Solution Engineer

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

insightsoftware is seeking a Solutions Engineer reporting directly to the Director of Solutions Engineering. This position will handle product demonstrations, pre-sales support and partner enablement for our budget consolidation business unit. The ideal candidate will bridge the gap between our sales and post-sales teams, providing expert guidance to prospects on how our products can address their specific business challenges. You should have a consulting mindset and experience mapping customer requirements to software solutions. This is a remote based role. 

Primary Responsibilities: 

• Technical Expertise: Develop a deep understanding of our solutions, including features, benefits, and competitive advantages. 
• Client Engagement: Collaborate with the sales team to identify client needs and tailor presentations that demonstrate how our solutions can meet those requirements. 
• Product Demonstrations: Conduct compelling product demonstrations, highlighting the value and capabilities of our offerings to both technical and non-technical audiences. 
• Solution Design: Work closely with prospects to design custom solutions that align with their business processes and objectives. 
• Proposal Development: Assist in crafting detailed proposals and responses to RFPs, ensuring technical accuracy and alignment with prospect needs. 
• Feedback Loop: Gather insights from prospect interactions to inform product development and enhance our solutions. 

• Education: Bachelor’s degree in Finance, Accounting, Computer Science, or a related field. 
• Experience: Minimum of 3 years in a sales engineering, presales, solutions consulting or solutions engineering role, preferably within the EPM, ERP, or financial software industry. 
• Technical Skills: Proficiency in EPM and/or ERP platforms and a solid understanding of financial planning, budgeting, and forecasting processes.  
• Communication Skills: Excellent verbal and written communication abilities, with the capacity to convey complex technical concepts to diverse audiences. 
• Problem-Solving: Strong analytical skills with a proactive approach to identifying and addressing client challenges. 

Preferred Qualifications: 

• Experience supporting a software platform/product in a customer-facing B2B environment. 

• Experience with SAP and/or Oracle platforms. 

• Experience with Rest APIs. 

• Advanced Microsoft Excel skills. 

All your information will be kept confidential according to EEO guidelines.

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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.