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Senior Solutions Architect

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 Senior Solution Architect is a strategic and visionary technology leader within the Professional Services organization, responsible for setting the architectural direction and ensuring architecture excellence across all client implementations. The Senior Solution Architect plays a critical role in delivering strategic client implementations and driving innovation in solution design across our Professional Services organization. This role is responsible for owning the end-to-end solution architecture for complex client engagements, ensuring alignment between business objectives and solution outcomes. The ideal candidate brings deep domain expertise in private markets, a strong grasp of SaaS and enterprise technologies, and a consultative mindset to lead solutioning efforts and contribute to the evolution of our services capabilities.


You Will:
  • Lead architectural design for enterprise-level SaaS implementations with private market clients including InvestorFlow’s core products on proprietary technology, Salesforce and client ecosystem of software and platforms.
  • Translate complex business and operational requirements into scalable, secure, and maintainable solution architectures spanning potentially multiple systems.
  • Serve as a strategic advisor to both internal stakeholders and senior client executives, ensuring solution alignment with business goals.
  • Define and enforce solution standards and best practices across project teams to ensure quality and consistency.
  • Serve as the ultimate escalation point for complex architectural decisions and challenges.
  • Partner with Product Management, Engineering, and Data teams to ensure platform capabilities are fully leveraged and enhanced by client solutions.
  • Guide and mentor senior and junior staff on project delivery, architecture, and integration patterns.
  • Mentor and develop a high-performing architecture function within the services team, including Solution Architects and Technical Leads.
  • Support pre-sales activities by participating in RFP responses, design and solution discovery, and client presentations.
  • Collaborate with cross-functional teams to develop repeatable solution frameworks and accelerators for industry-specific needs.
  • Identify opportunities for new service offerings, IP creation, and practice development within the Professional Services team.
  • Stay current with industry trends, regulatory changes, and emerging technologies relevant to the private markets.


You Have:
  • Minimum of 8 years of experience in enterprise software or SaaS delivery, with at least 3 years in a senior architecture or solution leadership role.
  • Deep knowledge and mastery of Salesforce and how ISV applications layer on environments.
  • Proven experience designing and delivering solutions for clients in the alternative investment or broader financial services space.
  • Deep knowledge of cloud-based architecture, integration patterns, and data modeling.
  • Proven expertise in large-scale solution architecture, data architecture, and cloud-native system design.
  • Strong understanding of fund structures, investor reporting, portfolio data, compliance, and performance analytics.
  • Exceptional communication and presentation skills, with a consultative and client-focused approach.
  • Ability to thrive in a fast-paced, dynamic environment with shifting priorities.
  • Bachelor’s or Master’s degree in Computer Science, Engineering, Information Systems, or a related field.


$165,000 - $220,000 a year
This salary range is based on the national average and is variable based on factors such as experience, and location.

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com

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Average salary estimate

$192500 / YEARLY (est.)
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$165000K
$220000K

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What You Should Know About Senior Solutions Architect, InvestorFlow

Are you ready to take your career to the next level with InvestorFlow as a Senior Solutions Architect? Located in the vibrant New York, NY, InvestorFlow is revolutionizing the alternative asset space with our unique CRM and digital portal suite built on Salesforce. In this role, you will act as a strategic technology leader within our Professional Services organization, setting critical architectural directions and ensuring that all client implementations shine with excellence. Your expertise will be invaluable as you lead the architectural design for enterprise-level SaaS solutions tailored for private market clients. We are looking for someone who can transform complex business requirements into scalable and maintainable architectures, serving as a trusted advisor to internal stakeholders and senior executives alike. You’ll also be defining best practices and standards across project teams, ensuring that our solutions remain top-notch. Mentoring junior and senior staff while collaborating with cross-functional teams, you will help develop innovative frameworks that respond effectively to industry needs. With a focus on staying current with industry trends and regulatory changes, your input will foster the evolution of service capabilities within InvestorFlow. If you have extensive experience in enterprise software, particularly with a strong grasp of cloud architecture and are passionate about driving innovation, we want to hear from you!

Frequently Asked Questions (FAQs) for Senior Solutions Architect Role at InvestorFlow
What responsibilities does a Senior Solutions Architect have at InvestorFlow?

