AI-powered Sales Performance Enhancement System

AI Solutions Architect – Evaluation & System Scoping Engagement

Project Title: AI Systems Architecture Evaluation for dlea.io Platform Implementation

Role Summary

We are seeking a senior-level AI Solutions Architect to conduct a comprehensive evaluation of our existing systems, AI roadmap, and product infrastructure plans as we build and scale the dlea.io platform — an event-driven AI enablement engine that powers sales performance, PMF detection, and real-time coaching.

The ideal candidate will provide technical guidance and architectural validation, helping our engineering team scope and prioritize the next phase of the system rollout.

Objective of the Engagement

Review and validate the proposed architecture of the Revfinity platform
Evaluate the readiness and integration of current systems (CRM, LMS, call data, CMS)
Define architecture and workload strategy for AI agents, event-driven ticketing, knowledge graph, and PMF analytics.

Scope implementation phases across infrastructure, data layer, API orchestration, and front-end enablement.

Identify technical risks and recommend a phased execution plan
Responsibilities

Conduct architectural review of current backend services, AI agent flow, database models, and API designs.

Analyse the planned implementation of:

Event-driven ticketing system (SignalR, Azure Event Grid, Webhooks)
Pattern Recognition Engine (PRE) + Ticket Evaluation Engine (TEE)
PMF Knowledge Graph (Neo4j) and PRE graph traversal logic
LMS and CMS integration pipelines
AI Console (multi-agent orchestration, chat-based configuration)
PMF dashboard scoring engine + drift logic
Evaluate the extensibility and modularity of proposed designs
Audit system scalability by tenant, user volume, and agent load
Create a clear SOW for implementation including timeline, milestones, and resource planning

Deliverables

Deliverable | Description Architecture Audit Report | Full review of current and planned architecture with strengths, gaps, and recommendations |
dlea.io Systems Map | Visual diagram of core subsystems and how they will interconnect (PRE, TEE, LMS, CMS, Agents, PMF Graph) |
Implementation Phasing Plan | Proposed implementation roadmap with milestone gates |
PMF Readiness Evaluation | Analysis of how data structures and integrations support PMF logic |
Risk + Scalability Report | Risks, edge case conditions, failover and fallback designs |SOW Document for dlea.io Buildout
| Final delivery: project scope, technical dependencies, roles needed, timelines

Tech Stack Evaluation Areas

Cloud Infrastructure: Azure (Blob, Event Grid, App Service, SignalR)
Databases: PostgreSQL, Neo4j, Redis
AI Stack: OpenAI API, vector stores, embeddings, retrieval logic
Frontend: React + shadcn/ui AI Console, role-based configuration
API Layer: REST APIs, Webhooks, GraphQL (optional)
Pipeline Layer: ELT ingestion from CRM, LMS, CMS, call platforms
Event Bus: Event-driven architecture (event sourcing + rule execution)
Multi-Tenant Auth: Auth0 RBAC, claims-based routing, usage quotas

Security & Privacy Responsibilities

Evaluate claims mapping and tenant isolation
Confirm GPT prompt context is properly scoped and privacy-safe
Recommend controls around event logging, token limits, and AI feedback loops

Timeline

Phase | Duration |
Stakeholder Interview | 1 day |
Technical Architecture Audit | 1 day |
System Readiness Evaluation | 1 day |
SOW Creation & Final Deliverables | 2 days |

Total Duration: \~5 business days

Ideal Background

5–10 years in systems architecture or AI platform design
Experience with real-time systems, AI orchestration, multi-agent architecture
Past work integrating AI into SaaS (e.g., LLMs, search, analytics, coaching)
Familiarity with GTM systems: Salesforce, Apollo, Gong, WorkRamp, Seismic, etc.
Neo4j, OpenAI API, Azure infrastructure experience preferred

Engagement Details

Contract basis (5 day engagement with option to extend)
Remote, async-friendly
Access to system diagrams, codebase (read-only), and CEO for interview
Final SOW to inform internal team + potential contractors for Revfinity rollout