Solution Architect

Salary Range: 180000 to 200000 (Currency: USD) (Pay period: per-year-salary)

You Will:

SA Team Leadership & Development

• Define and enforce architecture standards, design principles, and reusable solution patterns that ensure consistency, scalability, and quality across all client engagements 

• Drive a culture of continuous learning through certifications, emerging technology evaluations, and knowledge-sharing — keeping the team ahead of industry trends including advances in AI and cloud 

• Mentor and develop SA talent through structured peer reviews and design critiques, while fostering deep collaboration across engineering, data, and AI practices to bridge the gap between architecture and real-world delivery

• Establish performance expectations, technical certification standards, and competency frameworks aligned to the products, market segments, and client industries.

• Conduct regular 1:1s, call reviews and debriefs to identify skill gaps and coach SAs on solution positioning, discovery, objection handling, and executive engagement.

• Model exemplary SA behavior by personally engaging on the most strategic and complex opportunities demonstrating best practices to the team.

Industry Leader in Solutioning 

• Design and architect end-to-end technical solutions that align with client business objectives, translating complex requirements into scalable, actionable blueprints 

• Lead solution design sessions, producing high-quality architecture documentation including system diagrams, data flow models, and integration patterns – in alignment with the private markets best practices

• Evaluate and recommend technologies, frameworks, and platforms by conducting feasibility assessments and proof-of-concept engagements 

• Identify technical risks and dependencies early in the solutioning process, defining mitigation strategies that protect project timelines and outcomes 

• Understand, define and collaborate the architecture of InvestorFlow AI powered solutions and ensure they are seamlessly integrated into client’s environment 

• Collaborate with product, engineering, and sales teams to ensure proposed solutions are commercially viable and technically sound

Excellent Client Delivery

• Ability to serve as the primary Solution point of contact for key strategic accounts; building trusted advisor relationships with client stakeholders at all levels 

• Drive solution delivery from pre-sales through implementation, ensuring continuity of solution vision and alignment with agreed scope 

• Facilitate Executive discovery workshops and requirements-gathering sessions to deeply understand client pain points, workflows, and success criteria 

• Proactively communicate solution progress, risks, and changes to both technical and non-technical audiences through clear, structured reporting 

• Partner with delivery and project management teams to ensure solutions are implemented on time, within budget, and to the client's satisfaction — championing quality at every stage Identify technical risks and dependencies

Pre-Sales Strategy & Execution

• Define and own the pre-sales methodology for the SA team — including discovery frameworks, solution validation approaches, proof-of-concept standards, and proposal/RFP strategy.

• Collaborate with Sales team to qualify opportunities, assign SA resources, and develop pursuit strategies for key accounts 

• Drive the technical win strategy for strategic pursuits, including architecture design sessions, executive briefings, competitive differentiation, and value-engineering workshops.

Cross-Functional Collaboration

• Serve as key influencer into the Product organization — synthesizing field feedback, feature gaps, and customer requirements into actionable product input.

• Develop and maintain deep, hands-on expertise across the full InvestorFlow product suite — understanding the nuances of each product's capabilities, integration points, and value proposition well enough to design compelling, tailored solutions that resonate with client needs

• Ensure smooth handoffs post-sale, including architecture documentation, scope alignment, and customer success planning (if involved in Sales) 

• Work with the Engagement Management to ensure pre-sales scoping is accurate, delivery commitments are achievable, and solutions are of top-notch quality

Operational Excellence & Reporting

• Own SA resource allocation, balancing pipeline coverage with team capacity and development priorities.

• Define and report on SA team KPIs including: 

  • Delivery success and outcomes (e.g. implementation success, on-budget, on-time %)

  • Customer impact (time-to-value, CSAT)

  • Practice development (reusable assets, product feedback contribution)

  • Team capability (certifications/ utilizations)

  • Solution quality (# of solutions accepted/ re-work required post-delivery, etc.) 

• Build scalable processes for SA activity tracking, opportunity documentation, and knowledge capture in CRM and enablement platforms.

• Conduct quarterly business reviews with Clients and Delivery leadership, presenting SA team performance, market insights, and forward-looking capacity plans.

• Continuously evaluate and improve pre-sales tooling, demo infrastructure, client delivery assets and content libraries to keep the team operating at peak efficiency.

You Have:

Required Experience

• 10+ years in enterprise B2B technology, with at least 5 years operating as a Solution Architect with Salesforce

• 3+ years leading SA with direct people-management responsibility

• Demonstrated track record of winning complex, multi-stakeholder enterprise deals in a technical solutioning capacity

• Experience operating in the NYC metro market and familiarity with key enterprise verticals. Financial Services / private markets industry a plus.

• Proven ability to influence senior executives and build credibility with both technical and business audiences

• Strong executive communication skills — able to present technical strategy to C-suite audiences with clarity and confidence

• History of developing SA talent and building high-performance pre-sales cultures

 
Preferred Qualifications

• Experience in a player-coach SA leadership role — personally closing enterprise deals while simultaneously managing and developing a team.

• Familiarity with professional services delivery and the pre-sales-to-delivery handoff in a complex implementation context.

• Background with platform or ecosystem-based GTM motions, including partner SAs, channel pre-sales, or ISV integrations.

• Existing network within the NYC Tri-State enterprise technology community — financial services, media, insurance, or professional services verticals.

• Experience building or scaling an SA practice from early-stage through growth (Series B–D or equivalent, or within a high-growth business unit).

• Relevant technical certifications (AWS, Azure, GCP, Salesforce, or domain-specific credentials) that reinforce practitioner credibility with customers.