The Senior Solutions Architect at InvestorFlow is responsible for leading the architectural design for enterprise-level SaaS implementations, translating complex business requirements into scalable solutions, serving as a strategic advisor to key stakeholders, and defining best practices across project teams. This role requires a high level of collaboration with product management and engineering teams to ensure optimal solution delivery.

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What qualifications are needed for the Senior Solutions Architect position at InvestorFlow?

To qualify for the Senior Solutions Architect role at InvestorFlow, candidates should have a minimum of 8 years of experience in enterprise software or SaaS delivery, with at least 3 years in a senior architecture role. Strong knowledge of Salesforce, cloud architecture, and the financial services sector is essential. A Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field is also required.

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How does InvestorFlow support career development for Senior Solutions Architects?

InvestorFlow fosters a culture of mentorship and career growth, where Senior Solutions Architects can guide junior staff and contribute to the development of a high-performing architecture function. The environment is dynamic and encourages participation in pre-sales activities, helping professionals develop skills essential for their growth.

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What is the average salary for the Senior Solutions Architect role at InvestorFlow?

The salary range for the Senior Solutions Architect position at InvestorFlow ranges from $165,000 to $220,000 annually. This range is based on national averages and is influenced by experience and location, ensuring competitive compensation for skilled professionals.

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What industries does the Senior Solutions Architect role at InvestorFlow focus on?

The Senior Solutions Architect at InvestorFlow is primarily focused on the private market sector, working closely with clients in alternative investments and broader financial services. This position requires knowledge of fund structures, investor reporting, compliance, and portfolio analytics, making it a key role in driving industry-leading solutions.

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Common Interview Questions for Senior Solutions Architect
Can you explain your experience with Salesforce and how it relates to solution architecture?

In my previous roles, I have extensively used Salesforce to design and implement scalable solutions for clients, ensuring that ISV applications are effectively integrated. My hands-on experience allows me to confidently navigate and leverage Salesforce capabilities to meet business objectives.

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How do you handle complex architectural challenges during a project?

I approach complex challenges by collaborating closely with cross-functional teams to outline the problem clearly, gather input from stakeholders, and evaluate multiple solutions. I prioritize open communication to ensure that all parties are aligned before making any architectural decisions.

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Describe a successful project where you implemented a SaaS solution.

In my last position, I led a project deploying a comprehensive SaaS solution for an alternative investment firm. By mapping their business requirements to technical specifications, I ensured we delivered an architecture that improved operational efficiency and enhanced user experience significantly.

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What best practices do you follow when developing solution architectures?

I adhere to best practices such as maintaining clear documentation, ensuring scalability and security in design, involving stakeholders early in the process, and continuously iterating based on feedback throughout the project lifecycle.

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How do you stay updated on industry trends relevant to your role?

I actively participate in industry conferences, webinars, and professional networks. I also subscribe to industry publications and follow thought leaders to gain insights into emerging technologies and regulations affecting the private markets.

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What techniques do you use to mentor junior staff on architecture best practices?

I focus on hands-on mentoring by involving junior staff in real projects, providing them with responsibilities that challenge them while being available to offer guidance. Additionally, I conduct regular training sessions and encourage an open-door policy for questions.

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Can you detail how you manage stakeholder expectations during a project?

I keep stakeholders informed through regular updates and open lines of communication. Setting clear milestones and key performance indicators helps manage expectations while maintaining transparency about potential risks and challenges.

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How do you ensure solution alignment with business goals?

I start by thoroughly understanding the business objectives during the discovery phase. I continuously engage with business leaders to reassess priorities throughout the project to ensure that our solutions remain aligned with their goals.

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What role do you play in pre-sales activities?

In pre-sales activities, I actively participate in crafting RFP responses, collaborating with product management to create compelling solutions that address potential clients' needs while providing technical insights during client presentations.

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How do you approach integration patterns in your architectures?

I prioritize understanding each system's capabilities and requirements. I use established integration patterns that are best suited for the specific scenario while also considering scalability and maintainability to ensure smooth inter-system communication.

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Full-time, onsite
DATE POSTED
April 19, 2025

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