Solutions Architect
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Job Description
Solutions Architect partnering with Sales to deliver technical solutions in financial services. Elevating customer confidence and guiding early delivery for complex engagements with a focus on compliance.
Responsibilities:
- Join customer sales calls as a trusted FinServ expert, speaking confidently to industry challenges, regulatory considerations, and technical tradeoffs
- Partner with Sales to build credibility early by demonstrating deep understanding of financial services and fintech environments
- Help qualify opportunities, shape deal strategy, and support estimates and Statements of Work (SOWs)
- Lead solution shaping and technical roadmapping during pre-sales and early engagement phases
- Translate customer business needs into scalable, compliant technical approaches
- Advise on architecture decisions with awareness of regulatory, security, and compliance constraints common in FinServ
- Provide light delivery oversight on new engagements to ensure solutions align with what was sold
- Support early phases of delivery to de-risk projects and ensure strong handoffs to delivery teams
- Occasionally bill limited time during early customer engagement phases
- Author or contribute to thought leadership, case studies, and FinServ-focused content
- Help document patterns, best practices, and success stories from existing accounts
- Serve as a subject-matter resource internally for FinServ and compliance-related topics
Requirements:
- Significant experience in Financial Services and/or FinTech (banking, payments, lending, insurance, wealth management, etc.)
- Ability to confidently “speak the lingo” with senior customer stakeholders
- Strong background or working knowledge of financial services compliance (regulatory, security, risk, governance)
- Ability to earn trust quickly with both customers and sales teams
- Strong written communication skills for documentation, thought leadership, and solution narratives
- Strong technical acumen with the ability to collaborate deeply with engineers and architect
- Nice to Have: Cloud, platform, or systems experience relevant to modern FinServ environments
- Azure, AWS, or GCP experience and/or certifications
- Background as a Solutions Architect, Sales Engineer, or Technical Program Leader in a FinServ environment
Benefits:
- Medical, dental, vision & prescription benefits starting day 1!
- Company paid short-term/long-term disability, AD&D and life insurance
- We contribute 3% of your base salary to a 401k (regardless of your contribution)
- 5 weeks Paid Time Off + 11 Company Holiday
- A transparent pay structure with a clear path to promotion
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