Position Overview

Seeking a customer-focused Solutions Architect to lead the design and implementation

of our Fulfill platform for energy utilities and other enterprise clients. You will play a critical role in translating business and technical needs into scalable, integrated solutions that leverage core product while aligning with client goals.

As the primary technical lead on implementation projects, you will work cross-functionally with developers, engineers, business analysts, and client stakeholders to define architecture, guide integrations, and apply products to ensure long-term solution success.

This role blends technical design, system integration, and consultative leadership with hands-on collaboration and support.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Lead the design and alignment of the Salesforce platform and Fulfill product architecture with client business requirements, ensuring a scalable, integrated, and efficient solution throughout each project implementation.

• Act as chief customer facing consultant to influence customer requirements to the capabilities of our standard product.

• Execute blueprinting activities, including gathering and validating business requirements with customer stakeholders.

• Create and refine solution design documentation, aligning with standards and customer-specific goals.

• Identify, select, and direct the application of platforms, systems, software, integrations, or other architectures for products and between, third-party applications, and utility client systems.

• Collaborate with engineers and software developers to select and construct appropriate design solutions or ensure the compatibility of system components. Assist Business analysts where needed on configuration tasks.

• Research, test, verify compatibility and proper functioning of products and features and updates.

• Carry out configuration tasks within the approved implementation framework,

ensuring deliverables meet defined quality and functionality criteria.• Coordinate security analysis of developed or packaged software components.

• Provide technical leadership during all phases of the project lifecycle, including discovery, design, build, testing, and deployment.

• Evaluate existing systems to determine effectiveness and suggest changes to meet client requirements.

• Identify, develop and deliver training to team members and clients about product features, our consultative design and implementation approach, and company best practices.

• Recognize and surface opportunities for cross-sell or upsell based on client feedback or usage patterns, collaborating with Product and Account teams.

• Synthesize patterns from customer use cases & designs and communicate with product management to help improve our product roadmap.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• 5+ years of experience in system and solution architecture, with a strong focus on Salesforce platform implementations.

• Proven expertise in designing scalable and integrated system architectures for enterprise-level clients.

• Deep understanding of Salesforce Platform, Sales, Service, and/or Experience Cloud.

• Strong experience with custom integrations, third-party APIs, and middleware platforms.

• Experience leading end-to-end product application and solution design translating business needs into detailed technical requirements and architecture diagrams.

• Demonstrated ability to align product capabilities with unique client business processes and industry-specific workflows.

• Excellent written and oral communication skills with the ability to collaborate across cross- functional teams including management, product, engineering, and support.

• Strong problem-solving skills and a proactive mindset in navigating implementation challenges.

• Experience in Agile project delivery environments and comfort working within iterative implementation cycles.

• Ability to coach and guide stakeholders, developers, and admins on solution design best practices.

• Bachelor’s degree in Computer Science or any related field.Bonus Points

• Advanced degree in Computer Science, engineering or any related field; or ten years or more related experience and/or training; or equivalent combination of education and experience.

• Relevant certifications (e.g., Salesforce Application Architect, System Architect, or Technical Architect, Salesforce Certified Administrator, Salesforce Certified Platform AppBuilder) preferred.

• Experience with energy utility customer support, energy efficiency, demand response, decarbonization or other related programs.

Position Overview

Seeking a motivated Senior Project Manager to join our a Professional Services team for a software energy bussiness to deliver our product implementation projects profitably and on time and contribute to company financial goals.

The selected candidate will plan, initiate, and manage client projects, analyzing the requirements, business processes, and other client data needs to successfully implement our products on time and within a budget. Identifying and managing scope are critical in this position, and documenting designs, decisions and changes and communicating that information and meeting with clients is essential.

Finally, collaborating with other company departments to address client needs and identify improvements to products is expected. Where necessary, the candidate will participate in configuration, documentation, and testing of client solutions.

Essential Duties and Responsibilities

The essential functions include, but not limited to the following:

• Manage the overall client relationship, have full command of each project, and demonstrate respect and responsiveness to client needs

• Document requirements, plan projects, manage risk and assign work in collaboration across our organization to meet company financial and resource management goals. Manage project execution, team members, and collaborate with internal and external teams to ensure adherence to budget, schedule, and scope: monitor and track milestones and deliverables. Manage changes in scope and plans as needed

• Submit project deliverables and execute project communication plans, ensuring adherence to quality standards

• Monitor the performance of project team members, providing and documenting performance feedback to the Sr. Director of Professional Services

• Oversee and participate in testing, maintaining, and monitoring projects as configured and delivered

Qualifications (Knowledge, Skills, and Abilities)

• Bachelor's Degree preferred, but not required

• Professional conduct when dealing with internal and external stakeholders.

• Software implementation project management experience delivering B2B solutions using Agile software development methods, 5+ years preferred

• Surface continuous improvement opportunities to enhance our ability to accelerate time-to-value for our customers and scalability for our Professional Services team

• Previous experience working as a Salesforce Business Analyst or Salesforce Administrator or managing Salesforce implementation projects. Salesforce certifications (Administrator,Architect) a plus

• Strong computer and internet skills including all MS Office suite (Word, Excel, Outlook, PowerPoint) and online project management tools (Jira, MS Project, or similar) required

• Effective communication skills, including the ability to read, write, and speak English

Position Overview

The Business Analyst plays a critical role in delivering successful implementations by gathering business requirements, translating them into technical and functional designs, and ensuring solutions are configured and deployed following company guidelines and best practices. Since Fulfill is built on the Sales Force (SF) platform, this role requires a strong understanding of Salesforce native functionality and configuration processes. Formal Salesforce training or certifications (Administrator, Architect) are highly desirable but not required.

Essential Duties and Responsibilities

· Collect, analyze, and document customer business requirements, proactively defining and maintaining project scope.

· Participate in solution design and lead configuration on the Fulfill platform, applying Salesforce and company best practices.

· Collaborate with engineering teams to provide technical specifications, and analysis of business requirements to inform product enhancements to meet customer needs.

· Support project management activities as assigned, ensuring milestones and deliverables are met.

· Configure and manage Salesforce security - roles, profiles, sharing rules, and groups within client instances – to meet client requirements.

· Test, monitor, and maintain system functionality, including Fulfill product configurations, third-party applications, and integrations.

· Create and maintain documentation for processes, policies, application configuration, and user support materials.

· Conduct customer trainings, including onboarding sessions and system hand-offs to support teams.

· Identify client needs and opportunities for additional products or services, surfacing them to Account Managers.

· Ensure optimal performance and reliability of Salesforce-based systems throughout the customer lifecycle.

· Ability to prioritize tasks, exercise sound judgment and confidentiality with sensitive information

Minimum Qualifications (Knowledge, Skills, and Abilities)

· Bachelor’s degree in Information Technology, Computer Science, Business, or related field preferred (not required).

· 2+ years of experience as a Business Analyst, Salesforce Administrator, or in a related role using the Salesforce platform.

· Strong understanding of Salesforce system administration, including configuration, workflow automation, data imports, reporting, and security model management.

· Experience with Agile/SCRUM delivery methods.

· Excellent problem-solving, communication, and client-facing skills.

· Ability to work in a fast-paced environment, balancing multiple priorities and projects.

· Strong documentation skills with attention to detail.

Preferred Qualifications

· Salesforce Administrator or other Salesforce certifications.

· Experience with solution design and configuration for SaaS products.

· Background in energy, utilities, DSM or energy efficiency programs or customer engagement platforms.