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.