Software & Solutions Engineer, CRM

Unbounce
$90,000 - $100,000Remote

About The Position

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. 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.

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
  • 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 Haves

  • 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

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
  • 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

Benefits

  • Flexible Time Off Policy - We encourage a minimum of 4 weeks per year!
  • Remote First Team
  • Flexible Hours
  • Work From Anywhere Program
  • 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)
  • Professional Development Budget
  • Volunteer Day
  • Team Building Budget
  • Employee Referral Bonus Program ($1000)
  • Anniversary Milestone LSA Top Up
  • Birthday Day Off
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