Solution Architect

InvestorFlow • New York, NY

6d • $180,000 - $200,000 • Onsite

About The Position

InvestorFlow is seeking a Solution Architect to lead, coach, and scale a high-performing SA team focused on complex, enterprise accounts. This role, based in the New York metro area, requires a hands-on practitioner who can partner with Delivery teams, build SA infrastructure, support pre-sales efforts, and develop people, processes, and playbooks. The Solution Architect will set architectural standards for InvestorFlow solutions, ensuring engagements reflect deep product expertise, technical judgment, industry knowledge, and a client-first approach. This leader will define and enforce solution design principles, provide industry solution thought leadership, and engage in strategic accounts. The role also acts as a bridge between Sales, Product, and Delivery, synthesizing field insights into product feedback, ensuring smooth handoffs, and championing quality throughout the client lifecycle. The ideal candidate possesses a blend of technical depth, executive presence, and people leadership.

Requirements

• 10+ years in enterprise B2B technology
• 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
• Familiarity with key enterprise verticals
• Proven ability to influence senior executives and build credibility with both technical and business audiences
• Strong executive communication skills
• History of developing SA talent and building high-performance pre-sales cultures

Nice To Haves

• Experience in a player-coach SA leadership role
• 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
• Existing network within the NYC Tri-State enterprise technology community
• Experience building or scaling an SA practice from early-stage through growth
• Relevant technical certifications (AWS, Azure, GCP, Salesforce, or domain-specific credentials)

Responsibilities

• Define and enforce architecture standards, design principles, and reusable solution patterns.
• Drive a culture of continuous learning through certifications, emerging technology evaluations, and knowledge-sharing.
• Mentor and develop SA talent through structured peer reviews and design critiques.
• Establish performance expectations, technical certification standards, and competency frameworks.
• Conduct regular 1:1s, call reviews and debriefs to identify skill gaps and coach SAs.
• Model exemplary SA behavior by personally engaging on strategic and complex opportunities.
• Design and architect end-to-end technical solutions that align with client business objectives.
• Lead solution design sessions, producing high-quality architecture documentation.
• Evaluate and recommend technologies, frameworks, and platforms.
• Identify technical risks and dependencies early in the solutioning process.
• Understand, define and collaborate the architecture of InvestorFlow AI powered solutions.
• Collaborate with product, engineering, and sales teams to ensure proposed solutions are commercially viable and technically sound.
• Serve as the primary Solution point of contact for key strategic accounts.
• Drive solution delivery from pre-sales through implementation.
• Facilitate Executive discovery workshops and requirements-gathering sessions.
• Proactively communicate solution progress, risks, and changes.
• Partner with delivery and project management teams to ensure solutions are implemented on time, within budget, and to the client's satisfaction.
• Define and own the pre-sales methodology for the SA team.
• Collaborate with Sales team to qualify opportunities, assign SA resources, and develop pursuit strategies.
• Drive the technical win strategy for strategic pursuits.
• Synthesize field feedback, feature gaps, and customer requirements into actionable product input.
• Develop and maintain deep, hands-on expertise across the full InvestorFlow product suite.
• Ensure smooth handoffs post-sale, including architecture documentation, scope alignment, and customer success planning.
• Work with the Engagement Management to ensure pre-sales scoping is accurate, delivery commitments are achievable, and solutions are of top-notch quality.
• Own SA resource allocation, balancing pipeline coverage with team capacity and development priorities.
• Define and report on SA team KPIs.
• Build scalable processes for SA activity tracking, opportunity documentation, and knowledge capture.
• Conduct quarterly business reviews with Clients and Delivery leadership.
• Continuously evaluate and improve pre-sales tooling, demo infrastructure, client delivery assets and content libraries.

Benefits

• Competitive salary
• Potential for bonuses
• Stock options

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed