Senior Pre-Sales Solution Architect – Dynamics 365 F&SCM

Posted Yesterday
Hiring Remotely in San Antonio, TX, USA
In-Office or Remote
Senior level
Fintech • Information Technology • Software • Financial Services
The Role
Lead pre-sales discovery, design end-to-end Dynamics 365 F&SCM solutions, conduct fit-gap analysis, deliver demos/workshops, support RFPs and proposals, and align sales with delivery for successful ERP engagements.
Summary Generated by Built In

Location: Texas, Remote

About the Role

We are seeking a Pre-Sales Solution Architect with deep expertise in Microsoft Dynamics 365 Finance & Supply Chain Management (F&SCM) to support our growing ERP practice. This is a highly client-facing and strategic role focused on shaping opportunities, leading discovery, and helping clients understand how Dynamics 365 can support their business goals.

In this role, you will partner closely with our sales and delivery teams to understand client needs, translate business challenges into practical solution approaches, and ensure there is strong alignment between what is proposed and what can be successfully delivered. The ideal candidate is comfortable engaging with senior stakeholders, leading solution conversations, and supporting the sales process with clear, thoughtful, and outcome-focused guidance. This is a primarily remote position, candidates must be located in the United States. 

Key Responsibilities

Client Engagement & Discovery

  • Lead discovery sessions to understand client business processes, priorities, and objectives.
  • Ask thoughtful questions to uncover business needs, challenges, and desired outcomes.
  • Translate client requirements into clear solution concepts that align with Dynamics 365 F&SCM capabilities.
  • Build trusted relationships with client stakeholders and serve as a credible advisor during early-stage ERP discussions.

Solution Design & Architecture

  • Design end-to-end Dynamics 365 F&SCM solution approaches aligned with client needs and implementation best practices.
  • Conduct fit-gap analysis and recommend practical configuration, process, or integration approaches where required.
  • Develop scalable and cost-effective solution recommendations that support both business value and delivery success.
  • Help define solution scope, assumptions, risks, and key considerations for prospective engagements.

Pre-Sales Execution

  • Lead or support demos, workshops, and solution presentations tailored to client requirements.
    Support RFP/RFI responses, proposals, estimates, and solution narratives.
  • Develop business case and ROI messaging to help clients understand the value of the proposed solution.
  • Provide functional and solution expertise throughout the sales process to help shape strong, realistic opportunities.

Sales & Delivery Collaboration

  • Partner with sales to qualify opportunities and support deal strategy.
  • Work closely with delivery teams to ensure a smooth handover from pre-sales to implementation.
  • Help ensure proposed solutions are aligned with delivery capabilities, project scope, and client expectations.
  • Contribute to internal knowledge sharing, go-to-market activities, and solution approach improvements.

Qualifications & Experience

  • 5+ years of ERP consulting experience, with a focus on Microsoft Dynamics 365 F&SCM.
  • Experience in pre-sales, solution architecture, functional consulting, or a similar client-facing ERP role.
  • Strong knowledge of finance and/or supply chain processes within Dynamics 365 F&SCM.
  • Experience leading client workshops, demos, discovery sessions, and solution presentations.
  • Experience supporting or delivering full lifecycle ERP implementations.
  • Ability to communicate clearly with both business and technical audiences.

Key Attributes

  • Client-focused, consultative, and comfortable acting as a trusted advisor.
  • Strong communicator who can explain complex solution concepts in a clear and practical way.
  • Commercially aware, with an understanding of estimates, proposals, scope, and deal shaping.
  • Collaborative and able to work effectively across sales, delivery, and leadership teams.
  • Practical, solutions-oriented, and focused on creating value for clients.

What Success Looks Like

  • Builds confidence with clients during early-stage ERP conversations.
  • Delivers clear and compelling demos, workshops, and solution narratives.
  • Contributes to qualified pipeline growth and supports winning new business.
  • Ensures strong alignment between sales commitments and delivery execution.
  • Develops long-term client relationships through trusted, practical guidance.

Equal Opportunity Statement

Endeavor4 will provide equal opportunity to all employees and applicants for employment regardless of race, color, religion, age, sex, pregnancy, national origin, ancestry, disability (mental or physical), genetic information, military status, marital status, order of protection status, gender identity, or sexual orientation all in accordance with applicable law. Such action shall include, but is not limited to: initial consideration for employment; job placement and assignment of responsibilities; performance evaluation; promotion and advancement; compensation and fringe benefits; training and professional development opportunities; formulation and application of human resource policies and rules; facility and service accessibility; and discipline and termination.

Endeavor4 is an equal employment opportunity employer and will not discriminate against any employee or applicant for employment in a manner that violates applicable state and local laws governing nondiscrimination in employment in every location in which the Company has employees.

Skills Required

  • 5+ years of ERP consulting experience focused on Microsoft Dynamics 365 F&SCM
  • Experience in pre-sales, solution architecture, functional consulting, or similar client-facing ERP role
  • Strong knowledge of finance and/or supply chain processes within Dynamics 365 F&SCM
  • Experience leading client workshops, demos, discovery sessions, and solution presentations
  • Experience supporting or delivering full lifecycle ERP implementations
  • Ability to communicate clearly with business and technical audiences
  • Must be located in the United States (primarily remote)
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The Company
HQ: Mississauga, Ontario
94 Employees
Year Founded: 1989

What We Do

Endeavour Solutions, Inc. is a Trusted Advisor to midsized organizations for their mission-critical business systems including their ERP, Financials and CRM. We've won a number of high-profile Microsoft awards for client implementations and support that we provide for the Microsoft Dynamics and cloud platforms. As a Microsoft Gold ERP Partner, Gold Cloud and CRM Partner focusing on Business Central cloud-ERP, CRM, Azure Dynamics GP& NAV, our consultant's assist clients with development, implementation, support and training for Microsoft clients through our offices in Halifax Nova Scotia, Toronto Ontario, Edmonton, Vancouveand Montreal, and Wilmington Delaware. We are one of the top Microsoft Dynamics partners in Canada and have more than 700 active clients across Canada, the United States and Internationally. The Endeavour process starts with listening and fully understanding before making recommendations for change. This process leads to higher user adoption and our current customer satisfaction with retention rates of 98%. see endeavoursolutions.ca Endeavour Solutions provides implementation, upgrade, support and training services for: • Microsoft Dynamics 365 Business Central, GP and NAV ERP • Microsoft Dynamics 365 CRM and Power Platform • e-Business and Mobile Integration • Business Intelligence • Cloud hosting, Cloud licensing, and Cloud productivity • Microsoft 365 and Teams Endeavour is a multiple time Microsoft Dynamics President's Club recipient, powered by a culturally diverse workforce that services international customers exceptionally well. Visit the careers page on our website to see available positions. Endeavour Sol, Endeavour, Endeavour Canada, Endeavour Solutions, Endeavour Dynamics, Dynamics GP, Endeavour-Endeavour Endeavour Halifax, Endeavour Toronto, Dynamics Canada, CRM Canada, Dynamics CRM online Dynamics Cloud, Dynamics Partner Canada, Dynamics 365, Dynamics 365 for Sales, ERP

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