About Us:
We are a leading provider of equity compensation administration services, helping businesses streamline and optimize their equity programs. Our cutting-edge software empowers organizations to manage complex equity structures with ease, ensuring compliance and efficiency. We are seeking a skilled Solution Architect to join our sales team, acting as the bridge between the technical capabilities of launching a new share plan and the needs of our clients.

Position Summary:
The Solution Architect will play a crucial role in the sales process, working alongside the sales team to provide deep technical expertise and support. This role involves analyzing client requirements, delivering tailored software demonstrations, contributing to complex RFP responses, and advising clients on the design of new equity compensation plans. The ideal candidate will have a strong understanding of equity compensation solutions and instruments, coupled with excellent communication skills to articulate complex technical concepts to non-technical stakeholders.

Key Responsibilities:

• Solution expert: Be on top of news and capabilities for our software and services. Including; holding training sessions for the sales team and catching up on all relevant releases

• Solution Design: Work closely with clients to understand their business requirements and translate them into technical solutions using our software. Also, expansion markets assist the team in finding solutions to increase product-market fit.

• Support the Sales and Operations Teams: Partner with the sales team to align client needs with software capabilities, providing technical expertise throughout the sales cycle. Help with successful handovers to operations to make sure the client needs are well taken care of. This may require some international travelling.

• Cross-Department Collaboration: Liaise between sales, product, and development teams to communicate customer feedback and suggest potential product enhancements.

• RFP & Proposal Support: Collaborate with the sales and legal teams to respond to complex RFPs, ensuring accurate and compelling documentation.

• Demo Delivery & Preparation: Develop and present customized software demonstrations that showcase how our solutions address client challenges.

• Client Consultation & Advisory: Serve as a trusted advisor to prospective clients, offering insights into best practices for equity compensation management and providing guidance on designing new equity compensation plans that align with business objectives.

• Documentation & Reporting: Maintain detailed records of client interactions, solution architectures, and feedback to inform internal strategy and product roadmap.

To thrive as a Solution Architect at Optio, you should be a proactive and adaptable professional who enjoys solving complex challenges and bridging the gap between technical capabilities and client needs. You have a customer-first mindset, exceptional problem-solving skills, and the ability to navigate both technical and business conversations with ease. Success in this role requires a balance of analytical thinking, creativity, and stroang interpersonal skills. You’re detail-oriented, self-motivated, and thrive in a collaborative environment where cross-departmental communication is key. If you’re someone who finds fulfillment in building meaningful client relationships and contributing to innovative solutions, we’d love to hear from you.

Qualifications:

• Degree in Computer Science, Business, Finance, or a related field (or equivalent experience).

• 5+ years of experience in a pre-sales, operations, solution architect, or sales engineering role within a software/SaaS company.

• Strong understanding of equity compensation administration, financial services, or related fields.

• Experience or eighter working with RFPs and delivering complex, customized software demonstrations.

• Ability to explain technical concepts to non-technical audiences in a clear and compelling way.

• Excellent communication and presentation skills.

• Strong problem-solving abilities and an analytical mindset.

• Ability to manage multiple client engagements and prioritize tasks effectively.

What We Offer:

• Competitive salary and bonus structure.

• Comprehensive benefits package including health, dental, and retirement plans.

• Opportunities for professional growth and development.

• Collaborative and dynamic work environment.