# InstaLILY - full site content

> Lily learns how your business works, builds the software the work needs, and runs it across the systems and agents you already use.

Generated: 2026-10-21T19:57:47.525Z

InstaLILY (instalily.ai) builds Lily, the AI Forward Deployed Engineer for the physical and regulated economy. Lily embeds with a customer's team, learns the workflow, and ships production systems inside the customer's existing stack. Founded 2023, US-based.

## Company facts

URL: https://instalily.ai/company-facts

Last updated: 2026-09-02

- Legal entity: InstaLILY, Inc.
- Brand: InstaLILY
- Founded: 2023
- Employee count: 101-250 as of 2026-07-14
- Active deployments: 30-100 as of 2026-07-14
- Total raised: Nearly $100 million as of 2026-07-14
- Headquarters: 455 Broadway, 5th Floor, New York, NY 10013
- Offices: New York, San Francisco, London, Toronto (coming soon)
- Investors: Energize Capital, Insight Partners, Home Depot Ventures, United Rentals
- Leadership: Amit Shah, Founder & CEO; Sumantro Das, Co-Founder & COO
- Flagship product: Lily™, the world's first AI Forward Deployed Engineer
- Products: Lily, InstaLILY Small Data Center (SDC), InstaBrain, InstaWorkers
- Industries served: Construction, Industrial distribution, Logistics, Healthcare, Other operationally intensive industries

### Funding rounds

#### Series A

- Gross amount raised: $25 million
- Announced: 2025-08-27
- Lead investor: Insight Partners
- Major investors: Perceptive Ventures, Marvin Ventures
- Public source: [Series A press release](https://www.prnewswire.com/news-releases/instalily-raises-25m-to-bring-ai-teammates-to-the-frontlines-of-distribution-302538523.html)

#### Series B

- Gross amount raised: $60 million
- Announced: 2026-07-14
- Lead investor: Energize Capital
- Major investors: Insight Partners, Home Depot Ventures, United Rentals
- Public source: [Series B press release](https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/instalily-raises-60-million-series-b-and-launches-lily-the-worlds-1190835)

## Product

### InstaLILY Products

URL: https://instalily.ai/products

The InstaLILY product suite: Lily the AI Forward Deployed Engineer, Forward Deployed Engineering, the platform beneath every system she builds, and the Small Data Center.

### Lily: AI Engineer Across Your Business

URL: https://instalily.ai/lily

Meet Lily, the AI Forward Deployed Engineer that works across enterprise systems and agents, coordinates the work, and builds what is missing.

### InstaBrain: Your Company's Brain

URL: https://instalily.ai/instabrain

InstaBrain learns how your business works, captures the judgment your people carry, and keeps it current. Single-tenant, deployed in your environment, and the knowledge it builds is yours.

### InstaCoach: AI Sales Coaching for Field Teams

URL: https://instalily.ai/instacoach

InstaCoach learns how your best reps sell, coaches every rep to that standard on every conversation they have, then does the work that moves the deal forward.

### InstaControl: Agent Control Plane

URL: https://instalily.ai/instacontrol

InstaControl is where you set what agents may do, watch what they cost, and prove what they did. Policy, approvals, and the full trace of every action, in your cloud, your data center, or air-gapped.

### InstaProspect: AI Lead Generation

URL: https://instalily.ai/instaprospect

InstaProspect learns how your best reps generate pipeline and runs that playbook across your entire market: finding, scoring, enriching, and working leads inside your existing CRM and outreach tools.

### InstaQuote: AI Quoting and RFQ Automation

URL: https://instalily.ai/instaquote

InstaQuote learns how your best reps quote, including the exceptions, the customer rules and the margin calls, then runs that on every request that hits your inbox, inside the systems you already use.

### Enterprise AI Platform for Lily

URL: https://instalily.ai/platform

One shared platform beneath every system Lily builds: contracts, connectors, controls, deployment, and audit, built once and configured around your business.

### Small Data Center for Enterprise AI

URL: https://instalily.ai/small-data-center

Run enterprise AI in the cloud, on premises, or at the edge with an always-on intelligence stack built with NVIDIA technology.

## Solutions

### Solutions

URL: https://instalily.ai/solutions

Explore how Lily puts AI to work across industrial distribution, manufacturing, automotive, field service, supply chain and logistics, healthcare, pharma, and private equity.

### Turn every inquiry into revenue.

URL: https://instalily.ai/solutions/mro
Industry: Industrial Distribution & MRO

Lily is InstaLILY's AI Forward Deployed Engineer for distributors. She learns your pricing, product data, branch rules, and approval logic, then builds the software that turns fragmented requests into complete quotes and orders inside the systems you already use.

Not a copilot. Not another system of record. AI that executes the work.

#### Revenue leaks while reps do admin.

- Every unanswered email and slow quote is lost revenue - and volume scales faster than headcount.
- SKU and pricing complexity makes accurate quoting slow and error-prone.
- PO processing, order entry, and case handling eat rep hours that should go to selling.
- Margin and cross-sell opportunities sit buried in the data, unseen.

#### How Lily runs quote-to-order

- **Inbound requests:** Email, PDF, fax, web form, portal case.
- **Lily understands the work:** Customer, SKU, quantity, UOM, pricing tier, margin rules, contract terms, availability.
- **AI agents execute:** Quote creation, PO matching, Order entry, Case handling, Product lookup, Margin checks
- **Business rules govern every action:** Pricing logic, Approvals, Branch rules, Exceptions, Permissions
- **Systems stay updated:** SAP, NetSuite, Epicor, Salesforce, Snowflake

#### Everything you need to run quote-to-order

##### What Lily does

- **Accurate quotes, instantly:** Accurate quotes from email, PDF, or fax, on your pricing logic.
- **POs processed end-to-end:** Processes POs end to end and writes back to your ERP.
- **Next best action for every ISR:** Next best action, margin, and cross-sell cues for every ISR.
- **The right SKU, always found:** Product search and clean data, so the right SKU is always found.

##### Proof in numbers

- **$142,731 Quote created by Lily:** Priced and margin-checked end to end, no rep touch.
- **3 min Response time:** Answered before competitors even open the email.
- **Seconds PO processing:** Entered end to end, written straight back to your ERP.
- **2x Rep productivity:** Twice the volume, no added headcount.
- **Thousands Admin hours saved:** Hundreds of daily inquiries, handled automatically.
- **Every quote Margin opportunity surfaced:** Margin and cross-sell cues on every quote.

- **Speed that wins the deal:** A complete $142,731 quote, built from an inbound RFQ, priced and margin-checked in about three minutes.
- **Capacity without headcount:** POs entered in seconds, thousands of admin hours saved, and 2x rep productivity with a margin cue on every quote.

##### Built into your systems

- **Works inside your ERP:** Quotes, orders, and cases write back to your distribution ERP.
- **Every intake channel:** Email, PDF, fax, web forms, and portal cases in one flow.
- Integrations: Epicor Prophet 21, SAP, Oracle NetSuite, Infor, Salesforce, Snowflake, Oracle JD Edwards.

##### Platform details

- **Runs quote-to-order end to end:** Generates accurate quotes from email, PDF, or fax on your pricing logic, then processes POs end to end and writes them back to your ERP.
- **Sharper reps, cleaner data:** Surfaces next best action, margin, and cross-sell cues for every ISR, and powers product search on clean master data so the right SKU is always found.

#### Proven impact

##### Radwell - Industrial automation & MRO

Within the first two months we had our first order come through our AI-based system, a historic moment. The automated emails were going back and forth and boom, we got a PO.

##### Parts Town - Foodservice parts distribution

97% parts accuracy vs GPT-4.1, 99% cheaper than GPT-5, 100K+ monthly searches via Part Predictor, and instant response from query to part.

##### Harrington - Industrial process solutions

$491k in revenue recovered within 3 months, 99k+ SKUs enriched and attributed, and ~300 reps equipped with AI sales workflows.

##### Copper State - Fasteners & industrial supply

+12% YoY revenue growth and $6M+ in incremental revenue in the first six months of the deployment. Lily surfaces each rep's highest-priority actions, flags churn risks and stalled quotes, and auto-captures visit notes into structured records.

#### How fast does an MRO distributor need to answer an RFQ?

Inside an hour, if you can. Most MRO requests come from someone replacing a part that just failed, and they buy from the first supplier who sends back a complete, correct price. One national distributor of industrial automation components found its odds of winning fell with every hour a quote waited. Past four or five hours, it was barely worth answering. Its median response time was three to four hours.

##### Why the first hour decides it

Most RFQs in MRO are not planned purchases. A conveyor motor quit on second shift, or a drive is throwing a fault nobody on the floor has seen. The maintenance manager sends the same request to three or four suppliers and takes the first answer that is complete.

In that situation, speed is the sale. The chief commercial officer at the industrial automation distributor put his target plainly: zero backlog for every inside sales rep, and every response in under an hour. [Read how they got there](https://instalily.ai/case-studies/quoting-speed).

##### Where the hours actually go

The typing is the easy part. The time goes into everything a rep has to work out before a price can go back:

- **What the customer means.** A partial description, a competitor's part number, a model number read off a label, or a spreadsheet with 40 lines and no headers.
- **Which price applies.** The manufacturer list, the account's contract tier, a quantity break, or the special someone agreed to on the phone last spring.
- **Whether you can ship it.** Which branch has it, whether it leaves today, and the real lead time on the lines you don't stock.
- **Getting it into the ERP.** Building the quote in P21 or SAP, attaching the PDF, and writing the reply.

Then there are the requests nobody owns. The web form queue. The shared sales inbox. The 200-line bid list that lands at 4:47 PM and goes to whoever is still at a desk. We regularly talk to distributors who have stopped asking outside reps to bring in more quote requests, because the inside team cannot answer the ones it already has.

##### Which RFQs to automate first

Start with the smallest, cleanest queue you have, and prove it before you touch anything harder.

The industrial automation distributor started with requests from its website contact form, about a tenth of inbound volume. In the first month, AI agents answered more than 6,000 emails and returned roughly 1,500 quotes, handing a request to a person only when it needed one. Within two months the company counted more than 10,000 hours a year returned and about six inside sales reps' worth of capacity, without hiring.

A sensible order after that:

1. Requests with a clear part number and standard pricing.
2. Description-only requests and competitor cross-references.
3. Multi-line bids and repeat orders from contract accounts.
4. Engineered and project quotes stay with your most experienced people.

##### Pricing the quote without the lookup

MRO pricing rarely lives in one place. Lily builds each quote from your price lists, contract terms and quantity breaks in the ERP, then checks margin before it goes out. When the price she would send falls below your floor or conflicts with a contract, she flags it for a person instead of sending it. In the example above, a complete $142,731 quote built from an inbound RFQ was priced and margin-checked in about three minutes.

Most accounts also carry rules that were never written down. [InstaQuote covers](https://instalily.ai/instaquote) how Lily learns those from your quote history.

##### What to measure

- **Median time to first response,** split by channel. Email, web form and phone behave differently.
- **Conversion on quotes created,** not just quotes sent. The honest denominator includes the ones that went stale.
- **Share of RFQs answered without a person touching them.** This tells you more than line-level match accuracy.
- **Backlog at close of business,** per rep.

One warning: quotes given over the phone and never entered in the ERP are invisible. If a third of your quoting happens that way, your win rate is a guess.

##### Questions MRO sales leaders ask

**Does answering faster actually raise win rates, or just make customers happier?**

It raises win rates, because in break-fix MRO the buyer is often waiting on the first complete answer. The industrial automation distributor above saw its odds of winning drop with each hour a quote sat, and treated anything past four or five hours as close to lost. Faster answers also stop customers from sending the same request to more suppliers next time.

**Which quote requests should stay with a person?**

Engineered and project quotes, new accounts with open credit questions, safety-critical electrical parts, and any request where it is unclear who is authorized to buy. Lily can gather the parts, pricing and history for these so the rep starts with a draft. The decision and the send stay with your team, and you set where that line sits.

**What happens to RFQs that arrive after hours?**

Standard requests get answered when they arrive, including nights and weekends, using the same pricing and availability rules as a daytime quote. Anything that needs judgment is queued with the customer, parts and pricing already assembled, so the first rep in the next morning picks up a decision rather than an investigation.

**How much of our inbound volume can realistically run without a rep?**

It depends on your mix of part-number requests versus description-only and project work. Most distributors start with one queue, often the website form or a single branch inbox, measure the share answered untouched, and expand from there. The industrial automation distributor began with about a tenth of its inbound volume.

#### How do MRO distributors identify obsolete, superseded, or unknown parts?

By matching the request to what your own history says fixed the same problem, not just to the catalog. Customers rarely send a clean part number. They send a competitor's number, a code that was superseded years ago, or a description in shop-floor shorthand. At a billion-dollar distributor of commercial kitchen and HVAC replacement parts, identifying an unfamiliar component could take close to two hours. An identification agent now returns a likely match in a fraction of a second.

##### Why part identification is the real bottleneck

A large share of MRO requests arrive in words, not numbers. "Same motor as last time, east line." "The 3-phase starter for a 40 horse." The shorthand makes sense to the person on the floor and appears in no catalog.

Your rep is also working across two catalogs. The manufacturer's catalog holds every part number that brand ever made. Your item catalog holds what you stock and what you charge. The job is to connect the customer's words to the first, then the first to the second.

The equipment makes it harder. Plants run motors, drives and switchgear for decades, so the part being asked for has often been replaced twice. And the people who can sort that out quickly are usually one or two senior reps. Everyone newer learns by walking over and asking them.

##### How Lily resolves a part

1. She reads the request as written: part numbers, competitor numbers, model and serial numbers, and plain descriptions.
2. She checks it against your item catalog, the manufacturer catalogs and any cross-reference data you already keep.
3. She looks at your order and quote history to see what was sold the last time someone asked for the same thing.
4. She returns the most likely match and the alternates, each with the reason.
5. When confidence is low or the part is safety-critical, the request goes to a person with the candidates attached.

Step three is what separates this from catalog search. The parts distributor's agent was trained on millions of parts drawn from past work orders, so it works from what actually broke and what actually fixed it. On a benchmark against GPT-4.1, it scored 97% parts accuracy.

##### Substitutes without breaking the system

When a part is discontinued or out of stock, the next question is what you can send instead. Lily can offer the equivalents you have approved, with the reason each one qualifies.

Some parts only work as a set. If a kit has seven components and you are short two, mixing brands inside it can create a fit or safety problem. Lily keeps substitutions inside the approved system and flags the gaps for a person.

##### What part ID changes in the field

Faster lookup helps, but the bigger gains come from changing when it happens. The parts distributor ran a pilot in its service divisions with the worst first-time fix rates. Technicians had to run the lookup before the visit and load the likely part on the van. First-time fix in those divisions rose five to six points, from 61% to 66% in one example. [Read the case study](https://instalily.ai/case-studies/costly-second-trips).

Across the business, roughly 1,600 technicians had run more than half a million searches by early 2026, returning more than 80,000 hours.

One more habit worth building: track the requests you cannot match. A part you get asked for ten times a month and do not stock is a purchasing decision waiting to be made.

##### What to measure

- **Time to identify,** from request received to part confirmed.
- **Wrong-part returns** as a share of orders.
- **First-time fix rate,** if you or your customers run field service.
- **Unmatched requests** per week, and which product lines they fall in.

##### Questions about part identification

**Can AI match a competitor's part number to one of ours?**

Yes, when there is cross-reference data or a history of the same substitution in your orders. Lily checks both and returns your part with the reason it matches. When neither exists, she proposes the closest candidates and sends the request to a person to confirm, rather than quoting a guess.

**What happens when the part a customer asks for has been discontinued?**

Lily follows the supersession chain to the current part and checks your approved equivalents. She shows the customer's original number, what replaced it and why, so the rep can explain the change. Where fit, rating or certification needs confirming, the request is flagged before anything is quoted.

**How accurate does part matching need to be before reps trust it?**

Accurate enough that reps stop double-checking the easy ones, and transparent enough that they can check the hard ones fast. Every match comes with its reasoning, so a rep can confirm it in seconds. At the parts distributor, the agent scored 97% parts accuracy against a GPT-4.1 benchmark.

**Does this work for field technicians or only inside sales?**

Both. Technicians describe the problem the way they would to a colleague, by voice or text: the machine, what it is doing wrong, and for whom. At a Fortune 500 equipment rental company, finding the right page of a service manual went from one to two hours to seconds. [Read that case study](https://instalily.ai/case-studies/multiplayer-ai).

#### Can AI work inside Prophet 21, SAP, or other distribution ERPs?

Yes. Lily reads pricing, inventory, customers and order history from your ERP, and writes quotes and orders back into it, so the ERP stays your system of record. Reps keep working where they work today, and nothing gets migrated. Most deployments start read-only. Write access comes later, once your IT team has approved exactly what she is allowed to create or change.

##### What Lily reads and what she writes

|  | What it covers |
|---|---|
| **Reads** | Item master and inventory by branch, price lists and contract pricing, quantity breaks, customer and ship-to records, user-defined fields, and quote, order and invoice history |
| **Writes** | Quotes, sales orders and the quote PDF your customers already receive, plus notes, tasks and follow-up status on the account in your CRM |
| **Leaves alone** | Your master data, your pricing rules and your approval chain. Changes to those stay with the people who own them today |

##### Epicor Prophet 21

Many MRO distributors run P21 on premises, with years of user-defined fields built up on customer and item records. Those fields carry real rules. One says an account always gets a packaging and handling fee. Another says it never gets the default extended warranty. Lily maps them during setup, so her quotes come out the way your best rep would build them.

An on-premises P21 connects through database access or scheduled exports. You do not need to move to the cloud first. Quotes and orders write back as P21 documents, and customers get the same quote PDF they get today.

##### SAP

Distributors on SAP usually route every write through an integration layer, with a separate team that owns customer and material master data. Lily works through the interfaces your SAP team already governs. She creates quotes and orders through the same approved path, and leaves master data changes with the people who own them.

In practice, write access is often the longest approval in an SAP project. Starting read-only lets the work begin while that approval moves.

##### Infor, NetSuite, JD Edwards and others

Lily connects to Infor, Oracle NetSuite and Oracle JD Edwards the same way: read first, then write-back scoped to quotes and orders. On the CRM side she works with Salesforce and HubSpot, and with Snowflake where your data team keeps a warehouse. Tell us your version and how it is hosted, and we will tell you plainly what is supported today.

##### More than one ERP after an acquisition

A lot of MRO platforms are built by acquisition, and the systems show it. One company might run a different ERP in each business it bought, with part numbers that do not match across them. That mismatch hides cross-sell, because nobody can see that two divisions sell the same item to the same customer.

Lily reads across those systems and keeps one view of the customer and the product, while each business keeps its own ERP. Nobody has to finish a consolidation project first.

##### What about the AI agents your ERP vendor ships?

Most ERP vendors now ship AI agents of their own, and they are good at what the ERP already models. The contract exceptions, substitution rules, branch habits and account notes that decide a real quote usually are not in that data model. Lily sits on top of the ERP, not in front of it, and works alongside the vendor's features rather than replacing them.

##### Security and where the data lives

Each customer runs in its own single-tenant environment: in our cloud, in yours, or on premises. InstaLILY holds SOC 2 Type II attestation. At a multibillion-dollar healthcare products distributor, the work runs inside the customer's own managed cloud, under its own access controls, cleared through its own IT and security review. The data never leaves. [Read the case study](https://instalily.ai/case-studies/get-on-my-cloud) or see [Security at InstaLILY](https://instalily.ai/security).

##### Questions from IT and operations

**Does Lily need write access to our ERP to get started?**

No. Most deployments start read-only, with Lily drafting quotes and a rep sending them. Write-back is added when your IT team approves a scoped service account that can create quotes and orders and nothing else. That approval is often the longest step in an ERP project, so starting without it keeps the work moving.

**Our Prophet 21 is on premises and heavily customized. Does that matter?**

Not for getting started. On-premises P21 connects through database access or scheduled exports. User-defined fields and custom tables are mapped during setup, and they are often where the most useful account rules live. You do not need to upgrade, clean up or move to the cloud first.

**We run two ERPs after an acquisition. Can one deployment cover both?**

Yes. Lily reads from each system and matches customers and products across them, so reps see one account and one catalog. Each business keeps its own ERP, and quotes and orders write back to the system that owns that customer.

**Who owns what Lily learns from our data?**

You do. Each deployment is single-tenant, and the knowledge Lily builds about your pricing, customers and products stays yours. It is not pooled with other customers or used to train anyone else's system.

#### Why does MRO product search fail, and how do you fix SKU data at scale?

Search fails because the attributes buyers filter on are missing or inconsistent: size, material, voltage, thread, pressure rating. Customers and reps search the way they talk, and a catalog without those fields only answers exact part numbers. The fix is enrichment from manufacturer data, checked by people where it matters. One industrial process solutions distributor has enriched and attributed more than 99,000 SKUs this way.

##### What bad product data costs you

- **Search only works with the exact part number,** so reps and customers give up and call.
- **Quotes slow down,** because a rep has to open the spec sheet to confirm fit before pricing it.
- **Cross-sell stays hidden** when the same item carries different numbers in different divisions.
- **Your web store returns nothing** for parts sitting on your shelves.
- **Every acquisition adds another catalog** with its own naming conventions.

