Principal Solutions Architect

Job Description

The Principal, Solutions Architect (Technical Integrations), is a critical technical resource throughout the entire client lifecycle, from initial sales engagement to post-sales integration and expansion. Serving as the first technical point of contact for clients, this role ensures a deep understanding of their technical requirements, providing expert guidance on SaaS, API, and first-party integrations. In addition to supporting new clients during the pre-sales process, the Principal also engages with existing clients when they seek to expand their product set, advising on new technical integrations and crafting customized solutions that align with their evolving needs.

Collaborating closely with Business Development (sales), Business Pre-Sales Onboarding, Product teams, and CIE (Client Integration Engineering) teams, the Principal, Solutions Architect, is responsible for designing technical plans, scoping integration requirements, and ensuring a seamless handoff to CIE for implementation. The role requires expertise in solutioning and designing integrations, whether it's for new clients or existing ones requiring expanded capabilities.

This position is instrumental in guiding clients through the technical aspects of our platform, ensuring that technical requirements are understood, and that integration options are clearly communicated. Whether helping prospective clients evaluate our offerings or supporting current clients in their product expansion, the Principal, Solutions Architect acts as a trusted advisor, translating complex technical concepts into actionable, client-friendly solutions. The ideal candidate will possess a comprehensive understanding of our product offerings, including deep technical expertise in SaaS, API, and integration solutions.

They will have hands‑on experience in designing and implementing technical solutions, both for new client onboarding and for expanding existing client integrations. A strong background in solutioning and scoping technical requirements, along with a solid understanding of system architectures and integration patterns, is essential. The candidate should also have experience working with cross‑functional teams to ensure seamless communication and execution.

A passion for clear communication, a collaborative mindset, and the ability to thrive in a dynamic environment are key traits that will enable the Principal, Solutions Architect to contribute effectively to both pre‑sales efforts and the seamless integration of new and expanded solutions for clients.

Key Responsibilities

Technical Consultation & Solutioning

• Client Technical Engagement (New & Existing Clients):Serve as the primary technical point of contact during the pre‑sales process and when existing clients seek product expansion. Engage with clients to understand their integration needs and provide tailored technical solutions. Collaborate with sales teams to address technical inquiries and communicate how our platform aligns with client goals for both onboarding and product expansion.
• Solution Design & Proposal Support (New & Existing Solutions):Work with internal teams to design and propose integration solutions for new client onboarding or the expansion of existing clients. Develop detailed technical documentation and present integration options, ensuring clarity on scope, technical requirements, and customization needs. Design technical plans and scope integration requirements for both initial client engagements and product expansion.
• Integration Architecture Expertise (End-to-End):Provide expert guidance on the architecture and setup of integrations from initial client engagement to product expansion. Help clients understand technical landscapes, including SaaS platforms, API configurations, and custom integration needs. Ensure integration points are clearly defined and feasible within the client’s scope, both for new clients and when expanding existing integrations.
• Technical Requirements Communication:Effectively communicate complex technical concepts and integration processes to clients. Ensure clients have a clear understanding of both the initial integration and any…