Senior Specialist, Solutions Architect

About Trilliad

Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing, and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.

 At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.

What you will do

The Senior Specialist, Solutions Architect is accountable for the commercial health and strategic growth of your assigned client portfolio within Sales Performance Solutions — owning the full arc from opportunity identification through delivery quality assurance and revenue expansion. You hold the senior relationship with each client, ensuring that every engagement is anchored to the client's original vision, executed to AP standards, and positioned to generate measurable results that create the conditions for retention, upsell, and referral. You operate at the intersection of sales, client strategy, and delivery oversight, bringing together internal teams and external contractors into a coherent, high-performing engagement model that consistently exceeds client expectations and advances Trilliad's growth objectives.

 

Which means that on a day-to-day basis, you will:

Sales Pursuit and Revenue Growth

• Lead active participation in the sales cycle — joining prospecting calls, shaping proposals, and defining project pricing — to ensure all contracts are priced and scoped accurately to achieve desired profit margins
• Drive revenue retention and expansion by translating positive project outcomes into explicit upsell, cross-sell, and extension conversations, and by identifying adjacent groups within client organizations where Sales Performance Solutions can create value.
• Architect project vision and scope collaboratively with clients at the earliest stage of engagement — surfacing objectives, key results, and key stakeholders — so that commitments are grounded in a shared and documented understanding of success.

Strategic Client Relationship Management

• Lead the strategic client relationship through structured meeting cadences, executive check-ins, and written alignment recaps that keep the client informed, heard, and confident in the engagement's direction.
• Guide the client through the development process by gathering input at defined intervals, ensuring deliverables remain aligned with the original vision, and proactively communicating any scope or plan adjustments before they become risks.
• Lead post-project reviews with the client to assess results, capture feedback, and identify the next opportunity — converting delivery success into a platform for continued partnership.

Delivery Quality and Contractor Oversight

• Identify, engage, and negotiate compensation and responsibilities with contractors for each project, ensuring the right facilitation and coaching capability is in place before delivery begins.
• Oversee train-the-trainer and practice sessions to align contractor facilitation approach with the client's vision and AP's quality standards, so that every facilitator enters a live session prepared and calibrated.
• Shape contractor performance through structured feedback loops between early delivery sessions and subsequent sessions, driving continuous improvement in content, facilitation, and coaching quality.
• Ensure content and delivery quality meet AP standards through direct observation of live and virtual sessions, content reviews, and real-time quality interventions where required.

Internal Team Coordination

• Lead internal project team meetings to debrief discovery findings, synthesize insights, and assign clear ownership of content development workstreams — so that the team moves from insight to execution without ambiguity.
• Participate in internal hiring decisions and interviews of team members.

Project Tracking

• Work with the Client Account Delivery Manager to ensure all internal tracking is accurate (project deliverables, invoices, team payments, etc.)
• If a Client Account Delivery Manager is not available for a project, you are responsible for tracking accuracy.
• Monitor each project and how it tracks to the company's revenue goals.

How you’ll do it

Because how we do things matters just as much as what we do at Trilliad, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization:

Growth Obsessed. For our business, our clients, and our Selves.	Create Client Value. Become irreplaceable
Business is Personal. Cultivate relationships. Make space for connection. Care about each other.	Tighten-Up. Focus, discipline, and rigor count.
Lighten-Up. Humor and laughter deepen bonds.
Strategy Without Execution Is Just Dreaming. Hope is not a strategy. Vision matters—so does execution.	You Have the Ball. Be accountable. Take action. Go the distance.
Be One Team. No lone wolves. Have each other’s back and help each other out.	Run Towards Problems. Symptoms signal deeper causes. Find the root.
Raise The Bar. Good is the enemy of great. Better never stops—be a Difference-Maker!	Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.
Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood.	Celebrate Results. Make recognition a habit. Shine a light on what’s working, big or small.
The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.	Think “We” not “Me.” Prioritize what’s best for the business, the team, and the journey.

