AI and Data Solutions Strategist in Richmond, Virginia at Synergy Technical, LLC

Synergy Technical is looking for an AI & Data Solutions Strategist who combines deep

technical expertise with the ability to lead customer conversations, architect solutions, tell

a compelling technical story, and turn ideas into solutions customers want to buy.

This isn't a strategy-only role, and it isn't traditional presales.

You'll work directly with customers to understand what they're trying to accomplish,

architect solutions, lead technical discussions, build demos, validate scopes and

estimates, and help turn opportunities into revenue.

You'll bring deep expertise in Microsoft Fabric and Power BI, strong working knowledge of

Power Platform and the broader Microsoft ecosystem, and strong AI fluency with the ability

and curiosity to work across platforms including Microsoft Copilot, Claude and Gemini.

This role requires someone who thrives in high-pressure, customer-facing situations. You'll

sometimes need to think on your feet, navigate difficult questions, adjust when a

conversation takes an unexpected turn, and confidently lead the customer toward a path

forward—even when you don't immediately have every answer.

Most importantly, you'll be expected to operate as a technical authority during the sales

process. You should be able to independently lead technical discovery, design and validate

solutions, deliver demonstrations, and handle substantive technical questions without

routinely requiring Delivery resources for technical validation or support.

This is a quota-carrying, commission-eligible role. You won't simply support

opportunities—you'll help create, shape and win them.

You Might Be a Great Fit If...

You may have started your career as an engineer, architect, consultant or developer—but

somewhere along the way, you realized you enjoy being in front of customers as much as

you enjoy building technology.

You like explaining complicated things. You like whiteboards. You like demos. And you're at

your best when the stakes are high.

You aren't rattled when a customer challenges an assumption, a demo doesn't go exactly

as planned, or someone asks a question you weren't expecting. You can stay composed,

think on your feet and keep the conversation moving.

You don't need to know every answer. But you're comfortable saying, "I don't know yet,"

asking the right questions, and figuring out what comes next.

When new technology changes how the job gets done, your instinct isn't to protect the old

way of working. You want to learn it, test it and figure out what it makes possible.

You'll use AI extensively in this role. We don't need you spending hours writing a SOW that

an AI agent can draft in minutes.

We need you to know whether that SOW is right.

You want to be in the room. You want to help shape the solution. You want to win the work.

Key Responsibilities

• Lead technical discovery sessions, workshops and solution discussions with

technical and executive stakeholders.

• Architect AI, data and analytics solutions using Microsoft Fabric, Power BI, Azure

AI, Copilot, Power Platform and other appropriate technologies.

• Evaluate and incorporate platforms such as Claude, Gemini and emerging AI

technologies when they can create value for customers.

• Use Synergy Technical's AI agents to accelerate SOW development, solution

design, research and estimation while independently validating architecture,

scope, assumptions, effort, dependencies, feasibility and risk.

• Build and independently deliver technical demos, prototypes and presentations

that help customers understand what's possible.

• Navigate challenging customer conversations, technical objections and

unexpected questions with confidence and composure.

• Develop and independently deliver webinars, workshops and technical briefings

that educate customers and generate opportunities.

• Maintain strong working knowledge of Power Platform capabilities and recognize

when Power Apps, Power Automate, Copilot Studio and related technologies

should be incorporated into a solution.

• Identify new opportunities and partner with Sales from discovery through

proposal and close.

• Serve as the primary technical authority for assigned opportunities, engaging

Delivery resources when specialized expertise is required rather than relying on

Delivery for routine technical validation.

• Translate complex technologies into business outcomes for both technical and

executive audiences.

• Continuously evaluate, test and learn emerging AI, data and automation

technologies and determine how they can create value for our customers.

Experience & Qualifications

Required

• Ability and willingness to travel to customer, partner and company locations

multiple times throughout the year for customer meetings, workshops,

presentations, partner engagements, conferences and other business events.

• 5+ years of experience in solution architecture, consulting, engineering,

development, technical sales, data/analytics or a related technical role.

• Demonstrated hands-on expertise with Microsoft Fabric and Power BI, including

data modeling, analytics and modern data architecture.

• Hands-on experience designing or implementing AI, data or analytics solutions

in enterprise environments.

• Strong working knowledge of Microsoft Power Platform and its role within

broader business solutions.

• Experience leading technical discovery sessions, architecture discussions and

customer workshops.

• Demonstrated ability to perform effectively under pressure, remain composed in

challenging customer situations, and think on your feet when faced with

unexpected technical questions or changing circumstances.

• Ability to independently translate business requirements into technically sound

architectures, scopes and estimates.

• Ability to independently evaluate solution architecture, technical feasibility, level

of effort, dependencies and delivery risk.

• Demonstrated ability to build and deliver technical demonstrations and

presentations without routinely requiring additional technical support.

• Ability to communicate complex technical concepts to both technical

audiences and business executives.

• Experience working with generative AI and at least one major enterprise AI

platform.

• Demonstrated ability to rapidly learn, test and apply new technologies.

• Strong commercial instincts and comfort working in a revenue-focused, quota

carrying role.

Preferred

• Experience working across multiple AI platforms, particularly Microsoft Copilot,

Claude and Gemini.

• Experience with Copilot Studio, Azure AI services, AI agents or agentic

architectures.

• Experience designing solutions that combine enterprise data with AI.

• Experience delivering webinars, conference presentations, workshops or other

technical thought leadership.

• Previous experience in consulting, professional services or a Microsoft partner

environment.

• Experience supporting or directly contributing to the sale of professional

services and technology solutions.

Certification Requirements

Candidates must hold at least one current technical certification in artificial intelligence

from Microsoft or another recognized enterprise technology provider.

The certification should demonstrate foundational or advanced knowledge of AI

technologies, generative AI, AI solution development or enterprise AI implementation.

Microsoft certifications aligned with Azure AI, Microsoft Fabric, Power BI/Data Analytics or

Azure Solutions Architecture are strongly preferred in addition to the required AI

certification.

Additional certifications or demonstrated technical proficiency with Microsoft Copilot,

Claude, Gemini, Power Platform or other AI technologies are highly valued.

Because AI technologies are evolving rapidly, continuous technical development is an

essential expectation of this role. The successful candidate will be expected to maintain

relevant certifications and continually develop hands-on proficiency with emerging AI, data

and automation technologies.

How We'll Measure Success

Success means:

• Creating and influencing revenue and generating new opportunities.

• Helping convert technical conversations into closed business.

• Designing technically sound solutions that Delivery can confidently execute.

• Independently leading customer technical conversations, demonstrations,

webinars and presentations.

• Reducing the routine need for billable Delivery resources during the sales

process.

• Expanding Synergy Technical's AI, data and analytics practice.

• Staying ahead of rapidly changing technology and turning what you learn into

customer and business value.

It also means being someone the team can confidently put in front of a customer when the

conversation is complex, high stakes or unpredictable. You can lead the room, adapt when

things don't go according to plan, and maintain technical credibility and composure when

challenged.

What This Role Isn't

This isn't a traditional presales role where you wait for Sales to tell you which meeting to

attend.

It isn't a strategy role where you talk about technology without being able to get into the

technical details.

And it isn't a role where Delivery should routinely need to provide the technical expertise

behind your SOWs, demonstrations or customer conversations.

We're looking for someone who wants to be part architect, part engineer, part teacher,

part strategist and part seller—and who gets excited about figuring out what's possible