##### Why manual cleanup never finishes

The usual plan is a project. The product team, or a group of temps, works through the catalog line by line from manufacturer websites and PDFs. The estimates we hear for a large MRO catalog usually run to a year or more of full-time work.

The catalog does not wait. By the time the team finishes pumps, suppliers have changed the valve line, and the company has bought a business with 20,000 SKUs of its own.

##### How Lily enriches a catalog

1. **Agree what matters.** Work with your product and sales teams to decide which attributes actually drive selling for each product family.
2. **Classify.** Place each SKU in a taxonomy designed to absorb the next acquisition.
3. **Fill the gaps.** Pull missing specs from manufacturer sites, spec sheets and vendor files, and normalize them. The same pressure rating written five different ways becomes one value.
4. **Check.** Values Lily is unsure of go to a reviewer instead of into the catalog.
5. **Write back.** Approved values go to your ERP, PIM or catalog, with a record of where each one came from.

##### What clean data makes possible

Once the attributes are there, search can answer the question a buyer actually asks. "Two-inch PVC ball valve, 150 psi, socket ends" returns the right items, filtered, with what is in stock. Part identification and cross-reference get more accurate too, because there is more to match on. [See how part identification works](https://instalily.ai/solutions/mro#part-identification).

Clean data also shows which parts sell together. At the industrial process solutions distributor, the enriched catalog now feeds AI sales workflows for about 300 reps. The company recovered $491K in revenue within three months.

##### What to measure

- **Attribute completeness** by product family: the share of SKUs with every required field filled.
- **Searches that end with no result,** on your web store and in your reps' tools.
- **Time from new SKU received to sellable.**
- **Share of values that needed a reviewer,** which should fall as the rules settle.

##### Questions about product data

**Which product families should we enrich first?**

Start where search fails most often, or where most quote requests come in as descriptions rather than part numbers. For many MRO distributors that means pumps, valves, fittings, motors and electrical components, where a buyer knows the spec but not your number. Enriching one family well and measuring the change beats a thin pass across the whole catalog.

**How do you handle attributes that manufacturers describe differently?**

Each attribute gets one agreed name, one unit and one set of allowed values. Lily maps every manufacturer's version to that standard, converts units, and sends anything ambiguous to a reviewer. The mapping is kept, so the next file from the same supplier comes in clean.

**What happens to data quality after the first pass?**

The same process can keep running on new SKUs and supplier updates, so the catalog does not drift back to where it started. New items arrive classified and attributed, and changed specs are flagged for review before they overwrite anything.

**Will our product team lose control of the catalog?**

No. Your team sets the attributes, the allowed values and the review rules. Lily only writes values that pass those rules or that a reviewer approves, and every change carries a record of its source.

#### How do MRO sales reps know which accounts to call and what to cross-sell?

They get a short, ranked list every morning, built from the orders, quotes and buying patterns already sitting in the ERP and CRM. Each item names the account, the reason and the next step: a customer buying less than usual, a quote going stale, a product line they buy somewhere else. At a national industrial fastener and construction products distributor, reps who worked from that list grew their books month over month. Reps who ignored it shrank theirs.

##### Why good reps still miss accounts

A rep carrying a couple hundred accounts cannot check every one each week. Attention goes to the loudest customers and the ones they like, and the quiet decline at a steady account goes unnoticed until the orders stop.

The signals are there, just scattered. Order history is in the ERP, contacts are in the CRM, margin is in a report, and the context is in someone's inbox. And field reps are rarely at a desk to go looking. As one field rep at the fastener distributor put it: "Ninety-nine percent of the time it's not over email."

Cross-sell is the hardest to see in MRO, because the catalog is so wide. A plant that buys bearings from you every month and has never bought a belt or a seal from you is buying them from someone else.

##### What goes on the list

- **An account buying below its usual pattern,** before it turns into a lost customer.
- **A regular repurchase that is overdue.**
- **An open quote that is going stale.**
- **A product family the account buys elsewhere,** based on what similar accounts buy from you.
- **A customer who has not bought in a year.**

Each item carries the data behind it and a drafted next step: talking points for a call, a text, or an email in the rep's own voice. The rep decides what to send.

##### Following up on the quotes that can still close

Not every open quote deserves a call. Some are budget numbers for a project that will not buy this year. Some went to an engineer who does not sign purchase orders. Lily separates the quotes worth following up, puts them on the rep's list, and records what happened: won, lost with a reason, or not ready with a new date.

That record is what makes quote conversion measurable. [See what to measure on quote response](https://instalily.ai/solutions/mro#rfq-response-time).

##### Notes that log themselves

Field reps write up their visits in the parking lot, at the hotel at night, or not at all. Lily captures notes by voice or text right after the visit and turns them into structured CRM records and follow-up tasks.

At a national trailer manufacturer, reps were barely using the CRM, because logging a day of calls properly took about three hours in the evening after driving all day. Eight weeks after the company replaced it with one that logs itself, weekly logged activity had grown roughly sevenfold. [Read the case study](https://instalily.ai/case-studies/data-entry-is-dead).

##### Getting senior reps to use it

At the fastener distributor, the reps who loved the platform were the new ones. The most senior reps would not touch it. The chief financial officer named the lever himself: "Outside salespeople are primarily driven by their commissions."

The company restructured commissions to reward what the platform surfaced: new customers, and gaps in existing ones. A new vice president of sales made it a standing topic in one-on-ones. In the middle of June, usage doubled. Over the following months, rep coverage across the active group rose by mid-teens percent, and company-wide growth for the year landed near 12%. [Read how adoption turned into revenue](https://instalily.ai/case-studies/tool-adoption).

##### Measuring the lift honestly

Comparing this year to last year flatters any pilot when the market is also rising. A territory-based manufacturer compared pilot reps against non-pilot reps selling the same products in the same period, and subtracted what the market was doing anyway. What survived was a lift of roughly five percent in sales per account. [See how they measured it](https://instalily.ai/case-studies/measurability).

##### Questions from MRO sales leaders

**How many actions should a rep get each day?**

Few enough to finish between visits, usually around ten, ranked by what each is likely to be worth. A long list turns into another dashboard that reps stop opening. The ranking refreshes as orders, quotes and payments land, so yesterday's leftovers do not crowd out today's best opportunity.

**Which open quotes are worth a follow-up call?**

The ones that were a real request to buy, sent to someone who can place the order, still inside the customer's buying window, and big enough to matter. Budget quotes for future projects and duplicates of an order already placed come off the list. Everything followed up gets an outcome recorded, so the next ranking is better than the last.

**Will our reps actually use it?**

New reps usually adopt first. Senior reps follow when the tool visibly pays them, when their manager asks about it every week, and when it saves time on the job they already do, like logging visits. At a Fortune 500 equipment rental company, the sales pilot ran at roughly two-thirds weekly active, which is well above the norm for sales tools.

**How do we know the lift is real and not just a good market?**

Compare reps using the tool with reps who are not, selling the same products into the same market over the same weeks. Subtract the market's movement, and publish what is left. The territory-based manufacturer above did exactly that and reported a lift of roughly five percent in sales per account.

#### How do MRO distributors get POs from email, PDF, and fax into the ERP without re-keying?

By reading each PO the moment it arrives, matching it to the customer, the quote and your item numbers, and creating the order in the ERP. Only mismatches go to a person. Most POs are reorders or follow a recent quote, so they should never need typing. At a medical parts sourcing business, automating intake cut duplicate POs from about 2,500 to about 100.

##### Where order entry time goes

Keying the order is the short part. The time goes into making the PO fit your system:

- The PO lists the customer's part numbers, not yours.
- They ordered 10, meaning boxes. You sell the item each.
- The company name on the PO matches three ship-to accounts.
- The price doesn't match the quote, or the quote expired last week.
- There is no quote at all, so someone has to look up the contract price.

In a lot of distributors the same order is then keyed twice, once into the CRM and again into the ERP. And the customer calls to ask whether you got it.

##### How Lily processes a PO

1. She reads the PO from an email, a PDF attachment, a fax or a web form. Orders already on EDI stay on EDI.
2. She identifies the customer and ship-to, even when the name on the PO matches several accounts.
3. She matches each line to your item and unit of measure, using the customer's past orders and cross-references.
4. She checks price and terms against the quote or contract, and checks for a duplicate of a recent order.
5. She creates the sales order in the ERP and sends the confirmation.
6. Anything that doesn't match goes to a person, with the PO, the quote and the difference side by side.

##### The exceptions that decide whether it works

A clean PO is easy for any tool. What matters is what happens to the rest.

| When this happens | Lily does this |
|---|---|
| PO price differs from the quote | Holds the line, shows both prices, and routes it to the rep who owns the quote |
| Quote expired | Honors it if it falls inside the grace window you set, and notes that on the order. Otherwise flags it |
| Unknown part number | Proposes the likely item with the reason, and waits for confirmation before creating the line |
| Unclear unit of measure | Converts it when the customer's history makes it clear, and asks when it doesn't |
| Possible duplicate order | Holds it and shows the original order next to it |
| New ship-to address | Routes it to the team that approves new ship-tos before the order is created |

You set the tolerances: how far a price can drift, how long a quote stays valid after expiry, and which accounts always get a human check.

##### The second inbox: order status

After the PO come the follow-ups. Did you get my order? When does it ship? Can I get tracking? Those calls and emails pull the same reps away from quoting.

Lily answers status requests from the ERP and, where it is connected, carrier tracking. Returns, disputes and anything unusual go to the right team with the history attached. Routing matters more than it sounds. At a multibillion-dollar third-party logistics provider, emails that had to be passed between teams added about nine business hours to the first response. [See what changed there](https://instalily.ai/case-studies/misrouting-cost).

##### What to measure

- **Touchless rate:** the share of POs that become orders without anyone editing them.
- **Time from PO received to order confirmed.**
- **Order-entry errors found after the fact,** in credits, returns and reshipments.
- **Duplicate orders** per month.
- **Status calls and emails** per hundred orders.

##### Questions about order entry

**Which PO formats can be automated?**

POs in the body of an email, PDF attachments, scanned or faxed documents, spreadsheets and web form submissions. Orders your largest accounts already send by EDI stay on EDI. The long tail of smaller customers, who order by email and PDF, is usually where most of the keying time goes.

**What happens when the price on a PO doesn't match the quote?**

The line is held, not changed. Lily shows the PO price, the quoted price and the contract price, and routes it to the rep who owns the account. You decide the tolerance, so a few cents of rounding can pass while a real discrepancy always gets a person.

**How are duplicate POs caught?**

Each new PO is compared with the customer's recent orders on PO number, lines, quantities and amounts. Customers often resend a PO by email and fax, or send it again when they have not seen a confirmation. Likely duplicates are held with the original shown beside them, so nobody ships the same order twice.

**Do we need EDI to automate order entry?**

No. EDI covers the accounts large enough to set it up. Everyone else orders by email, PDF or phone, and that is the volume that fills an inside sales team's day. Lily handles those orders in the formats customers already send.

#### How should an MRO distributor evaluate AI vendors?

On your worst requests, not their best demo. Every vendor can quote a clean part-number list. Ask what share of your real requests go through untouched, what happens to the rest, which systems it writes to, and how the pilot will be scored before it starts. A vendor that can't answer with numbers from a live customer is selling a demo.

##### Eight questions to ask every vendor

| Ask this | A good answer | A warning sign |
|---|---|---|
| Does it do the work, or suggest it? | A finished quote or order in your ERP, sent or ready to send | A recommendation someone still has to retype |
| What share of requests go through untouched? | A touchless rate by request type, from a live customer | Only line-level match accuracy |
| What happens when it's unsure? | It stops and hands over the request with context, at a threshold you set | "It handles edge cases automatically," with no example |
| Which systems does it read and write? | Your ERP by name and version, and exactly what it writes | "Integrates with everything," or a migration first |
| How does it handle pricing rules nobody wrote down? | It learns them from your quote history and flags conflicts | Every rule has to be documented before it starts |
| How will the pilot be scored? | A baseline and success gate agreed in writing up front | Graded against last year, or on a satisfaction survey |
| Where does our data live, and who owns what it learns? | Your cloud or single-tenant hosting, and you own it | A vague answer, or training shared across customers |
| Who keeps it working after go-live? | The vendor stays on it as your systems and rules change | A handoff, then a support ticket queue |

##### Bring your hardest request to the demo

Pick the RFQ your team dreaded most last week: the 60-line bid with competitor part numbers, three lines you don't stock, and an account with a contract exception. Send the same one to every vendor. How each one handles the lines it can't resolve will tell you more than anything on its website.

##### Why first AI pilots stall in distribution

We hear the same four stories from distributors whose first pilot went nowhere:

1. **It couldn't read the input.** The demo used clean PDFs. Real requests arrived as email threads, scans and spreadsheets with no headers.
2. **It read the request, and a person retyped the order anyway.** The output never reached the ERP, so nobody saved any time.
3. **Every exception landed on a person.** The easy requests were automated, the hard ones still took all day, and the net saving was close to zero.
4. **Nobody owned it after the vendor left.** Prices changed, a product line was added, and accuracy slid until reps stopped trusting it.

If one of those sounds familiar, it is worth asking each vendor directly how they prevent it.

##### How to structure a pilot

- **Start with one queue.** The national distributor of industrial automation components in [our quoting case study](https://instalily.ai/case-studies/quoting-speed) started with its website form, about a tenth of inbound volume, before working up to harder requests.
- **Write down the baseline first.** Response time, touchless rate, quotes per rep, and conversion on quotes created, measured before anything goes live.
- **Compare against a control.** A territory-based manufacturer compared pilot reps with non-pilot reps in the same market and period, and published the roughly five percent lift that survived. [See how](https://instalily.ai/case-studies/measurability).
- **Set a window and an exit.** A defined pilot period, a success gate both sides signed, and a clear decision at the end.

##### When a narrower tool is the better choice

If all you need is emailed POs turned into ERP orders, a dedicated order-capture tool may be enough. Lily is built for distributors that want quoting, order entry, part identification and sales follow-up to run on one shared understanding of their customers, products and pricing. If that isn't the problem you have, say so early and save everyone the evaluation.

##### Questions about evaluating AI for MRO

**What is a good touchless rate for MRO quoting?**

It depends on your mix. Clean part-number requests should run untouched at a high rate, while description-only and multi-line bids run lower and improve as the system learns your rules. Ask each vendor for touchless rate by request type at a live customer, and ask how it changed over the first few months.

**Should we clean up our data before we start?**

Not necessarily. At a national industrial fastener and construction products distributor, the team went to the reps first and repaired the data underneath, and the order of operations mattered more than anything technical. Your quote and order history is an asset even when it is messy, because it records how your people actually resolved requests.

**How long should a pilot run?**

Long enough to cover a normal buying cycle for the queue you picked, and short enough that the decision happens this quarter. On the quoting path, first quotes typically go out within days of data access and the standard path is fully live in about two weeks, with harder exceptions added after. [See InstaQuote](https://instalily.ai/instaquote).

**Who should be part of the evaluation?**

The inside sales leader who owns the queue, someone from operations, the person who owns the ERP, finance for the business case, and at least one senior rep. Senior reps are the hardest to win over and the most useful critics. If they would use it, the rest of the team usually will.

### Sell through your entire dealer network.

URL: https://instalily.ai/solutions/oem
Industry: Manufacturing & OEM

Manufacturers and OEMs sell through hundreds or thousands of dealers with limited visibility into inventory, demand, and competitive exposure. Lily gives every territory manager a coordinated play across the network and turns fragmented product data and requests into clean, rules-compliant quotes.

One network. One live picture. Every quote answered.

#### The dealer network is a blind spot.

- You sell through independent dealers, so you're flying blind on inventory, demand, and competitive exposure.
- Territory coverage is rep-by-rep guesswork; the long tail of dealers goes untouched.
- One bad seasonal inventory call can cascade for months.
- Reps spend time firefighting warranty and delivery issues instead of consulting dealers.
- Marketing, incentive, and PRM decisions are slow and disconnected from field reality.

#### How Lily activates the dealer network

- **Ingests dealer signals:** ERP sales history, fact-order-line, warranty registrations, dealer websites, market data, CRM.
- **Maps and scores the dealer base:** Dealer health, inventory coverage, demand gaps, competitive exposure.
- **Ranks daily Action Cards:** Drifting dealers, demand gaps, exact next best play.
- **Runs a marketing & sales control tower:** HQ, region, dealer, product line, incentives, media ROI, shipments.
- **Automates quote and config:** Where direct quoting exists, AI agents generate accurate, rules-compliant quotes in minutes.

> One bad inventory decision in November means layoffs for six months.
> - Mike Nichols, Territory Manager, Novae

#### Everything you need to activate the dealer network

##### What Lily does

- **Maps and scores your whole dealer base:** Ingests ERP and dealer data, then scores every dealer with a reason to call.
- **Turns territory managers into consultants:** Ranked Action Cards each morning: drifting dealers, gaps, next play.
- **Runs a marketing & sales control tower:** Leaders see dealer signals, sales, and media ROI across the network.
- **Automates quote and config:** Where you quote directly, agents build rules-compliant quotes in minutes.

##### Proof in numbers

- **1,182 Dealers mapped:** Ingested and scored across the base in the first six months of the deployment.
- **53,144 Inventory items scraped:** Dealer-site stock in one live picture of demand.
- **2,639 Competitor prospects:** Competitor-carrying dealers flagged for win-back.
- **Ranked daily Action Cards:** Every rep opens the day to the next best play.
- **2x Rep productivity:** The sales motion that unlocked $140M+ at SRS.
- **Control tower Across the dealer network:** HQ, region, dealer, and product line in one view.

- **The whole network, mapped:** 1,182 dealers mapped, 53,144 inventory items scraped, and 2,639 competitor prospects flagged in the first six months of the deployment.
- **Turned into daily action:** Ranked Action Cards every morning and one control tower across the network - the motion that unlocked $140M+ and 2x rep productivity at SRS.

##### Built into your systems

- **Built on your dealer data:** ERP, warranty, dealer inventory, market data, and CRM in one demand picture.
- **No rip and replace:** Reads and writes through the ERP, CRM, and BI you already run - never a new system of record.
- Integrations: SAP, Oracle NetSuite, Epicor, Infor, Salesforce, Snowflake, Power BI, Tableau.

##### Platform details

- **Scores dealers, arms reps:** Ingests ERP and dealer data to score every dealer with a reason to call, then hands each rep ranked Action Cards with the next play.
- **Control tower and automated quoting:** Leaders see dealer signals, sales, and media ROI across the network, and agents build rules-compliant quotes where you sell direct.

#### Trusted across manufacturing and OEM

- Novae
- National Nail

### Cover every dealer, account, and program.

URL: https://instalily.ai/solutions/automotive
Industry: Automotive

Quotes, scorecards, and warranty claims pile up while reps hunt for the right part, dealer, spec, price, and exception across systems that do not talk to each other. Lily learns your dealer, account, part, and program data, then builds the software that runs the work inside the systems you already use.

More dealers, parts, and programs. The same-size team.

#### The systems went digital. The work behind them is still manual.

- Reps split time evenly and react to whoever calls, so the highest-need dealers get missed.
- A failing dealer only shows up on the scorecard weeks later, too late to help.
- Reps decide who to call on gut feel, so good commercial accounts get ignored.
- You only notice an account slowing down when the monthly numbers come in.
- Teams pursue every RFQ and spread thin, or chase programs they cannot win.
- A slipping OEM scorecard goes unnoticed until it costs you the next award.
- Dealer emails and requests pile up, then get sorted and forwarded by hand.
- Warranty claims are keyed manually and rejected for errors, delaying payment.
- Orders arrive by email, fax, and PDF and are typed into the ERP one at a time.
- Fitment errors ship the wrong part, driving returns and lost trust.
- Writing an 8D and linking it to production data is slow, manual work.
- Missed deliveries surface at the last minute, forcing premium freight.

#### Results start with what you already know. InstaLILY captures it, keeps it current, and puts it to work.

##### OEM field force

Dealer visits ranked by who needs them, so every rep walks in prepped.

- Systems: DMS, Scorecards & CSI, Absorption, Warranty & co-op

##### Aftersales & parts

The call list ranked and the part checked, so it ships right the first time.

- Systems: ERP / Prophet 21, Counter & POS, ACES / PIES, Interchange

##### OEM auto suppliers

RFQs quoted faster, with every OEM scorecard in one view.

- Systems: RFQ & award, APQP / PPAP, Supplier scorecards, OTD / OTIF

#### How Lily runs a dealer request end to end

- **Requests arrive from everywhere:** Dealer email, counter call, OEM portal case, RFQ packet, warranty claim.
- **Lily understands the work:** Dealer, VIN, part number, fitment, program terms, warranty policy, price tier, stock, and lead time.
- **AI agents execute:** Counter quoting, Fitment checks, Order entry, Warranty claims, Case routing, Scorecard sync
- **Business rules govern every action:** Pricing logic, Warranty policy, Approvals, Territory rules, Exceptions
- **Systems stay updated:** CDK Global, Reynolds & Reynolds, Dealertrack, Tekion, Epicor, SAP

#### Everything you need to run dealers, parts, and programs

##### What Lily does

- **Ranked visits and calls:** A ranked dealer and account list, built overnight from your DMS, ERP, and scorecards.
- **At-risk caught early:** Flags the dealer or account slipping on CSI, absorption, or order cadence before the scorecard does.
- **Claims and orders, hands-free:** Warranty and co-op claims parsed and validated, orders and cases entered straight into your systems.
- **The right part, first time:** Checks fitment against ACES and PIES before the wrong part leaves the counter.

