Senior Solution Architect (Dublin, CA or USA Remote)

SavvyMoney; United States; Hybrid; USD 155,000 - 165,000; Full time

Benefits offered by this job

Equity compensation

Flexible time off

Medical, dental, Vision – 100% premium

401k matching

Remote work setup reimbursement

Monthly phone/internet stipend

Job summary

SavvyMoney, a leading San Francisco Bay fintech, seeks a Senior Solution Architect to act as the technical and consultative engine for Lending & Deposit solutions. You will translate complex financial needs into scalable configurations, demo capabilities, and implementation recommendations, collaborating with Sales, Product, and Engineering to accelerate deals and improve client experiences.

Ideal candidates bring 5+ years in architectural or pre-sales roles, fintech/SaaS expertise, and strong

Qualifications

• 5+ years in solution architecture, pre-sale or sales engineering.
• Experience in fintech or SaaS environments.
• Proven ability to influence senior leaders and cross-functional teams.

Responsibilities

• Serve as the primary technical and solution design resource for L&D clients
• Lead product demonstrations, scoping sessions, and advisory engagements
• Collaborate with Sales and Partner Management to drive deal progression
• Translate client requirements into defined configurations and implementations
• Develop reusable demos, templates, and scoping frameworks
• Work with Product/Engineering to inform roadmaps and feedback
• Maintain expertise on features, integrations, and competitive positioning

Skills

Solution architecture

Sales engineering

Fintech SaaS

CRM tooling

Salesforce

Executive communication

Product & engineering liaison

Education

Bachelor's degree

Tools

Salesforce

MS Office

Google Workspace

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.

Additionally we provide

• 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/

We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here