Solutions Architect
- Compensation
- Not disclosed
- Location
- San Francisco
- Work setup
- Onsite
- Seniority
- Principal
- Employment
- Not specified
- Experience
- 3+ years
- Category
- Architecture
- Posted
Skills
Must have
- Bachelor's degree in Computer Science, Engineering, or a related technical field, or equivalent experience demonstrated through a clear body of production integration work.
- 6–12 years in B2B SaaS or enterprise technology, with at least 3–5 years in a dedicated Solutions Architect, principal engineer, or technical architect role carrying direct ownership of solution desig
- Demonstrated career progression from hands-on engineering or integration work — not purely advisory or consulting — into architecture. Has personally built, debugged, and delivered production integrat
- Direct integration experience with core banking platforms (Jack Henry, Fiserv, FIS, Corelation, or equivalent) — understands their API design, data models, authentication patterns, and the constraints
- Telephony and CCaaS integration fluency — has designed or debugged live implementations involving SIP trunking, PSTN routing, IVR handoff patterns, or voice AI engine connectivity (Genesys, Avaya, Fiv
- Deep understanding of conversational AI and NLU architecture — can speak credibly to intent routing, confidence thresholds, fallback logic, session management, and model improvement pipelines in both
- Strong cross-functional operating style — works effectively across Sales, Implementation, Customer Success, Product, and Engineering without creating information silos or becoming a bottleneck.
- Background in financial services technology or another regulated vertical (healthcare, insurance, government) is a strong plus; familiarity with the compliance posture and change-management constraint
- Skilled in using AI and productivity tools — including generative AI for documentation, architecture diagramming, and integration analysis — to move faster without sacrificing the rigor that complex d
Full description
About
is redefining how financial institutions serve their members through agentic AI and conversational AI — and we're doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash-flow positive. A mission that matters: democratizing financial wellness for every American, not just the ones who can afford a private banker.
Key Responsibilities
- Own the end-to-end solution design for assigned strategic enterprise accounts — from initial scoping through integration go-live — treating every architectural decision as one you will have to live with, not hand off.
- Design and deliver integration architectures that connect 's AI platform to a customer's core banking systems (Jack Henry, Fiserv, FIS, Corelation, or equivalent), telephony infrastructure, and contact center stack — accounting for real-world constraints like latency, legacy data models, and compliance requirements, not just demo conditions.
- Serve as the primary technical point of contact and escalation owner for assigned customer engagements — earning the trust of the customer's CTO and IT leadership in the first conversation and maintaining it through go-live and beyond.
- Deliver a documented architecture blueprint and integration specification for every engagement before implementation handoff; translate complex system designs into clear, customer-ready diagrams and written specs that can be reviewed at both the engineering and executive level.
- Act as the escalation owner for production integration issues on assigned accounts; diagnose problems at the system level, drive resolution with urgency, and communicate status to customers and internal stakeholders without waiting to be asked.
- Participate in pre-sales technical discovery for strategic opportunities where integration complexity warrants early SA involvement.
- Build reusable integration reference architectures, design documents, and runbooks for the core banking and telephony platforms most common in the customer base — creating assets that scale the team's capacity, not just your own.
- Contribute structured product and integration feedback to Engineering and Product after each major engagement — surfacing what breaks, what is missing, and what the field is learning in a way that influences the roadmap.
Qualifications
- Bachelor's degree in Computer Science, Engineering, or a related technical field, or equivalent experience demonstrated through a clear body of production integration work.
- 6–12 years in B2B SaaS or enterprise technology, with at least 3–5 years in a dedicated Solutions Architect, principal engineer, or technical architect role carrying direct ownership of solution design through go-live.