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Solutions Architect
1 month ago
Job Brief
The Solutions Architect is responsible for the development of solutions for new opportunities, growth of client projects, and regular/timely engagement with respective clients. This role is a support liaison between the sales, operations, technology, and finance teams respectively.
Roles and Responsibilities
Work with Client Engagement team and service managers to develop solutions, Scopes of Work which include elements of the project, deliverables, coordinate pricing, and implementation timelines. Maintain templates and consistency of Solutions, Proposals and Scope of Work for all clients. Prepare initial response to RFPs or proposals for non-RFP based opportunities. Maintain ZOHO with signed scope information and other client data. Respond to, or delegate to appropriate staff, questions and issues on a wide range of Lender Solutions Group topics. Maintain client information and documentation in ZOHO to ensure a smooth “hand-off” of relationship to appropriate team members. Administer Project and Client Services Evaluations by gathering client feedback and reporting out to service teams. Build and monitor long-range account plans and relationship maps. Contribute to annual planning and quarterly updates across the portfolio of accounts. Provide assistance in due diligence and vendor approval requests. Includes being accountable for timely follow-up with all parties in completing tasks within required timelines. Obtain data from Operations teams and prepare PowerPoint presentations for Weekly, Bi-Weekly, and Monthly Client calls. This may also apply to any “called” Client meetings. Provide research/data on clients and help in mapping out Client Growth Plan. Maintain SharePoint Groups relative to the Client Solutions Team.
Requirements
Graduate/Post-graduate in marketing/sales/operations. Knowledge of US mortgage industry. 5-7 years’ experience in a similar role. A go-getter with an exceptional work ethic. Experience working in a fast-paced environment and ability to meet deadlines. Critical thinker that has strong analytical skills. Self-starter who possesses exceptional time management skills and has great attention to detail. Must act independently and be self-driven to prioritize and manage projects to successful completion, multi-task, and work within tight deadlines.-
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