Senior Solution Architect (Dublin, CA or USA Remote)

SavvyMoney; Dublin (CA); Hybrid; USD 155,000 - 165,000; Full time

Benefits offered by this job

Equity compensation

Flexible PTO

Health insurance

Disability insurance

Career growth

Remote work stipend

Phone & internet stipend

Team events

401k matching

Dublin CA offices

Job summary

SavvyMoney, a leading fintech in the San Francisco Bay Area, seeks a Senior Solution Architect in Dublin, CA. This high‑caliber individual contributor role partners with Sales, Partner Management, and Product to translate complex financial technology needs into scalable L&D solutions.

You will deliver hands‑on advisory, demonstrations, and scoping services to clients, helping accelerate deal velocity while remaining current on product features, integrations, and competitive positioning.

Qualifications

• 5+ years in solution architecture, pre‑sale, sales engineering, or similar roles with increasing scope.
• 3+ years in Fintech or SaaS.
• Proven expertise with sales and solution architecture tooling and CRM/sales forecasting platforms (e.g., Salesforce).
• Demonstrated ability to operate in cross‑functional environments, advising senior/executive leadership.
• Excellent communication and presentation skills; translate complex problems into actionable enhancements.
• Strong proficiency in solution design, product design, and business problem solving.
• Advanced knowledge of MS Office and Google Workspace.

Responsibilities

• Serve as the primary technical and solution design resource for L&D clients, leading demos, scoping sessions, and advisory engagements.
• Partner with Sales and Partner Management to understand client needs and support deal progression from discovery to close.
• Translate client requirements into defined configurations and recommendations aligned with L&D capabilities.
• Develop and maintain demo assets, templates, and scoping frameworks for consistency.
• Collaborate with Product/Engineering to surface feedback and drive roadmap planning.

Skills

Solution architecture

Fintech / SaaS

CRM / Salesforce

Cross-functional collaboration

Communication skills

Product & design thinking

MS Office & Google Workspace

Bachelor's degree

Education

Bachelor's degree

Advanced degree or certifications

Tools

Salesforce

Job description

To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.

SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600+ bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

Our corporate offices are located in Dublin, CA. We offer a flexible/hybrid work environment with some days at the corporate offices and some days working from home. We are also open to remote candidates who can periodically travel to the office for in-person meetings.

The Senior Solution Architect is a highly skilled individual contributor at the heart of SavvyMoney’s Lending & Deposit (L&D) solution design practice. Working closely with Sales, Partner Management, and Product teams, this role delivers hands‑on advisory, demonstration, and product scoping services to prospective and existing L&D clients — translating complex financial technology needs into compelling, scalable solutions. Reporting to the Director of Solution Architecture, this role is the technical and consultative engine that drives client confidence and accelerates deal velocity across Banks and Credit Unions.

Responsibilities

• Serve as the primary technical and solution design resource for prospective and existing L&D clients, leading product demonstrations, scoping sessions, and advisory engagements
• Partner closely with Sales and Partner Management teams to understand client needs, craft tailored solution narratives, and support deal progression from discovery through close
• Translate complex client requirements into well-defined product configurations and implementation recommendations that align with SavvyMoney’s L&D capabilities
• Develop and maintain a library of demonstration assets, solution templates, and scoping frameworks that drive consistency and repeatability across client engagements
• Collaborate with Product and Engineering teams to surface client feedback, inform the product roadmap, and ensure new capabilities are positioned and demonstrated effectively
• Maintain deep expertise in the L&D product, staying current on new features, integrations, and competitive positioning to deliver best-in-class client experiences
• Contribute to the development and adoption of operational best practices, tools, and standards within the Solution Architecture team

Skills and Qualifications

• 5+ years of experience in solution architecture, pre‑sale, sales engineering, or similar roles roles with a track record of increasing scope and responsibility
• 3+ years of experience in Financial Services Technology (Fintech) or Software as a Service (SaaS)
• Proven expertise with sales and solution architecture tooling and CRM/sales forecasting platforms (e.g., Salesforce)
• Demonstrated ability to operate effectively in cross‑functional environments, with experience influencing and advising senior and executive leadership
• Exceptional communication and presentation skills, with the ability to translate complex business problems into actionable product enhancements
• Strong proficiency in solution design, product design, and business problem solving
• Advanced working knowledge of MS Office (Word, Excel, PowerPoint) and Google Workspace (Docs, Sheets, Slides)
• Bachelor's degree required; advanced degree or relevant certifications a plus

Base salary

The annual base salary for this position is between $155,000.00 and $165,000.00 depending upon experience + Quarterly Commission Potential.

Benefits

• Equity Compensation Package
• Flexible Time Off (FTO) - take time off as needed to rest and recharge.
• Medical, Dental, Vision – 100% premium paid for employee
• Disability/Life Insurance
• Opportunity for learning and career growth with a top Bay Area technology company
• Reimbursement for remote work setup
• Monthly stipend for phone and internet
• Team building events, culture activities, all hands events
• Paid time off to volunteer and serve the community
• Half day Fridays
• 401k matching contribution
• Beautiful California East Bay offices in Dublin, CA

SavvyMoney’s EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/Affirmative Action Employer.

SavvyMoney Employee Privacy Policy Notice here.