Solution Architect – OTC, D365 & Financial Systems

Position: Solution Architect – OTC, D365 & Financial Systems

Location: San Jose, CA (Hybrid)

Employment Type: Full-Time

Experience Range: 15+ Years

Must Have: MS Dynamics 365

Job Description:

• We are looking for a strong Solution Architect with deep experience in Order-to-Cash (OTC), Finance, and ERP/CRM transformation to lead architecture and solution design for enterprise transformation initiatives.
• The ideal candidate should have strong experience with Microsoft Dynamics 365 Finance & Operations / Finance, with an understanding of how ERP, CRM, Billing, Revenue, and downstream financial systems work together across the end-to-end OTC lifecycle.

Key Responsibilities:

• Lead solution architecture for OTC, Finance, ERP and CRM transformation initiatives.
• Define and architect end-to-end OTC processes including Quote, Contract, Order, Fulfilment, Billing, Invoicing, Payments, Collections, Revenue Recognition, and Renewals.
• Provide architecture leadership for D365 Finance / Finance & Operations and its integration with CRM, Salesforce, billing, payment, tax, revenue, and other enterprise platforms.
• Define current-state and target-state architecture, solution blueprints, integration patterns, and technology roadmaps.
• Assess existing business processes and systems and identify opportunities for standardization, simplification, automation, consolidation, and modernization.
• Lead cross-functional architecture discussions across Finance, Sales, Operations, IT, Product, Engineering, and Enterprise Architecture.
• Translate business and financial requirements into scalable, secure, and practical technology solutions.
• Define data flows, APIs, integrations, system boundaries, and ownership across the enterprise ecosystem.
• Identify architectural risks, dependencies, gaps, and trade-offs and provide recommendations to senior leadership.
• Provide architecture oversight throughout design, implementation, testing, deployment, and transition to operations.

Required Experience

• 15+ years of experience in Solution/Enterprise Architecture, with strong experience in OTC and Financial Systems.
• Proven experience in D365 Finance / Finance & Operations or comparable enterprise ERP platforms.
• Strong understanding of end-to-end OTC and Finance business processes.
• Proven experience delivering large-scale ERP/CRM and Finance transformation programs.
• Experience integrating D365 with CRM, Salesforce, Billing, Revenue, Payment, Tax, and other enterprise systems.
• Strong understanding of enterprise integration, APIs, data architecture, security, and modern cloud architecture.
• Experience working with senior business and technology stakeholders in complex, matrixed organizations.
• Excellent communication, presentation, stakeholder management, and influencing skills.
• Ability to bridge the gap between business process, functional requirements, and technology architecture.

Good to Have

• Experience with D365 Sales, Customer Service, Finance, or related Microsoft business applications.
• Experience in ERP/CRM consolidation, modernization, or platform transformation.
• Knowledge of revenue recognition, subscription billing, financial close, AR/AP, and financial reporting.
• Experience with cloud platforms and modern integration architectures.
• Relevant Microsoft or Enterprise Architecture certifications.