What You’ll Bring – Skills, Knowledge, and Experience

All Difference-Makers are expected to meet the Trilliad Standard for Transferable Skills and Knowledge, which defines the core capabilities every teammate must bring—regardless of role, function, or level.

Trilliad transferable skills	Trilliad transferable knowledge
·       Contextual Awareness ·       Critical Reasoning and Thinking ·       Data/Analytic Acumen ·       Empathy ·       Judgment and Discernment ·       Moral Courage ·       Pattern Recognition and Systems Thinking	·       AI Literacy ·       Responsible and Effective AI Use ·       Trilliad’s Business and Commercial Context

 

The following domain-specific Skills, Knowledge, and Experience are additionally required in order for you to be great in this role.

Domain-specific skills

• Consultative sales and opportunity development — You identify expansion opportunities within active client relationships and translate delivery results into commercially grounded conversations about upsell, cross-sell, and new workstreams, requiring you to operate as both a trusted advisor and a revenue-generating professional simultaneously.
• Proposal development and project pricing — You contribute directly to the construction of client proposals and the definition of project pricing, requiring you to balance commercial viability, delivery feasibility, and competitive positioning in a single document.
• Contractor identification, negotiation, and performance management — You source, select, and negotiate with external facilitators and coaches for each engagement, and you are accountable for their performance quality throughout delivery, requiring you to manage a fluid external workforce without formal authority.
• Facilitation quality assessment and coaching — You observe live and virtual delivery sessions and provide structured, actionable feedback to contractors, requiring you to hold and apply a precise standard of facilitation and coaching excellence against which you can evaluate others.
• Scope and stakeholder management in complex client engagements — You manage evolving client expectations, competing stakeholder priorities, and mid-engagement scope changes, requiring you to make and communicate plan adjustments in a way that preserves client confidence and commercial integrity.

Domain-Specific Knowledge

• Sales performance learning and development solutions — You must understand how sales capability programs are designed, sequenced, and measured so that you can credibly advise clients on solution architecture, set realistic expectations for outcomes, and position AP's offerings against the client's specific performance gaps.
• Adult learning principles as applied to sales skill development — You must understand how adults acquire and transfer sales skills in a workplace context so that you can assess whether content and facilitation approaches will produce the behavioral change the client is paying for.
• Client organization dynamics and buying behavior in professional services — You must understand how decisions are made, budgets are held, and internal champions operate within client organizations so that you can navigate expansion conversations and multi-stakeholder engagements with commercial sophistication.
• Revenue recognition and project economics in a services business — You must understand how project pricing, contractor costs, and scope changes interact with margin so that your commercial decisions at the account level are financially sound and consistent with AP's business model.
• Contractor and facilitation selection for optimal sales training delivery — You must know the available pool of qualified facilitators and coaches in the sales performance space so that you can identify, assess, and engage the right external talent quickly and confidently for each engagement.

Domain-specific experience

• 7+ years of experience in a client-facing role within a professional services, learning and development, or sales performance consulting environment, with direct accountability for managing senior client relationships and driving revenue growth within an assigned portfolio.
• Demonstrated experience participating in or leading the sales cycle for professional services engagements, including proposal development, solution scoping, and commercial negotiation with director-level or above client stakeholders.
• Proven track record of expanding revenue within existing client accounts through upsell, cross-sell, or project extension, with evidence of translating delivery outcomes into new commercial opportunities.
• Experience identifying, contracting, and managing the performance of external facilitators, coaches, or contractors across multiple concurrent engagements, including providing structured performance feedback during live delivery cycles.
• Experience overseeing the quality of learning or sales performance program delivery — including direct observation of facilitation, content review, and quality assurance processes — in a client-facing context where delivery standards are tied to contractual commitments.

 

The Trilliad Agreement

If you want to be part of building a truly great growth company—and help cultivate a culture that is differentiated and creates value for customers and colleagues alike—then you might be a fit for Trilliad. Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.

When you show up in this way—bringing your best and living our Leadership Principles— you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.