Solutions Specialist

United States, North Carolina, Charlotte Oct 22, 2026 About This Team: Arctera helps organizations protect, govern, and derive intelligence from their most critical data by enabling compliance, reducing risk, supporting investigations, and maintaining business resilience. The Account Technology Strategist (ATS) team brings that value to life by serving as the customer's strategic technology partner, connecting Arctera's capabilities to business outcomes and guiding customers from solution strategy through adoption, value realization, and growth. Job Description/Responsibilities: Support Net New customer acquisition across the Americas and International markets, partnering closely with Sales and Solutions Architects throughout the opportunity lifecycle. Bring strong Compliance, FinTech, and RegTech domain expertise into customer conversations, helping prospects connect regulatory and business challenges to technology solutions. Conduct discovery with Compliance, Legal, Risk, Surveillance, Information Governance, and Technology stakeholders to understand business requirements, regulatory challenges, existing processes, and desired outcomes. Translate customer requirements into compelling Arctera use cases and solution narratives that demonstrate measurable business and compliance value. Deliver tailored product demonstrations that go beyond features and show how Arctera can address specific customer workflows, regulatory requirements, and business outcomes. Design, configure, and execute trials and Proofs of Concept (POCs) with clearly defined objectives, success criteria, and outcomes that help advance opportunities toward technical closure. Serve as a subject-matter expert for use cases involving communications compliance and surveillance, archiving, eDiscovery, investigations, information governance, and related compliance workflows . Partner with the Solutions Architect on complex opportunities, providing deep domain and product expertise while the Solutions Architect owns the broader technical architecture and solution strategy. Identify and address product, workflow, compliance, and technical objections that could prevent or delay an opportunity from progressing. Support competitive opportunities by clearly articulating Arctera's capabilities, differentiation, and value in the context of the customer's requirements. Support RFP/RFI responses, particularly for questions involving product capabilities, compliance use cases, workflows, regulatory requirements, and technical functionality. Engage with prospects ranging from practitioners to senior stakeholders, including Compliance Officers, Heads of Surveillance, Legal, Risk, CIO/CTO organizations, and technology teams . Support partner-led Net New opportunities by providing solution expertise, demonstrations, technical enablement, and assistance with customer evaluations. Maintain strong knowledge of evolving financial-services regulations, compliance practices, FinTech/RegTech trends, and emerging technologies , including the application of AI to compliance, surveillance, investigations, and risk. Maintain deep knowledge of the Arctera portfolio and continuously develop expertise in new capabilities, integrations, use cases, and product innovations. Capture competitive intelligence and field feedback and provide structured input to Product Management and Engineering regarding customer requirements, market trends, product gaps, and competitive capabilities. Develop reusable demo scenarios, industry use cases, POC frameworks, technical content, competitive playbooks, and enablement materials that improve the effectiveness and scalability of the broader pre-sales organization. Collaborate across Sales, Solutions Architecture, Product, Engineering, Marketing, Partners, and other teams to improve Arctera's ability to identify, develop, and win Net New opportunities. Contribute directly to Net New ARR growth by increasing the quality of technical engagements, accelerating opportunity progression, improving technical win rates, and helping convert qualified pipeline into new customers. Required Experience/Skills: 8+ years of experience in enterprise SaaS, FinTech, RegTech, compliance technology, financial services technology, Sales Engineering, Solutions Consulting, or a comparable customer-facing technical role. Demonstrated experience in Compliance, FinTech, and/or RegTech is required , with a strong understanding of the regulatory and technology challenges faced by financial institutions and other highly regulated organizations. Practical knowledge of regulatory compliance, communications compliance/surveillance, information governance, eDiscovery, archiving, investigations, or data governance . Strong understanding of financial-services compliance use cases, including the capture, retention, supervision, surveillance, discovery, and investigation of electronic communications. Experience engaging with stakeholders across Compliance, Legal, Risk, Information Governance, IT, Security, and business functions , with the ability to understand their requirements and translate them into technology solutions. Proven pre-sales experience supporting net-new customer acquisition , including technical discovery, solution demonstrations, workshops, trials, POCs, technical evaluations, and RFP/RFI responses. Ability to understand a prospect's regulatory and business challenges and translate them into compelling business and technical use cases , rather than relying solely on feature-based demonstrations. Strong understanding of SaaS and cloud technologies, enterprise integrations, APIs, data sources, identity/security concepts, and modern enterprise architectures. Experience demonstrating and positioning technology solutions in competitive sales situations , including the ability to articulate differentiation and address technical objections. Strong presentation and storytelling skills, with the ability to communicate effectively with both technical audiences and senior stakeholders in Compliance, Legal, Risk, and Technology. Ability to partner effectively with Account Executives, Solutions Architects, and Partners while providing deep product, industry, and compliance expertise throughout the sales cycle. Experience supporting geographically distributed sales organizations and customers across the Americas and International markets is highly desirable. Strong understanding of emerging technologies, particularly AI and its application to compliance, surveillance, investigations, and risk management , is desirable. Ability to manage multiple concurrent opportunities and operate effectively in a fast-paced, growth-oriented pre-sales environment. About This Team: Arctera helps organizations protect, govern, and derive intelligence from their most critical data by enabling compliance, reducing risk, supporting investigations, and maintaining business resilience. The Account Technology Strategist (ATS) team brings that value to life by serving as the customer's strategic technology partner, connecting Arctera's capabilities to business outcomes and guiding customers from solution strategy through adoption, value realization, and growth. Job Description/Responsibilities: Support Net New customer acquisition across the Americas and International markets, partnering closely with Sales and Solutions Architects throughout the opportunity lifecycle. Bring strong Compliance, FinTech, and