Customer Solutions Architect

Job description

About the role:

Credrails is actively seeking a Customer Solutions Architect with deep technical expertise and hands-on experience in key finance domains, particularly in Financial Reconciliation.

Sitting within the Customer Success organization, you will play a pivotal role in bridging the gap between customer needs and the product's technical capabilities.

Your primary goal will be to ensure that Credrails' technical solutions align with and exceed customer business goals and technical requirements.

As a Trusted Technical Advisor, you will work closely with customers, the Product, and Engineering teams to drive customer adoption, secure usage expansion, and influence future product development.

Prior experience with reconciliation processes, combined with the ability and eagerness to learn Credrails solutions, is critical to guiding customers effectively through their journey and helping them solve their unique challenges.

This role not only involves supporting customers but also leading them through onboarding, driving solution adoption, and ensuring continued engagement and satisfaction.

You will be instrumental in accelerating the customer experience, creating value, and fostering long-term partnerships.

Qualifications:

• Bachelor's degree in Business, Finance, Computer Science, or a related field.

• Strong understanding of financial reconciliation processes and technologies is a must.

• Proven ability to translate business needs into technical solutions that meet both short-term and long-term goals.

• Experience in project management and working in a customer success role is highly preferred.

• Strong analytical and problem-solving skills, with the ability to manage multiple projects and priorities effectively.

• Excellent communication and presentation skills, capable of explaining complex technical concepts to diverse audiences.

• Experience in SaaS and B2B environments is a plus.

• Demonstrated ability to thrive in a fast-paced team environment with minimal supervision.

• Interest in fintech and reconciliation software, with the willingness and ability to learn the operational rules of Credrails' solutions.

Crucial Qualifications:

• Proven experience in financial reconciliation processes and cloud technology.

• Ability to serve as a Trusted Technical Advisor, translating customer needs into actionable technical requirements.

• Strong customer engagement, project management, and technical expertise in financial reconciliation software.

• Self-starter with a customer-centric mindset, demonstrating problem-solving and solution-oriented approaches to customer challenges

Responsibilities

1. Translating Customer Requirements into Technical Solutions:

   • Understand customer business processes and challenges in financial reconciliation.

   • Capture and translate customer requirements into technical specifications, ensuring the solution addresses both immediate and future needs.

2. Influencing Product Roadmap

   • Act as a liaison between customers and the Product Team, providing insights from customer feedback and experiences.

   • Ensure customer pain points and feature requests are prioritized to shape the product roadmap and future development.

3. Ensuring Technical Alignment and Best Practices

   • Help design technical solutions that align with best practices, ensuring reliability, scalability, and security.

   • Advise customers on optimal architectures and configurations, helping to mitigate risks and enhance solution quality.

4. Supporting Project Management and Delivery

   • Collaborate with Product Managers and Engineering to ensure successful implementation and delivery of customer solutions.

   • Monitor project timelines, track milestones, and ensure all internal and external projects are on schedule.

   • Contribute to project management tools (e.g., Jira, Asana) by tracking progress and maintaining up-to-date project documentation.

5. Driving Customer Engagement and Success

   • Lead technical discussions, demos, and workshops that demonstrate how Credrails solutions address customer business needs.

   • Guide customers through the implementation and support phases, ensuring seamless onboarding and solution adoption.

   • Serve as the main point of contact for technical issues, providing timely and effective solutions to customers.

   • Work with the Customer Programs Team to create digital enablement content, including onboarding materials, surveys, and communications that enhance customer efficiency.

   • Assist in the preparation of training materials and project status reports.

6. Communication:

   • Following up with team members on task completion.

   • Drafting and sending routine project communication.

   • Liaising with stakeholders to gather necessary information.

Our Benefits:

• Competitive salary 💼

• Catered lunch 🍽️

• Generous leave Days 🌴

• Fully-funded Team Bonding Activities 🎉

• Equity in the business 💰

• Comprehensive health coverage 🏥

Required Skill Profession

Computer Occupations