Salesforce Solution Architect

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.