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InvestorFlow

Salesforce Solution Architect

New York, NYPosted 1 weeks ago
Full Timehybrid

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. 

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. 

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.
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 San Francisco, 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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51-200 employees
San Francisco, California, US
Website
Salesforce Solution Architect at InvestorFlow | Renata