Job Description

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance.

Under the direction of the Director, the Manager, Sales Architect leads functional & technical discovery, qualification, and solutions mapping for new sales opportunities of technology solutions. In addition, this role will be the primary point of intersection with the Wipfli Service & Delivery team for pre-sales client project definition and scoping to ensure an effective transition of client projects from sales to services, while providing leadership, direction, and development for assigned Sales Architect team members.

Responsibilities

Responsibilities:

• Lead and manage the Sales Architect team, including hiring, onboarding, performance management, development, and achievement of revenue targets.
• Qualify prospects through initial assessments, discovery, and technical evaluation to determine opportunity fit and solution feasibility.
• Conduct in‑depth discovery to understand current systems, future requirements, and functional needs; document client requirements and commitments.
• Define solution scope using industry best practices and create rough order‑of‑magnitude budgets.
• Design and deliver value‑driven solution presentations and customized demos, including configuring demo environments and tools.
• Research, recommend, and coordinate third‑party solutions and partner participation as needed.
• Provide technical and solution input for RFP responses and complex sales opportunities.
• Collaborate with service and delivery teams to align on resources, timelines, and prospect expectations during the sales cycle.
• Ensure a smooth handoff of technical knowledge and key relationships to delivery teams upon contract execution.

Knowledge, Skills and Abilities

Required Qualifications:

• Bachelor’s Degree in Accounting, Computer Science, Information Systems, or closely related technical field
• Industry related experience with the ability to translate experience to solve client business process and application issues
• Implementation experience and/or participation in at least 10 full life cycle implementations or 5+ years ERP implementation experience for supported technology platforms
• 3+ year demonstrated success in pre-sales operations with an enterprise software and systems integration firm
• 2+ years of experience leading and coaching a team

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-AL1 #LI-Remote

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $129,000 to $174,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.