About Us:

Rootstock Software® is disrupting the ERP space! We are a worldwide provider of cloud ERP on the Salesforce Cloud Platform. When combined with Salesforce CRM, Rootstock Cloud ERP offers manufacturing, distribution, and supply chain organizations a single platform to grow and manage their businesses. Rootstock Cloud ERP is a flexible, modern, and digitally connected system that transforms companies to deliver a more personalized customer experience, efficiently scale operations, and out-service the competition.

Rootstock Software® serves customers throughout North America, Europe, and Asia Pacific and is available exclusively on the Salesforce Platform (Force.com) via the Salesforce AppExchange, the world’s most-popular marketplace for business apps. Organizations now have insight on what is happening or what will happen at each step of the manufacturing, distribution, and supply chain processes.


As a Pre-Sales Senior Solution Architect, Financials, you will cut through the noise and clarify how our customers can transform their business with our cloud-based ERP, Financials and Supply Chain application, built on the Salesforce platform. The CFO of our prospective customer will be impressed with your knowledge and experience and your understanding of his/her challenges and system requirements. You play a vital role in delivering custom, cutting-edge solutions to make our customers more agile and productive. As the only cloud-based ERP on the Salesforce platform, you will make sure our customers get the unique, business-driven value our brand represents.

The Pre-Sales Senior Solution Architect, Financials works in a dynamic team environment and collaborates with Sales, Product Management, Marketing, and Professional Services to develop unique solutions for new and existing customers. In addition, you will be responsible for maintaining the content for our demonstration environment and supporting Marketing lead events periodically.

This is a remote position based in the United States.


  • Provide deep technical insights: Act as a bridge between our sales team and customers to bring up-to-date insights on Rootstock’s software, industry trends, and the competition. Translate marketing info and technical jargon into compelling, concrete insights. Develop and manage the Rootstock financials demo and tailor the demo for prospect scenarios. Present and host learning workshops and demonstrations in person and over the internet/phone with business leaders from the C-Level down, to drive sales and practice the art of the possible.
  • Challenge customers: Use your skills, insight, and experience to tell your clients what they need to do, not just what they want. You must be able to challenge their beliefs with well researched, tailored insights, bringing in creative and business-savvy solutions that drive the sale and maximize outcomes, while maintaining credibility with prospects and customers.
  • Scoping work and proposals: Use your exceptional written and verbal communications skills to scope, assemble and demonstrate the Rootstock solution. A hands-on role, you must be able to act under pressure and show wisdom and leadership, often for an audience of top tier executives. You will also provide support in responding to RFI/RFP’s.
  • Collaboration: Work closely with sales, engineering and product management to provide customer feedback and assist in product direction. Work closing with ERP/Supply Chain Solution Architects to streamline the end to end ERP/Supply Chain / Financials solution. Mentor other team members.


  • Bachelor’s Degree from an accredited college or university.
  • 5+ years relevant software industry experience with at least 3 years in a pre-sales capacity.
  • Industry experience in accounting and/or finance a plus.
  • CPA a plus.
  • Solid understanding of ERP with a focus on Financials (AR/AP/GL).
  • Advanced business acumen with the ability to understand the ins and outs of accounting and finance challenges in MFR/DST companies.
  • Experience with the Salesforce Platform is a big plus.
  • Exceptional communication, presentation, and demo skills.
  • Self-managed and motivated individual with strong leadership skills.
  • Proven working experience in a partnership capacity on a day to day basis with the sales organization.
  • Ability to travel 25 – 50%.

In addition to base salary, this position is eligible to earn commissions.

We offer our team members competitive compensation, world class benefits, work life balance (flexible schedules, telecommuting, vacation time off), and the opportunity to work alongside an amazing and supportive team!

Rootstock values diversity and is an Equal Opportunity Employer.