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 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 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 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 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
What We're Looking For
5+ years of Acumatica experience in a hands-on, client-facing or pre-sales 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 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
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
