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Careers

Solutions Architect

Bangalore / Remote

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Job Brief

We are seeking a Solutions Architect who plays a pivotal role in developing solutions for new opportunities, driving the growth of client projects, and maintaining regular and timely engagement with clients. Serving as a liaison between the sales, operations, technology, and finance teams, this role ensures seamless coordination and delivery of solutions.

Roles and Responsibilities

  • Collaborate with the Client Engagement team and service managers to develop comprehensive solutions and Scopes of Work, encompassing project elements, deliverables, pricing, and implementation timelines.
  • Maintain templates and ensure consistency in Solutions, Proposals, and Scopes of Work for all clients.
  • Prepare initial responses to RFPs or proposals for non-RFP based opportunities.
  • Manage ZOHO platform, updating it with signed scope information and relevant client data.
  • Address questions and issues related to Lender Solutions Group topics, either directly or by delegating to appropriate staff.
  • Maintain client information and documentation in ZOHO, facilitating smooth transitions of relationships to respective team members.
  • Administer Project and Client Services Evaluations by gathering client feedback and reporting outcomes to service teams.
  • Develop 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, ensuring timely follow-up and completion of tasks.
  • Obtain data from Operations teams and prepare PowerPoint presentations for Weekly, Bi-Weekly, and Monthly Client calls, as well as any other client meetings as needed.
  • Conduct research and provide data on clients, assisting in mapping out Client Growth Plans.
  • Maintain SharePoint Groups relevant to the Client Solutions Team.

Requirements

  • Bachelor’s or Master’s degree in marketing, sales, or operations.
  • Profound knowledge of the US mortgage industry.
  • 5-7 years of experience in a similar role.
  • Proven track record as a proactive individual with exceptional work ethic.
  • Experience thriving in a fast-paced environment, consistently meeting deadlines.
  • Strong critical thinking and analytical skills.
  • Self-starter with exceptional time management skills and acute attention to detail. Must excel in independent work, prioritization, multitasking, and meeting tight deadlines.
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