**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 Director of Solution Architecture leads the build-out of SavvyMoney's solution design practice for its Lending & Deposit (L&D) product — a newly established function purpose-built to accelerate growth with Banks and Credit Unions. This leader partners closely with Sales and Partner Management to deliver advisory, demonstration, and product scoping services to prospective and existing L&D clients, while serving as a key cross-functional voice into the Product organization as the L&D solution continues to scale. Reporting to the SVP of Operations, this role sits at the intersection of technical depth and client-facing influence.

Responsibilities -

Build, lead, and develop SavvyMoney's Solution Architecture practice for the Lending & Deposit product, establishing it as a best-in-class function from the ground up

Own and manage resource capacity forecasting across existing and prospective client engagements, serving as a strategic cross-functional partner to Product and Revenue leadership

Establish the tools, systems, and best practices that govern how the L&D solution is demonstrated, scoped, and positioned — driving consistency and repeatability across the team

Partner with Sales and Operations Leadership to align resource availability with sales projections, proactively escalating demand imbalances to senior leadership

Evaluate, implement, and manage presentation and demonstration platforms that reduce resource overhead and elevate the quality of client-facing engagements

Define and champion operational best practices for the Solution Architecture team, ensuring consistent adoption across all client-facing workflows

Collaborate with clients, prospective clients, and internal Product and Engineering teams to design scalable, high-value solutions that are purpose-built for efficient L&D implementation

Serve as a strategic advisor to the SVP of Operations and Product leadership on matters of solution design, tooling, and process optimization

Skills and Qualifications -

7+ years of experience in solution architecture, pre-sale, sales engineering, or similar roles roles with a track record of increasing scope and responsibility

5+ 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 $220,000.00 and $225,000.00 depending upon experience + Quarterly Commission potential.