Customer Solutions Architect (NYC)

From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.

Customer Solutions Architect 

 

About the role

The Customer Solutions Architect (CSA) is the primary post-sales technical owner for our existing customers, helping them get the most value from the combined Fivetran and dbt platform. Working alongside Account Executives (AEs) and Solutions Engineers (SEs), the CSA makes sure customers not only deploy successfully, but keep scaling and expanding their usage over time.

This role operates as a technical account manager and strategic advisor, bridging the gap between onboarding success and long-term growth. The CSA owns the technical narrative after go-live: monitoring an existing book of business, leading technical discussions, uncovering new data challenges, and guiding customers through architecture evolution, adoption, and expansion through live demos and technical workshops.

Unlike implementation-focused roles, the CSA is accountable for both retention and growth, and is measured on incremental ARR, Net Revenue Retention (NRR), and Gross Revenue Retention (GRR). You will act as a trusted advisor, advocate, and accelerator, ensuring customers derive maximum value from their data investments while aligning their technical roadmap with the platform's capabilities.

Location: New York City, NY (hybrid). This is a full-time position, and candidates must be located in NYC and able to work in the office two days a week (Tuesday and Thursday).

 

What you'll do

Customer Adoption and Value Realization

• Own post-sales technical engagement across a portfolio of assigned Commercial and Enterprise accounts

• Drive adoption, optimization, and ongoing usage of the platform, moving customers from initial deployment to sustained, scalable success

• Educate customers on new products and features as they launch, and on existing capabilities they may not be using

• Deliver enablement sessions, workshops, and best-practice guidance

• Monitor account health signals (usage, performance, support trends) and proactively intervene to address churn or contraction risks, including running implementation reviews and healthcheck sessions

Expansion and Growth

• Identify, validate, and execute expansion opportunities across business units, regions, and use cases, including opportunities to bring both Fivetran and dbt into an account

• Translate customer initiatives into scalable data workloads and technical solutions

• Partner with AEs to drive incremental ARR through structured expansion plays and a managed expansion pipeline

• Lead technical validation of new workloads, including workshops and, where necessary, proofs of concept (POCs)

• Replicate successful use cases across the organization to accelerate growth

• Provide strategic input on the customer lifecycle and renewals process

Technical Strategy and Architecture

• Define and maintain Enterprise Reference Architectures aligned to customer environments, ensuring architectural consistency and scalability across implementations

• Guide customers on best practices for data pipelines, transformation, automation, and platform adoption

• Maintain technical artifacts such as architecture documentation, design patterns, and knowledge bases

Stakeholder Engagement and Account Planning

• Build and maintain strong relationships with technical, operational, and executive stakeholders, using stakeholder maps and multi-threaded engagement strategies

• Run regular technical cadence calls, business reviews, and roadmap sessions

• Contribute to Mutual Account Plans and own Mutual Success Plans, mapping whitespace opportunities across business units, subsidiaries, and use cases

• Align customer te