efforts with strong technical judgment and clear communicationConducting solution discussions and demonstrations that build client confidenceCreating smooth handoffs to implementation and support teamsHelping improve win quality, client satisfaction, and long-term account growth