Solutions Architect

About the Role

The Solutions Architect is responsible for designing scalable, data-driven solutions that align business objectives with technical execution. This role leads information architecture and solution design across client engagements—ensuring systems, processes, and integrations are structured for long-term success, scalability, and reporting accuracy.

The Solutions Architect acts as the bridge between strategy and execution, owning architecture, guiding implementation, and ensuring high-quality outcomes across all engagements.

Reports To: Director of Client Services
Department: Transformation
Employment Type: Full-Time

Key Accountabilities

Solution Architecture & Information Design

• Own end-to-end solution architecture across client engagements

• Design scalable system architectures, including CRM structure, object design, and integrations

• Lead information architecture (object design, relationships, lifecycle structure)

• Build and maintain architecture documentation (Lucidchart, system diagrams, workflows)

• Ensure all solutions are designed for scalability, maintainability, and reporting integrity

Systems Structure & Implementation Design

• Define system structure, configuration approach, and implementation strategy

• Ensure proper setup of pipelines, lifecycle stages, automation logic, and workflows

• Design how systems should function across marketing, sales, and service processes

• Establish standards and best practices for system configuration and build approach

• Ensure alignment between business requirements and system functionality

Client Advisory & Technical Consulting

• Serve as the technical and architectural advisor on client engagements

• Lead discovery, architecture workshops, and solution design sessions

• Translate business goals into scalable system and process solutions

• Provide strategic recommendations on tech stack, integrations, and system design

• Communicate complex technical concepts clearly to executive stakeholders

Solution Oversight & Execution Alignment

• Own the architecture through execution (even when not building directly)

• Brief and guide Solutions Engineers and Implementation Specialists on build requirements

• Ensure implementations align with defined architecture and best practices

• Partner with Project Managers to align scope, timelines, and delivery approach

• Manage backlog and prioritize work to ensure forward progress

Reporting & Insights Architecture

• Design reporting frameworks aligned to client KPIs and business goals

• Ensure systems are structured to support accurate reporting and visibility

• Build or guide creation of dashboards, reports, and analytics layers

• Validate that reporting outputs align with business logic and stakeholder needs

Quality Assurance & Continuous Improvement

• Conduct QA on solutions built by the Harvest team to ensure architectural integrity and performance

• Review team output to ensure adherence to standards and scalability

• Identify gaps in architecture or process design and proactively resolve

• Recommend improvements to internal frameworks, templates, and delivery processes

Client Delivery & Enablement

• Support Go-Live readiness, ensuring systems are functional, accurate, and scalable

• Deliver executive-level summaries of architecture and outcomes

• Train client stakeholders on system design, structure, and reporting usage

• Ensure smooth handoff to Client Success or ongoing support teams

Scorecard Metrics

Client Outcomes

• Client satisfaction (CSAT)
• Solution adoption and system usability

Architecture Quality

• Reporting reliability and system accuracy
• Reduction in rework due to architecture issues

Delivery & Execution

• % of projects delivered on time and within scope
• Backlog throughput and sprint alignment
• QA pass rate on first delivery

Strategic Impact

• Scalability and maintainability of solutions
• Contribution to upsell/cross-sell through better architecture

GWC™ (Gets It, Wants It, Capacity to Do It)

✅ Gets It

• Deep understanding of system architecture, CRM structure, and RevOps ecosystems
• Understands how system design impacts reporting, automation, and user adoption
• Knows how to translate business requirements into scalable technical solutions

✅ Wants It

• Energized by solving complex system and architecture challenges
• Enjoys designing systems more than just executing builds
• Motivated by creating clean, scalable, and high-performing solutions

✅ Capacity to Do It

• Proven experience in Solutions Engineering, Architecture, or RevOps consulting
• Strong expertise in HubSpot (or similar CRM) and system design
• Ability to lead client conversations while guiding internal execution

Core Values Alignment

• Quality – Designs scalable, clean, and high-performing solutions.

• Collaboration – Works cross-functionally with PM, RevOps, and Engineering teams

• Integrity & Transparency – Communicates trade-offs, risks, and constraints clearly

• Accountability – Owns architecture outcomes from design through delivery

• Continuous Improvement – Continuously improves frameworks, systems, and delivery quality

Qualifications & Experience

• 2+ years of experience in Solutions Engineering, Process Documentation, or Technical Implementation.

• Strong familiarity with LucidChart, process mapping, and structured documentation.

• Experience in client-facing technical roles, including solution demonstrations and implementation support.

• Ability to manage project tasks efficiently while ensuring accuracy in technical documentation.

Why HarvestROI?

HarvestROI isn’t your average consulting firm—we’re on a mission to build smarter, more sustainable business processes that drive real results. Here’s what you can expect when you join us:

What’s It Like Working at HarvestROI?

• Mission-Driven: Every project is about creating meaningful impact for our clients.

• Collaborative Culture: We work as one team, supporting and learning from each other every day.

• Growth Opportunities: Rapidly growing company means chances to shape your own path.

• Modern Tools & Methods: We use the latest process architecture techniques and technology stack.

• Flexibility: Hybrid work model, with remote-first mindset and supportive management.

• People-First: We care about our team’s well-being, professional development, and work-life balance.

• Recognition: Your expertise is valued—your voice will be heard.

Ready to Make an Impact?

If you’re ready to help organizations unlock their potential and be part of an innovative, purpose-driven team, we’d love to meet you.

Apply today or reach out to learn more about what it’s like to work at HarvestROI.