Software & Solutions Engineer (Canada and US)

Customer Loyalty United States


The Insightly Professional Services Team is looking to grow the team and add another  Software & Solutions Engineer. This role will be a blend of being a Project Manager, Consultant, Solutions Engineer and Insightly Ninja. The Software & Solutions Engineer. primary responsibility is to facilitate professional services between new/current customers and Insightly.  You may also assist in pre-sales technical support and scoping, working on custom projects for customers, and delivering on time projects. These activities include client meetings with technical and non-technical audiences to support the sales process, analyze requirements, write custom code enhancements to existing code bases, testing, and go-live support for clients. Additionally, the Software & Solutions Engineer will be a technical leader and mentor to internal stakeholders and be the technical liaison between Customer Care, Customer Success, Product and Engineering to foster the growth of Insightly products based on feedback and demand. The  Software & Solutions Engineer will report to the Sr. Software & Solutions Engineer.

This is a full time, remote position, eligible to be hired in either USA or Canada, however immigration sponsorship is not available for this position.


  • Support pre-sales scoping and acts as a technical mentor for clients in transferring solution critical knowledge
  • Prepare Statements of Work (SOW) and deliver to clients within SLA guidelines
  • Project Manage all PS projects from “kickoff call”  to UAT and signoff 
  • Leads the implementation efforts for multiple projects in various phases of implementation
  • Meets directly with client's business users to communicate functionality of the software, and walk through the integration within in their end-system
  • Works with client’s technical team to facilitate the integration, communicate technical objectives and provide custom solutions
  • Works within overall project plan and schedule
  • Provides feedback to customers and creates structured documentation
  • Advises client on configuration and implementation options based on industry best practices
  • Participates in customization design sessions with the client and project team
  • Ensures that all implementation methodology deliverables are complete and on-time
  • Generates timely project status, time, and expense reports as requested by management
  • Provides customer support in local time zone and contributes to customer self-service tools


Required Skills & Experience

  • BA/BS in Engineering/IT related discipline and/or 1-2 years related experience
  • Ability to read, write, troubleshoot and debug code proficiently
  • Web application development (Java and/or JavaScript) along with experience in working with API technologies: Java, Javascript, XML and JSON
  • AWS Lambda familiarity
  • Flexible in picking up custom projects outside of comfort zone
  • 5+ years in a customer facing role
  • Advanced Microsoft Excel skills / VBA
  • Solid understanding of website/internet technologies and ability to debug using browser tools
  • Self-starter and exceptional communicator who is comfortable working independently
  • Understanding of key online marketing strategies and concepts, best practices 
  • Detailed, organized and sense of ownership
  • Ability to multi-task and perform effectively under pressure
  • Knowledge and experience working in SaaS or cloud application companies within the CRM ecosystem
  • Excellent written and verbal communication skills


Nice but not required

  • Experience working with CMSs (Drupal, Adobe, Optimizely etc) or MAS (Eloqua, Marketo) is a plus
  • Ruby, C#, Node.js
  • Front end development - CSS, HTML
  • 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

About you

You have a proven track record of being amazing at your job. You take care of the team and the customer. You treat every client as if they were our only client. You look for the solution. You google it if you can’t find it. You are ok with not knowing the answer and asking for help. You want to see issues resolved as quickly as possible. You know how to smile even when the day is super super hard. You love a challenge.  Your hunger to grow and bring a “Team Player” mentality is as strong as ever.

What else?

  • Career: We offer a well rounded total rewards package including equity for all employees, 401k, career learning & growth opportunities, comprehensive employer-sponsored health plans.
  • Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
  • A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
    • Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand)
    • $250 one-time Ergonomics Stipend for all employees to set up their home office for success and comfort
    • Starting January 2022- $50 per month remote work stipend to help you with your remote work needs
    • Weekly virtual, instructor led, yoga sessions
    • Monthly virtual, instructor led, meditation sessions
    • Weekly company newsletters, trivia, Slack challenges, and more!
    • Virtual team and company events to keep the party going
  • Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiative such as:
    • Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc. 
    • Women in Sales support group which focuses on professional development, community, and career advancement.
    • Continual company-wide Diversity and Inclusion training with expert speakers and instructors
    • Volunteering options- yes, even while remote!
    • Company matched donations to support black and civil rights charities such as NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more!

 Our Mission:

To empower companies to build lasting relationships with their customers.

Core Values:

  • We play as a team.
  • We are ambitious and think big.
  • We strive to make customers happy.
  • We build with simplicity not complexity.

Insightly is on a significant growth trajectory with a solid track record and reputable investors. We have concluded a Series C financing round and is backed by Emergence Capital Partners, Cloud Apps Management LC, Sozo Ventures, and TrueBridge Capital Partners.

Insightly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

​​The salary range for this role in Colorado is $120,000 to $140,000 and final offers are determined using multiple factors including experience and level of expertise. For all other locations, the salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. Insightly complies with applicable law regarding pay transparency.