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
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
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
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
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
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
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
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
Client Outcomes
Architecture Quality
Delivery & Execution
Strategic Impact
✅ Gets It
✅ Wants It
✅ Capacity to Do It
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
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.
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.
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.