About the role
Supply chain complexity is accelerating, and the companies that win are the ones who can integrate faster, resolve exceptions before they become problems, and bring trading partner ecosystems under control. The Solutions Architect is the person who makes that story real for prospective customers. Partnering directly with the Sales team, the SA owns the technical narrative from initial discovery through close, designing solutions using Cleo’s platform that address the specific operational pain each prospect is trying to solve. This is a role for someone who has done this before at a high level, brings their own consultative point of view into every room they walk into, and applies the full range of available tools, including AI, in ways that produce better outcomes for prospects and for Cleo.
What You Will Be Doing
- Function as the technical lead and trusted advisor throughout the sales cycle
- Conduct discovery sessions directly with prospective and existing customers to gather business and technology requirements, including identifying where AI-powered capabilities deliver the highest value
- Translate technical architecture into business outcomes for C-suite stakeholders (CTO, COO, VP of Supply Chain)
- Design end-to-end integration architectures tailored to each prospect’s ERP, WMS, TMS, and trading partner ecosystem
- Demonstrate the value of Cleo solutions through presentations and demonstrations on-site and remote
- Assess, scope, and complete POCs to demonstrate measurable ROI in real customer environments, with clear success criteria and minimal turnaround
- Lead the technical response for RFI/RFPs, ensuring Cleo’s value propositions are clearly articulated and differentiated against competitive alternatives
- Serve as Cleo’s AI subject matter expert in customer-facing conversations, articulating how AI features in the platform create competitive advantage for supply chain companies
- Apply AI tools across the sales cycle in ways that reflect seniority and judgment, from sharpening discovery hypotheses and accelerating POC builds to producing documentation and demonstration proof points that would have taken significantly longer otherwise
- Collaborate with Product Management to provide voice-of-the-customer feedback, influencing the roadmap based on market trends and patterns observed across prospect engagements
- Partner with Customer Success and Professional Services to ensure smooth technical handoffs post-close, with clear documentation of customer architecture and agreed use cases
- Contribute to the SA knowledge base by building reusable assets, demo scripts, and POC frameworks that scale pre-sales team capacity
Your Qualifications
- Bachelor’s degree in Computer Science, Computer Information Systems, or a related field, or equivalent relevant experience
- 5+ years in a pre-sales, solutions engineering, or customer-facing technical role within a B2B SaaS, iPaaS, EDI, or supply chain software environment
- Hands-on experience with EDI (X12, EDIFACT), B2B integration protocols, and cloud or on-premises integration platforms
- Understanding of core supply chain processes including Order-to-Cash, Procure-to-Pay, and Load Tender-to-Invoice
- Knowledge of B2B integrations, including REST/SOAP APIs and JSON/XML data structures
- Demonstrated ability to lead technical discovery, solution design, and POC execution in complex, multi-stakeholder enterprise sales cycles
- Experience articulating AI-powered product capabilities to both technical and business audiences, translating model-driven features into measurable ROI
- Preferred: hands-on experience with AI/ML-powered SaaS features, including LLM applications, agentic AI workflows, or intelligent automation
- Preferred: familiarity with supply chain systems (ERP, WMS, TMS) and trading partner ecosystems
- Preferred: experience working at or alongside global consulting firms or systems integrators in a pre-sales or delivery capacity
A few things we have to offer:
- Compensation: $120,000 - $140,000 + Bonus potential
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Remote work environment
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
We use artificial intelligence (AI) tools to assist in certain stages of our recruitment process, such as resume screening and candidate matching. These tools are designed to support fair and consistent evaluations. If you have questions about this process or would like to request an alternative assessment method, please contact us at hr@cleo.com.
Cleo Communications US, LLC is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
Aplyr's read
Cleo is a fintech innovator focused on empowering users with financial literacy through a conversational AI-driven app. Ideal for tech-savvy finance enthusiasts.
What's promising
- •Cleo leverages AI to offer personalized financial advice, enhancing user engagement.
- •The company is expanding rapidly, hiring diverse roles like AI Product Manager and Solutions Architect.
- •Cleo has a strong focus on improving financial literacy, a critical need in today's economy.
What to watch
- •Cleo operates in a highly competitive fintech market with numerous well-funded rivals.
- •Limited public information about Cleo's long-term financial sustainability and growth strategy.
- •The company's reliance on AI raises potential data privacy and ethical concerns.
Why Cleo
- •Cleo's app uses conversational AI to make financial management accessible and engaging.
- •The company prioritizes financial literacy, distinguishing it from typical fintech apps.
- •Cleo's recent hiring in AI and architecture indicates a focus on technological advancement.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Cleo
Cleo is a financial technology company that provides a mobile app designed to help users manage their finances and improve their financial literacy.