Solution Architect, Professional Services

About Ottimate Ottimate is a leading provider of AI-powered automation solutions that help businesses streamline financial operations, optimize procurement, and manage spend with ease. Our platform integrates seamlessly with ERP, accounting, and procurement systems, enabling organizations to work smarter and scale efficiently. About the Role As a Solution Architect at Ottimate, you are the primary owner of the technical scoping process for new customer engagements. This role exists at the intersection of sales and professional services: you ensure that every Statement of Work reflects an accurate, well-scoped solution before a customer signs, and that the implementation team inherits a clear, executable plan when they do. This role was created in response to a deliberate strategic shift: the Sales Engineering team is moving away from SOW authorship to focus on demonstrations and ICP deal acceleration. That work now belongs to you. You will own the scoping conversation for complex and custom deals, serve as the technical authority in pre-implementation discussions, and build the scoping process infrastructure that allows Ottimate to take on more sophisticated implementations with confidence. The right person for this role combines deep AP and ERP knowledge with the consultative instinct to run a discovery conversation and the precision to translate what they hear into a scoped and defensible SOW. You are not primarily an architect in the engineering sense - you are a technical scoping authority who understands how Ottimate works at depth and can map that to what a customer actually needs. Key Responsibilities Scoping and SOW ownership Own the end-to-end scoping process for complex, custom, and non-ICP deals - from initial discovery through SOW finalization and internal approval Lead technical discovery sessions with prospects, translating business requirements, ERP configurations, and AP workflows into a clear, accurate scope Author and validate SOWs for all custom work, including integration requirements, configuration complexity, data migration needs, and estimated effort in coordination with Product and Engineering Present SOW components on the weekly SOW review call with Product and Engineering, incorporating feedback and ensuring technical sign-off before commercial handoff Maintain and improve SOW templates, scoping frameworks, and discovery question banks that make the scoping process faster and more consistent over time Technical authority and pre-implementation partnership Serve as the most credible technical voice in pre-implementation customer conversations - able to speak with authority on ERP integration behavior, PO matching logic, Item Validation configuration, and AP workflow design Define the handoff standard between scoping and delivery: ensure the PS and Implementation teams inherit engagements with complete documentation, clear scope boundaries, and no outstanding technical ambiguity Partner with the…