Director, Solutions Scoping

About the Role

The Director, Solutions Scoping sits at the intersection of Sales and Professional Services, ensuring that every complex, high-value deal sold is both technically sound and operationally executable.

This role functions as the connective tissue between pre-sales solutioning and post-sales delivery - vetting the technical feasibility of proposed solutions, accurately estimating project effort and cost, and ensuring internal teams are resourced and ready at the moment of contract close.

You’ll partner closely with Sales, Solutions Architecture, and Implementation leadership to de-risk deals before signature, accelerate project kickoff, and protect margins by ensuring projects are scoped and quoted accurately.

 What You’ll Accomplish

• Bridge Sales and Services: Partner directly with Sales and Solutions Architecture to evaluate the feasibility of proposed implementations, integrations, and migrations - flagging technical risks, complexity, or non-standard work before deals close.

• Own Pre-Sales Scoping Accuracy: Translate customer goals and technical requirements into clear, executable project scopes. Develop accurate project plans, timelines, and resource forecasts that align with the scope outlined in the contract.
• Ensure Readiness at Contract Closure: Lead internal alignment calls to confirm project ownership, resourcing, and launch readiness so that every signed deal can move seamlessly into implementation without delay.
• Commercial Accountability: Track actual project delivery cost and effort against initial estimates, continuously refining scoping models and quoting frameworks to improve accuracy over time. Partner with Finance and Professional Services leadership to forecast utilization and ensure profitability targets are met.
• Enable the Field: Build and maintain scoping templates, effort estimators, and delivery frameworks that help Sales and Services teams quote and launch with precision. Train internal stakeholders on how to use these frameworks effectively.
• Collaborate Cross-Functionally: Work with Sales leadership to set expectations around delivery timelines and scope boundaries during deal cycles. Partner with Implementation, Managed Services, and Solutions Architecture teams to align capacity, resources, and delivery plans.
• Report and Improve: Provide ongoing reporting on quoting accuracy, project variance, and resource utilization to Sales, CS, and PS leadership. Use insights to drive continuous improvement in deal qualification, scoping, and delivery predictability.

Your Expertise

• 8+ years of experience in Professional Services, Solutions Architecture, or Program Management within a SaaS, marketing technology, or CRM organization.
• Proven track record in pre-sales scoping, technical feasibility validation, and implementation planning for enterprise-level clients.
• Deep understanding of implementation project lifecycles and cross-functional dependencies between Sales, Product, and Services.
• Strong analytical and financial acumen - capable of forecasting effort, managing delivery margins, and reconciling actuals vs. estimates.
• Excellent communication and stakeholder management skills, particularly with Sales and executive audiences.

You'll get competitive perks and benefits, from health & wellness to equity, to help you bring your best self to work.

For US based applicants:

• The US base salary range for this full-time position is $180,000 - $200,000 annually + variable + equity + benefits
• Our salary ranges are determined by role, level and location

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