Role Summary
The Pre-Sales Architect is responsible for leading technical and solution discovery during the sales process, shaping JazzX AGI solutions to customer needs, and de-risking complex enterprise deals in the mortgage industry.
This role partners closely with Sales Directors, Industry Process Specialists, and Forward Deployment Engineers to design compelling, feasible, and value-driven solutions that accelerate deal closure.
The person will be measured on three metrics:
- Deal Support Effectiveness & Win Rate (60%)
- Solution Quality & Feasibility (20%)
- Pre-Sales Asset & Enablement Contribution (20%)
Key Responsibilities
- Lead technical discovery and solution design during pre-sales engagements.
- Partner with Sales to qualify opportunities and shape winning deal strategies.
- Design end-to-end solution architecture with various integration points with JazzX.
- Collaborate with Industry Process Specialists on process and functional design.
- Validate technical feasibility with Forward Deployment Engineers.
- Support demos (of JazzX platform and Builder Studio), POVs, and RFP/RFI responses.
- Address questions related to security, privacy, compliance, accuracy etc.
- Articulate AI-led transformation and value to technical and executive stakeholders.
- Identify deployment risks and mitigation strategies early in the sales cycle.
- Create reusable pre-sales solution assets and reference architectures.
Required Attributes & Competencies
- Strong background in enterprise solution architecture or pre-sales engineering.
- Ability to design scalable, secure AI-enabled architectures.
- Comfort across cloud, data, integrations, and AI platforms.
- Strong presentation and storytelling skills.
- Ability to engage credibly with CIOs, CTOs, and business leaders.
- Experience supporting complex, multi-stakeholder deals.
Qualifications
- 12-15+ years in pre-sales solution architecture and technical consulting roles.
- Experience selling or architecting enterprise AI, SaaS, or data platforms.
- Mortgage industry experience strongly preferred.
- Strong collaboration and communication skills.
Top Skills
What We Do
SAIGroup is a private investment company focused on acquiring and growing enterprise AI companies. The SAIGroup portfolio includes SymphonyAI, ConcertAI, and RhythmX AI.