RegTech domain expertise into customer conversations, helping prospects connect regulatory and business challenges to technology solutions. Conduct discovery with Compliance, Legal, Risk, Surveillance, Information Governance, and Technology stakeholders to understand business requirements, regulatory challenges, existing processes, and desired outcomes. Translate customer requirements into compelling Arctera use cases and solution narratives that demonstrate measurable business and compliance value. Deliver tailored product demonstrations that go beyond features and show how Arctera can address specific customer workflows, regulatory requirements, and business outcomes. Design, configure, and execute trials and Proofs of Concept (POCs) with clearly defined objectives, success criteria, and outcomes that help advance opportunities toward technical closure. Serve as a subject-matter expert for use cases involving communications compliance and surveillance, archiving, eDiscovery, investigations, information governance, and related compliance workflows . Partner with the Solutions Architect on complex opportunities, providing deep domain and product expertise while the Solutions Architect owns the broader technical architecture and solution strategy. Identify and address product, workflow, compliance, and technical objections that could prevent or delay an opportunity from progressing. Support competitive opportunities by clearly articulating Arctera's capabilities, differentiation, and value in the context of the customer's requirements. Support RFP/RFI responses, particularly for questions involving product capabilities, compliance use cases, workflows, regulatory requirements, and technical functionality. Engage with prospects ranging from practitioners to senior stakeholders, including Compliance Officers, Heads of Surveillance, Legal, Risk, CIO/CTO organizations, and technology teams . Support partner-led Net New opportunities by providing solution expertise, demonstrations, technical enablement, and assistance with customer evaluations. Maintain strong knowledge of evolving financial-services regulations, compliance practices, FinTech/RegTech trends, and emerging technologies , including the application of AI to compliance, surveillance, investigations, and risk. Maintain deep knowledge of the Arctera portfolio and continuously develop expertise in new capabilities, integrations, use cases, and product innovations. Capture competitive intelligence and field feedback and provide structured input to Product Management and Engineering regarding customer requirements, market trends, product gaps, and competitive capabilities. Develop reusable demo scenarios, industry use cases, POC frameworks, technical content, competitive playbooks, and enablement materials that improve the effectiveness and scalability of the broader pre-sales organization. Collaborate across Sales, Solutions Architecture, Product, Engineering, Marketing, Partners, and other teams to improve Arctera's ability to identify, develop, and win Net New opportunities. Contribute directly to Net New ARR growth by increasing the quality of technical engagements, accelerating opportunity progression, improving technical win rates, and helping convert qualified pipeline into new customers. Required Experience/Skills: 8+ years of experience in enterprise SaaS, FinTech, RegTech, compliance technology, financial services technology, Sales Engineering, Solutions Consulting, or a comparable customer-facing technical role. Demonstrated experience in Compliance, FinTech, and/or RegTech is required , with a strong understanding of the regulatory and technology challenges faced by financial institutions and other highly regulated organizations. Practical knowledge of regulatory compliance, communications compliance/surveillance, information governance, eDiscovery, archiving, investigations, or data governance . Strong understanding of financial-services compliance use cases, including the capture, retention, supervision, surveillance, discovery, and investigation of electronic communications. Experience engaging with stakeholders across Compliance, Legal, Risk, Information Governance, IT, Security, and business functions , with the ability to understand their requirements and translate them into technology solutions. Proven pre-sales experience supporting net-new customer acquisition , including technical discovery, solution demonstrations, workshops, trials, POCs, technical evaluations, and RFP/RFI responses. Ability to understand a prospect's regulatory and business challenges and translate them into compelling business and technical use cases , rather than relying solely on feature-based demonstrations. Strong understanding of SaaS and cloud technologies, enterprise integrations, APIs, data sources, identity/security concepts, and modern enterprise architectures. Experience demonstrating and positioning technology solutions in competitive sales situations , including the ability to articulate differentiation and address technical objections. Strong presentation and storytelling skills, with the ability to communicate effectively with both technical audiences and senior stakeholders in Compliance, Legal, Risk, and Technology. Ability to partner effectively with Account Executives, Solutions Architects, and Partners while providing deep product, industry, and compliance expertise throughout the sales cycle. Experience supporting geographically distributed sales organizations and customers across the Americas and International markets is highly desirable. Strong understanding of emerging technologies, particularly AI and its application to compliance, surveillance, investigations, and risk management , is desirable. Ability to manage multiple concurrent opportunities and operate effectively in a fast-paced, growth-oriented pre-sales environment. Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance. CA generally ranges: $145,921-$218,881 All other locations fall under our General State range: $128,001-$192,001 Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. U.S. based employees are typically offered access to healthcare, life insurance and disability benefits, 401(k) plan and company match, among others. This requisition has no specific deadline for completion. About Us: Cloud Software Group is one of the world's largest cloud solution providers, serving more than 100 million users around the globe. When you join Cloud Software Group, you are making a difference for real people, each of whom count on our suite of cloud-based products to get work done - from anywhere. Members of our team will tell you that we value passion for technology and the courage to take risks. Everyone is empowered to learn, dream, and build the future of work. We are on the brink of another Cambrian leap -- a moment of immense evolution and growth. And we need your expertise and experience to do it. Now is the perfect time to move your skills to the cloud. Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications. Cloud Software Group will consider qualified applicants with a criminal history and conduct the recruiting process in accordance with the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers and San Diego Fair Chance Ordinance. For access to the laws see the following links:California FCAandLos Angeles FCO. If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance. #J-18808-Ljbffr