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, and client industries. 

• Conduct regular 1:1s, call reviews and debriefs to identify skill 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 opportunities demonstrating best practices to the team. 

Industry Leader in Solutioning  

• Design and architect end-to-end technical solutions that align with client business objectives, 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 markets best practices 

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

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

• Understand, define and collaborate the architecture of InvestorFlow AI powered solutions and ensure they are seamlessly integrated into client’s environment  

• Collaborate with product, engineering, and sales teams to ensure proposed solutions are commercially viable and 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 of solution vision and alignment with agreed scope  

• Facilitate Executive discovery 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 client's satisfaction — championing quality at every stage Identify technical risks and dependencies 

Pre-Sales Strategy & Execution 

• Define and own the pre-sales methodology for the SA team — including discovery frameworks, solution validation approaches, proof-of-concept standards, and proposal/RFP strategy. 

• Collaborate with Sales team to 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 as key influencer into the Product organization — synthesizing field feedback, feature gaps, and customer requirements into actionable product input. 

• Develop and maintain deep, hands-on expertise across the full InvestorFlow product suite — understanding the nuances of each product's 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 is accurate, delivery commitments are achievable, and solutions are of top-notch quality 

Operational Excellence & Reporting 

• Own SA resource allocation, balancing 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 with Clients and Delivery leadership, presenting SA team performance, market insights, and forward-looking capacity plans. 

• Continuously evaluate and improve pre-sales tooling, demo infrastructure, client delivery assets and content libraries to keep the team operating at peak efficiency.