Pre-Sales Architect

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.