Solutions Architect: AI-Driven CRM & Data Strategy
Stone Hendricks Group
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.
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