Principal Solutions Engineer (PA-DS-Q4-2026-R001)

Posted Yesterday
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Kansas City, MO, USA
In-Office
Senior level
Fintech • Software
The Role
Designs and implements AI, workflow automation, and digital productivity solutions that optimize business processes and improve sales and service outcomes. Partners with leaders across Sales, Service, Operations, Technology, Compliance, and Product to assess workflows, define future-state processes, document requirements, manage implementation risks, and establish automation best practices. Requires strong solution architecture, analytical, stakeholder management, and business process optimization experience.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Job Title: Principal Solutions Engineer

Locations: Kansas City, MO


About the Role

The Solutions Architect serves as a strategic technology and business partner within the SalesConnect organization, responsible for identifying, designing, and implementing innovative solutions that improve operational efficiency, enhance associate productivity, elevate service levels, and drive superior client outcomes. This role leverages emerging technologies including Artificial Intelligence (AI), WorkHQ, Blue Prism, workflow automation platforms, and other digital enablement tools to transform business processes and optimize the sales and service experience.

The successful candidate combines strong business acumen with technical expertise to evaluate opportunities, architect scalable solutions, and lead cross-functional initiatives from concept through deployment. The role requires close collaboration with Sales, Service, Operations, Technology, Compliance, and Product teams to deliver measurable business value.

 

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.


You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

 

How You Will Make an Impact 

  • Partner with business leaders to assess operational challenges and identify opportunities for process optimization and automation.
  • Analyze current-state workflows and design future-state processes focused on efficiency, quality, and scalability.
  • Serve as a trusted advisor to SalesConnect leadership on technology and process innovation opportunities.
  • Establish best practices for automation development, AI utilization, and solution lifecycle management.
  • Manage solution implementation plans, risks, dependencies, and success metrics.

 

Required Experience

  • Bachelor's degree in Information Systems, Computer Science, Business, Engineering, or related field.
  • 5+ years of experience in solutions architecture, business process optimization, automation, or technology consulting.
  • Experience implementing workflow, RPA, AI, or digital productivity solutions in a business environment.
  • Strong analytical and problem-solving skills with the ability to quantify business impact.
  • Demonstrated ability to engage stakeholders across technical and non-technical functions.
  • Experience documenting business requirements, process maps, and solution designs.

 

What Sets You Apart (preferred qualifications)

  • Experience with Blue Prism, WorkHQ, Microsoft Copilot, Power Platform, or similar automation technologies.
  • Knowledge of generative AI technologies, intelligent automation, and AI-enabled workflow design.
  • Experience in financial services, asset management, wealth management, or sales enablement environments.
  • Certifications in enterprise architecture, automation platforms, AI technologies, Agile, or project management.
  • Experience leading cross-functional transformation initiatives.

Join SS&C, where innovation meets global opportunities. Click here to apply.




Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.


SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Skills Required

  • Bachelor’s degree in Information Systems, Computer Science, Business, Engineering, or a related field
  • 5+ years of experience in solutions architecture, business process optimization, automation, or technology consulting
  • Experience implementing workflow, RPA, AI, or digital productivity solutions in a business environment
  • Strong analytical and problem-solving skills, including the ability to quantify business impact
  • Ability to engage stakeholders across technical and non-technical functions
  • Experience documenting business requirements, process maps, and solution designs
  • Experience with Blue Prism, WorkHQ, Microsoft Copilot, Power Platform, or similar automation technologies
  • Knowledge of generative AI, intelligent automation, and AI-enabled workflow design
  • Experience in financial services, asset management, wealth management, or sales enablement
  • Certifications in enterprise architecture, automation platforms, AI technologies, Agile, or project management
  • Experience leading cross-functional transformation initiatives

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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