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 andclient industries.

• Conduct regular 1:1s call reviews anddebriefs toidentifyskill 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 opportunitiesdemonstratingbest practices to the team.

Industry Leader in Solutioning

• Design and architect end-to-end technical solutions that align with client businessobjectives 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 marketsbest practices

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

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

• Understanddefineand collaborate the architecture ofInvestorFlowAI powered solutions and ensure they are seamlessly integrated into clients environment

• Collaborate with product engineering and sales teams to ensure proposed solutions are commerciallyviableand 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 ofsolutionvision and alignment with agreed scope

• FacilitateExecutivediscovery 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 clients satisfaction championing quality at every stage Identify technical risks and dependencies

Pre-Sales Strategy & Execution

• Define and own the pre-salesmethodologyfor the SA team including discovery frameworkssolutionvalidation approaches proof-of-concept standards and proposal/RFP strategy.

• Collaborate withSales teamto 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 askey influencer into theProduct organization synthesizing field feedback feature gaps and customer requirements into actionable product input.

• Develop andmaintaindeep hands-onexpertiseacross the fullInvestorFlowproduct suite understanding the nuances of each products 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 isaccurate delivery commitments are achievable andsolutions are of top-notch quality

Operational Excellence & Reporting

• Own SA resource allocationbalancing 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 withClientsandDeliveryleadership presenting SA team performance market insights and forward-looking capacity plans.

• Continuously evaluate and improve pre-sales tooling demo infrastructureclient deliveryassetsand content libraries to keep the teamoperatingat peak efficiency.