Solution Architect

InvestorFlow

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

Posted 5/6/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $180,000 - $200,000 per yearWebsite

Tech Stack

Tools & technologies

AWSAzureCloudGoogle Cloud Platform

About the role

Key responsibilities & impact

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.
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
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
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.
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
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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account InvestorFlow Website LinkedIn All Job Openings 51 - 200 employees 💸 Finance ☁️ SaaS 🤖 Artificial Intelligence 💰 $30M Series A on 2022-04 Finance
SaaS
Artificial Intelligence InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London. Solution Architect 🔥 53 minutes ago 🏢🏡 New York City – Hybrid 💵 $180k - $200k / year ⏰ Full Time 🟠 Senior 🔴 Lead 💻 Solutions Engineer AWS Azure Cloud Google Cloud Platform Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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.
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
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
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.
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
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. 🎯 Requirements
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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Director, Solution Engineering 🔥 14 hours ago Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Director of Solution Engineering leading a senior team for Financial Services at Salesforce. Elevating technical strategies and establishing thought leadership within enterprise architecture. 🏢🏡 New York City – Hybrid 💵 $196.7k - $263.1k / year ⏰ Full Time 🔴 Lead 💻 Solutions Engineer 🦅 H1B Visa Sponsor Director, Solution Engineering 🕒 Yesterday Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Director of Solution Engineering for Financial Services at Salesforce. Leading elite Solution Engineers to elevate performance and technical excellence in banking and fintech domains. 🏢🏡 New York City – Hybrid 💵 $196.7k - $263.1k / year ⏰ Full Time 🔴 Lead 💻 Solutions Engineer 🦅 H1B Visa Sponsor Solutions Engineer 🕒 Yesterday PHDTech 11 - 50 🔒 Cybersecurity 📡 Telecommunications 🤝 B2B Website LinkedIn All Job Openings Solutions Engineer responsible for delivering technical integration solutions for enterprise manufacturing customers. Collaborating with customers, establishing trust, and ensuring successful deployment of the Oden platform. 🏢🏡 New York City – Hybrid 💵 $95k - $160k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💻 Solutions Engineer Cloud Python SQL Senior Principal Enterprise & Solution Architect 🕒 4 days ago MSK 201 - 500 🤝 B2B 🔐 Security 🚗 Transport Website LinkedIn All Job Openings Senior Principal Enterprise & Solution Architect influencing executive data strategy at MSK. Leading assessments and translating findings into actionable recommendations for enterprise transformation. 🏢🏡 New York City – Hybrid 💵 $202.3k - $343.7k / year ⏰ Full Time 🟠 Senior 💻 Solutions Engineer 🦅 H1B Visa Sponsor AWS Cloud Solutions Engineer, Ads Solutions 🕒 4 days ago OpenAI 201 - 500 🤖 Artificial Intelligence ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Ads Solutions Engineer partnering with advertisers throughout the pre-sales and growth lifecycle on OpenAI’s advertising platform. Driving technical solutions for measurement, integrations, and campaign execution. 🏢🏡 New York City – Hybrid 💵 $185k - $260k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💻 Solutions Engineer 🦅 H1B Visa Sponsor SQL View More Solutions Engineer Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Solution ArchitectureTechnical SolutioningArchitecture DocumentationIntegration PatternsFeasibility AssessmentsRisk ManagementPre-sales MethodologySalesforceAI SolutionsCloud Technologies

Soft Skills

MentoringExecutive CommunicationCollaborationCoachingInfluencingProblem SolvingTeam LeadershipContinuous LearningClient EngagementKnowledge Sharing

Certifications

AWSAzureGCPSalesforceTechnical CertificationsDomain-Specific Credentials