Software & Solutions Engineer, CRMDepartment: Customer Success
Location: Remote, Canada or US - Eastern Time Zone
Position Type: Full-Time, Permanent
Hours: Monday-Friday, 9AM-5PM
About the RoleUnbounce is seeking a dynamic and motivated Software & Solutions Engineer for our Customer Relationship Management software, Insightly CRM, to join our Professional Services team. The Software & Solutions Engineer role is a blend of Project Manager, Consultant, and Solutions Engineer. The Software & Solutions Engineer's primary responsibility is to facilitate post-sale professional services between new/current customers and Insightly. You will scope and build custom projects for customers, delivering on time projects. Our technology stack features a low-code interface (Workato) as well as AWS Lambda functions, which you will be utilizing. We welcome candidates from either a technical or customer-facing background who have a combination of skills and experience in both.
What You'll Be Doing- Lead scoping/discovery calls with clients to document design requirements
- Prepare Statements of Work (SOW) and deliver to clients within SLA guidelines
- Project manage all projects from "kickoff call" to UAT (user acceptance testing) and signoff
- Lead the implementation efforts for multiple projects in various phases of implementation
- Meet directly with client's business users to communicate functionality of the software, and walk through the integration within their end-system
- Work with client's technical team to facilitate the integration, communicate technical objectives and provide custom solutions
- Advise client on configuration and implementation options based on industry best practices
- Ensure that all implementation methodology deliverables are complete and on-time
- Generate timely project status, time, and expense reports as requested by management
- Provide customer support in local time zone and contributes to customer self-service tools
A Little Bit About You- Possess a BA/BS in Engineering/IT related discipline and/or 2 years related experience
- 2+ years in a customer facing role
- Excellent written and verbal communication skills
- Detailed, organized, and have a sense of ownership
- Able to multi-task and perform effectively under pressure
- Flexible in picking up custom projects outside of comfort zone while working independently
- Proven ability to read, write, troubleshoot and debug code proficiently
- Have knowledge of software development fundamentals and data structures
- Hands-on technical familiarity interacting with APIs (REST and/or SOAP)
- Familiar with cloud platforms such as AWS Lambda, Azure Functions, or Google Cloud
Nice to Have, Not Required- Experience managing custom AI Agents
- Experience working with SaaS products such as: Quickbooks Online (or other similar bookkeeping software), VoIP systems, E-Signature tools, etc.
- Knowledge of Ruby, C#, Node.js
- Front end development - CSS, HTML
- Understands Agile PM methodology
- Knowledge of security and authentication protocols such as SAML 2.0, Active Directory, OAuth, SSO, and third party providers such as Okta, Ping Identity, etc.. a plus
Share Our Values- Customer First
- Bias for Action
- High Velocity Decision Making
- Value Individuality
- Results Focused
Compensation Our compensation bands are designed to reflect how people grow in their roles. Each level includes three stages: Developing, Proficient and Expert, which represent increasing capability, independence and impact over time.
The compensation range for this role is $90K-$100K USD OTE ($90K-$96K base + $4000 variable) which reflects the Proficient stage of our compensation band for this job level (P2). For Canadian applicants, the compensation range for this role is $75K-$94K CAD OTE ($75K-$90K + $4000 variable).
Progression into higher stages and job levels may occur over time based on demonstrated performance, mastery of role expectations and overall impact. For specialized or hard-to-fill roles, we may extend offers above the posted range if a candidate brings exceptional experience.
Perks & BenefitsFlexibility and Time Off- Flexible Time Off Policy - We encourage a minimum of 4 weeks per year!
- Remote First Team
- Flexible Hours
- Work From Anywhere Program
Health and Wellness- Health Insurance
- Employee Assistance Program (EAP)
- Quarterly Company Wide Recharge Days
- End of Year Company Wide Holiday Closure
- Maternity & Parental Leave Program
- $2000 Lifestyle Spending Account (LSA)
Growth & Future- Professional Development Budget
- Volunteer Day
- Team Building Budget
- Employee Referral Bonus Program ($1000)
- Anniversary Milestone LSA Top Up
- Birthday Day Off
