Solution Engineer, AI and Automation - Toronto
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Summary
A hybrid role (Richmond Hill, Canada) in the company's AI practice: the Solution Engineer advises clients on automation opportunities, designs and builds production AI workflows with LLMs, agent frameworks and business-system integrations (ERP, CRM, Microsoft 365), and turns project work into repeatable service offerings.
About Us
Umbrella brings specialist firms together under one roof, covering strategy, digital transformation, data and AI, and IT infrastructure, cloud and security. Our clients get one partner who is accountable for their whole transformation, from strategy through to execution.
The role
We're looking for a Solution Engineer to join our AI practice and help clients use AI and automation to solve real business problems, and to turn what works into repeatable offerings. The role combines three things:
• With clients: advising them and shaping the right solution.
• Hands-on delivery: designing, building and supporting solutions in production.
• Productizing: turning client work into repeatable services.
You'll work across our teams, and your ideas will directly shape how we deliver.
This is an active hybrid role that requires working from our Richmond Hill office a few days each week.
What you'll do -
Client advisory and pre-sales
- Lead discovery sessions with business and technical stakeholders to find and rank automation opportunities.
- Assess clients' data, systems and security readiness for AI.
- Build demos and proofs of concept, and help scope solutions for proposals.
Solution design and delivery
- Design and build AI-powered workflows and integrations with ERP, CRM, e-commerce and Microsoft 365 environments.
- Deliver document processing solutions for invoices, purchase orders, shipping documents and contracts.
- Build knowledge assistants grounded in each client's own content, with access controls respected.
- Design solutions with appropriate human review, audit trails and security controls.
- Choose the right technology for each client's environment.
Productize the work
Turn recurring client problems into repeatable offerings, including:
- Packaged services: well-scoped offers with clear pricing inputs, timelines and a defined way to measure success.
- Reusable accelerators: pre-built components, connectors, prompts and templates that shorten delivery.
- Standard discovery and assessment methods: consistent workshops, questionnaires and scoring models.
- Reference architectures: proven, secure designs for common use cases and platforms.
- Repeatable implementation plans: standard phases, tasks, roles and go-live criteria.
- Clearly defined deliverables and outcomes: what clients receive at each stage, and how value is measured.
Keep these assets current as you learn from each engagement, and help the team adopt them.
Ongoing improvement
- Monitor solutions in production for accuracy, usage and cost.
- Tune and improve solutions over time, and find new opportunities with clients.
What you bring
Required
- 5+ years in solution engineering, technical consulting, or software or data engineering, with at least 2 years building generative AI or automation solutions in production.
- Hands-on experience with large language models (OpenAI, Anthropic Claude, Azure OpenAI or similar), including prompt design, retrieval-augmented generation and agent frameworks.
- Experience deploying and operating agent harnesses such as Hermes Agent, OpenClaw, Claude Code or similar. This covers configuring tools, skills and memory; connecting agents to business systems; and running them securely in production.
- Strong integration skills: APIs, Python or TypeScript, and business systems such as ERP, CRM and Microsoft 365.
- A track record of turning one-off project work into repeatable services, accelerators or delivery methods.
- An understanding of AI security and privacy, including Canadian privacy requirements such as PIPEDA and Québec's Law 25.
- The ability to explain technical concepts to non-technical and executive audiences.
- You enjoy variety, working independently, and taking ownership from design through to delivery.
Nice to have
- Experience with Microsoft Copilot Studio, Azure AI Foundry, Power Automate, AWS Bedrock or n8n.
- Document AI experience (Azure AI Document Intelligence, Google Document AI).
- Experience building service offerings in a consulting or managed-services firm.
- Certifications such as Azure AI Engineer or AWS Machine Learning.
- French is an asset.
What we offer
• Varied client work across industries.
• Real influence over how our offerings are designed and delivered.
• Access to specialists in strategy, data, digital and security.
• Hybrid working & learning support
Umbrella Inc is committed to creating and maintaining a workplace that is free from harassment and discrimination under the Ontario Human Rights Code. The Company’s policy is not to discriminate against any applicant or employee on the basis of a prohibited ground enumerated by the Ontario Human Rights Code.
Umbrella welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Please advise Human Resources if you require accommodation. Further, it is Umbrella's policy to comply with all applicable provincial and federal laws regarding background and criminal record checks in making hiring decisions.