Harvestroi

Join HarvestROI as a Solutions Architect to design scalable, data-driven solutions that transform businesses. Apply now to make a lasting impact.

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

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
• 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

Strategic Impact

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

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

• 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

• 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.