Solutions Architect
Job Brief
Indecomm is looking to hire a Client Solutions Architect. This individual will be responsible for the development of solutions for new opportunities, the growth of client projects, and regular/timely engagement with clients. This role is a support liaison between the sales, operations, technology, and finance teams.
Roles and Responsibilities
- Work with the client engagement team and service managers to develop solutions and scope-of-work documents including elements of the project and deliverables. Coordinate pricing and implementation timelines
- Maintain templates and consistency of solutions, proposals, and scope of work for all clients
- Prepare an 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 topics for the Lender Solutions Group
- Maintain client information and documentation in Zoho to ensure a smooth hand-off of relationships to appropriate team members
- Manage project and client services evaluations by gathering client feedback and reporting it to service teams
- Build and monitor long-range account plans and relationship maps
- Contribute to annual planning and quarterly updates for the portfolio of accounts
- Provide assistance in due diligence and vendor approval requests. Be accountable for timely follow-up with all the parties in completing tasks within the required timelines
- Obtain data from operations teams and prepare PowerPoint presentations for weekly, bi-weekly, monthly client calls and “called” client meetings
- Provide research/data on clients and help in mapping out client growth plans
- Maintain SharePoint groups relative to the client solutions team
Requirements
- Graduate/post-graduate in marketing/sales/operations
- Knowledge of the US mortgage industry
- 5-7 years of 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
- A critical thinker who has strong analytical skills
- A self-starter who has exceptional time management skills and attention to detail. Must act independently and be self-driven to prioritize and manage projects until successful completion, multi-task, and work within tight deadlines
- Excellent written and verbal communication skills and ability to interact with clients
- Strong interpersonal and communication skills that can cultivate strong business relationships quickly
- Excellent stakeholder management skills
- Ability to collaborate effectively at all levels and functions
- Strong client-service orientation
- Sound business acumen; strategic skills
- Excellent Microsoft suite experience