Director, Enterprise CE Presales Architect

Accountabilities:

• • Lead CE/CX pursuit strategy for strategic enterprise opportunities, from qualification and discovery planning through proposal development and sales-to-delivery handoff.
  • Facilitate executive and functional discovery sessions to understand business vision, desired outcomes, pain points, operating constraints, capability priorities, and measures of success.
  • Develop compelling solution narratives spanning Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, Power Platform, Copilot, analytics, integrations, data migration, adoption, and managed services.
  • Create solution storyboards, demo strategies, proposal approaches, statements of work, and executive-level presentations tailored to complex client requirements.
  • Own or coordinate ROM estimates, assumptions, exclusions, delivery models, timelines, staffing plans, margin considerations, and risk assessments.
  • Provide strategic oversight of large-deal pursuit quality, ensuring commercial assumptions are sound, delivery approaches are realistic, scope is disciplined, and implementation risks are clearly understood.
  • Coordinate closely with sales, delivery, functional and technical architects, industry SMEs, Microsoft, and other strategic stakeholders to create integrated pursuit strategies.
  • Establish and maintain lightweight presales governance, including stage gates, pursuit reviews, estimate and proposal quality assurance, deal-desk escalation, and sales-to-delivery handoff standards.
  • Develop reusable presales resources such as discovery guides, demo scripts, proposal content, SOW building blocks, estimation drivers, assumptions libraries, case studies, and handoff templates.
  • Maintain selective billable involvement in strategic advisory engagements, architecture validation, delivery mobilization, and executive design workshops to ensure presales recommendations remain grounded in practical delivery experience.
  • Represent the organization in executive client discussions, Microsoft co-sell initiatives, strategic account planning, webinars, workshops, and broader ecosystem collaborations.
  • Translate ambiguous client requirements into actionable scope, phased transformation roadmaps, delivery models, and implementation strategies.
  • Influence complex, multi-million-dollar enterprise pursuits while balancing growth objectives with delivery quality, commercial integrity, risk management, and long-term client relationships.

  Requirements:

  • 12+ years of experience delivering or shaping enterprise CRM/CX transformations, with substantial expertise across Microsoft Dynamics 365 CE, Power Platform, Dataverse, integrations, analytics, and business process modernization.
  • Demonstrated success leading complex presales pursuits, executive discovery workshops, solution visioning, estimation, proposal and SOW development, and sales-to-delivery transitions.
  • Strong Microsoft ecosystem fluency, with relevant Dynamics 365 CE, Power Platform, and/or solution architecture certifications preferred.
  • Experience with manufacturing, distribution, field service, professional services, private equity/M&A integration, or related industries is strongly preferred.
  • Proven ability to influence large enterprise pursuits and translate complex or ambiguous business challenges into practical solutions, phased roadmaps, scopes, and delivery approaches.
  • Strong commercial judgment, including an understanding of delivery feasibility, margin considerations, scope management, assumptions, implementation risks, and financial quality.
  • Exceptional executive communication, storytelling, presentation, negotiation, and stakeholder management capabilities.
  • Ability to build credibility with C-suite executives, functional leaders, technical stakeholders, delivery teams, and strategic partners.
  • Strong cross-functional leadership skills and the ability to coordinate diverse teams toward a common pursuit strategy.
  • Demonstrated ability to balance aggressive growth objectives with realistic delivery commitments and sustainable client outcomes.
  • Comfortable operating in a fast-paced, performance-oriented environment where priorities may evolve and independent judgment is expected.
  • Willingness and ability to travel up to 50% for client meetings, workshops, industry events, and other business requirements.

  Benefits:

  • Base salary of $185,000–$210,000 per year, plus additional bonus/commission opportunities.
  • Competitive performance-based compensation structure with significant earning potential.
  • Unlimited Paid Time Off (UPTO) to support work-life balance.
  • 401(k) retirement plan with company matching contributions.
  • Monthly home-office expense stipend.
  • Subsidized medical, dental, and vision insurance.
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
  • Company-paid life and disability insurance.
  • Training, professional certification, and continuing education support.
  • Remote work arrangement with travel of up to 50%.
  • Opportunities for personal and professional growth within a challenging, collaborative, and performance-oriented environment.
  • Exposure to complex enterprise transformation initiatives across manufacturing, distribution, energy, and other industries.
  • Opportunities to work closely with Microsoft and other strategic stakeholders on high-impact technology initiatives.