Solutions Architect (Automation & Workflow Buildout)

At Lytegen, we're passionate about driving the adoption of solar energy solutions and making a positive impact on our environment. As we expand our operations, we are seeking a highly skilled Solutions Architect (Automation & Workflow Buildout) to join our innovative team. This role is crucial in designing and implementing automation solutions that will enhance our workflow efficiency and streamline operations across all departments.

Role Overview

The Solutions Architect will assess current processes and identify opportunities for automation and workflow buildout within our internal systems. You will work closely with various teams to understand their needs and translate them into scalable, architected solutions that drive productivity and collaboration.

Key Responsibilities:

• Architect & Build: Lead the Insightly CRM buildout, including pipelines, automations, and custom objects for every department.
• Integrate Systems: Connect Insightly with third-party tools (Ascent, Convoso, Dialpad, Google Workspace, QuickBooks, marketing platforms) via APIs, webhooks, and middleware (Zapier, Make, or custom code).
• Automate Workflows: Develop scripts and integrations in JavaScript, Python, or Node.js to streamline approvals, lead routing, and reporting.
• Data Engineering: Design data flow and structure between CRMs, dialers, and financial systems to ensure integrity and eliminate duplication.
• Dashboarding: Build advanced analytics and KPI dashboards inside Insightly and Google Data Studio for visibility across departments.
• System Reliability: Create validation logic, exception alerts, and backups to ensure data accuracy.
• Documentation: Maintain complete technical documentation, architecture diagrams, and SOPs for all automations and integrations.
• Process Translation: Work with leadership and department heads to convert real-world workflows into clean, system-based logic.
• Optimization: Continuously audit, refactor, and improve existing automations and APIs for efficiency and stability. Cross-Department Collaboration: Serve as the technical bridge between Operations, IT, and Finance to ensure seamless cross-system performance.

• 5–10 years of combined experience in CRM engineering, systems integration, or automation development.
• Deep hands-on experience with Insightly, HubSpot, or Salesforce CRM configuration and API customization.
• Strong working knowledge of:
       - JavaScript, Python, or Node.js for custom logic and automation
       - REST APIs, JSON, and Webhooks for data exchange.
       - Zapier / Make (Integromat) for low-code automation.
       - SQL / Google Sheets / Data Studio for analytics and reporting.
• Experience building scalable, multi-department systems across operations, sales, and finance.
• Excellent understanding of data architecture, field mapping, and system design principles.
• Clear communicator capable of documenting processes and leading technical discussions with non-technical teams.
• Background in solar, SaaS, or process-heavy operational environments is a strong plus.
• Highly detail-oriented with strong debugging, QA, and version-control discipline.
  

Benefits

• Competitive salary package aligned with experience.
• Opportunity to lead IT operations for a fast-growing international company.
• Exposure to global teams and international projects.
• Ability to build and shape IT processes from the ground up.
• Career growth opportunities in leadership and technical specialization.
• Collaborative, high-performance culture that values innovation and results.