Specialist Solution Architect, Money Management

Role overview This position calls for a domain-expert pre-sales architect focused on money management software, helping prospective customers evaluate and adopt solutions for treasury, corporate banking, and financial operations workflows. The role blends deep subject-matter credibility with consultative selling, technical design, and cross-functional collaboration with sales, engineering, and product teams. It is listed as open to candidates in New York City, San Francisco, Chicago, or remote, suggesting flexibility around a distributed commercial team.

Responsibilities - Lead technical discovery and solution design conversations with prospective customers evaluating money management products. - Translate complex financial-operations requirements into recommended architectures, integrations, and implementation plans. - Partner with account executives on deal strategy, demos, and technical validation through proof-of-concept work. - Feed customer insights back to product and engineering to inform roadmap priorities. - Develop reusable reference architectures, demo assets, and technical content for the broader sales organization.

Requirements - Several years of experience in solution architecture, sales engineering, or technical pre-sales, ideally with money management, treasury, or corporate banking software. - Strong written and verbal communication skills for engaging both technical and financial buyer personas. - Familiarity with APIs, integration patterns, and modern cloud architectures used by finance teams. - Ability to manage multiple concurrent opportunities and travel as needed for key customer engagements.

Nice to have - Prior exposure to enterprise procurement and security review processes. - Experience collaborating with strategic system integrators or implementation partners.