Solutions Architect: AI-Driven CRM & Data Strategy

We are seeking a capable and forward-thinking Solutions Architect to lead the design, integration, and optimization of our core technology infrastructure. Reporting directly to the EVP of Operations , you will collaborate with executive leadership across multiple business lines, including F&I, P&C, and Employee Benefits . This role offers a unique opportunity to shape the systems, data strategy, and AI capabilities that power our organizational growth. The ideal candidate is both strategic and hands-on, possessing the technical expertise to translate complex business needs into scalable solutions. Key Responsibilities Architecture & Design: Design, implement, and maintain a scalable system architecture across Salesforce , AMS (Amplo/Veruna) , and connected platforms. Workflow Optimization: Lead the enhancement of CRM and AMS workflows to drive operational efficiency, data visibility, and user adoption. Strategic Partnership: Partner with business leaders to translate operational and strategic requirements into technical solutions. Data Integrity: Oversee cross-system data integration to ensure accuracy, consistency, and a "single source of truth". AI & Automation: Lead AI and automation initiatives, identifying use cases and implementing tools to streamline workflows and surface actionable insights. Integration Management: Manage technical connections between Salesforce, AMS, SQL databases, and external partners, including carriers, TPAs, and financial systems. Business Intelligence: Develop and manage reporting frameworks and dashboards to support executive decision-making. Governance & Scalability: Establish data governance standards and identify opportunities to reduce manual processes through automation. Qualifications & Experience Education: Bachelor’s degree in Information Systems, Computer Science, Business, or a related field. Professional Experience: 5–10+ years in systems architecture, CRM/AMS management, or equivalent roles. Salesforce Expertise: Strong experience with Salesforce architecture, including data models, workflows, and integrations. Industry Systems: Experience working with AMS platforms (Veruna/Amplo or similar insurance-specific systems). Technical Skills: Proficiency in SQL , data modeling, and BI tools (e.g., Tableau). Modern Tech Stack: Familiarity with AI and automation tools such as OpenAI, Zapier, and Power Automate. Core Competencies: Ability to operate independently in a fast-paced environment while managing multiple high-priority projects. Preferred Skills Experience within a multi-line insurance brokerage environment (F&I, P&C, EB). Proven track record of leading large-scale system transformations or automation initiatives. Understanding of complex financial models, such as reinsurance structures or dealer programs. Experience with the Monday.com project management system. #J-18808-Ljbffr Stone Hendricks Group