##### Proof in numbers

- **$750M+ Unlocked in annualized revenue:** Across the industrial and automotive customers running Lily today.
- **500K+ Hours saved annually:** Admin work that used to sit with reps and service teams.
- **~20x Return on investment:** Value is the scope of the deployment, not the hope.
- **30+ Industrial customers:** Distribution, manufacturing, dealer networks, and field service.
- **5,000+ Reps live on Lily:** Working the ranked list in the field, at the counter, and on the plant floor.
- **100K+ SKUs enriched:** Attributed and connected so the right part is always found.

- **Across 30+ industrial customers:** $750M+ unlocked in annualized revenue, 500K+ hours saved annually, and roughly 20x return on investment.
- **Speed to value within a quarter:** Unified knowledge in under four weeks, with measurable value inside three months.

##### Built into your systems

- **Works inside your DMS and ERP:** Reads and writes through CDK, Reynolds and Reynolds, Dealertrack, Tekion, Epicor Prophet 21, SAP, and your CRM.
- **No rip and replace:** Warranty systems, OEM supplier portals, and BI stay where they are. Never a new system of record.
- Integrations: CDK Global, Reynolds & Reynolds, Dealertrack, Tekion, Epicor Prophet 21, SAP, Salesforce, Snowflake.

##### Platform details

- **Covers the whole network:** Ranks every dealer, account, and program overnight, then hands each rep the next play with the prep already done.
- **Clears the backlog hands-free:** Routing, order entry, claims, fitment, and corrective actions close themselves where the rules are clear. Only exceptions reach a person.

### Compliant execution, inside the systems you trust.

URL: https://instalily.ai/solutions/pharma
Industry: Healthcare & Pharma

Healthcare and pharma teams work across CRM, BI, access, pricing, and patient-support systems. Lily brings the work into one secure, auditable surface, follows your rules, and keeps the existing systems as the source of record.

One compliant surface. No shadow IT. AI that works inside your stack.

#### Five systems, two regimes, no single picture.

- Commercial, access, and patient data live in silos - Veeva, SAP, Dynamics, BI, hubs, pricing tools - and reps reconcile them manually.
- The commercial motion spans multiple regulatory regimes and complex specialty-pharmacy hubs.
- New-rep onboarding takes months before anyone is productive.
- Payer-side automation auto-rejects specialty claims at scale, and problems surface too late to act.
- Typical CRM adoption sits at 20-30%, so every commercial investment underdelivers.

#### How Lily coordinates compliant commercial execution

- **Connects your data:** Veeva, SAP, Dynamics, BI, hubs, pricing tools.
- **Creates one compliant surface:** Account intelligence, pricing, access, next best action.
- **Flags risk and opportunity:** Payer/claims risk, pricing guidance, target priorities.
- **Coordinates the care journey:** Field, access, patient-support, and hub teams stay in sync.
- **Improves decisions:** BD, in-licensing, and commercial actions in hours, not weeks.

#### Everything you need for compliant execution

##### What Lily does

- **One compliant surface for reps:** BI, account intelligence, and pricing on one rep-facing surface.
- **Pricing and access intelligence:** Surfaces payer/claims risk, pricing, and next best action.
- **Coordinates the care journey:** Aligns commercial, access, and patient data so gaps surface early.
- **Speeds BD decisions:** Market sizing, pipeline, pricing, and partners in one view.
- **HIPAA/BAA-ready by default:** Ships with a BAA, compliance enforced at the platform layer.

##### Proof in numbers

- **90% Rep adoption:** Reps actually use it, above the 20-30% CRM norm.
- **+45% Adherence to target:** Measured lift across deployed field teams.
- **20-50x ROI:** Return measured on the Kedrion Biopharma deployment.
- **First week Rep onboarding:** Productive in week one, not months.
- **1.5 FTEs Returned per 25 reps:** Reconciliation and admin move off reps, onto Lily.
- **US + EU Live in production:** Live across both US and EU regulatory regimes.

- **Adoption that sticks:** 90% rep adoption - far above the 20-30% CRM norm - with new reps productive in their first week, not after months of ramp.
- **Measured commercial lift:** +45% adherence to target and 20-50x ROI on the Kedrion Biopharma deployment, live across both US and EU and returning ~1.5 FTEs per 25 reps.

##### Built into your systems

- **Compliant connectivity:** Every connection runs under your governance: BAA, audit trails, no shadow IT.
- **Built on your systems:** Veeva, SAP, Dynamics, Azure, and your BI feed one auditable surface, nothing duplicated.
- Integrations: Veeva CRM, SAP, Microsoft Dynamics, Azure, Power BI, Snowflake, Oracle JD Edwards, Specialty-pharmacy hubs.

##### Platform details

- **One compliant rep surface:** Consolidates BI, account intelligence, and pricing into a single rep-facing surface, with payer/claims risk and next best action per target.
- **Coordinates and speeds decisions:** Aligns commercial, access, and patient data so gaps surface early, and stitches market data into one view for BD - HIPAA/BAA-ready by default.

#### Proven impact

##### Kedrion Biopharma - Plasma biotherapeutics

20-50x ROI, +45% lift in adherence to target, 90% rep adoption, live across US + EU.

##### Henry Schein - Healthcare distribution

Pricing automation with supplier price-list ingestion, anomaly detection, and JD Edwards Price Master writeback; supporting a $75-100M cost-savings target.

##### Parts Source - Medical parts sourcing

Email routing/classification + PO/quote automation with EDI 855/856 and phone intake; duplicate POs cut from ~2,500 to ~100.

### From service signal to resolution, automatically.

URL: https://instalily.ai/solutions/field-service
Industry: Field service

Lily builds compliant schedules, rebalances callouts, surfaces the right procedure for technicians, and turns service signals into tracked revenue inside the systems you already run.

Trained in days. Productive in week one. Not months.

#### One callout blows up the whole day.

- Building weekly schedules by hand takes hours - then a single callout blows the plan up.
- Skills get mismatched to jobs; overtime climbs and coverage gaps open.
- Technicians burn 1-2 hours finding the right manual page, part, or procedure.
- Service and telemetry signals surface issues, but don't translate into action.
- The revenue hiding inside service activity never gets captured.

#### Everything you need to run field service

##### What InstaLILY does

- **Builds and defends the schedule:** Builds compliant, skill-matched schedules and rebalances instantly on callouts.
- **Forecasts staffing gaps:** Forecasts coverage weeks out to fix understaffing before overtime.
- **Puts answers in the technician's hand:** Finds the exact page, part, or procedure on demand - seconds, not hours.
- **Turns service signals into revenue:** Turns telemetry and service history into action, tracked to closure.

##### Proof in numbers

- **Minutes To build compliant schedules:** Built in minutes, rebalanced live when callouts hit.
- **Seconds Technician lookup:** A one-to-two hour manual hunt, made instant.
- **Revenue From every service signal:** Telemetry and service history become the next job.

- **Schedules in minutes, answers in seconds:** Compliant schedules built in minutes and rebalanced live on callouts, with a one-to-two hour technician hunt collapsed to an instant answer.
- **Every signal becomes revenue:** Telemetry and service history turn each service signal into the next job and the next dollar.

##### Built into your systems

- **Works inside your stack:** Schedules, assignments, and revenue actions sync back to your FSM, HR, and CRM.
- **One source of record:** Reads schedules, skills, and tickets from your systems and writes assignments back.
- Integrations: ServiceTitan, IFS, Salesforce, SAP, Workday, ServiceNow, ADP, Experity.

##### Platform details

- **Builds and defends the schedule:** Creates compliant, skill-matched schedules, rebalances instantly on callouts, and forecasts coverage weeks out to fix understaffing before overtime.
- **Answers and revenue in the field:** Puts the exact page, part, or procedure in the tech's hand on demand, and turns telemetry and service history into tracked, revenue-driving action.

#### Proven impact

- Before: Hours building schedules by hand, scrambling to fill callouts, mismatching skills to workload.
- With Lily: Scheduling hours eliminated, instant coverage, reduced overtime, compliance-ready - no added supervisory headcount.

##### Best Choice Roofing - Residential roofing

~1,500 sales reps monitored and scored, and 100% of general managers active on the platform within 2 months, surfacing aging contingencies, missed opportunities, and performance gaps as daily actions.

##### Vanterra - Foundation services

New-hire time-to-productivity cut in half, ramp from 90 to 45 days, an 8-12% NSLI uplift, and 35+ minutes saved per visit, with documentation from 45 minutes to under 10.

### Your desk doesn't need another worker. It needs an engineer.

URL: https://instalily.ai/solutions/supply-chain-logistics
Industry: Supply Chain & Logistics

Every other AI in freight sells you a worker, a workforce, a digital assistant. Lily is a forward deployed engineer. She learns your lanes, tariffs, tender rules, and customer SOPs, then builds the software that runs quote-to-cash inside the TMS and ERP you already have.

A worker does the task you hand it. An engineer builds the thing that does the task, then stays to keep it running as your business changes.

#### The leaks are in your operating plan, not your org chart.

- The fastest answer wins, not the best one. A request answered three hours late loses to whoever answered in ten minutes.
- The margin floor lives in someone's head, so quotes go out under contract terms.
- Exceptions surface after the clock starts, once the recoverable window has already closed.
- A missing BOL holds a clean load hostage for a week, and the invoice waits with it.
- Loads per head is a hard ceiling when every new lane means another set of manual keystrokes.
- The judgment that makes the desk work was never written down, and it leaves when your best operator does.

#### Supply chain is a function, not an industry.

Shippers and logistics providers buy different first workflows, on different clocks, for different reasons. Lily deploys into both, and unlike a freight tool moving into distribution, we were already there.

##### Shippers

Manufacturers, distributors, and suppliers, where supply chain is a cost line and the win shows up in the operating plan.

- Measured on: Landed cost per unit, Freight spend, Supplier OTIF, Inventory carrying cost
- Where it starts: Supplier RFQs, PO acknowledgments, Inbound expediting, Freight invoice audit, Vendor comms
- Where it goes: End-to-end orchestration, Across departments, Demand and inventory signals, Supplier scorecards
> An intelligence and action layer on top of your systems. We never re-run the math you already trust.

##### Logistics providers

3PLs, forwarders, brokers, and carriers, where the ops workflow is the revenue workflow and quoting is a growth conversation.

- Measured on: Gross margin per load, Quote conversion, Loads per head, DSO
- Where it starts: Spot quoting, RFQ and contract quoting, BOL creation, Exception desk, Docs and freight audit
- Where it goes: Load booking and tender, Appointment scheduling, Carrier onboarding, Billing readiness
> Throughput on the desk is throughput on the P&L. Every quote answered first is margin you were already entitled to.

#### Quote-to-cash, not order-to-cash.

The most expensive decisions on the desk happen before an order exists. Most AI in this market starts once you already have the load. Lily starts at the inbound rate request and does not stop until the cash is applied.

- Stages 01 to 03: before the order. Where win rate and margin are actually decided. Lily works here.
- Stages 04 to 08: after the order. Well served by the market. Lily works here too, on the same layer.
- 01. Rate request: Email · PDF · portal
- 02. Quote: Priced · guardrailed
- 03. Won: Order now exists
- 04. Book and tender: BOL · carrier accept
- 05. Appointment: Facility · dock slot
- 06. Exceptions: Detention · reroute
- 07. Documents: BOL · POD · accessorials
- 08. Cash applied: Audit · dispute · paid

#### How Lily runs the desk

- **Work arrives:** However it shows up, not however it was supposed to.
- **Lily understands it:** Lane, mode, equipment, class, dims, accessorials, tariff and contract terms, customer SOP, service commitment.
- **She builds the software:** Pricing service, BOL generation, Tender and booking, Exception rules, Document capture, Invoice audit
- **Your rules run on every transaction:** Margin floors, Approval thresholds, Customer SOPs, Carrier compliance, Full audit trail
- **Systems stay current:** SAP, NetSuite, Infor, Salesforce, Snowflake

#### What happens after the insight?

Every vendor in this market surfaces information. Dashboards, alerts, recommendations, a summary in your inbox, and then a person still has to do the work. That handoff is the whole question. Lily answers it five ways at once.

- **She executes transactions:** Not a summary, not a recommendation, not a dashboard with a suggested next step. A quote sent, a load tendered, an invoice disputed. Rules out: assistants and control towers

- **Inside the systems you already run:** There is no common data model to migrate onto and no new system of record. Adoption is a deployment, not a transformation program. Rules out: platform agents that require their own suite

- **Including on-premise and legacy:** Green-screen TMS, AS/400-era ERP, EDI, air-gapped environments. The systems that actually run freight, not the ones that demo well. Rules out: cloud-and-inbox-only tooling

- **From unstructured inbound:** The work arrives as an email with a photographed BOL attached. She starts there, not from a clean API payload. Rules out: integration-dependent automation

- **On a layer that compounds across departments:** Not just across the load lifecycle. What Lily learns on the procurement desk reaches the sales floor, because it is the same company and the same customers. Rules out: single-desk point players

Most vendors deliver two or three. The gap between three and five is where the work you actually need lives.

#### The market is selling autonomy. Operators are asking for authority.

Full autonomy on pricing has already been tried at scale in this industry and publicly walked back. Lily runs at the level you set, per workflow, per customer, per dollar threshold, and moves up a level only when the numbers earn it.

On a live quote-to-BOL desk that means 71% of cases complete straight through, while the remaining 29% route to a person by design. Your team stops keying and starts adjudicating.

- Suggest: Lily surfaces the work and her reasoning. Your team acts.
- Draft: She writes the quote, the email, the BOL. Nothing sends itself.
- Execute on approval: One click from an operator and the transaction completes end to end. Current level.
- Execute within guardrails: Inside limits you define, she completes work unattended and logs every action.

#### Everything the desk runs on

##### What Lily does

- **Quotes answered first:** Prices an inbound rate request against your tariff and margin floor, then sends it while the request is still warm.
- **BOLs, tenders, and appointments:** Generates the bill of lading, tenders on contract rates, and secures the dock slot without a rep keying it twice.
- **Exceptions caught before the clock:** Detention risk, reroutes, and missing documents surface while the recoverable window is still open.
- **Invoice audit and dispute:** Compares what was billed against what was tendered, and files the dispute with the trail attached.

##### Proof in numbers

- **447K Hours reclaimed annually:** By automating quote-to-BOL end to end.
- **71% Cases complete straight through:** Reps handle only the exceptions.
- **~$2M Margin capacity unlocked:** Against an estimated $8-18M of annual leakage.
- **98% Reduction in case routing cycle time:** Inside four months, on a live operations desk.
- **3.2x Throughput per FTE:** Absorbing week-over-week volume spikes above 60%.
- **$5.5M+ Revenue recovered:** On a legacy queue, from at-risk inbound quoting.

- **Measured on a live freight desk:** Not a projection. These are numbers from quote-to-BOL and operations case routing at WWEX Group, a $4.4B third-party logistics provider, running inside Salesforce and their existing shipping stack.
- **Audited against the customer's own systems:** Named references and live walkthroughs are available on request, including a call with the operator who runs it.

##### Built into your systems

- **Inside your TMS and your ERP:** Quotes, bookings, documents, and exceptions write back to the system of record you already run.
- **Every intake channel:** Email, shared inbox, PDF and scans, EDI, customer portals, web forms, spreadsheets, and fax.
- Integrations: SAP, Oracle NetSuite, Infor, Oracle JD Edwards, Salesforce, Snowflake, TMS and forwarding systems, EDI 204 / 214 / 210 / 990, Screen-level legacy access, Flat file and SFTP.

##### Platform details

- **One layer, not one workflow:** Quoting, tendering, appointments, exceptions, documents, and audit run on the same layer, on the same customer context and the same business rules.
- **The judgment stops leaving with people:** SOPs, account rules, and historical decisions go into InstaBrain™. After that a correction becomes a rule, a rule becomes software, and it runs on every transaction that follows.

#### Live on the desk today.

##### WWEX Group - 3PL · parcel, LTL and truckload

447K hours reclaimed a year on quote-to-BOL, 71% of cases complete straight through, and case triage down from two hours to eleven minutes across 3,000+ cases a day.

##### Radwell International - Industrial automation and MRO

Within the first two months we had our first order come through our AI-based system, a historic moment. The automated emails were going back and forth and boom, we got a PO.

### We regularly deliver 20X ROI for PE portcos. AI agentic workflows for the physical economy.

URL: https://instalily.ai/solutions/private-equity
Industry: Private Equity

Industrial & MRO · Buildings & Construction · Health & Pharma · Automotive · Food & Bev · Transport & Logistics

InstaLILY specializes in working alongside and directly with PE companies across their portfolio companies.

#### Private equity experience

- AEA
- Altas Partners
- Bain Capital
- Berkshire Partners
- L Catterton
- CVC
- LGP
- NMC
- Percheron
- Permira

#### Portfolio impact

##### SRS Distribution - Specialty trade distribution

$10B revenue. Sales intelligence at scale: Top-rep prioritization codified into a ranked, daily system of action for 1,500+ territory managers.

- Result: $120M+ Incremental revenue, first deployment phase
- Territory managers live: 1,500+
- Hours saved annually: 250K+
- Double-digit % reduction in overhead

##### Kedrion Biopharma - Pharma - plasma therapies

$1.7B+ revenue. Field sales AI: Real-time demand signals, HCP prioritization, and automated rep routing inside the existing stack.

- Result: 30x ROI on revenue targets
- Platform adoption: 90%
- High-priority targets hit: 85%+
- 6x faster rep onboarding

##### Radwell International - Industrial automation - MRO

$600M+ revenue. Quoting automation: InstaWorkers™ running 24/7 inside the existing queue - automated intake and quoting.

- Result: $5.5M+ At-risk revenue recovered
- Hours unlocked annually: 11,000+
- Emails processed: 30K+
- 6 ISR-equivalents redirected

##### Vanterra - Construction - foundation repair

~$200M revenue. Field coaching AI: Every appointment captured, real-time coaching, and automated post-visit documentation.

- Result: 50% Faster new-hire ramp
- Documentation time saved: 78%
- Saved per visit: 35+ min
- +8-12% net sales per lead

#### The AI value creation engine for the entire portfolio

- Throughput increase: +20-40%
- Revenue uplift potential: $50M+
- FTE capacity unlocked: 100+

##### Model 01: Embedded AI across portfolio companies

Deploy domain-specific agents directly into portco operations to drive immediate EBITDA impact.

- Sales enablement: Automated quoting and technical lookups.
- Operations: Supply chain and warehouse visibility.

##### Model 02: InstaBrain™ for portfolio companies

A unified context layer and institutional memory that speeds up all subsequent agentic rollouts.

- Speeds agentic rollouts by 3-4x
- Institutional memory capture
- Unified context layer

## Case studies

Twelve customer deployments, described rather than named at the customers' request. Index: https://instalily.ai/case-studies

### How fast does a distributor have to answer a quote to win?

URL: https://instalily.ai/case-studies/quoting-speed

At a national distributor of industrial automation components, about one in ten inbound quote requests arrived through the website contact form. AI agents took that queue in late 2025. In the first month they answered more than six thousand emails and returned roughly fifteen hundred quotes, escalating to a human only when it required one.

Measurement window: Website quote queue, first thirty days after launch and first two months after launch, late 2025 into early 2026. Response time baseline measured pre-launch.

Industry: industrial automation distribution. Task: inbound quote automation.

Q: How quickly does a distributor need to respond to an inbound quote request?

A: Response probability falls sharply by the hour. This distributor's own read was that a response inside an hour carries the highest win probability, and that past four or five hours it is barely worth responding.

Q: What share of inbound volume is safe to automate first?

A: This deployment began with roughly a tenth of inbound volume, the website contact form, chosen specifically as the lowest-complexity queue, then worked up the complexity chain.

### What do misrouted support emails actually cost in first response time?

URL: https://instalily.ai/case-studies/misrouting-cost

At a multibillion-dollar third-party logistics provider, support emails that had to be moved between teams added about nine business hours to the first response. InstaLILY agents took over triage at the end of 2025, classifying each email on arrival. Four months in, routing cycle time was down roughly ninety-eight percent and throughput per person had more than tripled.

Measurement window: Launch late 2025. Routing cycle time, daily case volume and per-person throughput measured at four months, early 2026. Nine-hour first response penalty is a pre-launch baseline.

Industry: third-party logistics. Task: support email triage and routing.

Q: What does it cost when a support case is routed to the wrong team?

A: At this provider, roughly nine additional business hours of first response time on every case that had to be moved across the organization.

Q: What happens to staffing once triage is automated?

A: This company reduced resources on the triage team, then negotiated a service level agreement with escalation paths and manual-reversion contingencies, because the manual fallback capacity no longer existed.

### Reasons why field technicians make a second trip, and how to stop it?

URL: https://instalily.ai/case-studies/costly-second-trips

Technicians at a billion-dollar distributor of commercial kitchen and HVAC replacement parts could spend close to two hours identifying an unfamiliar component. An InstaLILY part identification agent returns a likely match in a fraction of a second. In the divisions with the company's worst first-time fix rates, requiring technicians to run it before the visit lifted first-time fix by five to six points.

