Solutions Engineer

Solutions Engineer

The Solutions Engineer is responsible for the design, implementation, integration, and ongoing optimization of the firm's business systems and technology solutions. This role serves as a technical and solution design resource, partnering with stakeholders to understand business requirements, architecting scalable and efficient solutions, and executing technical configurations, integrations, automations, and custom development activities.

The Solutions Engineer collaborates across departments to improve business processes; automate processes, data flow and reporting capabilities; support system governance and security standards; and ensure technology solutions align with firm objectives and operational needs. This role requires both strategic problem-solving and hands-on technical expertise across enterprise applications, integrations, databases, and automation platforms.

Job Functions & Responsibilities

Description of Functions & Responsibilities:

Solution Design and Architecture

• Partner with stakeholders to gather, analyze, and document business and technical requirements.
• Design scalable, secure, and efficient technology solutions aligned with firm objectives and operational workflows.
• Develop system architecture diagrams, data flow designs, and integration strategies.
• Evaluate existing systems and processes to identify opportunities for automation, optimization, and modernization.
• Recommend platforms, tools, and technical approaches based on business needs, feasibility, and long-term sustainability.
• Ensure solutions align with data governance, security, compliance, and architectural standards.

Systems Configuration and Development

• Configure and customize enterprise applications, including Dynamics 365, Power Platform, and other firm systems.
• Develop custom business applications, workflows, forms, dashboards, and automations.
• Build and maintain Power Apps, Power Automate flows, APIs, and custom integrations.
• Modify and maintain database schemas, entities, tables, and application configurations.
• Write, test, and maintain efficient, scalable, and maintainable code and technical solutions.
• Support deployment activities and system releases.

Systems Integration and APIs

• Design, implement, and maintain integrations between internal and external systems.
• Develop and manage APIs, connectors, ETL processes, and automated data flows.
• Ensure data accuracy, consistency, and integrity across systems and platforms.
• Troubleshoot integration failures, synchronization issues, and data discrepancies.
• Collaborate with vendors and internal teams on integration architecture and connectivity requirements.

Systems Configuration and Development

• Ensure the integrity, security, and availability of applications and databases.
• Investigate and resolve complex system, application, and integration issues.
• Monitor database performance and optimize system configurations.
• Perform regular backups and implement disaster recovery procedures.
• Manage user access and permissions, ensuring appropriate data security.
• Apply updates, patches, and fixes as needed.

Project Collaboration & Delivery

• Participate in technical projects from planning through implementation and rollout.
• Assist with project scoping, requirements gathering, technical assessments, and solution feasibility analysis.
• Collaborate with project managers, vendors, developers, and business stakeholders to ensure successful delivery.
• Lead and support testing, validation, user acceptance testing (UAT), and production deployment activities.
• Manage multiple assignments and priorities within established timelines.

Security and Compliance

• Support the implementation and enforcement of system security controls and governance policies.
• Maintain appropriate access controls, permissions, and data protection measures.
• Ensure solutions comply with firm policies, security requirements, and regulatory obligations.
• Participate in system audits, risk assessments, compliance initiatives, and vulnerability testing.
• Monitor database access logs and perform security audits to detect and mitigate potential risks.

Testing and Development

• Implement testing methodologies to ensure system reliability and quality.
• Develop test plans and perform unit testing of solutions.
• Support the deployment and release management processes, including migration across environments.

Continuous Improvement

• Stay updated with the latest system features and capabilities.
• Research emerging technologies, platforms, and industry best practices.
• Recommend enhancements and innovative solutions to improve firm operations and service delivery.
• Participate in evaluation, testing, and rollout of new technologies and tools.
• Contribute to long-term technology strategy, modernization efforts, and system roadmap planning.
• Maintain current knowledge of enterprise applications, automation platforms, integrations, and AI-enabled technologies.
• Contribute to the development and maintenance of development standards and best practices.

Documentation and Training

• Create and maintain technical documentation, including system architecture, configurations, process flows, and support materials.
• Generate reports on system performance, issues, and enhancements.
• Contribute to the development and maintenance of technical documentation standards and best practices.
• Provide knowledge transfer and training to system administrators, support staff, and end users.
• Performs other duties as assigned or as necessary to support the ongoing needs and evolving objectives of the firm and department.

Tools

• Microsoft Dynamics 365
• Microsoft Power Platform (Power Apps, Power Automate, Power BI)
• Azure Data Lake
• SQL
• Microsoft 365
• Other business applications

Minimum Job Qualifications

• Minimum of 5 years of experience in systems engineering, solutions engineering, application development, or related technical role.
• Experience designing, implementing, and supporting enterprise business applications and technical solutions.
• Ability to translate business requirements into scalable and sustainable technical solutions.
• Strong knowledge of system architecture, systems integration, APIs, data flows, and automation technologies.
• Hands-on experience configuring Dynamics 365 and Power Platform components, including Power Apps, Power Automate, Power BI, and related Microsoft technologies.
• Experience with relational databases, data modeling, SQL, and data management best practices.
• Strong analytical, troubleshooting, and problem-solving skills with the ability to diagnose and resolve complex technical issues.
• Ability to work independently and within a team, managing multiple projects simultaneously.
• Ability to conduct research and develop solutions with minimal supervision.
• Knowledge of security, access controls, data governance, and compliance best practices.
• Knowledge of testing practices and quality assurance processes.
• Excellent problem-solving and analytical skills.
• Strong attention to detail and commitment to delivering high-quality solutions and documentation.
• Effective communication and interpersonal skills.

Physical Demands

Writing, typing, reading, speaking, hearing, seeing, sitting, bending, reaching

Working Conditions

Quiet office environment in a high-rise building, seated the majority of the time

Direct Reports

None

Competencies

Communicates effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

Being resilient: Rebounding from setbacks and adversity when facing difficult situations.

Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.

Instills trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.

Customer focus: Building strong customer relationships and delivering customer-centric solutions.

Drives results: Consistently achieving results, even under tough circumstances.

Situational adaptability: Adapting approach and demeanor in real time to match the shifting demands of different situations.

Manages ambiguity: Operating effectively, even when things are not certain or the way forward is not clear.

Plans and aligns: Planning and prioritizing work to meet commitments aligned with organizational goals.

Optimizes work processes: Knowing the most effective and efficient processes to get things