Solution Architect II

Company Description:

NEG is a next-generation RevOps and go-to-market execution partner built for private equity and PE-backed SaaS companies that need more than strategy—they need results. Founded by former CROs, CMOs, and RevOps leaders, NEG combines deep operator experience with AI-powered systems to design and scale high-performance revenue engines. The firm partners directly with value creation teams to build thesis-aligned growth plans, then embeds alongside portfolio companies to execute—from CRM architecture and GTM design to full-funnel AI activation.

Company Mission: Building scalable, measurable, thesis-aligned revenue growth engines for PE-backed SaaS companies.

Company Values:

Vulnerability: Curiosity, Learning, Humility, Transparency, Earn Trust, Accountability, Embrace Failure, Coordination, Collaboration, Supportive

Consultative: Critical Thinking, Problem Solving, Ask Questions, Value First, Earn Trust, Talk Less, Listen More

Prepared: Collaboration, Challenge, Strategic, Critical Thinking, Problem Solving, Communicative

Team First: Air Cover/Ground Cover, Supportive → We not me, Grace, Coordinate, Collaborate, Communicate, Ego at the Door, Accountability, Know Your Role

Role Description:

We are seeking an experienced Solutions Architect II to serve as the technical lead for our client engagements-from pre-sales discovery through solution design, implementation, training and hand-off. This role will focus on the CRM platform (Predominately Salesforce and/or Hubspot Sales Hub, Marketing Hub, Service Hub, Data Hub) and the broader revenue-technology stack (CRM, outreach/sequences, ABM, BI, scheduling, CS/Service, marketing automation, data integrations, CPQ). The ideal candidate can drive business outcomes via technology by leading technical conversations with prospects and clients, crafting technical and business documentation, directing supporting technical team members, and executing end-to-end implementations in an agency/consulting environment.

Key Responsibilities:

* Act as the CRM platform SME for either Salesforce or Hubspot (including Sales, Marketing, Service and Data Hubs): deeply understand, architect, implement and manage each of these modules.

* Lead discovery sessions with prospects and clients to gather technical and business requirements, run workshops, map workflows, and identify gaps in processes and systems.

* Create detailed technical deliverables based on discovery: Business Requirements Documents (BRDs), Technical Requirements Documents (TRDs), solution architecture diagrams, data models, integration maps, and SOWs.

* Architect and design full-stack solutions spanning HubSpot + revenue technology ecosystem, including but not limited to:

* CRM (HubSpot CRM, Salesforce)

* Outreach/sequences tools (e.g., SalesLoft, Outreach, Gong Engage)

* ABM platforms (e.g., Demandbase, 6sense)

* BI tools (Tableau, Power BI)

* Scheduling tools (Chili Piper)

* Customer service/CS tools (Zendesk)

* Marketing automation (Marketo, Pardot)

* Other ecosystem tools (Clay, Crossbeam, Consensus, DealHub/CPQ)

* Lead or partner with project delivery teams for end-to-end implementation: configuration, integrations, data migration (into/out of HubSpot), testing/QA, deployment, user training.

* Serve as a customer-facing technical consultant: lead technical conversations with prospects and clients (agency/consulting context), present solutions, answer questions about platform capabilities, trade-offs, best practices, and roadmap.

* Develop and deliver training programs: “train-the-trainer” sessions for client internal teams, and functional/day-in-the-life training for end users to ensure adoption.

* Document and manage scope, deliverables, risks, assumptions, and ensure solutions are scalable, maintainable, and aligned with client business goals.

* Maintain a strong awareness of industry trends and emerging revenue-tech stack capabilities, and bring recommendations to clients and internal team.

Qualifications & Requirements

Platform and Technology:

* Deep mastery of Salesforce and/or HubSpot (Sales Hub, Marketing Hub, Service Hub, and Data Hub)-configuration, optimization, data modeling, reporting, automation, integrations.

* Proven experience migrating data into and out of Salesforce and/or HubSpot (data cleansing, deduplication, mapping, import/export, APIs).

* Strong working knowledge of at least several components of the broader RevTech stack listed above (CRM, outreach/sequences, ABM, BI, scheduling, CS/Service tools, marketing automation, CPQ). You don’t need deep hands-on across every tool, but you must understand types of tools, how they integrate, and the role they play in the stack.

* Experience designing and executing integrations (native, middleware, APIs) between HubSpot/CRM and other systems.

* Ability to translate business workflows into technical solutions: automation, lifecycle management, lead routing, reporting, segmentation, data models.

* Comfort reading/interacting with REST APIs, webhooks, data schemas, and integration platforms (e.g., Workato, Tray.io, Zapier or equivalent).

* Strong documentation skill—able to produce BRDs, TRDs, solution diagrams, integration maps, training materials.

Engagement and Consulting Experience:

* Proven experience in a consulting or agency environment (or professional services context) where you’ve led client or prospect conversations as the technical/platform SME.

* Demonstrated ability to run discovery sessions, including ability to prepare agendas and discovery guides, ask probing technical and business questions, identify gaps, map requirements, and craft solutions accordingly.

* Experience creating or supporting SOWs (Statements of Work) that clearly articulate scope, deliverables, assumptions, dependencies, and cost/timeline.

* Excellent communication skills-able to present technical solutions to both technical and non-technical stakeholders, build credibility with clients, and articulate trade-offs, best-practices, and business impact.

* Training & enablement experience: able to build and deliver “train-the-trainer” sessions as well as functional user training, aligned with day-in-the-life workflows to drive adoption.

Implementation and Delivery:

* End-to-end implementation experience: from discovery → design → build/configure → integrate → migrate data → test/QA → deployment → training → hand-off/ongoing support.

* Experience managing or strongly partnering with delivery teams (developers, admins, integration engineers, analysts) to deliver projects to time, scope and quality.

* Strong attention to detail, ability to manage complexity, identify risks and dependencies, and ensure scalable maintainable solutions.

* Comfortable working on multiple engagements, balancing priorities, and adapting to evolving client needs in a dynamic consulting environment.

Personal Attributes:

* MUST align with the NEG core values

* Entrepreneurial mindset with a drive to continually learn and adapt within the revenue-technology space.

* Strong business acumen-able to understand client business goals, revenue impact, and align technology solutions accordingly.

* Collaboration mindset-works effectively across teams, mentors or uplifts junior resources, and contributes to team-led knowledge.

* High-energy, solution-oriented, detail-focused, and committed to delivering client value.

Why this role matters:

As a core member of our client delivery team, the Solutions Architect II plays a pivotal role in enabling our clients’ growth by ensuring their technology backbone (CRM + revenue stack) is designed for scalability, performance and adoption. You’ll drive business-impact via technology, help craft high-value solutions, and ensure clients realize measurable outcomes-faster sales cycles, better forecasting, higher adoption, improved visibility, and operational efficiency.