Measurement window: Technician count, search volume and hours returned are cumulative to early 2026. First-time fix lift measured in the pilot divisions during 2026, against those divisions' own prior rates.

Industry: foodservice equipment and HVAC parts distribution. Task: field service parts identification.

Q: How long does it take a technician to identify a replacement part manually?

A: Close to two hours for an unfamiliar unit, cross-referencing model numbers, schematics and superseded part codes across systems that do not connect.

Q: Does part identification alone improve first-time fix rate?

A: Not by itself. The lift of five to six points came from a procedural change, requiring technicians to run the lookup before the visit and stock the likely part on the van.

### What is it worth when senior sales reps finally adopt the tool?

URL: https://instalily.ai/case-studies/tool-adoption

At a national industrial fastener and construction products distributor, the most senior reps would not touch a new AI sales platform. After commissions were restructured around what the platform surfaced, usage doubled inside a month. Over the following year, reps who used it grew their books month over month while reps who never logged in shrank theirs, in the same market.

Measurement window: Launch autumn 2025. Adoption inflection mid-June 2026. Active versus inactive divergence and rep coverage measured through July 2026. Daily revenue and company growth cover the first two quarters after launch and the full year to mid-2026.

Industry: industrial fastener and construction products distribution. Task: sales tool adoption.

Q: Why won't senior outside sales reps use a new sales tool?

A: At this distributor the pattern was inverse to tenure. Senior reps read any new tool as an additional task rather than a faster route to work they were already doing. The lever that moved it was restructuring commissions around what the tool surfaced.

Q: Is sales tool adoption measurable in revenue?

A: At this company it was. Reps who used the platform grew their books month over month while reps who never logged in shrank theirs over the same period in the same market, with the gap widening every month it was measured.

### Can one AI deployment serve technicians, branch managers, sales reps and customers at once?

URL: https://instalily.ai/case-studies/multiplayer-ai

At a Fortune 500 equipment rental company, finding the right page of a service manual took one to two hours. It now returns in seconds, across roughly eighty percent of fleet value. The same deployment answers policy questions for branch managers, part questions for technicians, product questions for customers on the storefront, and planning questions for outside sales reps.

Measurement window: Production, early to mid 2026. Fleet value coverage and lookup time measured against a pre-launch manual baseline of one to two hours. Sales pilot weekly active rate measured spring 2026.

Industry: equipment rental. Task: service manual and parts lookup.

Q: Can a single AI deployment serve internal and customer-facing users?

A: At this company, yes. One deployment answers branch policy questions, technician part questions, customer storefront questions and sales planning questions, across several thousand users on production systems.

Q: Do outside sales reps actually use AI sales tools?

A: This company's sales pilot ran at roughly two-thirds weekly active, well above the norm for sales tooling.

### How do you coach a hundred field sales reps when ride-alongs don't scale?

URL: https://instalily.ai/case-studies/coaching-reps

At a national residential foundation repair company, reps in the bottom quartile closed roughly half as many appointments as reps at the top. Recording appointments and returning an automated coaching report card cut post-visit paperwork by more than half an hour per visit and pulled new-hire time to productivity from about ninety days to about forty-five.

Measurement window: Paperwork saving and new-hire ramp are the company's own reporting, 2026. Heavy-user net sales per lead measured week over week against non-adopting reps during the same period. Closing-rate quartile gap is a pre-launch baseline.

Industry: residential foundation repair. Task: field sales coaching.

Q: How do you deliver sales coaching to reps who work alone?

A: Recording the appointment and returning an automated report card reproduces the ride-along feedback loop without requiring a manager in the passenger seat, which is what limits coaching to the reps who need it least.

Q: What proves adoption is worth the spend?

A: At this company, separating genuine users from installers and charting net sales per lead week over week. The adopting cohort climbed while the rest stayed flat, which justified the spend to the board and the effort to the field at the same time.

### Why do pharma reps ignore CRM targeting lists, and what changes that?

URL: https://instalily.ai/case-studies/target-lists

Industry adoption of CRM targeting in pharma runs roughly twenty to thirty percent. At a specialty manufacturer of plasma-derived therapies, an agent that reads dispensing data continuously and attaches the reasoning to every recommended call reached adoption above ninety percent within six months, with adherence to high-priority targets above eighty-five percent.

Measurement window: Six months after deployment, 2026, against the company's own pre-launch norms and against published industry CRM adoption baselines of twenty to thirty percent.

Industry: plasma-derived therapies manufacturing. Task: pharmaceutical field force targeting.

Q: Why do pharmaceutical reps ignore CRM targeting lists?

A: Because a list that names a physician without explaining why, built on data that was current last quarter, competes with an experienced rep's instinct and loses. Industry adoption sits at roughly twenty to thirty percent.

Q: What makes a rep trust an AI-generated call list?

A: Attaching the reasoning to every recommendation, refreshing off continuous dispensing data, and being willing to say where not to go. Reps check the recommendations against what they already know and stop arguing once they are right often enough.

### Why build prescriptive alerts instead of another dashboard?

URL: https://instalily.ai/case-studies/alerts-win

A multibillion-dollar building products distributor deployed AI to more than two thousand territory managers and returned roughly a quarter of a million hours a year, doubling rep productivity inside six months. When it turned to branch managers in 2026 it refused to build a dashboard, on the grounds that consolidating systems into one view encodes a human judgment about what matters and then inherits that bias permanently.

Measurement window: Territory manager deployment: hours returned, productivity and overhead measured across the first six months and annualized, 2024 into 2025. Branch manager work is 2026 and pre-outcome.

Industry: building products distribution. Task: prescriptive operational alerting.

Q: Is a consolidated dashboard the right answer to operational data spread across systems?

A: This company argued no. Choosing which numbers appear in a single view is a human judgment the system then inherits permanently, which suppresses exactly the unknown patterns AI is useful for surfacing.

Q: What does prescriptive mean in practice for a branch manager?

A: Flagging a revenue anomaly while there is still time to call the customer rather than at month close, projecting Friday overtime from Monday-to-Thursday hours, and noticing when a nearer branch could deliver more cheaply.

### What happens when a sales team that has never used a CRM gets one that logs itself?

URL: https://instalily.ai/case-studies/data-entry-is-dead

At a national trailer manufacturer selling through more than a thousand independent dealers, reps did not know how to log into the CRM the company had bought, because logging a day of calls properly took about three hours in the evening after driving all day. Eight weeks after replacing it, weekly logged activity had grown roughly sevenfold from a standing start.

Measurement window: First eight weeks after launch, mid-June to mid-August 2026, against a pre-launch baseline of effectively zero CRM usage.

Industry: trailer manufacturing and dealer networks. Task: CRM activity capture.

Q: Why do outside reps abandon a CRM the company already paid for?

A: At this manufacturer, because logging a day of calls properly took roughly three hours in the evening after a full day of driving. The cost of compliance exceeded any benefit the rep could see.

Q: How fast can a team with no CRM habit build one?

A: This team went from effectively zero to roughly sevenfold weekly logged activity in eight weeks, with task completion above eighty-five percent, by shrinking the logging burden rather than enforcing it.

### How do you measure an AI sales lift honestly when the market is also moving?

URL: https://instalily.ai/case-studies/measurability

A manufacturer with a territory-based outside sales force refused to grade its AI pilot against the prior year. It compared pilot reps against non-pilot reps selling the same products into the same conditions over the same period, subtracted what the market was doing anyway, and published the roughly five percent lift in sales per account that survived.

Measurement window: Single pilot month, 2026. Lift measured against a matched non-pilot rep cohort over the same period rather than against the prior year, with market movement subtracted. Daily-user and top-performer figures cover the same month.

Industry: territory-based manufacturing sales. Task: AI sales lift measurement.

Q: Why is year-over-year the wrong comparison for an AI sales pilot?

A: Because a rising market inflates the result. This company compared pilot reps to a matched cohort of non-pilot reps over the same period and subtracted market movement, which cut the headline substantially and left a defensible number.

Q: What lift is realistic from an AI sales assistant?

A: At this company, roughly five percent on sales per account across the full pilot population after controlling for the market, with the daily-user cohort up close to thirty percent.

### How long does it take to build a monthly staffing schedule for an urgent care clinic?

URL: https://instalily.ai/case-studies/staff-scheduling

About a week per clinic, followed by a fifteen-day cross-clinic reconciliation, every month. Across a regional urgent care network of several dozen clinics in the Northeast, that consumed roughly forty percent of a practice manager's working time. The network expanded AI scheduling from a single district to its full footprint in summer 2026, before the first measurement window had closed.

Measurement window: Baseline schedule build time, reconciliation cycle and practice manager time allocation are pre-launch, 2025 into 2026. The five contractual outcome measures are in their first window and unreported.

Industry: urgent care. Task: clinical staff scheduling.

Q: How much of a practice manager's time goes to scheduling?

A: At this network, roughly forty percent, driven by a week-long build per clinic plus a fifteen-day cross-clinic reconciliation on a repeating monthly cycle.

Q: What breaks a clinic schedule after it publishes?

A: A six a.m. call-out. The schedule gets rebuilt live by phone while patients are arriving, which is where overtime, agency spend, longer wait times and patients leaving without being seen all originate.

### Can AI agents run inside our own cloud, under our own security controls?

URL: https://instalily.ai/case-studies/get-on-my-cloud

Yes. At a multibillion-dollar healthcare products distributor, that was the condition of the project. The work runs inside the customer's own managed cloud environment, under the customer's own access controls, cleared through the customer's own IT and security review, and managed by the customer's existing infrastructure partner. The data never leaves.

Measurement window: Deployment architecture and security governance, 2026. Outcome figures withheld.

Industry: healthcare products distribution. Task: customer-controlled cloud deployment.

Q: Can AI agents be deployed without moving data to the vendor?

A: Yes. At this distributor the deployment runs inside the customer's own managed cloud tenancy, under the customer's access controls, with systems of record reached through controlled exports.

Q: Who manages the environment?

A: The customer's existing infrastructure partner, under the customer's own IT and security governance, cleared through the customer's review process before any data moved.

## Company

### Why InstaLILY

URL: https://instalily.ai/why-instalily

Anyone can build an agent. InstaLILY builds the production system that runs your business: Lily learns how your company works, runs the work, and gets better every day.

### Forward Deployed Engineering for Enterprise AI

URL: https://instalily.ai/fde

How InstaLILY embeds AI into high-value workflows, connects enterprise systems, and delivers measurable results in weeks, not quarters.

### About InstaLILY

URL: https://instalily.ai/about

InstaLILY builds Lily, the AI Forward Deployed Engineer for businesses that make, move, and fix the things the world runs on.

### The Team Building Lily

URL: https://instalily.ai/team

The engineers, operators, and researchers building Lily and the enterprise AI systems behind InstaLILY.

### Amit Shah - Founder & CEO

URL: https://instalily.ai/team/amit-shah

Amit Shah is Founder and CEO of InstaLILY, the autonomous AI platform for the physical economy. Two decades building and scaling technology-driven businesses, from early-stage innovation to public-company leadership.

### AI Careers at InstaLILY

URL: https://instalily.ai/careers

Open roles across engineering, product, operations, sales, and design.

### Book a Demo

URL: https://instalily.ai/book-a-demo

Schedule a walkthrough of Lily on your workflows.

### InstaLILY Media

URL: https://instalily.ai/media

News, analysis, events, and press resources from InstaLILY: product announcements, The AI Dispatch, where to meet the team, and the press kit.

### InstaLILY News and Announcements

URL: https://instalily.ai/news

Product launches, funding, partnerships, customer stories, and company updates.

### InstaLILY Press Kit

URL: https://instalily.ai/press-kit

Brand assets and logos, approved boilerplate, company facts, leadership bios and headshots, press coverage, and media contact.

### Enterprise AI Events

URL: https://instalily.ai/events

Meet the InstaLILY team at enterprise AI events, conferences, roundtables, and product demonstrations.

### The AI Dispatch

URL: https://instalily.ai/ai-dispatch

Practical analysis of enterprise AI, agents, infrastructure, research, and the companies shaping the market.

### LinkedIn

URL: https://instalily.ai/linkedin

Follow InstaLILY on LinkedIn: product launches, customer stories, events, and life at the company.

### Security at InstaLILY

URL: https://instalily.ai/security

Single-tenant isolation per customer, SOC 2 Type II and HIPAA attestation, six controls on every agent action, deployment in our cloud or yours or on premises, the subprocessor list, and our European regulatory position.

### EU AI Act Overview

URL: https://instalily.ai/security/eu-ai-act

How InstaLILY's platform controls correspond to Regulation (EU) 2024/1689, the roles of provider and deployer, how deployments classify, and what the Digital Omnibus changed about the compliance calendar.

### GDPR and Data Processing Pack

URL: https://instalily.ai/security/gdpr

InstaLILY as processor: description of processing, Article 32 technical and organisational measures, subprocessors, international transfers, data subject rights, retention, and breach notification.

### Azure Marketplace Support

URL: https://instalily.ai/azure-marketplace-support

Support contact, hours, response time, and what to include in a request for customers evaluating, purchasing, deploying, or using InstaLILY through Microsoft Azure Marketplace.

### Google Cloud Marketplace Support

URL: https://instalily.ai/gcp-support

Support contact, hours, response time, and what to include in a request for customers evaluating, purchasing, deploying, or using InstaLILY through Google Cloud Marketplace.

## Research

### Enterprise AI Research

URL: https://instalily.ai/research

Read InstaLILY research on AI agents, enterprise memory, evaluation, reliability, and the systems required to put AI to work.

### Build the Environment, Then Optimize the Harness

URL: https://instalily.ai/research/build-the-environment-optimize-the-harness

How we turn real production codebases into a private, resettable evaluation environment, and then point an automated optimizer at it - a two-part InstaLILY engineering research series.

### The Engineer That Never Leaves

URL: https://instalily.ai/research/the-engineer-that-never-leaves

Published: July 2026

Announcing our $60 million Series B led by Energize Capital, bringing total funding to nearly $100 million after a year of 5x revenue growth. The round matters. What we believe matters more: the model is no longer the bottleneck. Deployment is.

#### 01. The model is no longer the bottleneck

Something fundamental has changed in enterprise AI.

For the past two years, the conversation has been about models: bigger models, smarter models, lower costs, better benchmarks. That race matters and it is not over. But inside real companies, something else became true: **the model is no longer the bottleneck. Deployment is.** You can see the whole industry reaching this conclusion at once, from AI labs hiring forward deployed engineers to enterprises and systems integrators reorganizing around the same problem. Building intelligence stopped being the hard part. Getting it to work inside a business is.

#### 02. A $60 million Series B

On July 14, 2026, we announced a $60 million Series B led by Energize Capital, with Insight Partners increasing its investment and new strategic investors including Home Depot Ventures and United Rentals joining us. This brings total funding to nearly $100 million, following a year in which revenue grew 5x. The round matters. **What we believe matters more**, so that is what this article is about.

- **$60M:** Series B led by Energize Capital, with Insight Partners increasing its investment and Home Depot Ventures and United Rentals joining as strategic investors.
- **Nearly $100M:** Total funding to date, the capital behind Lily, InstaBrain, and the Small Data Center.
- **5x:** Revenue growth over the prior year, earned inside production deployments, not pilots.

#### 03. Deployment is not an engineering problem

Most people treat the deployment gap as an engineering problem. It is not. Deployment is hard not because models are difficult to access, but because every business has its own operating logic, and most of that logic was never encoded in software. Having spent years working alongside distributors, manufacturers, logistics operators, field service companies, and healthcare systems, we have seen where it actually lives.

Companies already know how their business works: how they price a deal, why one customer gets an exception and another does not, how dispatch changes when two technicians call out, and which compliance rule can never be broken. That knowledge is scattered across experienced people, operating habits, documents, and systems that have accumulated decades of decisions. Deploying AI means **learning that logic, turning it into software, and keeping it current as the business changes**.

#### 04. The engagement ends

That is what forward deployed engineers actually do. The title makes it sound like an integration job, but the real work is learning how a business operates and translating that understanding into software that can run inside it. For decades, that model had a structural flaw: **the engagement ends**. People learn the business, software gets built, the team leaves, the business changes, and the cycle starts over. The software remained. The understanding walked out the door. Hiring more people to close that gap might scale for a few more years. It does not scale for decades.

Figure 1: A human engagement hands over and leaves, and the understanding walks out the door. Lily deploys and stays, keeping the software aligned as the business changes.

#### 05. The engineer that never leaves

We built Lily to do the job itself. Lily learns how a business works, builds the software the business needs, deploys it inside the systems already running the business, and then **stays**. That last part is the whole point. As prices change, policies shift, systems get replaced, and operators correct it, Lily keeps the software aligned with how the business actually runs. A human forward deployed engineer eventually hands over the system and leaves. Lily remains inside the operation.

This is a different goal than most AI products have. A coding agent makes a developer more productive. A copilot makes an analyst more productive. Lily is not built to make an individual more productive. **It is built to make the business itself more capable.**

Figure 2: Build, prove, generalize: the forward deployed cycle, run as software.

#### 06. The judgment was never in the software

Across every deployment, the limiting factor was rarely the software companies already owned. Their systems recorded the business faithfully: every order, every ticket, every route. What those systems could not do was use the **judgment** surrounding the work, the pricing decisions, customer exceptions, and operational calls that experienced people make all day. Once we saw that pattern in one industry, we started seeing it everywhere.

#### 07. Live today, not in pilots

Lily is live today inside some of the largest operators in construction, industrial distribution, logistics, field service, and healthcare. At one national distributor, it identifies and pursues opportunities across the entire customer base, generating more than $200 million in new annual sales that no commercial team could realistically cover manually. At an industrial supplier, quotes that took hours now take seconds. Field technicians who spent fifteen minutes diagnosing equipment now get answers in under ten seconds, and cost to serve dropped 98 percent. Logistics teams that replanned routes in fifteen minutes now do it in three. **None of these are pilots. They run every day.**

| Operation | Before | With Lily |
| --- | --- | --- |
| Quoting at an industrial supplier | Hours | Seconds |
| Equipment diagnosis in the field | 15 minutes | Under 10 seconds |
| Route replanning in logistics | 15 minutes | 3 minutes |

- **$200M+:** New annual sales at one national distributor, pursued across the entire customer base. This represents coverage no commercial team could manage manually.
- **98% lower cost to serve:** For field equipment diagnosis, fifteen-minute investigations are answered in under ten seconds.
- **0 pilots:** Every number above comes from systems running in production every day.

#### 08. The intelligence system behind Lily

Behind Lily is InstaBrain, the intelligence system that decides how work should be done. It is not tied to any one model. It routes each task to the model and environment best suited to it, checks the work before it ships, and improves those decisions over time, with one objective: **the highest intelligence per parameter and intelligence per watt** for every piece of work.

Figure 3: InstaBrain routes each task to the model and environment best suited to it, and checks the work before it ships.

That intelligence runs where the work runs: in the cloud, on premise, or at the edge through the Small Data Center, built with NVIDIA technology and informed by work with Google DeepMind. This keeps customer data private while lowering latency and cost.

#### 09. Making businesses more intelligent

Enterprise AI is entering a different phase. The first phase was about making models more intelligent. **The next is about making businesses more intelligent.** It changes where value is created, how software is built, and what enterprise software ultimately becomes.

We started in the physical economy because it is where operations are most complex and deployment is hardest. What we have learned there applies well beyond it. We will use this round to make Lily more capable, expand into new industries, keep building the Small Data Center, and grow our teams in New York, San Francisco, London, and Toronto.

For decades, enterprise software asked businesses to adapt to it. We believe the next generation will adapt to the business instead. Every company has spent decades learning how it works. That knowledge should not disappear into meetings, spreadsheets, and the heads of experienced employees. It should become software that stays with the company and improves alongside it.

That is the future we are building with Lily.

[Book a demo](https://instalily.ai/book-a-demo) or [view open roles](https://instalily.ai/careers).

## Frequently asked questions (booking a demo)

### What happens in an InstaLILY demo?

A personalized walkthrough of how InstaWorkers™ automate your team's actual workflows - quoting, order management, dealer sales, dispatch - inside the systems you already use, like your CRM and ERP. We close with a discussion of your specific use cases and what an engagement would look like.

### How long does the demo take?

About 30-45 minutes, including time for your questions and a look at your specific use cases.

### Is the demo free?

Yes. The demo and consultation are free, with no obligation.

### What industries does InstaLILY work with?

InstaLILY works across the physical goods economy: industrial and specialty distribution, manufacturing and OEM dealer networks, healthcare and pharma, field services, logistics, and private equity portfolio companies.

### How quickly can we go live?

Lily embeds with your team, learns the workflow, and ships production systems that keep improving. First workflows typically go live in weeks, not months.

