AI Automation Solution Architect - Strategic Business Consultant

About PTM Fusion Development

Proactive Technology Management delivers transformative AI-driven automation solutions using a systems thinking approach that integrates People, Process, and Systems into cohesive business transformation. Our Fusion Development methodology converges cloud data warehousing, predictive analytics, generative AI, and hyperautomation into high-ROI solutions for small- to medium-sized businesses and private equity portfolio companies.

The Role

We seek an AI Automation Solutions Architect who excels at both Enterprise Architecture and Strategic Business Consulting. This role transcends traditional technical architecture—you will bridge executive strategy with technical execution to identify, qualify, and position high-ROI AI automation opportunities within client organizations. You will navigate C-suite relationships, translate business priorities into technical roadmaps, and lead engagement strategy while maintaining architectural excellence throughout the delivery lifecycle.

Your Mission

Discover enterprise-wide problems, assess technical feasibility, communicate solution value in business terms, and position PTM's capabilities effectively within client contexts. You will build trusted advisor relationships with executives, design scalable cloud-native solutions, and ensure successful adoption through thoughtful attention to organizational change management.

Core Responsibilities

Strategic Discovery & Consulting

Client Engagement: Interview client executives and staff to identify high-churn roles, process bottlenecks, and operational inefficiencies suitable for AI automation. Apply systems thinking to understand how people, processes, and technology intersect within client organizations.

Opportunity Assessment: Evaluate technical feasibility, ROI potential, and organizational readiness for transformation including change management considerations, process maturity, and data readiness.

Solution Positioning: Translate complex technical solutions into compelling business value narratives for non-technical executives. Frame solutions using the People-Process-Systems lens to ensure holistic transformation strategies.

Engagement Leadership: Guide clients through the Digital Assembly Line framework—from discovery through implementation—ensuring measurable outcomes through orchestrated workflows combining human judgment, AI reasoning, robotic automation, and procedural logic.

Enterprise Architecture & Technical Design

Solution Architecture: Design comprehensive Solution Architecture Documents (SADs) using C4 modeling (System Context, Container, Component) that balance business requirements with technical constraints and scalability needs.

Technical Stack Selection: Architect cloud-native solutions leveraging Azure serverless platforms, AI/ML services, intelligent document processing, and hyperautomation tools optimized for client environments and constraints.

Standards & Governance: Establish architectural patterns, decision records (ADRs), and documentation standards that enable successful handoff to delivery teams while maintaining quality and consistency.

Prototyping & Validation: Create interactive prototypes using rapid development tools to validate solution concepts with stakeholders before full implementation begins.

Delivery Oversight & Quality Assurance

Technical Leadership: Maintain consultative involvement throughout project delivery, conducting code reviews, guiding milestone validation, and ensuring architectural integrity from concept through production deployment.

Team Mentorship: Coach junior architects and engineers on translating business requirements into technical designs, facilitating knowledge transfer and building organizational capability.

Continuous Improvement: Monitor solution performance post-deployment, identify optimization opportunities, and evolve architectural patterns based on lessons learned.

Required Expertise

Business Consulting Capabilities

Executive Fluency: Communicate confidently with C-suite leaders about strategic objectives, operational challenges, and ROI drivers. Frame conversations around business outcomes rather than technical features.

Process Re-Engineering: Facilitate Event Storming workshops to map current-state workflows and design AI-accelerated future states. Apply systems thinking to identify leverage points where technology interventions yield maximum organizational impact.

Value Articulation: Frame technical solutions in terms of business outcomes—cost reduction, revenue growth, scalability, competitive advantage—while addressing people and process transformation requirements.

Stakeholder Management: Build trust with diverse stakeholders while navigating political dynamics and competing priorities. Facilitate consensus-building across technical and business audiences.

Change Management: Assess organizational readiness for automation initiatives and design adoption strategies that account for human factors, training needs, and process maturity.

Technical Architecture Expertise

AI & Automation Platforms: Design solutions leveraging OpenAI/Anthropic APIs, PydanticAI, LangChain, Azure Cognitive Services (Document Intelligence), Power Automate Desktop, and playwright for intelligent document processing and agentic workflows.

Cloud-Native Architecture: Architect Azure serverless solutions (Functions, Container Apps/Jobs), Azure SQL, Azure Table Storage, Supabase, Microsoft Fabric, and API Management for scalable, event-driven systems.

Data Engineering: Design Python-based ETL pipelines (duckdb, delta-rs), event-driven data architectures, medallion patterns, and comprehensive observability (Azure Monitor, Log Analytics).

Application Development: Guide frontend development using modern frameworks including Lovable.dev (TypeScript/Vite/React), Power Platform (Canvas/Model-driven apps), and Streamlit for rapid prototyping.

Architecture Modeling: Create C4 models (System Context, Container, Component diagrams) using tools like Structurizr and IcePanel. Document architectural decisions using Architecture Decision Records (ADRs).

Methodologies & Frameworks

Systems Thinking: Apply holistic analysis to understand interdependencies between people, processes, and technology. Identify feedback loops, leverage points, and unintended consequences of automation initiatives.

