Software & Solutions Engineer, CRM

Software & Solutions Engineer, CRM

Department: Customer Success

Location: Remote, Canada or US - Eastern Time Zone

Position Type: Full-Time, Permanent

Hours: Monday-Friday, 9AM-5PM

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. 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 & Benefits

Flexibility 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

We Value Individuality!

At Unbounce, we want every employee to be excited to bring their full, authentic self to work. When you bring your unique experiences, background, knowledge, perspective, and self-expression while embracing the same from others we learn from each other. We innovate and co-create an environment where team members can do the best work of their careers. We're bolder and more brilliant together.

We're dedicated to ensuring each team member feels a sense of belonging, feels safe, cared for, respected and valued for who they are, and trusts that their unique voice is heard, embraced, and meaningfully contributes to decision-making. We're committed to equitable employee experience, opportunity, pay and support for every employee regardless of gender identity or expression, race, ethnicity, family or marital status, religion, socio-economic status, veteran status, national origin, age, sexual orientation, education, disability, or any other characteristic that makes you unique.

We have no tolerance for sexism, racism, xenophobia, homophobia, transphobia, ableism, ageism, or any other forms of hateful/harmful discrimination and we're taking action against unequal pay in our community through leading the #PayUpforProgress movement.

If you require any accommodations or support during the recruitment process, please email us at careers@unbounce.com.

Our use of AI in hiring

We're committed to keeping hiring personal. Every application is reviewed by a real person on our team, and we don't use AI to screen or filter candidates out.

We do use AI to help with assessing candidates and summarizing interview feedback. These tools support our team in working more efficiently and reducing bias. All final hiring decisions are made by people who bring their judgment and experience to determine who joins our team.