## Open positions

### Associate Videographer

URL: https://instalily.ai/careers/associate-videographer-4423161009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4423161009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-09-28
Last updated: 2026-10-19

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>We are seeking a hands-on Associate Videographer to manage the end-to-end production process for InstaLILY’s video content.</p>
<p>In this individual contributor role, you will lead shoot planning, camera operation, video editing, and media library management. You will capture footage across our live events, company offices, and customer locations to create content tailored for social channels, web platforms, recruitment, and sales. Deliverables range from short social clips and event recap videos to customer case studies and expanded long-form features.</p>
<p>You will collaborate closely with cross-functional partners across our growth, events, and brand teams.</p>
<h2><strong>What You’ll Do</strong></h2>
<ul>
<li><strong>In-office content:</strong> Document the team and the work in our New York office for brand and recruiting.</li>
<li><strong>Event coverage:</strong> Film our summits, executive dinners, partner events, and turn around recaps and social cuts quickly.</li>
<li><strong>Social video:</strong> Own short-form video across LinkedIn, Instagram, X and YouTube, for the brand and for our founders.</li>
<li><strong>Long-form content:</strong> Produce product explainers, interview series and behind-the-scenes pieces.</li>
<li><strong>Customer stories:</strong> Produce case-study videos with real people and real numbers.</li>
<li><strong>Customer presence:</strong> Travel to customer sites to capture deployments, interviews and the teams using Lily day to day.</li>
<li><strong>Footage library:</strong> Organize, tag and archive footage so the team can find and reuse it.</li>
<li><strong>Experiments and strategy:</strong> Propose formats and series, ship them, measure what works and double down on it.</li>
</ul>
<h2><strong>What You’ll Need</strong></h2>
<ul>
<li><strong>1-4 years of video production experience:</strong> Shooting and editing, whether in-house, at an agency or freelance.</li>
<li><strong>Portfolio/Reel (required):</strong> Share your online portfolio or a reel or 2-3 pieces with your application (make sure it tells us which parts you shot, edited or directed).</li>
<li><strong>Shoot and edit end to end:</strong> Comfortable running camera, audio and lighting on your own, and editing in Premiere Pro, After Effects; DaVinci Resolve for color grading.</li>
<li><strong>Platform fluency:</strong> You know what works on LinkedIn versus Instagram versus YouTube, and you cut for each.</li>
<li><strong>Comfort on site:</strong> You can run an executive interview and still get usable footage on a loud warehouse floor.</li>
<li><strong>Comfort with ambiguity:</strong> You can operate without a playbook and build one as you go.</li>
<li><strong>Stakeholder Management &amp; Communication: </strong>Proven ability to collaborate, align, and communicate clearly across all levels, from freelance contributors to executive leadership.</li>
<li><strong>Industry curiosity:</strong> You’ll film with customers in industrial distribution, construction, logistics, healthcare and similar verticals.</li>
<li><strong>AI-native:</strong> Daily user of Claude and frontier AI tools in your workflow. You know where AI is useful and where it produces slop.</li>
<li><strong>Travel:</strong> Expect roughly [25]% travel, concentrated around events and customer visits.</li>
<li><strong>In-person availability:</strong> 5 days/week in our New York office.</li>
</ul>
<p><strong>Nice to Have</strong></p>
<ul>
<li>Motion graphics or animation experience (After Effects or similar).</li>
<li>Photography.</li>
<li>Strong visual design skills with a keen eye for graphic elements, including typography and layout composition.</li>
<li>Experience producing B2B or technology content.</li>
</ul>
<h2><strong>What You’ll Get</strong></h2>
<ul>
<li><strong>Visibility:</strong> Your work sits at the center of how the world sees InstaLILY.</li>
<li><strong>Stage:</strong> Early enough to shape how the company scales.</li>
<li><strong>Culture:</strong> Offices in New York, San Francisco, London and Toronto. A sharp, low-ego team that keeps raising the bar.</li>
<li><strong>Growth:</strong> Learn on the fly alongside a team of diversified skillsets.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $70,000 - $90,000 per year, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards and refreshers for top performers</li>
<li><strong>Benefits:</strong> Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Business Development Representative

URL: https://instalily.ai/careers/business-development-representative-4356210009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4356210009
Department: Sales and Marketing
Employment type: Full-time
Locations: New York City
First published: 2026-08-05
Last updated: 2026-09-22

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>As a Business Development Representative, you are the tip of the spear for InstaLILY's growth. You will be the first point of contact for prospective customers - operations, sales, and technology leaders at large distribution, manufacturing, and services companies - and you will build the qualified pipeline that fuels our revenue engine. This is a high-impact, high-visibility seat on a small go-to-market team where your work is felt immediately and where top performers have a clear path into closing and other senior GTM roles.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li>Research target accounts and identify the right stakeholders across our priority industries.</li>
<li>Run thoughtful, multi-channel outbound - email, phone, LinkedIn, and events - to open conversations with senior operators and executives.</li>
<li>Qualify inbound and outbound interest, understand each prospect's workflows and pain points, and translate them into a compelling reason to meet.</li>
<li>Book and coordinate discovery meetings for Account Executives, and set them up to win with clean, well-documented context.</li>
<li>Partner closely with AEs, marketing, and leadership to refine messaging, target lists, and outreach sequences.</li>
<li>Keep CRM data accurate and pipeline hygiene tight, and use our own AI tooling to work faster and smarter.</li>
<li>Hit and exceed monthly targets for qualified meetings and pipeline generated.</li>
</ul>
<h2><strong>What We're Looking For</strong></h2>
<ul>
<li>0-2 years of experience in a BDR/SDR, sales, or customer-facing role; new grads with the right drive are encouraged to apply.</li>
<li>Excellent written and verbal communication - you can earn a busy executive's attention in a few sentences.</li>
<li>Genuine curiosity about how businesses operate and enthusiasm for AI and how it changes real-world work.</li>
<li>Resilience, coachability, and a competitive, goal-oriented mindset.</li>
<li>Strong organization and the discipline to manage a high volume of outreach without dropping details.</li>
<li>Comfortable working in-office in New York and thriving in a fast-paced startup environment.</li>
<li>Experience with CRM and sales-engagement tools (e.g., Salesforce, HubSpot, Outreach, Apollo), or exposure to distribution, manufacturing, or B2B enterprise software.</li>
</ul>
<h2><strong>Compensation &amp; Benefits</strong></h2>
<ul>
<li><strong>Salary Range:&nbsp; </strong>Base salary of <strong>$80,000 - $90,000, </strong>commensurate with experience, with on-target earnings (OTE) of <strong>$120,000 - $130,000</strong> including variable commission.</li>
<li><strong>Equity:&nbsp;</strong>Stock options awards, and refreshers for top performers</li>
<li><strong>Benefits:&nbsp;</strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Deal Desk Lead (SOWs, MSAs, DPAs)

URL: https://instalily.ai/careers/deal-desk-lead-sows-msas-dpas-4423331009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4423331009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-09-28
Last updated: 2026-10-12

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>InstaLILY is hiring its first Deal Desk Lead to own every customer agreement end to end: SOWs, MSAs, DPAs, Schedule A (IP, ownership and exit), SLAs and order forms. Today this work is split across engineering and growth leadership, who act as primary authors on each document. This hire becomes the primary author and brings leadership in only for the decisions that need them.</p>
<p>This is not template work. Each SOW configures an AI deployment (data sources, integrations, hosting, success criteria, fees and the path from proof of concept to production). Each MSA and DPA is negotiated with an enterprise legal or procurement team, some operating under UK and EU data protection law. The role sits between commercial contracting and technical scoping, and the right person is comfortable in both.</p>
<p>Revenue grew 5x last year and the sales team is scaling. We expect to be issuing multiple SOWs a day next year, so this role has to work at speed and build the process that makes that volume possible.</p>
<p>This is an individual contributor role. You'll report to the COO.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li><strong>First drafts of every SOW:</strong> Turn the proposal, call notes, pricing guidance and the account team's written commitments into a complete order form and SOW, using InstaLILY's standard language and precedent library. Same-day first drafts when a deal is awarded, with every document consistent with itself and with what the customer was told.</li>
<li><strong>The full agreement set:</strong> Own the MSA, SLA, DPA and Schedule A (IP, ownership, exit and data isolation) for each deal. Choose the right base document, including when to work on the customer's paper.</li>
<li><strong>Redlines and negotiation:</strong> Run each redline cycle with customer legal, procurement and security teams, and bring leadership only the decisions that need them, framed with a recommendation. Keep every agreement moving and report turnaround and time-to-signature to sales leadership weekly.</li>
<li><strong>Pricing:</strong> Apply InstaLILY's pricing guidance to each deal and escalate exceptions that need a leadership decision.</li>
<li><strong>Enable the sales team:</strong> Teach reps what they can and cannot commit to, so deals arrive scoped correctly rather than needing to be unwound.</li>
<li><strong>Technical translation and scope:</strong> Work with engineering to get hosting, tenancy, region, data handling, model ownership and support commitments right, and keep data sources, integrations, user groups and post-PoC expansion bounded.</li>
<li><strong>Data protection:</strong> Prepare and negotiate DPAs, sub-processor lists and security annexes. Route security questionnaires to the right owners.</li>
<li><strong>Build the deal desk:</strong> Set up intake, a tracker of every agreement in flight, turnaround targets, and the template and clause library. Shape the tooling (contract management, document automation, AI-assisted drafting).</li>
</ul>
<h2><strong>What You'll Need</strong></h2>
<ul>
<li><strong>Experience:</strong> 5+ years drafting and negotiating commercial agreements for a B2B software or technology services company. Deal desk or in-house contracts, legal operations, or a technology transactions practice followed by an in-house seat.</li>
<li><strong>Startup experience:</strong> You've done this at a company that was still figuring it out, without a general counsel, a contracts team, or settled templates. You do the drafting, redlines and tracking yourself, and you know when to escalate.</li>
<li><strong>Contract fundamentals:</strong> Command of the core terms in MSAs, SOWs, order forms and SLAs: liability caps, indemnities, IP ownership and licensing, data rights, acceptance, termination and renewal.</li>
<li><strong>Technical fluency:</strong> Comfortable with cloud hosting and tenancy, data flows, integrations and what it means for a customer to own a model.</li>
<li><strong>Commercial judgment:</strong> Knows which terms matter to InstaLILY and which are not worth holding up a deal over, and stays steady when customers or reps push hard.</li>
<li><strong>Precision and speed:</strong> Several agreements in parallel and same-day turnaround when a deal is awarded, without dropping accuracy.</li>
<li><strong>AI-native:</strong> Daily user of Claude and frontier AI tools for drafting, comparison and consistency checks, and accountable for every word that goes out.</li>
<li><strong>In-person availability:</strong> 5 days/week in our New York office. Occasional early calls with counterparties in UK and European time zones.</li>
</ul>
<h2><strong>Nice to Have</strong></h2>
<ul>
<li>JD and bar admission.</li>
<li>Working knowledge of GDPR and UK GDPR.</li>
<li>Experience with AI or data products: ownership of models and outputs, training restrictions, EU AI Act obligations.</li>
<li>Has set up a deal desk or contracts function from scratch, including a contract management system or document automation.</li>
<li>Familiarity with security questionnaires and SOC 2.</li>
<li>Background in the industries we serve: industrial distribution, manufacturing, healthcare, supply chain.</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Real traction:</strong> The product works, customers are live, and Lily has driven over $200M in new annual sales for a single customer. This isn't a bet on an unproven thesis.</li>
<li><strong>Ownership:</strong> The first deal desk hire, with room to design how contracting works as the company scales.</li>
<li><strong>Visibility:</strong> Direct work with the founders and with growth and engineering leadership on every deal.</li>
<li><strong>AI-native:</strong> In how we build, how we work, and what we sell.</li>
<li><strong>Culture:</strong> Offices in New York, San Francisco, London, and Toronto. A sharp, low-ego team that keeps raising the bar.</li>
<li><strong>Growth:</strong> The learning curve is steep.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $165,000-$190,000 per year, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards and refreshers for top performers</li>
<li><strong>Benefits:</strong> Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Design Engineer

URL: https://instalily.ai/careers/design-engineer-4271810009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4271810009
Department: Research and Development
Employment type: Full-time
Locations: New York City
First published: 2026-06-13
Last updated: 2026-07-16

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h3 class="text-xl mt-6 font-bold leading-relaxed">What’s Design Engineering?</h3>
<p class="my-4 font-normal leading-relaxed">Design engineers bring “taste” into engineering. They ship high-craft UI while building the systems, tooling, and workflows that help teams move faster and build better products in an AI-native environment. At InstaLILY, design engineers own production UI quality, design systems as infrastructure, and prototyping workflows that turn emerging ideas into shipped experiences.</p>
<h3 class="text-xl mt-6 font-bold leading-relaxed">What You'll Be Doing</h3>
<p class="my-4 font-normal leading-relaxed"><strong>Shape AI-native product experiences</strong></p>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal ">Design and build customer-facing experiences across chat, voice, copilots, and agentic workflows.</li>
<li class="mb-[10px] font-normal ">Turn concepts, prototypes, and product ideas into polished, production-ready interfaces.</li>
<li class="mb-[10px] font-normal ">Bring strong front-end craft to interaction design, responsiveness, and implementation detail.</li>
</ul>
<p class="my-4 font-normal leading-relaxed"><strong>Build design systems as infrastructure</strong></p>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal ">Build and evolve a design system in code as shared product infrastructure, across core components, tokens, patterns, and documentation.</li>
<li class="mb-[10px] font-normal ">Help make the system machine-consumable, so both humans and AI-assisted tools can generate consistent interfaces from shared foundations.</li>
</ul>
<p class="my-4 font-normal leading-relaxed"><strong>Bring taste to what ships</strong></p>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal ">Bring strong judgment to UI craft and implementation quality, making thoughtful decisions around interaction design, accessibility, performance, and maintainability.</li>
<li class="mb-[10px] font-normal ">Help ensure what ships feels clear, cohesive, and intentional, with the discernment to refine details, uphold standards, and know what elevates the product experience.</li>
</ul>
<p class="my-4 font-normal leading-relaxed"><strong>Improve tooling and team workflows</strong></p>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal ">Build internal tools that support teams across engineering, design, and functions like sales, operations, marketing, and recruiting.</li>
<li class="mb-[10px] font-normal ">Evaluate and integrate modern AI tools, then turn those learnings into secure, repeatable workflows the broader team can build on.</li>
</ul>
<h3 class="text-xl mt-6 font-bold leading-relaxed">Qualification</h3>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal ">1+ years of experience in front-end engineering, design engineering, or product design with code.</li>
<li class="mb-[10px] font-normal ">Strong foundation in React, TypeScript, HTML, and CSS.</li>
<li class="mb-[10px] font-normal ">Sharp eye for visual quality, interaction detail, and product craft.</li>
<li class="mb-[10px] font-normal ">Experience building with design systems, reusable UI, and modern prototyping workflows.</li>
<li class="mb-[10px] font-normal ">Interest in AI-native product experiences and how AI tools are changing the way products are built.</li>
<li class="mb-[10px] font-normal ">Strong collaboration skills across design and engineering.</li>
<li class="mb-[10px] font-normal ">Builder mindset: proactive, thoughtful, and excited to learn by making.</li>
<li class="mb-[10px] font-normal ">A portfolio that demonstrates strong UI craft, prototyping ability, and thoughtful implementation in code.</li>
</ul>
<h3 class="text-xl mt-6 font-bold leading-relaxed">Compensation and Benefits</h3>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal "><strong>Salary Range:</strong> $100,000 - $120,000 per year, commensurate with experience</li>
<li class="mb-[10px] font-normal "><strong>Equity: </strong>Generous stock options awards, and refreshers for top performers</li>
<li class="mb-[10px] font-normal "><strong>Benefits: </strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Director, Office of the CEO

URL: https://instalily.ai/careers/director-office-of-the-ceo-4295069009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4295069009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-06-23
Last updated: 2026-09-30

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><p><strong>The Role</strong></p>
<p>This role exists to extend the COO's capacity across his priorities: customer engagements, PE and portco partnerships, deals that drive ARR, and the internal cadence that keeps everything moving. You'll work directly with Sumo on the priorities he's driving, translating strategic direction into executable plans and driving them to completion. You'll operate alongside him, in his absence, and in front of the stakeholders and teams he can't always be with.</p>
<p>You'll move across customer engagement, deal execution, internal execution, and operating cadence for the COO's office. The core stays constant: extending Sumo's capacity, operating with his full trust, and getting things done.</p>
<p>You'll report to the COO.</p>
<p><strong>What You'll Do</strong></p>
<ul>
<li><strong>COO leverage:</strong> Take ownership of strategic and operational priorities across customers, PE partnerships, revenue, and internal execution. Drive them to completion across functions.</li>
<li><strong>Operating cadence ownership:</strong> Build and run the cadence that keeps Sumo in front of the right accounts and priorities with the right context at the right time. Turn what's currently ad-hoc into repeatable structure.</li>
<li><strong>Strategic thought partnership:</strong> Be a credible thought partner to Sumo on commercial priorities, customer strategy, and internal decisions. Bring patterns across accounts and teams into focus for leadership.</li>
<li><strong>Execution behind the scenes:</strong> Prep for deals, escalations, customer conversations, and internal decisions as if you were leading them. Own the follow-through end-to-end.</li>
</ul>
<p><strong>What You'll Need</strong></p>
<ul>
<li><strong>6-10 years of operator, strategy, or founder experience:</strong> Chief of staff, consulting, PE, VC, startup founder, or senior operator backgrounds. Comfort with both internal ops and external commercial surfaces. Bonus if you've worked with or inside PE firms or portfolio companies.</li>
<li><strong>Executive presence:</strong> You hold your own with senior operators (internal leadership, customers, or PE) when the moment calls for it.</li>
<li><strong>Operator and commercial instinct:</strong> You read deals, customers, teams, and rooms. You know when to escalate and when to handle it yourself.</li>
<li><strong>First principles thinking:</strong> You strip problems down and rebuild from the ground up.</li>
<li><strong>Pattern recognition:</strong> You can hold many threads at once and identify what matters across them.</li>
<li><strong>Detail-oriented:</strong> Sumo runs many accounts and priorities in parallel and moves fast. You can stay on top of all the details.</li>
<li><strong>AI-native:</strong> You use AI seriously and want to keep pushing what's possible.</li>
<li><strong>Comfort with ambiguity:</strong> You're handed open-ended, high-stakes problems and trusted to figure out the path forward. You're energized by that, not unsettled.</li>
<li><strong>Acceleration:</strong> You accelerate decisions and execution. You're outcome-oriented for yourself, for Sumo, and for the people and functions your work affects.</li>
<li><strong>Move fast, close loops:</strong> You finish what you start, flag problems early, and don't need to be asked twice.</li>
<li><strong>Clear communication:</strong> Your writing lands and you can hold the room. You translate complexity without losing what matters.</li>
<li><strong>In-person availability:</strong> 5 days/week in our New York office.</li>
</ul>
<p><strong>What You'll Get</strong></p>
<ul>
<li><strong>Real traction:</strong> The product works, customers are live, and Lily has driven over $200M in new annual sales for a single customer. This isn't a bet on an unproven thesis.</li>
<li><strong>Direct COO partnership:</strong> You'll work alongside Sumo on the strategic and operational priorities he's driving.</li>
<li><strong>Stage:</strong> Early enough to shape how the company scales.</li>
<li><strong>Hands-on from day one:</strong> You own outcomes.</li>
<li><strong>Culture:</strong> Offices in New York, San Francisco, London, and Toronto. Sharp, low-ego team moving fast.</li>
<li><strong>Growth:</strong> The learning curve is steep.</li>
</ul>
<p><strong>Compensation and Benefits</strong></p>
<ul>
<li><strong>Salary Range:</strong> $160,000 - $200,000 per year, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards and refreshers for top performers</li>
<li><strong>Benefits:</strong> Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Director, Security Engineering

URL: https://instalily.ai/careers/director-security-engineering-4432204009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4432204009
Department: Research and Development
Employment type: Full-time
Locations: New York City
First published: 2026-10-05
Last updated: 2026-10-14

