Software & Solutions Engineer, CRM

About the role

Unbounce 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.

Responsibilities

• 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
• Advises 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

Requirements

• 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
• 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

Qualifications

• 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.

Skills

• Strong problem-solving and analytical skills
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Proficiency in project management tools and methodologies
• Knowledge of CRM systems and implementation processes

Benefits

• Flexible Time Off Policy
• Remote First Team
• Flexible Hours
• Work From Anywhere Program
• Health and Wellness Benefits
• 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

Pay

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).

Schedule

Monday-Friday, 9AM-5PM