Digital Assembly Line: Design orchestrated workflows where work flows station-to-station through human judgment, AI agents, RPA bots, and procedural logic with full observability and measurability.

Lean UX & Agile: Rapid prototyping, iterative feedback loops, vertical slice delivery that demonstrates incremental value to build stakeholder confidence and enable early course correction.

Event Storming: Facilitate collaborative domain modeling sessions to uncover automation opportunities, map current-state processes, and co-design future-state workflows with client teams.

Business Process Reengineering: Apply BPR principles with AI-first thinking to redesign workflows radically, not just automate existing inefficiencies.

Project Lifecycle Involvement

Pre-Sales Architecture

• Lead client consultations and requirements discovery sessions
• Facilitate Event Storming workshops and technical assessments
• Design Solution Architecture Documents (SADs) with comprehensive C4 models
• Create interactive UX prototypes to validate solution vision with stakeholders
• Prepare Statements of Work (SoWs) with detailed effort estimates and milestone definitions

Delivery Phase Technical Leadership

• Oversee post-sales architecture refinement and implementation planning
• Conduct code reviews and technical quality assurance throughout development
• Guide milestone delivery and validate vertical slices demonstrate business value
• Troubleshoot complex technical challenges and provide architectural guidance
• Lead production deployment planning and client handoff activities

Post-Deployment Optimization

• Monitor solution performance and identify improvement opportunities
• Conduct retrospectives to capture lessons learned and evolve best practices
• Support client adoption and provide ongoing architectural consultation
• Identify expansion opportunities within existing client relationships

Qualifications

Required

• 5-10+ years in enterprise technology consulting, solution architecture, forward-deployed engineer, or similar client-facing technical leadership roles
• Proven track record of discovering, qualifying, and closing complex technical engagements resulting in successful implementations
• Experience designing AI/ML solutions, automation platforms, or data-driven applications for small-to-medium businesses or private equity portfolio companies
• Demonstrated ability to communicate technical concepts effectively to non-technical executives and build trusted advisor relationships
• Deep knowledge of Azure cloud services, serverless architectures, modern development practices, and cloud-native design patterns
• Experience with C4 modeling, Architecture Decision Records, or similar rigorous documentation standards
• Understanding of change management principles and organizational transformation dynamics

Preferred

• Background in management consulting, private equity due diligence, or fractional CTO/CIO roles
• Microsoft certifications: Azure Solutions Architect Expert, or equivalent cloud architecture credentials
• Experience with PydanticAI, LangChain, or compound agentic AI system design and orchestration
• Familiarity with RPA platforms (Power Automate, UiPath), intelligent document processing, or hyperautomation tools
• Knowledge of Lean UX, Event Storming, Domain-Driven Design, or systems thinking methodologies
• Experience facilitating enterprise workshops, design thinking sessions, or organizational transformation initiatives
• Track record of thought leadership through whitepapers, conference presentations, or published case studies

Success Milestones

First 30 Days

• Complete immersion in PTM Fusion Development methodology and technical standards
• Shadow senior consultants on client discovery engagements and observe delivery practices
• Lead first Event Storming workshop and produce validated Solution Architecture Document
• Demonstrate understanding of systems thinking and digital assembly line approach to organizational transformation

Six Months

• Maintain technical oversight and architectural quality by leading 2 active delivery projects at a time
• Mentor junior architects on consultative engagement practices and technical design patterns
• Build repeatable discovery frameworks addressing people, process, and systems dimensions

Why PTM?

Impactful Work: Help small-to-medium businesses achieve enterprise-scale capabilities through AI and automation while ensuring organizational readiness and adoption success. Your work directly transforms client operations and competitive positioning.

Cutting-Edge Technology: Work with latest AI models (OpenAI, Anthropic Claude), modern agentic frameworks (PydanticAI), and Azure's latest serverless offerings in production client environments.

Hybrid Excellence: Balance strategic consulting with hands-on architecture—never just PowerPoint decks or exclusively code. Engage across the full transformation lifecycle from discovery through deployment.

Continuous Learning: Access to curated technical resources, AI-accelerated development tools, professional development budget, and exposure to diverse industries and technical challenges.

Collaborative Culture: Psychological safety, mutual respect, and intellectual rigor define our team dynamics. We value diverse perspectives, rigorous debate, and collective problem-solving.

How to Apply

Submit your resume and a cover letter (maximum 2 pages) addressing:

1. Client Engagement Example: Describe a complex client engagement you led from discovery through delivery, highlighting how you navigated stakeholder dynamics and ensured successful adoption. 

2. Systems Thinking Application: Provide an example of how you've applied holistic or systems thinking approaches to organizational transformation, addressing people, process, and technology dimensions. 

3. Executive Influence: Share an example of navigating executive stakeholders to build consensus around a technical solution, particularly where initial resistance or competing priorities existed. 

• Competitive base salary commensurate with experience

• Performance bonuses tied to successful client outcomes and revenue growth
• Flexible work arrangements (remote-friendly)
• Professional development and continued education
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with company match