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role: Own Security for Agents That Do Real Work</strong></h2>
<p>We're hiring our first dedicated security leader, reporting directly to the <strong>CEO</strong>. Lily operates inside the systems of some of the largest enterprises in distribution, construction, healthcare, and logistics. That makes security a core part of the product and a lever on every enterprise deal we close.</p>
<p>This isn't a cold start. We hold <strong>SOC 2 Type II and HIPAA</strong>, an Okta rollout is underway, and a CNAPP evaluation is in progress. What we need is one accountable owner who can take a strong foundation and turn it into a proactive, evidence-backed security program.</p>
<p>This is a <strong>player-coach</strong> role. You'll spend 30 - 50% of your time writing code (automation, infrastructure-as-code, security tooling, remediation PRs), and most of the rest threat-modeling, reviewing architecture and PRs, and hardening cloud and IAM. You'll also be the face of security to enterprise customers, spending roughly 25 - 30% of your time on CISO calls, audits, and security reviews.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li><strong>Own Customer Trust:</strong> Run enterprise security reviews end to end. Build one source of truth for security answers, launch a trust center and security package, and lead CISO and InfoSec calls, audits, and RFP security sections, often on short notice.</li>
<li><strong>Run the Compliance Program:</strong> Keep SOC 2 Type II and HIPAA healthy in Drata: continuous control monitoring, policy refreshes, and access reviews. Lead us through our next audit window and stand up a GDPR program.</li>
<li><strong>Harden the Cloud:</strong> Partner with SRE to prioritize and close critical and high cloud findings. Make org-level guardrails the default: org policies, secrets management, and least-privilege IAM across GCP and AWS.</li>
<li><strong>Secure the Agents:</strong> Build security into Lily from the start: threat models, prompt-injection defenses, tenant isolation, agent authorization, and security checks in CI as part of a secure SDLC.</li>
<li><strong>Test and Respond:</strong> Commission and run our independent pen-test program and drive remediation. Refresh the incident response plan, run tabletop exercises, and serve as the escalation point for security incidents.</li>
<li><strong>Build Identity and Endpoint Foundations:</strong> Complete SSO (Okta) coverage for tier-1 apps, run quarterly access reviews, and put device management (MDM) in place.</li>
<li><strong>Set the Operating Model:</strong> Decide whether to partner with a vCISO or GRC service for paperwork-heavy work, complete the CNAPP evaluation, and deliver a 12-month security roadmap to the CEO and leadership.</li>
<li><strong>Grow the Function:</strong> Hire and lead 1 - 2 security or AppSec engineers as the program scales.</li>
</ul>
<h2><strong>What Success Looks Like in Year One</strong></h2>
<ul>
<li>A clean SOC 2 Type II and HIPAA renewal with no exceptions, and ≥95% of controls passing continuously.</li>
<li>Standard security questionnaires returned in 3 business days or less, customer CISO calls covered within 1 business day, and every answer backed by evidence.</li>
<li>An annual independent pen test completed, with critical findings remediated within SLA.</li>
<li>Critical and high cloud findings closed, with secure-by-default guardrails enforced across the org.</li>
<li>SSO on all tier-1 apps, quarterly access reviews, and MDM in place.</li>
<li>AI and agent security built into the platform, not bolted on.</li>
<li>A GDPR program running and a clear decision on ISO 27001 and HITRUST.</li>
</ul>
<h2><strong>What You'll Need</strong></h2>
<ul>
<li><strong>8+ Years in Security Engineering:</strong> Including hands-on ownership of a security or compliance program at a SaaS company, ideally at the Series B - C stage.</li>
<li><strong>Hands-On Cloud and AppSec Depth:</strong> Strong in GCP and AWS IAM, Kubernetes, and infrastructure-as-code (Terraform/OpenTofu). You can threat-model a multi-tenant, multi-cloud architecture and review code, not just run scanners.</li>
<li><strong>A Builder, Not Just a Reviewer:</strong> You write production-quality Python or TypeScript and ship your own automation, tooling, and fixes. You'd rather build and harden systems than monitor alerts or manage checklists.</li>
<li><strong>End-to-End SOC 2 Type II Ownership:</strong> You've run the program yourself: audits, controls, evidence, and GRC tooling. You treat compliance as real risk reduction. HIPAA experience is a strong plus.</li>
<li><strong>Credibility With Enterprise CISOs:</strong> You've led customer security reviews, questionnaires, and audits, and can hold your own in a room with a Fortune 500 security team.</li>
<li><strong>Real LLM Experience:</strong> You've built something real with LLMs and understand how agentic systems change the threat model.</li>
<li><strong>Player-Coach Mindset:</strong> You're energized by doing the work yourself. Tech-lead or program-lead experience is enough; formal people management is a plus, not a requirement.</li>
<li><strong>In-person availability.</strong> 5 days/week in our New York or San Francisco office.</li>
</ul>
<h2><strong>Bonus Points</strong></h2>
<ul>
<li>You've built a security function from scratch at a Series B/C SaaS company and taken it through SOC 2 Type II.</li>
<li>You've secured an LLM or agent product in production (prompt injection, agent authorization, OWASP Top 10 for LLMs).</li>
<li>You've led a real incident response.</li>
<li>Experience with multi-tenant isolation, pen-test programs, Okta or IdP rollouts, and CNAPP tooling such as Wiz or Aikido.</li>
<li>Familiarity with GDPR, ISO 27001, HITRUST, NIST CSF, or the EU AI Act.</li>
<li>Certifications such as CISSP, CCSP, GCP Professional Cloud Security Engineer, AWS Security Specialty, or OSCP. None are required.</li>
<li>Public work: talks, writing, or open-source security tooling.</li>
</ul>
<h2><strong>Our Stack</strong></h2>
<ul>
<li><strong>Cloud:</strong> GCP primary (Cloud Run, Cloud SQL, GKE), AWS secondary (EKS); customer deployments also run in AWS and Azure</li>
<li><strong>Infra and code:</strong> Kubernetes, OpenTofu, Postgres, TypeScript/Next.js, Python</li>
<li><strong>Identity and compliance:</strong> Okta, WorkOS, Drata</li>
<li><strong>Observability and edge:</strong> Datadog, Grafana, Sentry, Cloudflare</li>
</ul>
<p>You'll secure a multi-tenant platform with hundreds of cloud services across multiple clouds, at a company of roughly 100 - 150 people.</p>
<h2><strong>Why InstaLILY?</strong></h2>
<ul>
<li><strong>Greenfield Ownership:</strong> You're the first dedicated security leader, reporting to the CEO, with real influence over how the company builds.</li>
<li><strong>Frontier Agent Security:</strong> AI agents that do real work inside enterprise operations create a new kind of attack surface. This is not another CRUD app.</li>
<li><strong>Security Is a Revenue Lever:</strong> Enterprise deals move on security, so your work is visible and valued across the company.</li>
<li><strong>A Foundation to Build On:</strong> SOC 2 Type II and HIPAA are in place, and core identity and cloud tooling work is already underway.</li>
<li><strong>Well Funded and Scaling:</strong> Fresh off a $60M Series B, with offices in New York, San Francisco, London, and Toronto.</li>
</ul>
<h2><strong>Location, Travel, and On-Call</strong></h2>
<ul>
<li><strong>Location:</strong> New York strongly preferred; San Francisco considered for exceptional candidates.</li>
<li><strong>Travel:</strong> Minimal. Occasional customer onsites or audits, plus periodic trips to New York if based in San Francisco.</li>
<li><strong>On-call:</strong> You'll be the escalation point for security incidents. This is not part of a routine ops rotation.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li>Salary Range: $200,000 - $250,000 per year, commensurate with experience</li>
<li>Equity: Generous stock option awards and refreshers for top performers</li>
<li>Benefits: Medical, Dental, Vision, 401K, in-office lunch reimbursement, Wellness Stipend, generous parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Executive Assistant, Founders’ Office

URL: https://instalily.ai/careers/executive-assistant-founders-office-4453334009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4453334009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-10-15
Last updated: 2026-10-19

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h3>About the role</h3>
<p>We are looking for exceptional Executive Assistants to join InstaLILY’s Founders’ Office and support our senior leadership team. We expect to hire one or two people, with executive assignments determined by business needs and individual strengths. You should be comfortable supporting multiple senior leaders.</p>
<p>You will own the details that make executives effective: priorities, calendars, preparation, travel, communication and follow-through. Your work will help leaders focus their time, make informed decisions and keep important commitments moving.</p>
<p>The best person for this role is extraordinarily organized, but brings much more than organization. You have excellent judgment. You anticipate needs, notice what others miss and communicate clearly with everyone from an internal teammate to a customer executive. You are comfortable making decisions within clear guardrails, know when to escalate and take pride in making the people around you more effective.</p>
<h3>What you’ll own</h3>
<ul>
<li>Manage complex executive calendars end-to-end, making deliberate tradeoffs so time reflects the company’s highest priorities.</li>
<li>Coordinate domestic and international travel, itineraries, expenses and rapidly changing logistics with exceptional attention to detail.</li>
<li>Ensure executives are prepared for customer, partner and leadership interactions, with the right context, agendas, documents and stakeholders in place.</li>
<li>Track meeting commitments, decisions, owners and deadlines, and ensure important loops close.</li>
<li>Triage incoming requests and communications, draft executive-ready messages and bring the right issues to the right leader at the right time.</li>
<li>Coordinate across Growth, Sales, Finance, People, Engineering and the broader leadership team to resolve conflicts and keep work moving.</li>
<li>Help execute leadership meetings, customer engagements, offsites, events and other high-priority initiatives.</li>
<li>Identify recurring friction and build better systems using modern software, automation and approved AI tools thoughtfully.</li>
</ul>
<h3>What we’re looking for</h3>
<ul>
<li>3 - 5 years of relevant professional experience, including directly supporting a senior executive, founder, partner or similarly demanding leader. Experience in a startup, high-growth technology company, professional-services firm, investment firm or other demanding environment is strongly preferred.</li>
<li>Excellent judgment and the ability to distinguish between what is noisy and what is truly important.</li>
<li>A proactive approach: you anticipate needs and solve problems without waiting for instructions.</li>
<li>Experience balancing competing priorities across multiple stakeholders, with clear communication about tradeoffs.</li>
<li>Concise, precise and polished written communication that can represent a senior executive.</li>
<li>Consistent reliability and ownership. When you take responsibility for something, people can trust it will happen.</li>
<li>Exceptional discretion when handling sensitive information.</li>
<li>Composure when plans change, priorities collide or the day stops resembling the plan.</li>
<li>A warm, direct communication style and the confidence to say “no,” “not now” or “here is a better option” professionally.</li>
<li>Strong fluency with Google Workspace and modern productivity tools, and an eagerness to use automation and AI responsibly.</li>
<li>Curiosity about the business and a desire to understand why something matters, not just when it needs to happen.</li>
</ul>
<p>A bachelor’s degree is welcome but not required; demonstrated judgment, execution and relevant experience matter more to us.</p>
<h3><strong>Compensation and Benefits</strong></h3>
<ul>
<li>Salary Range: $90,000 - $110,000 per year, commensurate with experience</li>
<li>Equity: Generous stock option awards and refreshers for top performers</li>
<li>Benefits: Medical, Dental, Vision, 401K, in-office lunch reimbursement, Wellness Stipend, generous parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul>
<h3>Equal Opportunity</h3>
<p>InstaLILY is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status or any other characteristic protected by law.</p><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Growth Associate

URL: https://instalily.ai/careers/growth-associate-4367589009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4367589009
Department: Sales and Marketing
Employment type: Full-time
Locations: New York City
First published: 2026-08-12
Last updated: 2026-08-25

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p><br>● Integrated Marketing Strategy: Develop and own the quarterly marketing roadmap. You will<br>align content themes, event presence, and product launches into a unified strategy that drives top-<br>of-funnel awareness and supports the GTM team’s revenue goals.<br>● Executive Voice Strategy: Report to the Chief of Staff to drive daily high-signal content for the<br>CEO’s LinkedIn and the company page. You will ghostwrite and strategize 2x weekly posts for<br>the VP of Finance and COO, ensuring a distinct yet cohesive brand voice.<br>● Omni-Channel Pipeline Management: Architect and run multi-platform content pipelines across<br>LinkedIn, Instagram, X, Reddit, and company newsletters.<br>● Strategic Event Production: Take the lead on "InstaLily in the Wild" This includes project<br>managing our presence at industry conferences (e.g., Manifest, CSCMP), organizing NYCbased<br>AI community mixers, and coordinating executive speaking engagements.<br>● Product &amp; GTM Campaigns: Develop social campaigns that translate technical AI roadmaps and<br>"InstaWorker" demos into narrative-driven content that resonates with enterprise buyers and<br>talent alike.<br>● Cross-Functional Project Management: Act as the central node between Product, Engineering,<br>and GTM teams to gather insights and "proof of work" for content. You will manage the<br>production calendar for visuals, carousels, and short-form video (Reels/Threads).<br>● Market Intelligence: Deep-dive into AI and supply chain trends to ensure our storytelling remains<br>insight-driven and ahead of the curve.<br>● Community Architecture: Beyond "engagement" you will proactively build a community around<br>InstaLily, sparking high-level conversations with industry influencers and partners.<br>● Analytics &amp; Optimization: Track full-funnel analytics to understand how brand awareness<br>converts into tangible GTM leads and talent interest.</p>
<p>May telecommute up to 20%.</p>
<p>May work at various unanticipated locations throughout U.S.</p>
<p>Requirements:</p>
<div>Employer will accept a Bachelor’s degree (or foreign equivalent) in Marketing, Business, Information Systems or a related&nbsp;field and&nbsp;2 years of experience in</div>
<div>the job offered, as a Growth Associate, or in a&nbsp;Growth Associate-related occupation.</div>
<p>Position requires 2 years of experience in the following:<br>● Project Management Rigor: Demonstrated ability to manage complex timelines, including social<br>media content calendar events, in-person industry event, and media buying.<br>● Campaign development.<br>● Project management tools.<br>● Cross-team collaboration, collaborating to gather insights and "proof of work" for content.<br>● Demonstrate ability in tracking performance metrics for marketing deliverables.</p>
<p>● Interviewing and collaborating with leadership to extract their unique perspectives for content.<br>● Operate independently in a fast-paced environment, maintaining a disciplined cadence without<br>needing a "nudge"</p>
<p><strong>Compensation and Benefits</strong></p>
<p><strong>Salary Range: </strong>$65,000 - $85,000 per year, commensurate with experience</p>
<p><strong>Equity: </strong>Stock options awards, and refreshers for top performers</p>
<p><strong>Benefits: </strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</p>
<p>Join InstaLILY and build autonomous agents that matter. If you want a role where you own real surfaces of an AI platform, where your code ships into real enterprise systems, and where you're in the room with the customers using them, we want to hear from you.</p><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Head of Product Marketing

URL: https://instalily.ai/careers/head-of-product-marketing-4423126009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4423126009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-09-28
Last updated: 2026-09-28

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>You'll own how InstaLILY explains what it sells.</p>
<p>Lily is a new category of product sold to people who are not shopping for AI. A VP of Operations at a distributor with 400 branches does not wake up wanting an agent. She wants quotes out faster and fewer parts lookups landing on the wrong SKU. The story that closes that deal is not the story that lands at an NVIDIA keynote, and right now both get improvised on the way into the room.</p>
<p>Your first job is the narrative. What category Lily belongs to, what it displaces, and why an operator should believe an AI Forward Deployed Engineer is different from the four other things in their inbox this week. Get that right and the competitive position, the enablement, and the launches all follow from it. Get it wrong and none of them help.</p>
<p>Read this part carefully: it is a solo role. Head of Product Marketing here means head of the function, not head of a team. We are not planning to hire under you, and there is no agency on retainer. You will write the first draft of everything and most of the second. If what you want next is to manage people, this is the wrong job.</p>
<p>We are open on background. How you think and how you write matters more to us than whether your last title said product marketing. Strategists, journalists, analysts, consultants, and founders have all done this job well.</p>
<p>You'll work directly with the founders, sales leadership, and the forward deployed engineers who put Lily into production.</p>
<h2><strong>What You'll Do</strong></h2>
<p><strong>Own the narrative.</strong> Define what Lily is, who it's for, and what it displaces. Write the positioning and hold the line on it across the website, the deck, and every seller's mouth.</p>
<p><strong>Build the vertical versions.</strong> Construction, industrial distribution, logistics, and healthcare each have their own pain, economics, and proof. One story does not survive all four.</p>
<p><strong>Own competitive.</strong> Know who we lose to and why, across systems integrators, internal AI teams, incumbents, and other startups. Build battlecards sellers actually open, and keep them current as the market moves quarterly.</p>
<p><strong>Shape how the category sees us.</strong> Analyst briefings, and how we show up alongside NVIDIA, Google, and Microsoft. You'll be in those rooms yourself.</p>
<p><strong>Sales enablement.</strong> Own the pitch deck, the one-pagers, the demo narrative, and the objection handling. Sit in on live calls and fix what isn't landing.</p>
<p><strong>Turn deployments into proof.</strong> Case studies and reference stories with real numbers, cleared by the customer and by legal.</p>
<p><strong>Launches.</strong> Run go-to-market for new capabilities: naming, positioning, enablement, launch content, and the measurement that says whether it worked.</p>
<p><strong>Pricing and packaging input.</strong> Bring the market view to how Lily is packaged and what we charge for it.</p>
<h2><strong>What You'll Need</strong></h2>
<p><strong>8+ years of work that maps to this.</strong> Product marketing, strategy, research, journalism, consulting, analyst work, or founding something. We care what you built, not what it was called.</p>
<p><strong>Writing that does the work.</strong> Clean, specific, no filler, no adjective standing in for a number. This job is mostly writing, and competent is not enough.</p>
<p><strong>A point of view you can defend.</strong> We will disagree with you on purpose in the interview. We want to see whether the position holds up.</p>
<p><strong>Work samples.</strong> Send two or three pieces of past work with your application: positioning work, a strategy memo, a competitive teardown, or writing that changed how people talked about something. Tell us which parts were yours.</p>
<p><strong>Enterprise deal literacy.</strong> You understand how six- and seven-figure deals with multiple stakeholders, procurement, and security review actually get decided.</p>
<p><strong>Technical curiosity.</strong> You can talk to an engineer about how the product works and come away with something a buyer would care about. You don't need to write code.</p>
<p><strong>Appetite for unglamorous industries.</strong> Distribution, construction, logistics, healthcare operations. These are not SaaS buyers, and learning how they actually run is most of the job.</p>
<p><strong>Self-sufficiency.</strong> No team, no agency, nobody to hand the deck to.</p>
<p><strong>AI-native.</strong> You use frontier AI tools seriously in your own work and push past surface-level usage. This matters more here than at most places.</p>
<p><strong>In-person availability.</strong> 5 days/week in our New York office.</p>
<h2><strong>What We're Not Screening For</strong></h2>
<p>A product marketing title on your last three jobs. A specific SaaS category. An MBA. Years of experience used as a proxy for judgment. Knowing our verticals on day one.</p>
<p>What we are screening for is whether you can take something complicated, understand it faster than we expect, and explain it to a skeptical operator in a way that makes them lean forward.</p>
<h2><strong>What You'll Get</strong></h2>
<p><strong>Real traction.</strong> The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.</p>
<p><strong>A blank page.</strong> First product marketing hire. The narrative is yours to write, and it's the one the whole company will use.</p>
<p><strong>Direct access.</strong> You'll work with the founders and sales leadership daily, not through three layers.</p>
<p><strong>Deep partnerships.</strong> Backed by Energize Capital, Insight Partners, and Home Depot Ventures, with ecosystem partnerships across Google, NVIDIA, and Microsoft.</p>
<p><strong>Stage.</strong> Early enough that the category story is still being written, late enough that customers are already paying for it.</p>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $165,000 - $195,000, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards and refreshers for top performers.</li>
<li><strong>Benefits:</strong> Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Mid-Level Site Reliability Engineer

URL: https://instalily.ai/careers/mid-level-site-reliability-engineer-4246810009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4246810009
Department: Research and Development
Employment type: Full-time
Locations: New York City, San Francisco
First published: 2026-06-13
Last updated: 2026-10-14

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>Role Overview</strong></h2>
<p>Instalily, a cutting-edge AI startup, is seeking a curious and highly skilled Site Reliability Engineer to help build the Internal Developer Platform (IDP) that powers our AI agent platform. We are redefining how organizations leverage AI using vertical agents, and we’re looking for engineers who think of developer experience as a product. You will build the paved roads, golden paths, and self-service tooling that allow every team at Instalily to ship AI products with speed and confidence.</p>
<p>As a Mid-Level Site Reliability Engineer, you will help build and own meaningful pieces of our IDP and the multi-cloud, Kubernetes-based infrastructure beneath it. You’ll partner closely with AI and Software Engineers to turn rough edges into self-service abstractions. You will benefit from world-class mentorship from highly-regarded executive leaders at Internet Retailer 100 brands.</p>
<h2><strong>Responsibilities</strong></h2>
<ul>
<li>Build out Instalily’s Internal Developer Platform - including the developer portal, golden paths, and one-click developer workflows.</li>
<li>Help design and stand up our Kubernetes platform; operate clusters and workloads as services migrate, focusing on networking, autoscaling, RBAC, and reliability.</li>
<li>Design, implement, and maintain cloud infrastructure across AWS, GCP, and/or Azure to support the AI agent platform.</li>
<li>Develop and maintain Infrastructure as Code (IaC) using OpenTofu, focusing on modularity and safe rollouts.</li>
<li>Build and improve CI/CD pipelines and GitOps workflows (e.g., ArgoCD, Flux) for seamless deployment.</li>
<li>Implement platform security best practices, including IAM, network segmentation, and policy-as-code.</li>
<li>Implement and tune logging, monitoring, and alerting using tools such as Datadog, Prometheus, and OpenTelemetry.</li>
<li>Optimize platform environments for cost, performance, and reliability; participate in on-call rotation.</li>
<li>Treat developers as customers - gather feedback and measure platform adoption to iterate on the developer experience.</li>
<li>Mentor more junior engineers and contribute to architectural discussions and technical reviews.</li>
</ul>
<h2><strong>Requirements</strong></h2>
<ul>
<li>Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field, or equivalent practical experience.</li>
<li>3 to 5 years of experience as a platform, cloud, infrastructure, or DevOps engineer.</li>
<li>Production experience operating Kubernetes (managing clusters, upgrades, and reliability), with greenfield build-out experience being a strong plus.</li>
<li>Strong hands-on experience with at least one major cloud platform (AWS, GCP, or Azure); multi-cloud experience is preferred.</li>
<li>Experience contributing to or building Internal Developer Platforms (golden paths, paved roads) is a strong plus.</li>
<li>Proficiency with Infrastructure as Code (OpenTofu or Terraform) and GitOps workflows (e.g., ArgoCD, Flux).</li>
<li>Experience with CI/CD tools and practices such as GitHub Actions, Jenkins, or GitLab CI.</li>
<li>Solid understanding of cloud networking concepts (VPCs, load balancers, DNS, CDNs, service meshes).</li>
<li>Working knowledge of cloud security principles, IAM, and compliance frameworks (SOC 2, HIPAA, ISO 27001).</li>
<li>A product-minded approach to internal tooling, focusing on adoption and feedback loops rather than just uptime.</li>
<li>Strong problem-solving skills and ability to work in fast-paced, collaborative environments.</li>
<li>Excellent communication skills to engage effectively with technical and non-technical teams.</li>
<li>Interest in AI and machine learning infrastructure (GPU workloads, model serving, vector databases) is a plus.</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li>Proven product: Customers are live; this isn't a bet on an unproven thesis</li>
<li>AI-native: In how we build, how we work, and what we sell</li>
<li>Stage: Early enough to shape how the company scales</li>
<li>Global: Based in New York with offices in SF and London</li>
<li>Culture: Sharp, low-ego team that keeps raising the bar</li>
<li>Growth: The learning curve is steep</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range: </strong>$150,000 - $190,000 per year, commensurate with experience</li>
<li><strong>Equity:&nbsp;</strong>Stock options awards, and refreshers for top performers</li>
<li><strong>Benefits:&nbsp;</strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Recruiter, Sales

