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Über
Job Description Description 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.
Skills, Knowledge and Expertise
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.
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.
Sprachkenntnisse
- English
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