The Solutions Architect leads technical pre-sales for supply chain integration solutions. Responsibilities include customer discovery, end-to-end architecture design across ERP, WMS, TMS, and trading partner systems, product demonstrations, POCs, RFI/RFP responses, ROI articulation, and AI capability consulting. The role partners with Sales, Product Management, Customer Success, and Professional Services while creating reusable demonstrations and solution assets.
Supply chain complexity is accelerating, and the companies that win are the ones who can integrate faster, resolve exceptions before they become problems, and use business-to-business supply chain orchestration as a competitive differentiator. The Solutions Architect is both a supply chain advisor and an integration technologist, equally credible designing the technical architecture and speaking to the operational and financial stakes riding on it. Partnering directly with the Sales team, the Solutions Architect owns the technical narrative from initial discovery through close, connecting the specific supply chain challenges each prospect is trying to solve to the outcomes Cleo's platform can deliver. This is a role for someone who has done this before at a high level, brings their own consultative point of view into every room they walk into, and can establish credibility with every persona in the room, from technical practitioners to the C-suite. They apply the full range of available tools, including AI, in ways that produce better outcomes for prospects and for Cleo.
Essential Duties & Responsibilities
Supply Chain Fluency
This role calls for someone who can operate as both a supply chain advisor and a technical architect, often in the same conversation. The table below outlines what strong looks like across both: understanding a customer's operational reality well enough to advise on it, and designing the integration architecture that actually solves it.
AI Fluency Competencies
The SA role carries a meaningful AI dimension on two fronts: applying AI tools to do the work of pre-sales at a higher level, and advising prospects on where AI-powered integration capabilities create tangible operational value.
Prerequisites
A few things we have to offer:
Essential Duties & Responsibilities
- Function as the supply chain expert, technical lead, trusted advisor throughout the sales cycle
- Conduct discovery sessions directly with prospective and existing customers to gather business and technology requirements, including identifying where AI-powered capabilities deliver the highest value
- Translate technical architecture into business outcomes for C-suite stakeholders (CTO, COO, VP of Supply Chain)
- Design end-to-end integration architectures tailored to each prospect's ERP, WMS, TMS, and trading partner ecosystem
- Demonstrate the value of Cleo solutions through presentations and demonstrations on-site and remote
- Assess, scope, and complete POCs to demonstrate measurable ROI in real customer environments, with clear success criteria and minimal turnaround
- Lead the technical response for RFI/RFPs, ensuring Cleo's value propositions are clearly articulated and differentiated against competitive alternatives
- Serve as Cleo's AI subject matter expert in customer-facing conversations, articulating how AI capabilities in the platform create competitive advantage for supply chain companies
- Apply AI tools across the sales cycle in ways that reflect seniority and judgment, from sharpening discovery hypotheses and accelerating POC builds to producing documentation and demonstration proof points that would have taken significantly longer otherwise
- Collaborate with Product Management to provide voice-of-the-customer feedback, influencing the roadmap based on market trends and patterns observed across prospect engagements
- Partner with Customer Success and Professional Services to ensure smooth technical handoffs post-close, with clear documentation of customer architecture and agreed use cases
- Contribute to the SA knowledge base by building reusable assets, demo scripts, and POC frameworks that scale pre-sales team capacity
Supply Chain Fluency
This role calls for someone who can operate as both a supply chain advisor and a technical architect, often in the same conversation. The table below outlines what strong looks like across both: understanding a customer's operational reality well enough to advise on it, and designing the integration architecture that actually solves it.
AI Fluency Competencies
The SA role carries a meaningful AI dimension on two fronts: applying AI tools to do the work of pre-sales at a higher level, and advising prospects on where AI-powered integration capabilities create tangible operational value.
Prerequisites
- Bachelor's degree in Computer Science, Computer Information Systems, or a related field, or equivalent relevant experience
- 5+ years in a pre-sales, solutions engineering, or customer-facing technical role within a B2B SaaS, iPaaS, EDI, or supply chain software environment
- Hands-on experience with EDI (X12, EDIFACT), B2B integration protocols, and cloud or on-premises integration platforms
- Understanding of core supply chain processes including Order-to-Cash, Procure-to-Pay, and Load Tender-to-Invoice
- Knowledge of B2B integrations including REST/SOAP APIs and JSON/XML data structures
- Demonstrated ability to lead technical discovery, solution design, and POC execution in complex, multi-stakeholder enterprise sales cycles
- Experience articulating AI-powered product capabilities to both technical and business audiences, translating relevant capabilities into measurable ROI
- Preferred: hands-on experience with AI/ML-powered SaaS features including LLM applications, agentic AI workflows, or intelligent automation
- Preferred: familiarity with common supply chain systems (ERP, WMS, TMS) and trading partner ecosystems
- Preferred: experience working at or alongside global consulting firms or systems integrators in a pre-sales or delivery capacity
A few things we have to offer:
- Compensation: $120,000 - $140,000 + Bonus potential
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Remote work environment
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
Similar Jobs at Cleo
Cloud • eCommerce • Information Technology • Professional Services • Software
Manage multiple customer-facing technology implementation projects from kickoff through closure. Own delivery outcomes while coordinating customers, implementation engineers, executives, and cross-functional teams. Oversee scope, schedules, budgets, risks, quality, forecasting, and resource management. Lead planning sessions and delivery meetings, communicate project status, and help improve PMO best practices. The role focuses on cloud-based, integration-oriented solutions, with EDI, MFT, data movement, or file transfer experience preferred.
Top Skills:
Cloud TechnologyData MovementEdiFile Transfer TechnologiesMftProject Portfolio Management (Ppm) Software
Cloud • eCommerce • Information Technology • Professional Services • Software
Lead product strategy and execution: discover customer needs, define requirements and prototypes, prioritize roadmaps, work with engineering to deliver features, drive launches and go-to-market, and evangelize products while soliciting customer feedback to improve experience and growth.
Top Skills:
Ai TechnologiesSaaSSoftware Development
Cloud • eCommerce • Information Technology • Professional Services • Software
Manage 30+ enterprise SaaS accounts across implementation, adoption, renewal, and expansion. Lead stakeholder meetings and executive QBRs, maintain customer health data in Salesforce and Planhat, own GRR and NRR outcomes, mitigate risks, and identify upsell opportunities. Collaborate cross-functionally to resolve issues, drive platform adoption, support migrations, communicate AI capabilities, and represent customer needs internally. Travel 5–10% annually.
Top Skills:
Ai-Powered Tools And WorkflowsCleo PlatformPlanhatSalesforce
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

