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The Solution Architect leads the SA team, drives architectural standards, manages client relationships, and oversees pre-sales and delivery of technical solutions while mentoring team members.

Own and optimize the end-to-end renewals process for a B2B SaaS client base: manage renewal pipeline, coordinate cross-functionally with Sales/Finance/Legal, prepare quotes and contracts, engage clients, identify upsell opportunities, ensure accurate billing, build scalable Salesforce-based processes, and report renewal metrics to leadership.

As a Senior Consultant, you will lead client engagements, manage Salesforce configurations, drive implementation success, and ensure quality assurance while contributing to internal initiatives.

Manage SaaS revenue recognition and operations including ASC 606 application, NetSuite revenue schedules, monthly revenue close, billing, collections, ARR and SaaS metrics reporting. Oversee invoices, sales tax, commissions, deferred costs (ASC 340-40), and partner with Sales/Client Services to resolve billing and revenue issues.

Lead and build InvestorFlow's AI Consulting Practice: define strategy and offerings, hire and mentor consultants, run flagship engagements, guide AI readiness and implementation, partner with Sales to originate deals, and develop reusable IP, thought leadership, and client relationships across private markets.

Lead and execute AI consulting engagements: assess AI readiness, design prioritized use cases and roadmaps, configure and deploy LLM/RAG/agent solutions integrated with CRM and enterprise systems, manage workstreams, validate outputs, run workshops, produce deliverables, and help scale the AI practice through methodology and pre-sales support.