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.

• 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.

• 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.

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.