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