URL: https://instalily.ai/careers/recruiter-sales-4403400009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4403400009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-09-11
Last updated: 2026-09-29

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>You'll own Sales hiring at InstaLILY end to end.</p>
<p>You'll run searches for account executives, account managers, and first-line sales managers from intake through offer. This is the first in-house recruiting role dedicated to sales, so you'll be building the process as you run it: the sourcing approach, the screening criteria, the interview loops, and the reporting that goes with them.</p>
<p>This is an individual contributor role. There is no team under it today and no coordinator or sourcer to hand work to, so you'll be doing the work yourself: building the lists, writing the outreach, running the screens, and chasing the scheduling.</p>
<p>You'll work closely with sales leadership to define what good looks like for each role, and you'll be the first person to assess every candidate against it.</p>
<p>You'll report to our Talent Acquisition Lead.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li><strong>Full-Cycle Recruiting: </strong>Own end-to-end recruiting for mid-to-senior Sales, Growth, Customer Success, and Operations roles across NY, SF, Toronto, and London.</li>
<li><strong>Direct Sourcing:&nbsp;</strong>Proactively source passive Sales candidates via LinkedIn, direct outreach, industry networks, and talent communities.</li>
<li><strong>Hiring manager partnership.</strong> Align with sales leadership on the profile and bar for each role before a search opens, calibrate against real candidates, and keep searches on track.</li>
<li><strong>Interview process.</strong> Build the scorecards and interview loops, and keep them current as we learn what predicts performance here.</li>
<li><strong>Metrics &amp; Reporting:&nbsp;</strong>Maintain accurate pipeline data in Greenhouse and report on time-to-fill, pipeline velocity, and offer acceptance across regions.</li>
<li><strong>Candidate experience.</strong> Keep the process moving and communicate clearly with candidates at every stage.</li>
</ul>
<h2><strong>What You'll Need</strong></h2>
<ul>
<li><strong>5+ years of full-cycle recruiting</strong>, with at least three spent hiring quota-carrying sellers at a high-growth company.</li>
<li><strong>Experience at volume.</strong> You've managed multiple sales searches at once and closed hires without lowering the standard for the role.</li>
<li><strong>Sourcing skill.</strong> You build your own lists, write outreach that gets replies, and run a search without a coordinator or a sourcing team.</li>
<li><strong>A view on sales talent.</strong> You can explain what separates a good seller from a great one in an outbound-heavy sales motion, and hold that view in a debrief with a hiring manager.</li>
<li><strong>Hands-on.</strong> You'd rather automate a repetitive step than add a person to absorb it.</li>
<li><strong>Comfort with ambiguity.</strong> You can operate without a playbook and build one as you go.</li>
<li><strong>A builder's instinct.</strong> You document what you build so a second recruiter could run it, and you've brought a junior recruiter or sourcer up before.</li>
<li><strong>Clear and structured communication.</strong> In writing and in the room, with candidates and with executives.</li>
<li><strong>AI-native.</strong> You use AI seriously in your own work and want to push how far it can take sourcing, screening, and outreach.</li>
<li><strong>In-person availability.</strong> 5 days/week in our New York office.</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Real traction.</strong> The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.</li>
<li><strong>Deep partnerships.</strong> Backed by Insight Partners with deep ecosystem partnerships across Google, NVIDIA, and Microsoft.</li>
<li><strong>Ownership.</strong> You're the first recruiter dedicated to sales. You'll shape how we hire sellers and build the function from there.</li>
<li><strong>Direct access.</strong> You'll work directly with sales leadership and the founders.</li>
<li><strong>Stage.</strong> Early enough to shape how InstaLILY builds its go-to-market team.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $130,000-$160,000, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards and refreshers for top performers.</li>
<li><strong>Benefits:</strong> Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Revenue Operations Lead

URL: https://instalily.ai/careers/revenue-operations-lead-4402415009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4402415009
Department: Research and Development
Employment type: Full-time
Locations: New York City
First published: 2026-09-10
Last updated: 2026-09-10

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>About the Role</strong></h2>
<div>
<div>We're hiring a Revenue Operations Lead to build the operating system behind our go-to-market engine.</div>
<div>Our sales team is scaling fast, and everything underneath it has to scale with it: our data model, the forecast, the process reps touch every day. You'll own all of it. You'll turn our revenue strategy into territory and quota models the team can execute against, a forecast leadership trusts, and systems that still hold at four times the headcount.</div>
<div>We build AI agents for a living and we expect our own operations to run the same way. Prior experience building with AI isn't required. Curiosity is.</div>
<h2><strong>What you'll do</strong></h2>
<ul>
<li>Own our revenue source of truth end to end, plus the integrations across our GTM stack</li>
<li>Build the territory, quota, and capacity models the sales team runs on</li>
<li>Produce the forecasting and reporting our leadership team, board, and investors rely on, and grade your own accuracy over time</li>
<li>Design lead routing, qualification gates, pipeline hygiene, and the deal desk</li>
<li>Own data integrity and attribution, so channel and investment decisions rest on something real</li>
<li>Run commissions alongside Finance</li>
<li>Be the first call for reps on process, data, and deal questions, and build the answers that keep that load flat as the team grows</li>
</ul>
<h2><strong>What we're looking for</strong></h2>
<ul>
<li>4 to 8 years in RevOps, Sales Operations, or GTM Operations at a high-growth B2B company</li>
<li>Hands-on HubSpot or Salesforce administration experience</li>
<li>Enterprise sales motion experience: long cycles, multi-stakeholder deals, low volume relative to deal size</li>
<li>You build for what breaks at 4x, not what works today</li>
<li>An instinct for what to automate and how far to trust it. Comfortable handing repetitive work to agents, and clear on what still needs a human</li>
</ul>
<h2 class="text-xl mt-6 font-bold leading-relaxed"><strong>Compensation and Benefits</strong></h2>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal "><strong>Salary Range:</strong> $120,000 - $160,000 per year, commensurate with experience</li>
<li class="mb-[10px] font-normal "><strong>Equity:&nbsp;</strong>Generous stock options awards, and refreshers for top performers</li>
<li class="mb-[10px] font-normal "><strong>Benefits:&nbsp;</strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul>
</div><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Senior Brand Writer

URL: https://instalily.ai/careers/senior-brand-writer-4273054009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4273054009
Department: Sales and Marketing
Employment type: Full-time
Locations: New York City
First published: 2026-06-13
Last updated: 2026-10-01

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2 class="text-2xl mt-6 font-bold leading-relaxed"><strong>The Role</strong></h2>
<p class="my-4 font-normal leading-relaxed">The core of this role is owning InstaLILY's social media writing, including LinkedIn and X for the brand, and ghostwriting for our CEO and COO. You also write long-form thought leadership, case studies, newsletters, and the strategic copy that shapes how the company is seen. You own the brand voice. Everything we publish should sound like us.</p>
<p class="my-4 font-normal leading-relaxed">You're proactive: proposing topics and angles, shaping what we should be writing about, not just executing assignments. You absorb voice quickly and hold the brand line on your own, shipping without daily oversight. Experimentation is core. You form sharp hypotheses and ship tests fast. Double down on what works. Kill what doesn't.</p>
<h2 class="text-2xl mt-6 font-bold leading-relaxed"><strong>What You'll Do</strong></h2>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal "><strong>Brand voice:</strong>&nbsp;Own the brand voice across everything we publish. Every piece should sound like InstaLILY.</li>
<li class="mb-[10px] font-normal "><strong>Executive social ghostwriting:</strong>&nbsp;Write LinkedIn and X content for our CEO and COO, plus InstaLILY's brand presence on both platforms.</li>
<li class="mb-[10px] font-normal "><strong>Long-form thought leadership:</strong>&nbsp;Pieces on AI agents, enterprise AI, and the future of the industries we serve: industrial distribution, healthcare, pharma, supply chain, manufacturing, automotive, construction, food and beverage, and field services.</li>
<li class="mb-[10px] font-normal "><strong>Newsletters:</strong>&nbsp;Different newsletters for different audiences.</li>
<li class="mb-[10px] font-normal "><strong>Case studies and customer stories:</strong>&nbsp;Narrative-driven, specific, credible pieces like our SRS Distribution one.</li>
<li class="mb-[10px] font-normal "><strong>Strategic copy and sales enablement:</strong>&nbsp;Landing pages, product positioning, one-pagers, customer-facing decks, press release drafts.</li>
<li class="mb-[10px] font-normal "><strong>SEO:</strong>&nbsp;Write with SEO in mind. Bonus for hands-on experience with Ahrefs, SEMrush, or Google Search Console.</li>
<li class="mb-[10px] font-normal "><strong>Experiments and strategy:</strong>&nbsp;Form clear hypotheses on what drives traffic, engagement, or pipeline. Ship tests, measure, and think across pieces about what's working over time.</li>
</ul>
<h2 class="text-2xl mt-6 font-bold leading-relaxed"><strong>What You'll Need</strong></h2>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal "><strong>3-6 years of writing experience</strong>&nbsp;as a copywriter, content marketer, journalist, or technical writer.</li>
<li class="mb-[10px] font-normal "><strong>Ghostwriting experience for executives, founders, or public figures.</strong>&nbsp;You can absorb voice from limited input (transcripts, prior posts, brief conversations) and produce content in it without daily review.</li>
<li class="mb-[10px] font-normal "><strong>Demonstrated writing track record</strong>&nbsp;across long-form, social, and editorial formats. You write without filler. Show us what you've shipped.</li>
<li class="mb-[10px] font-normal "><strong>Current on the AI and tech landscape:</strong>&nbsp;You read Substack, X, serious tech journalism, AI research commentary, and founder discourse online.</li>
<li class="mb-[10px] font-normal "><strong>AI-native:</strong>&nbsp;Daily user of Claude and frontier AI tools. You know where AI is useful and where it produces slop. Bonus for custom prompt libraries, GPTs, or workflow automations.</li>
<li class="mb-[10px] font-normal "><strong>Technical fluency:</strong>&nbsp;Comfortable writing about AI agents, enterprise systems, and operational industries with accuracy.</li>
<li class="mb-[10px] font-normal "><strong>Numerical fluency:</strong>&nbsp;Comfortable with content analytics (Google Analytics, LinkedIn, HubSpot). Bonus for A/B testing or experimentation platforms.</li>
<li class="mb-[10px] font-normal "><strong>Experimental mindset and takes feedback well:</strong>&nbsp;You think in hypotheses and ship them quickly. Direct feedback doesn't faze you; you absorb it and adjust.</li>
<li class="mb-[10px] font-normal "><strong>Writing samples (required):</strong>&nbsp;2-3 with your application, links preferred. Share a ghostwriting sample or describe a ghostwriting project (client type, voice, format, outcome).</li>
<li class="mb-[10px] font-normal "><strong>Hybrid availability:</strong>&nbsp;5 days/week in our New York office for first 6 months; then 4 days/week in person and 1 day remote.</li>
</ul>
<h2 class="text-2xl mt-6 font-bold leading-relaxed"><strong>What You'll Get</strong></h2>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal "><strong>Real traction:&nbsp;</strong>The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.</li>
<li class="mb-[10px] font-normal "><strong>AI-native:&nbsp;</strong>In how we build, how we work, and what we sell.</li>
<li class="mb-[10px] font-normal "><strong>Visibility:&nbsp;</strong>Your work sits at the center of how the world sees InstaLILY - what you do here will be visible quickly.</li>
<li class="mb-[10px] font-normal "><strong>Stage:&nbsp;</strong>Early enough to shape how the company scales.</li>
<li class="mb-[10px] font-normal "><strong>Culture:&nbsp;</strong>Offices in New York, San Francisco, and London - sharp, low-ego team that keeps raising the bar.</li>
<li class="mb-[10px] font-normal "><strong>Growth:&nbsp;</strong>The learning curve is steep.</li>
</ul>
<h2 class="text-2xl mt-6 font-bold leading-relaxed"><strong>Compensation and Benefits</strong></h2>
<ul class="my-3 ml-6 list-none p-0 [&amp;>li]:before:content-[' - '] [&amp;>li]:before:absolute [&amp;>li]:before:ml-[-.875rem]">
<li class="mb-[10px] font-normal "><strong>Salary Range:&nbsp;</strong>$100,000 - $120,000 per year, commensurate with experience</li>
<li class="mb-[10px] font-normal "><strong>Equity:&nbsp;</strong>Generous stock options awards and refreshers for top performers</li>
<li class="mb-[10px] font-normal "><strong>Benefits:&nbsp;</strong>Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Senior Event Manager

URL: https://instalily.ai/careers/senior-event-manager-4423151009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4423151009
Department: General and Administrative
Employment type: Full-time
Locations: New York City
First published: 2026-09-28
Last updated: 2026-09-28

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>You own every room InstaLILY puts people in.</p>
<p>Executive programs come first: summits, customer working sessions, and private dinners with senior operators. That is where our deals actually move, and it is where most of your attention should go. Industry trade shows in distribution and construction come next, then the partner and ecosystem circuit with NVIDIA, Google, and Microsoft, then the internal events that keep a fast-growing team across four offices feeling like one company.</p>
<p>The job is not logistics support. It is deciding what an event is for, what has to be true for it to work, and then making that happen. Who is in the room matters more than the room. A dinner for twelve operators that produces four qualified conversations beats a booth that collects three hundred badges, and you should be the person in the building who argues that case with evidence.</p>
<p>You'll own the calendar, the budget, and the run-of-show. You'll brief the founders before they walk on stage. You'll chase the follow-up until it shows up in pipeline, because an event nobody follows up on did not happen.</p>
<p>You will not be doing all of it alone. Events are already running day to day, and you'll set the direction and the standard for that work while still being on site yourself.</p>
<p>You'll work with sales leadership and the founders on what these rooms are for.</p>
<h2><strong>What You'll Do</strong></h2>
<p>Roughly in priority order.</p>
<p><strong>Executive programs.</strong> Design and run the summits, working sessions, and private dinners that put senior operators in a room with us. Set the objective, build the format around it, and own who gets invited.</p>
<p><strong>Own the calendar.</strong> Build the annual plan across hosted events, trade shows, partner events, and internal gatherings. Decide what we do, what we skip, and what we kill after it underperforms.</p>
<p><strong>Trade shows and conferences.</strong> Own our presence in distribution, construction, logistics, and healthcare: booth, speaking slots, side events, and the meetings booked around them.</p>
<p><strong>Partner and ecosystem events.</strong> Work the NVIDIA, Google, and Microsoft circuit, and build the joint events that come out of those relationships.</p>
<p><strong>Run the show.</strong> Own the run-of-show and be the person making calls on site when the AV fails, a speaker cancels, or forty more people arrive than registered.</p>
<p><strong>Budget.</strong> Own it end to end. Negotiate with venues and vendors, track spend, and be able to defend cost per qualified conversation.</p>
<p><strong>Follow-up and reporting.</strong> Build the pre-event outreach and the post-event sequence, get the data into HubSpot cleanly, and report what each event actually produced.</p>
<p><strong>Direct the work.</strong> Set priorities and quality standards for the events work running day to day, and make it better.</p>
<p><strong>Executive prep and internal events.</strong> Brief founders on who's in the room and what to say. Run offsites and all-hands across New York, San Francisco, London, and Toronto.</p>
<h2><strong>What You'll Need</strong></h2>
<p><strong>6+ years running B2B events</strong>, with real weight on hosted executive programs rather than only trade show logistics.</p>
<p><strong>You've owned a program, not just events.</strong> You've held an annual calendar and a budget, made the call to kill something, and defended it.</p>
<p><strong>Experience directing someone else's work.</strong> Formally or not. You can set a standard and hold it without doing the task yourself.</p>
<p><strong>Commercial judgment.</strong> You think in meetings created and pipeline influenced, not attendance and swag.</p>
<p><strong>Vendor and budget command.</strong> You negotiate hard, track every line, and don't get surprised by an invoice.</p>
<p><strong>Unflappable on site.</strong> Something always breaks. You fix it without escalating and without visible panic.</p>
<p><strong>Comfort with executives.</strong> You can tell a founder their talk is running long, and direct a room of senior operators without being pushy about it.</p>
<p><strong>Sharp written communication.</strong> Invitations, agendas, and follow-ups that people actually read.</p>
<p><strong>AI-native.</strong> You use frontier AI tools to run more events than a team this size should be able to run.</p>
<p><strong>Travel.</strong> Expect roughly 25% travel, concentrated in event season.</p>
<p><strong>In-person availability.</strong> 5 days/week in our New York office.</p>
<h2><strong>What You'll Get</strong></h2>
<p><strong>Real traction.</strong> The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. Our events have something real to say.</p>
<p><strong>Ownership.</strong> You own the function: the strategy, the budget, and the standard.</p>
<p><strong>Access.</strong> Rooms full of senior operators at some of the largest companies in construction, distribution, logistics, and healthcare, plus the Google and NVIDIA ecosystems.</p>
<p><strong>Direct access.</strong> You'll work with the founders and sales leadership on what these events are for.</p>
<p><strong>Stage.</strong> Early enough to shape how InstaLILY shows up in the market.</p>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $110,000 - $135,000, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards and refreshers for top performers.</li>
<li><strong>Benefits:</strong> Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Software Engineer, Full Stack

URL: https://instalily.ai/careers/software-engineer-full-stack-4261595009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4261595009
Department: Research and Development
Employment type: Full-time
Locations: New York City, San Francisco
First published: 2026-06-13
Last updated: 2026-10-14

