Solution Architect

Role Description

The Solution Architect plays a critical role in designing, configuring, and delivering S-Docs solutions across onboarding, professional services, and custom implementations. This hands-on, customer-facing position ensures clients realize value quickly through scalable architecture, clear guidance, and seamless deployment experiences. You will collaborate closely with Sales, Customer Success, Product, Support, and Engineering to translate business requirements into technical solutions, streamline implementation processes, and support customer enablement as S-Docs continues to scale.

• Solution Design & Architecture
  • Lead technical solution design during onboarding, professional services, and technical support engagements.
  • Translate customer requirements into scalable S-Docs configurations and Salesforce-based solutions.
  • Configure and implement S-Docs templates, workflows, and integrations using Apex, Flows, LWCs, and other Salesforce technologies.
  • Troubleshoot and resolve issues during implementation and post-sale production usage to ensure high-quality delivery.
  • Document requirements, technical specifications, and completed solutions for internal continuity.
  • Maintain and expand a solution catalog and best-practice architecture patterns.
• Customer-Facing Delivery & Enablement
  • Serve as a trusted advisor by simplifying complex technical concepts for both technical and non-technical audiences.
  • Deliver customer training and enablement during and after implementation.
  • Provide proactive and reactive guidance on S-Docs best practices.
  • Participate in POCs, solution demonstrations, and scope definition for Statements of Work.
  • Support customers through go-live, adoption, and long-term success.
• Cross-Functional Collaboration
  • Work closely with Customer Success, Sales, Product, Support, and Engineering to ensure smooth handoffs, identify risks, and resolve technical challenges.
  • Surface customer insights, technical gaps, and enhancement requests to inform the product roadmap.
  • Represent the customer perspective in discussions on scalability, usability, and feature development.
  • Partner with Sales on technical feasibility assessments and level-of-effort estimates.
  • Partner with Support and Engineering on post-sale production use case optimization.
  • Partner with Product on backlog and roadmap prioritization based directly on customer feedback.
• Process Improvement
  • Contribute to improving onboarding and implementation processes to enhance consistency, efficiency, and time-to-value.
  • Contribute to product prioritization through direct input based on 1:1 customer interactions.
  • Help refine internal tools, documentation, and delivery methodologies as the team scales.
• External Representation
  • Represent S-Docs at customer onsite visits and industry events such as Dreamforce and Salesforce World Tours.

Qualifications

• 3–5+ years of hands-on technical experience (Solution Architect, Senior Salesforce Admin, Technical Consultant, or similar).
• Strong Salesforce expertise: configuration, object model, automation, Apex, Flows, LWCs, Visualforce, SOQL, and platform best practices.
• Experience with SaaS onboarding, professional services, or enterprise implementations.
• Ability to translate business requirements into technical system designs.
• Understanding of API integrations, workflow automation, middleware, and event-driven architectures.
• Familiarity with data management, data modeling, validation rules, deduplication, ETL tools, and governance best practices.
• Strong understanding of Salesforce security (roles, profiles, permission sets, sharing).
• Experience integrating Salesforce with external systems (REST/SOAP APIs, MuleSoft, Informatica, external objects, OAuth, platform events).
• (Preferred) Experience with multi-cloud architecture (Salesforce + AWS/Azure), Git/Copado/Gearset, and one or more programming languages (HTML, CSS, Java, C++, Python).

Requirements

• Ability to assess business objectives, propose design options, and drive stakeholder alignment.
• Excellent communication skills with the ability to present complex technical information clearly.
• Strong organization and ability to manage multiple customer engagements.
• Customer-first mindset and commitment to delivering high-quality experiences.
• Strong problem-solving skills and a passion for continuous learning.

Certifications

• Required:
  • Salesforce Administrator
  • Sales Cloud Consultant
• Strongly Preferred:
  • Platform App Builder
  • Platform Developer I/II
  • OmniStudio Developer

Education

• Bachelor’s degree required (Engineering or Technical discipline preferred).

Company Description

S-Docs is a leading cloud-based software-as-a-service (SaaS) document automation product built for the Salesforce and HubSpot platforms. Since our establishment in 2010, we have been providing innovative document creation and e-signature solutions to a diverse range of businesses, from international Fortune 50 companies to startups. Our mission is to simplify document workflow automation to increase productivity, enhance the customer experience, and accelerate business success.