Professional Services, Engineering Consultant

2+ years in a customer facing role

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

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.

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!

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.

Lead scoping/discovery calls with clients to document design requirements

Prepare Statements of Work (SOW) and deliver to clients within SLA guidelines