ABOUT THIS ROLE
Insight Global is seeking a Senior IT Integration Engineer – Business Systems / Quote-to-Cash to serve as the systems architect and hands-on technical lead for the company’s end-to-end Quote-to-Cash environment.
This person will own the design and evolution of Quote-to-Cash processes across HubSpot CRM, NetSuite ERP, Ironclad, Zip, and Asana. This includes defining how data, workflows, approvals, and ownership move across the full lifecycle, from opportunity and quoting through contracting, ordering, invoicing, billing, revenue recognition, and reporting.
The ideal candidate will bring the hands-on integration and business systems capabilities required for the previous version of this position, along with more senior experience architecting complete Quote-to-Cash solutions. This person should be able to establish the target-state architecture, define systems of record, make build-versus-buy recommendations, and clearly explain technical trade-offs to Sales, Finance, Legal, Revenue Accounting, and other business stakeholders. Ideally, you come from a startup tech environment!
This is not solely an integration-development role. The engineer must understand how Quote-to-Cash processes should be designed from end to end, including pricing, approvals, contracts, billing, renewals, amendments, and revenue recognition. They will also remain hands-on with configuration, integrations, data pipelines, troubleshooting, documentation, and implementation.
NON-NEGOTIABLE EXPERIENCE:
Direct, hands-on experience with all five of the following platforms:
HubSpot CRM
NetSuite ERP
Ironclad for contract lifecycle management
Zip for procurement
Asana for project management
Senior-level experience architecting end-to-end Quote-to-Cash or Order-to-Cash processes
Experience owning the complete design across quoting, contracting, order management, invoicing, billing, revenue recognition, and reporting
Ability to define target-state architecture, data flows, system ownership, integration patterns, and systems of record
Hands-on experience building and maintaining integrations between CRM, ERP, contract management, procurement, and financial systems
Strong understanding of Sales and revenue workflows, including pricing and packaging, deal desk, quote approvals, renewals, and amendments
REQUIRED EXPERIENCE:
6+ years of experience in integration engineering, business systems engineering, enterprise applications, or a related technical discipline
Proven experience serving as a systems architect, technical lead, or senior engineer for a scalable Quote-to-Cash environment
Experience supporting Sales organizations and related workflows, including:
Product catalogs and product books
Quote templates and quoting workflows
Pricing and packaging
Approval rules and permissions
Deal desk processes
Contracts and order forms
Renewals and amendments
Working knowledge of subscription and recurring-revenue concepts, including proration, co-terming, credits, cancellations, upgrades, downgrades, multi-currency, and multi-entity scenarios
Experience designing how non-standard commercial terms and approvals flow between quotes, order forms, and contracts
Strong knowledge of integration architecture, SOA principles, RESTful APIs, and enterprise integration best practices
Hands-on experience implementing REST and SOAP web services, including authentication, data mapping, error handling, and system monitoring
Experience with XML and JSON, including schema design, transformation, validation, parsing, XSD, and JSON Schema
Experience using enterprise integration platforms such as Tray.io, MuleSoft, Workato, Boomi, or equivalent
Experience integrating cloud data warehouses such as Snowflake or BigQuery
Experience designing historicized data pipelines and working with change data capture concepts
Ability to translate complex business requirements into scalable and maintainable technical solutions
Experience evaluating existing tools and recommending configuration, customization, consolidation, replacement, or retirement based on cost, risk, effort, and business value
Strong business analysis skills and an understanding of Finance, revenue recognition, and operational workflows
Excellent communication skills with the ability to explain architecture decisions and technical trade-offs to non-technical stakeholders
Strong documentation discipline, including system diagrams, data-flow diagrams, architecture records, handoff documentation, and integration runbooks
DAY-TO-DAY:
Own the end-to-end Quote-to-Cash architecture across HubSpot, Ironclad, NetSuite, Zip, Asana, and related enterprise applications
Define the target-state system landscape, systems of record, and data models for accounts, quotes, contracts, orders, invoices, payments, and revenue schedules
Design scalable processes covering opportunity management, quoting, contracting, order management, invoicing, billing, revenue recognition, and reporting
Own and optimize the Quote-to-Cash configuration within HubSpot, including product catalogs, quote templates, workflows, approval rules, and permissions
Design how order forms, license agreements, non-standard terms, and commercial approvals move between HubSpot and Ironclad
Architect workflows for new business, renewals, amendments, upgrades, downgrades, credits, cancellations, and other commercial events
Assess the impact of new products, pricing models, packaging, entities, and acquisitions on the Quote-to-Cash ecosystem
Architect, build, and maintain integrations across HubSpot, NetSuite, Ironclad, Zip, Asana, Snowflake, and other core systems
Design integrations with reliable record linking to provide visibility from initial pipeline activity through recognized revenue
Build automated reconciliation workflows across CRM, contract management, billing, and financial systems
Resolve cross-system discrepancies involving dates, currencies, values, customer records, contracts, invoices, and revenue data
Design resilient financial integrations using idempotent processing, monitoring, alerting, error handling, and recovery workflows
Build data pipelines that land clean, historicized data in Snowflake for analytics, forecasting, and ML use cases
Partner with Data teams to create clean, deduplicated, analysis-ready transformation layers and datasets
Build self-service reporting infrastructure, including dashboards, automated reports, and Connected Sheets
Partner with Sales, Marketing, Finance, Legal, Revenue Accounting, Data, and IT stakeholders to gather requirements and lead design reviews
Embed security, privacy, approvals, segregation of duties, audit trails, and change-management controls into system designs
Produce and maintain architecture diagrams, data-flow documentation, decision records, integration patterns, and handoff materials
Review the current technology stack and recommend whether to configure, extend, consolidate, replace, or retire systems
Establish reusable standards for integration development, testing, monitoring, documentation, and long-term maintainability
TECH STACK:
HubSpot CRM – Required
NetSuite ERP – Required
Ironclad – Required
Zip – Required
Asana – Required
Tray.io and/or Fivetran
Snowflake and/or BigQuery
REST and SOAP APIs
XML, JSON, XSD, and JSON Schema
Google Workspace
Slack
Atlassian Jira and Confluence
Okta
PLUSES:
Tray.io Foundations and Build Practitioner certifications
Equivalent certification in MuleSoft, Workato, Boomi, or another enterprise integration platform
Experience designing systems for SOX compliance or audit scrutiny
Experience automating financial, revenue, reconciliation, or executive reporting workflows
Experience creating data infrastructure for forecasting or machine-learning use cases
Experience with dbt or similar data-transformation frameworks
Experience integrating AI or LLM APIs, including Anthropic Claude, Gemini, or Vertex AI
Experience with prompt engineering, structured outputs, and error handling for AI-enabled workflows
Experience with Slack APIs, bots, and automated operational notifications
Experience with Google Cloud Platform APIs and services
Familiarity with Google Apps Script and Google Workspace automation