Salesforce Solution Architect

Job description

**InvestorFlow** is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. The Solution Architect is a leader responsible for building, coaching, and scaling a high-performing SA team that consistently delivers complex, enterprise accounts. Based in the New York metro area, this leader serves as both a hands-on practitioner and a force multiplier — partnering with Delivery teams to drive sound solutions, build out the SA infrastructure and assets, support pre-sales effort to win competitive deals while simultaneously developing the people, processes, and playbooks that elevate the entire SA practice. This leader will set the architectural standard for how InvestorFlow solutions are designed and delivered — at every stage of implementation — ensuring every engagement reflects deep product expertise, sound technical judgment, industry expertise and a client-first mindset. They will define and enforce solution design principles, provide industry solution thought leadership and personally engage in the most complex and strategic accounts. Beyond client-facing responsibilities, this role serves as a critical bridge between Sales, Product, and Delivery — synthesizing field insights into product feedback, ensuring clean handoffs, and championing quality at every stage of the client lifecycle. The ideal candidate brings a blend of hands-on technical depth, executive presence, and people leadership — equally comfortable whiteboarding architecture with an engineer and presenting value proposition to C-suite stakeholders. ### 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