Ann Arbor, Michigan, United States · Remote OK
Role Description Position Title: Solution Architect Reports to: Senior Director of Strategic Solutions Group Direct Reports: None Department: Strategic Solutions Group Role Purpose: The Solution Architect plays a criti…
Skills: Salesforce Configuration, Apex, Salesforce Flows, Lightning Web Components, Solution Architecture
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Design and deliver scalable S-Docs solutions by translating customer business requirements into technical Salesforce configurations. Collaborate cross-functionally to streamline implementation processes and serve as a technical advisor for clients during onboarding and deployment.
Requires 3-7 years of experience in technical consulting or application engineering with deep expertise in Salesforce development and administration. A bachelor's degree and Salesforce Administrator and Sales Cloud Consultant certifications are required.
Role Description
Position Title: Solution Architect | Reports to: Senior Director of Strategic Solutions Group | Direct Reports: None |
Department: Strategic Solutions Group | |
Role Purpose:
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.
Key Job responsibilities:
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.
An ideal candidate for this position will have the following skills:
Technical Skills
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).
Professional & Communication Skills
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.
Experience:
3–7 years of experience in technical consulting, application engineering, onboarding/implementation, or professional services.
Experience in SaaS, enterprise software, or system integration strongly preferred.
Prior experience configuring software solutions or supporting technical customer workflows.
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).
S-Docs Company Specific Information
Location of the Role:
This is a remote role. Ideal candidates are based near Ann Arbor, Michigan, and available for occasional onsite collaboration or company events. Remote candidates will be required to travel based on need.
About the Company
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.
We are: Operational Efficiency, Realized.
S-Docs is a document operations platform that helps thousands of organizations—from small shops to global enterprises—scale smarter. We drive process transformation through seamless and secure document automation and e-Signature solutions, enabling any business to win faster, amplify productivity, and delight customers at every opportunity. Top 1% in Salesforce AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS Now available on HubSpot: https://ecosystem.hubspot.com/marketplace/listing/sdocs-document-automation-esignature
Offices: 521 Fifth Ave, New York, NY 10175, US
We are: Operational Efficiency, Realized.
S-Docs is a document operations platform that helps thousands of organizations—from small shops to global enterprises—scale smarter. We drive process transformation through seamless and secure document automation and e-Signature solutions, enabling any business to win faster, amplify productivity, and delight customers at every opportunity. Top 1% in Salesforce AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS Now available on HubSpot: https://ecosystem.hubspot.com/marketplace/listing/sdocs-document-automation-esignature
Offices: 521 Fifth Ave, New York, NY 10175, US
