Role Summary
The Pre-Sales Architect is responsible for leading technical and solution discovery during the sales process, shaping JazzX AGI solutions to customer needs, and de-risking complex enterprise deals in the mortgage industry.
This role partners closely with Sales Directors, Industry Process Specialists, and Forward Deployment Engineers to design compelling, feasible, and value-driven solutions that accelerate deal closure.
The person will be measured on three metrics:
• Deal Support Effectiveness & Win Rate (60%)
• Solution Quality & Feasibility (20%)
• Pre-Sales Asset & Enablement Contribution (20%)
Key Responsibilities
• Lead technical discovery and solution design during pre-sales engagements.
• Partner with Sales to qualify opportunities and shape winning deal strategies.
• Design end-to-end solution architecture with various integration points with JazzX.
• Collaborate with Industry Process Specialists on process and functional design.
• Validate technical feasibility with Forward Deployment Engineers.
• Support demos (of JazzX platform and Builder Studio), POVs, and RFP/RFI responses.
• Address questions related to security, privacy, compliance, accuracy etc.
• Articulate AI-led transformation and value to technical and executive stakeholders.
• Identify deployment risks and mitigation strategies early in the sales cycle.
• Create reusable pre-sales solution assets and reference architectures.
Required Attributes & Competencies
• Strong background in enterprise solution architecture or pre-sales engineering.
• Ability to design scalable, secure AI-enabled architectures.
• Comfort across cloud, data, integrations, and AI platforms.
• Strong presentation and storytelling skills.
• Ability to engage credibly with CIOs, CTOs, and business leaders.
• Experience supporting complex, multi-stakeholder deals.
Qualifications
• 12-15+ years in pre-sales solution architecture and technical consulting roles.
• Experience selling or architecting enterprise AI, SaaS, or data platforms.
• Mortgage industry experience strongly preferred.
• Strong collaboration and communication skills.
