✦ Luna Orbit — Data & Analytics

Senior Solution Engineer - EPM

at Insight Software

📍 Remote, US Remote 💰 $139K – $174K USD / year Posted March 13, 2026
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Position Details

Salary $139K – $174K USD / year
Type Not Specified
Experience mid
Exp. Years 3+ years
Education Bachelor's degree in Finance, Accounting, Computer Science, or related field
Category Data & Analytics

About this role

A senior solutions engineer role supporting financial planning and analytics software, focusing on product demos, solution design, and client engagement.

Key Responsibilities

  • Develop product expertise
  • Conduct demos
  • Design solutions
  • Support sales
  • Enable partners

Technical Overview

Environment involves EPM and ERP platforms, with responsibilities including product demonstrations, pre-sales support, and solution architecture.

Ideal Candidate

The ideal candidate is a mid-level solutions engineer with at least 3 years of experience supporting EPM and ERP platforms, skilled in product demonstrations and solution design, with strong communication and client engagement abilities.

Must-Have Skills

Proficiency in EPM and/or ERP platformsExperience in sales engineering or presalesUnderstanding of financial planningbudgetingforecastingExcellent communication skillsExperience supporting product demonstrations

Nice-to-Have Skills

Supporting software in finance or ERPTravel up to 40%

Tools & Platforms

EPM platformsERP platforms

Required Skills

EPMERPSolution EngineeringProduct DemonstrationsPre-sales SupportPartner EnablementSolution DesignProposal DevelopmentClient EngagementFinancial Planning

Hard Skills

Financial Planning and AnalysisFP&AEPMERPSolution EngineeringProduct DemonstrationsPre-sales SupportPartner EnablementSolution DesignProposal Development

Soft Skills

communicationclient engagementproblem-solvingconsulting mindsetcollaboration

Industry & Role

Industry SaaS / Software / Financial Technology
Job Function Support sales and client success through technical expertise and solution demonstrations

Keywords for Your Resume

Senior Solutions EngineerEPMERPFinancial Planning and AnalysisFP&ASolution EngineeringProduct DemonstrationsPre-sales supportPartner enablementSolution designProposal developmentClient engagementTechnical expertiseFinancial softwareSales engineeringPre-sales SupportPartner EnablementSolution DesignProposal DevelopmentClient EngagementFinancial Planning

Deal Breakers

Lack of experience with EPM or ERP platforms, No presales or solution engineering background, Inability to conduct product demos, No experience in financial software

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