Senior Solutions Architect

Role Overview

• Deliver engaging technical product demonstrations, presentations, interactive workshops, and webinars tailored specifically to client needs and executive-level audiences.
• Assist in the sales cycle from discovery to signature along with the Sales Executive, to ensure prospect requirements are met.
• Partner with sales teams to qualify prospects, develop demonstration criteria, build effective proof-of-concepts (POCs), and support strategic deal closure plans.
• Ensure completion of assigned sections of Requests for Proposals (RFPs) by the RFP team, collaborating cross-functionally with Subject Matter Experts (SMEs) to ensure accurate, compelling, and timely responses.
• Assist in optimizing a centralized database of standardized RFP responses to improve response quality, consistency, and efficiency.
• Lead pre-implementation planning efforts by gathering requirements from prospects, coordinating with internal Product and Development teams, and clearly defining detailed Statements of Work (SOWs).
• Collaborate closely with Sales, Marketing, Technical, and Channel teams to align product demonstrations and strategic messaging with broader go-to-market objectives.
• Continuously develop and maintain deep product expertise and industry knowledge, proactively identifying opportunities to demonstrate value and competitive differentiation.
• Provide strategic market insights and feedback to Product and Marketing teams based on client interactions, industry trends, and competitive positioning.
• Perform other duties as assigned

Requirements

• 5 years of experience in professional presentations, with a focus on delivering technical product demonstrations to executive-level stakeholders required.
• 5+ years of experience in the digital banking domain with credit unions and/or banks required.
• 5+ years of experience in a Solutions Architect or pre-sales role required.
• Strong understanding of the RFP process, including structure, requirements, and evaluation criteria to ensure accurate and timely responses
• In-depth knowledge of project scope and objectives, with the ability to clearly define deliverables, timelines, and responsibilities within the SOW
• Knowledge of Digital Banking Solutions, Third Party Integrations, and Core’s
• Exceptional written and verbal communication and interpersonal skills
• Advanced analytical and problem-solving skills, with the ability to quickly learn and apply new technologies to solve complex business problems
• Solid knowledge of software and infrastructure security, with expertise in cloud security, risk management, and compliance
• Strong drive to contribute to business success and adapt to evolving challenges
• Experience with HubSpot (CRM) preferred; familiarity with Loopio, Jira, Confluence, Slack, and Zoom a plus

Tech Stack

• Cloud