SMB & Mid-Market Solutions Engineer
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The posting
About Us
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description
insightsoftware is seeking aSolutions 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.
Qualifications
- 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, 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.
- You will travel up to 40% of your time
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.
The salary range in United States of America for this position is 111,000.00 to 139,000.00 USD Annual.
Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
insightsoftware About Us: Hear From Our Team
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
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.
Where you can sell from
Fully remote, and open to sellers in any country.
Taken from insightsoftware's own posting, last seen live on 13 Nov 2026.
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About insightsoftware
Financial reporting, planning, consolidation, tax and analytics software for the office of the CFO (Jet Reports, Power ON for Power BI, Process Runner and an EPM suite), sold to CFOs, controllers and finance teams at companies of every size, often on top of their ERP.
Pay schedule: A salary plus commission, with the posted range covering both for sales roles and US account roles described as uncapped; non-sales roles may add a bonus.
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