Insightly
Current
Senior Solutions Engineer
Insightly merged Technical Account Management into Sales Engineering to form a single Solutions Engineering practice, and the title changed with the scope. I'm the only Senior Solutions Engineer on the three-person team, and the primary technical resource on every opportunity above $20K — working directly with the Head of Sales across a live pipeline of 14+ simultaneous $50–150K enterprise deals. Alongside pre-sales discovery, demos and technical validation, I now own bespoke in-platform customer builds, integration design and post-sales solution architecture: the full lifecycle rather than just the deal. Day to day that means Workato (AppConnect) recipes wiring Insightly CRM to NetSuite, Outlook via Microsoft Graph, Harvest, Asana and QuickBooks — plus the team's internal AI tooling: an MCP server that lets Claude drive Insightly CRM demo orgs in plain English, since adopted by senior leadership as the de facto solution, and a grounded Q&A assistant answering from SE-validated Slack threads, the Help Center and API docs with visible source provenance.