Solutions Architect

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.
  

Preferred Skills

• 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.

About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.