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>About the Role</strong></h2>
<p>As a Full Stack Software Engineer at InstaLILY, you'll own meaningful pieces of our AI agent platform: the core systems that let autonomous agents reason, act, and integrate into our enterprise customers' workflows. You'll work alongside the Lead Software Engineer and a team drawn from top-tier programs to design, build, and ship the platform features that show up in production at our customers. You'll work across the stack, from backend services and agent infrastructure to APIs and the web interfaces our customers actually touch.</p>
<p>This role is deeply client-facing. You won't be coding in a vacuum and handing off to a customer success team. You'll be in the room with our customers from the start. You'll sit in working sessions with enterprise stakeholders, run technical discovery, translate messy real-world workflows into shipped features, and embed with customer teams during rollouts. The best engineers here are the ones who can switch between writing production code in the morning and walking a Fortune 500 VP through a system architecture in the afternoon. You need to code at a high bar, make architectural decisions you can defend, and explain them clearly to people who don't speak engineer.</p>
<h2><strong>Responsibilities</strong></h2>
<ul>
<li>Own end-to-end design and delivery of features across the full stack: backend services, agent infrastructure, APIs, and customer-facing web UIs</li>
<li>Build, ship, and operate LLM-powered systems: agents, RAG pipelines, tool-use frameworks, evaluation harnesses, and the supporting infrastructure that makes them reliable in production</li>
<li>Lead technical discovery with new enterprise customers; sit with their teams, map their workflows, and translate what you hear into shipped product</li>
<li>Embed with customer teams during deployments and rollouts; be the engineering presence in the room, not the one waiting for a Jira ticket</li>
<li>Present architecture and technical tradeoffs to non-technical executives at our customers, and defend them under pressure</li>
<li>Partner with the Growth team to turn customer feedback into roadmap; iterate on what's actually being used vs. what we thought would be useful</li>
<li>Raise quality and reliability across the codebase through comprehensive testing, code review, and CI/CD practices</li>
<li>Mentor junior engineers: pair on hard problems, review their code thoughtfully, and help them level up</li>
<li>Contribute to architectural discussions and technical reviews; help shape how we build as we scale</li>
<li>Stay current on AI/ML and software engineering trends, and bring back what's worth adopting</li>
</ul>
<h2><strong>Minimum Qualifications</strong></h2>
<ul>
<li>Bachelor's or Master's in CS, engineering, math, physics, or related: demonstrated ability matters more than credential</li>
<li>3 - 5 years of experience as a software engineer, with a track record of shipping production systems across the full stack</li>
<li>Strong fluency on the backend (Python, TypeScript, or similar) and the frontend (React, Next.js, modern TypeScript)</li>
<li>Solid grasp of system design fundamentals (API design, data modeling, async patterns, caching, queues) and frontend architecture (component design, state management, performance)</li>
<li>Production experience with cloud infrastructure (AWS, GCP, or Azure) and CI/CD pipelines</li>
<li>AI-serious: you've built and shipped something real with LLMs (a production RAG system, an agent in customer hands, a non-trivial integration), and you have opinions on what works and what doesn't</li>
<li>Comfortable in front of customers: you can run a technical discovery session, defend an architectural decision to a non-technical exec, and translate vague enterprise requirements into something concrete</li>
<li>Strong written and verbal communication: you can write a clear design doc, send a clean customer-facing update, and present to a room without disappearing into jargon</li>
</ul>
<h2><strong>Preferred Qualifications</strong></h2>
<ul>
<li>Experience mentoring junior engineers, leading technical reviews, or owning a meaningful surface of a codebase</li>
<li>Prior experience in a forward-deployed, solutions engineering, or client-embedded role at a B2B software company</li>
</ul>
<h2><strong>Our Stack</strong></h2>
<p>We're a TypeScript + Python shop. You'll work with these every day:</p>
<ul>
<li><strong>Frontend: </strong>TypeScript, React, Next.js (deployed on Vercel)</li>
<li><strong>Backend: </strong>Python, FastAPI, SQLAlchemy</li>
<li><strong>Database: </strong>PostgreSQL with Alembic for migrations</li>
<li><strong>Infrastructure: </strong>GCP, Docker</li>
<li><strong>Workflow orchestration: </strong>Temporal</li>
<li>Lots of third-party integrations into our enterprise customers' systems</li>
</ul>
<p><strong>Required: </strong>TypeScript, React/Next.js, Python, FastAPI, SQLAlchemy, PostgreSQL</p>
<p><strong>Nice to have: </strong>GCP, Vercel, Temporal, Alembic, Docker, prior experience with third-party / enterprise system integrations</p>
<p>You don't need to have used every tool on our stack; strong engineers ramp quickly. But you should be genuinely fluent in the required core: TypeScript on the frontend and Python on the backend, with real production experience shipping features end-to-end.</p>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Proven product: </strong>Customers are live; this isn't a bet on an unproven thesis</li>
<li><strong>AI-native: </strong>In how we build, how we work, and what we sell</li>
<li><strong>Stage: </strong>Early enough to shape how the company builds and scales</li>
<li><strong>Customer access: </strong>Real seats at the table with enterprise customers; you'll learn how the largest companies in the world actually buy, deploy, and use software</li>
<li><strong>Global: </strong>Based in New York with offices in SF and London</li>
<li><strong>Culture: </strong>Sharp, low-ego team that keeps raising the bar</li>
<li><strong>Growth: </strong>The learning curve is steep</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range: </strong>$150,000 - $190,000 per year, commensurate with experience</li>
<li><strong>Equity:&nbsp;</strong>Stock options awards, and refreshers for top performers</li>
<li><strong>Benefits:&nbsp;</strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul>
<p>Join InstaLILY and build autonomous agents that matter. If you want a role where you own real surfaces of an AI platform, where your code ships into real enterprise systems, and where you're in the room with the customers using them, we want to hear from you.</p><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Software Engineer, General - London

URL: https://instalily.ai/careers/software-engineer-general-london-4264790009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4264790009
Department: Research and Development
Employment type: Full-time
Locations: London
First published: 2026-06-13
Last updated: 2026-10-20

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2>Responsibilities</h2>
<ul>
<li>Continue to develop the core AI platform and drive technical excellence throughout the organization.</li>
<li>Work closely with cross-functional teams (product, UI/UX, business development) to design and implement new features and capabilities.</li>
<li>Rapidly learn into the expected quality and reliability of the platform through comprehensive testing and continuous integration/continuous delivery (CI/CD) practices.</li>
<li>Build a rapport with the Lead Software Engineer and Head of Product while fostering a culture of continuous learning and improvement.</li>
<li>Collaborate with the product and design teams to deliver high-quality products that meet customer needs.</li>
<li>Stay up-to-date with the latest AI and software engineering trends and technologies.</li>
</ul>
<h2>Requirements</h2>
<ul>
<li>Bachelor's degree in computer science, engineering, Mathematics, Physics or a related field.</li>
<li>First Class degree preferred.</li>
<li>0 to 2 years of experience as a software engineer (prior software engineering internships and experience/projects a significant plus).</li>
<li>Passion for understanding AI and machine learning technologies.</li>
<li>Experience with Python, JavaScript, and other programming languages.</li>
<li>Understanding of cloud computing technologies OR experience with AWS, Azure, or GCP.</li>
<li>Excellent problem-solving and analytical skills.</li>
<li>Track record of delivering successful products / working in a collaborative, fast-paced environment is a plus.</li>
</ul>
<h2>What You'll Get</h2>
<ul>
<li><strong>Real traction:</strong> The product works, customers are live, and we've already driven over $200M in incremental revenue for customers - this isn't a bet on an unproven thesis.</li>
<li><strong>Deep partnerships:</strong> Backed by Insight Partners with deep ecosystem partnerships across Google, NVIDIA, and Microsoft. InstaLILY's architecture has been featured in Google DeepMind's case study showcase.</li>
<li><strong>Customer impact:</strong> You'll drive measurable operational change inside the customers you own.</li>
<li><strong>Stage:</strong> Early enough to shape how InstaLILY runs customer relationships and expansion at scale.</li>
<li><strong>Culture:</strong> Offices in New York, San Francisco, and London - sharp, low-ego team moving fast.</li>
<li><strong>Growth:</strong> The learning curve is steep</li>
</ul>
<h3>Compensation and Benefits</h3>
<ul>
<li><strong>Salary Range:</strong> £54,000 - £62,000 per year, commensurate with experience</li>
<li><strong>Equity: </strong>Generous stock options awards, and refreshers for top performers</li>
<li><strong>Benefits: </strong>Supplemental benefits, pension contribution, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and UK National Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Software Engineer I, General

URL: https://instalily.ai/careers/software-engineer-i-general-4271757009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4271757009
Department: Research and Development
Employment type: Full-time
Locations: New York City, San Francisco
First published: 2026-06-13
Last updated: 2026-08-27

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>Responsibilities</strong></h2>
<ul>
<li>Develop InstaLILY’s AI platform and drive technical excellence throughout the organization</li>
<li>Work closely with cross-functional teams (product, UI/UX, business development, growth) and key business stakeholders to design and implement new features and capabilities</li>
<li>Partner with the Growth team during customer deployments: understand workflows, defend architectural decisions, and iterate on feedback</li>
<li>Raise quality and reliability through comprehensive testing and CI/CD practices</li>
<li>Build a rapport with the Lead Software Engineer and Head of Product while fostering a culture of continuous learning and improvement</li>
<li>Collaborate with the product and design teams to deliver high-quality products that meet customer needs</li>
<li>Stay up-to-date with the latest AI and software engineering trends and technologies</li>
</ul>
<h2><strong>Requirements</strong></h2>
<ul>
<li>Bachelor’s in CS, engineering, math, physics, or related: demonstrated ability matters more than credential</li>
<li>0 - 1 years as a software engineer (strong candidates have shipped something with real users)</li>
<li>Strong fluency in at least one backend language (Python, TypeScript, or similar) and a modern web stack</li>
<li>AI-serious: you’ve built something with LLMs (a RAG system, an agent, a fine-tuned model, a real integration)</li>
<li>Strong communication: you can explain what you built and why you built it that way to non-technical audiences</li>
<li>Strong problem-solving and analytical thinking</li>
<li>In-office availability<strong>:</strong> 5 days/week in our New York or San Francisco office.</li>
</ul>
<h2><strong>Nice to have</strong></h2>
<ul>
<li>Production experience with cloud infrastructure (AWS, GCP, or Azure) and CI/CD pipelines</li>
<li>AI-serious: you’ve built something with LLMs (a RAG system, an agent, a fine-tuned model, a real integration)</li>
</ul>
<h2><strong>What You’ll Get</strong></h2>
<ul>
<li><strong>Proven product: </strong>Customers are live; this isn’t a bet on an unproven thesis</li>
<li><strong>AI-native:</strong> In how we build, how we work, and what we sell</li>
<li><strong>Stage:</strong> Early enough to shape how the company scales</li>
<li><strong>Global: </strong>Based in New York with offices in SF and London</li>
<li><strong>Culture: </strong>Sharp, low-ego team that keeps raising the bar</li>
<li><strong>Growth:</strong> The learning curve is steep</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li>Salary Range : $100,000 - $120,000 per year, commensurate with experience</li>
<li>Equity : Generous stock options awards, and refreshers for top performers</li>
<li>Benefits: Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Software Engineer II, General

URL: https://instalily.ai/careers/software-engineer-ii-general-4296649009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4296649009
Department: Research and Development
Employment type: Full-time
Locations: New York City, San Francisco
First published: 2026-06-24
Last updated: 2026-08-27

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>Responsibilities</strong></h2>
<ul>
<li>Develop InstaLILY’s AI platform and drive technical excellence throughout the organization</li>
<li>Work closely with cross-functional teams (product, UI/UX, business development, growth) and key business stakeholders to design and implement new features and capabilities</li>
<li>Lead technical discovery with enterprise customers and partner with the Growth team; translate complex real-world workflows into a shipped product.</li>
<li>Raise quality and reliability through comprehensive testing and CI/CD practices</li>
<li>Build a rapport with the Lead Software Engineer and Head of Product while fostering a culture of continuous learning and improvement</li>
<li>Collaborate with the product and design teams to deliver high-quality products that meet customer needs</li>
<li>Stay up-to-date with the latest AI and software engineering trends and technologies</li>
<li>Mentor junior engineers: pair on hard problems, review code thoughtfully, and help them level up</li>
</ul>
<h2><strong>Requirements</strong></h2>
<ul>
<li>Bachelor’s in CS, engineering, math, physics, or related: demonstrated ability matters more than credential</li>
<li>1 - 3 years as a software engineer (strong candidates have shipped something with real users)</li>
<li>Strong fluency in at least one backend language (Python, TypeScript, or similar) and a modern web stack</li>
<li>Solid grasp of system design fundamentals (e.g., API design, data modeling, async patterns, caching, and queues)</li>
<li>Strong communication: you can explain what you built and why you built it that way to non-technical audiences</li>
<li>Strong problem-solving and analytical thinking</li>
<li>In-office availability<strong>:</strong> 5 days/week in our New York or San Francisco office.</li>
</ul>
<h2><strong>Nice to have</strong></h2>
<ul>
<li>Production experience with cloud infrastructure (AWS, GCP, or Azure) and CI/CD pipelines</li>
<li>AI-serious: you’ve built something with LLMs (a RAG system, an agent, a fine-tuned model, a real integration)</li>
</ul>
<h2><strong>What You’ll Get</strong></h2>
<ul>
<li><strong>Proven product: </strong>Customers are live; this isn’t a bet on an unproven thesis</li>
<li><strong>AI-native:</strong> In how we build, how we work, and what we sell</li>
<li><strong>Stage:</strong> Early enough to shape how the company scales</li>
<li><strong>Global: </strong>Based in New York with offices in SF and London</li>
<li><strong>Culture: </strong>Sharp, low-ego team that keeps raising the bar</li>
<li><strong>Growth:</strong> The learning curve is steep</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $120,000 - $140,000 per year, commensurate with experience</li>
<li><strong>Equity:</strong> Generous stock options awards, and refreshers for top performers</li>
<li><strong>Benefits: </strong>Medical, Dental, Vision, 401K, in-office Lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Software Engineer II - Toronto

URL: https://instalily.ai/careers/software-engineer-ii-toronto-4271723009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4271723009
Department: Research and Development
Employment type: Full-time
Locations: Toronto
First published: 2026-06-13
Last updated: 2026-10-20

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>Responsibilities</strong></h2>
<ul>
<li>Develop InstaLILY's AI platform and drive technical excellence throughout the organization</li>
<li>Work closely with cross-functional teams (product, UI/UX, business development, growth) and key business stakeholders to design and implement new features and capabilities</li>
<li>Lead technical discovery with enterprise customers and partner with the Growth team; translate complex real-world workflows into a shipped product</li>
<li>Raise quality and reliability through comprehensive testing and CI/CD practices</li>
<li>Build a rapport with the Lead Software Engineer and Head of Product while fostering a culture of continuous learning and improvement</li>
<li>Collaborate with the product and design teams to deliver high-quality products that meet customer needs</li>
<li>Stay up-to-date with the latest AI and software engineering trends and technologies</li>
<li>Mentor junior engineers: pair on hard problems, review code thoughtfully, and help them level up</li>
</ul>
<h2><strong>Requirements</strong></h2>
<ul>
<li>Bachelor's in CS, engineering, math, physics, or related: demonstrated ability matters more than credential</li>
<li>1 - 3 years as a software engineer (strong candidates have shipped something with real users)</li>
<li>Strong fluency in at least one backend language (Python, TypeScript, or similar) and a modern web stack</li>
<li>Solid grasp of system design fundamentals (e.g., API design, data modeling, async patterns, caching, and queues)</li>
<li>Entrepreneurial ownership: you've started or built something on your own initiative - a project, a product, a team - and can walk us through it</li>
<li>Strong communication: you can explain what you built and why you built it that way to non-technical audiences</li>
<li>Strong problem-solving and analytical thinking</li>
<li>In-office availability: 5 days/week in our Toronto office</li>
</ul>
<p><em>Please note that as part of our interview process, we typically expect candidates to travel to our New York City headquarters for the onsite interview. Please let us know if you require any accommodation or have any concerns.</em></p>
<h2><strong>Nice to Have</strong></h2>
<ul>
<li>Production experience with cloud infrastructure (AWS, GCP, or Azure) and CI/CD pipelines</li>
<li>AI-serious: you've built something with LLMs (a RAG system, an agent, a fine-tuned model, a real integration)</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Proven product:</strong> Customers are live; this isn't a bet on an unproven thesis</li>
<li><strong>AI-native:</strong> In how we build, how we work, and what we sell</li>
<li><strong>Stage:</strong> Early enough to shape how the company scales</li>
<li><strong>Global:</strong> Based in New York with offices in SF, London, and Toronto</li>
<li><strong>Culture:</strong> Sharp, low-ego team that keeps raising the bar</li>
<li><strong>Growth:</strong> The learning curve is steep</li>
</ul>
<h2>Compensation and Benefits</h2>
<ul>
<li><strong>Salary Range: </strong>$90,000 - $110,000 CAD per year, commensurate with experience</li>
<li><strong>Equity: </strong>Generous stock options awards, and refreshers for top performers</li>
<li><strong>Benefits: </strong>Supplemental benefits, pension contribution, in-office lunch reimbursement, Wellbeing Stipend, Generous Parental leave, PTO and Ontario National Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Software Engineer I, Toronto Co-op

URL: https://instalily.ai/careers/software-engineer-i-toronto-co-op-4342089009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4342089009
Department: Research and Development
Employment type: Full-time
Locations: Toronto
First published: 2026-07-31
Last updated: 2026-07-31

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>Responsibilities</strong></h2>
<ul>
<li>Develop InstaLILY’s AI platform and drive technical excellence throughout the organization</li>
<li>Work closely with cross-functional teams (product, UI/UX, business development, growth) and key business stakeholders to design and implement new features and capabilities</li>
<li>Partner with the Growth team during customer deployments: understand workflows, defend architectural decisions, and iterate on feedback</li>
<li>Raise quality and reliability through comprehensive testing and CI/CD practices</li>
<li>Build a rapport with the Lead Software Engineer and Head of Product while fostering a culture of continuous learning and improvement</li>
<li>Collaborate with the product and design teams to deliver high-quality products that meet customer needs</li>
<li>Stay up-to-date with the latest AI and software engineering trends and technologies</li>
</ul>
<h2><strong>Requirements</strong></h2>
<ul>
<li>0 - 1 years as a software engineer (strong candidates have shipped something with real users)</li>
<li>Strong fluency in at least one backend language (Python, TypeScript, or similar) and a modern web stack</li>
<li>Strong communication: you can explain what you built and why you built it that way to non-technical audiences</li>
<li>Strong problem-solving and analytical thinking</li>
<li>In-office availability<strong>:</strong> 5 days/week in our Toronto office</li>
</ul>
<h2><strong>Nice to have</strong></h2>
<ul>
<li>Production experience with cloud infrastructure (AWS, GCP, or Azure) and CI/CD pipelines</li>
<li>AI-serious: you’ve built something with LLMs (a RAG system, an agent, a fine-tuned model, a real integration)</li>
</ul>
<h2><strong>What You’ll Get</strong></h2>
<ul>
<li><strong>Proven product: </strong>Customers are live; this isn’t a bet on an unproven thesis</li>
<li><strong>AI-native:</strong> In how we build, how we work, and what we sell</li>
<li><strong>Stage:</strong> Early enough to shape how the company scales</li>
<li><strong>Global: </strong>Based in New York with offices in SF and London</li>
<li><strong>Culture: </strong>Sharp, low-ego team that keeps raising the bar</li>
<li><strong>Growth:</strong> The learning curve is steep</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range:</strong> $7,000 CAD per month</li>
<li><strong>Equity: </strong>Generous stock options awards and refreshers for top performers</li>
<li><strong>Benefits:</strong> CPP, in-office Lunch reimbursement, Wellness Stipend, PTO, sick days and 9 Statutory Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Strategic Associate

URL: https://instalily.ai/careers/strategic-associate-4336961009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4336961009
Department: Sales and Marketing
Employment type: Full-time
Locations: New York City, San Francisco
First published: 2026-07-28
Last updated: 2026-10-20

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>You'll coach and develop our Growth Analysts, who own zero-to-one pilot delivery, while working alongside Strategic AI Partners on post-pilot enterprise engagement.</p>
<p>You'll report to a VP of Customer Success.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li><strong>Own your accounts.</strong> Run monthly and quarterly business reviews and account planning, and manage stakeholders across each customer's team.</li>
<li><strong>Drive customer outcomes.</strong> Own customer health and resolve risks across your accounts. Work with a Strategic Partner on the calls that shape an account’s direction.</li>
<li><strong>Find expansion opportunities.</strong> Spot new use cases in your customers' workflows, bring them forward with a point of view, and work with your Strategic Partner to turn them into new work.</li>
<li><strong>Lead your Growth Analysts.</strong> Coach and grow the GAs on your team who own zero-to-one pilot delivery.</li>
<li><strong>Shape product decisions.</strong> Translate customer signals into product feedback that shapes what we build.</li>
<li><strong>Playbook contribution.</strong> Help build and refine the templates, trackers, and playbooks the Strategic Partner team runs on.</li>
<li><strong>Customer presence.</strong> Travel to customer sites as needed for in-person work with customer teams.</li>
</ul>
<h2><strong>What You'll Need</strong></h2>
<ul>
<li><strong>4 - 6 years of experience.</strong> In Customer Success, strategic account management, consulting, growth, or a comparable client-facing, high-ownership role.</li>
<li><strong>Client-facing rigor.</strong> You’ve owned real client relationships. You know how to close action items, drive alignment, and find opportunities to grow the relationship.</li>
<li><strong>Commercial instinct.</strong> You notice where a client could get more value and can make the case for it without sounding like a sales pitch.</li>
<li><strong>Analytical instincts.</strong> You structure ambiguous problems, pull signal from data, and turn findings into recommendations.</li>
<li><strong>Concise and structured.</strong> You think in structure and can defend a point of view. Not surface-level, not verbose.</li>
<li><strong>Comfort with ambiguity.</strong> You can operate without a playbook and build one as you go.</li>
<li><strong>Ownership.</strong> You finish what you start and the quality shows.</li>
<li><strong>AI-native curiosity.</strong> You use AI seriously in your own work and want to push how AI agents can transform customer operations.</li>
<li><strong>Industry curiosity.</strong> You’ll work with customers in construction, industrial distribution, logistics, healthcare, and other operationally intensive industries.</li>
<li><strong>Communication.</strong> Your writing lands; you can explain complex things clearly to technical and non-technical audiences.</li>
<li><strong>In-person availability.</strong> 5 days/week in our New York or San Francisco office.</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Real traction. </strong>The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.</li>
<li><strong>Deep partnerships. </strong>Backed by Insight Partners with deep ecosystem partnerships across Google, NVIDIA, and Microsoft.</li>
<li><strong>Customer impact. </strong>You'll drive measurable operational change inside the customers you own.</li>
<li><strong>Stage. </strong>Early enough to shape how InstaLILY runs customer relationships and expansion at scale.</li>
<li><strong>Culture. </strong>Offices in New York, San Francisco, and London. Sharp, low-ego team moving fast.</li>
<li><strong>Growth. </strong>The learning curve is steep.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range: </strong>$110,000 - $130,000 per year, commensurate with experience</li>
<li><strong>Equity. </strong>Generous stock options awards and refreshers for top performers.</li>
<li><strong>Benefits. </strong>Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### Strategic Partner

URL: https://instalily.ai/careers/strategic-partner-4273002009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4273002009
Department: Sales and Marketing
Employment type: Full-time
Locations: New York City, San Francisco
First published: 2026-06-13
Last updated: 2026-08-27

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>You'll be the named InstaLILY point of contact for a portfolio of post-pilot enterprise customers. You'll run their QBRs and executive briefings, lead account plans, surface new use cases to deploy, and be the senior partner they call when complex decisions come up. The role spans current deployments, new use cases, expansion conversations, and everything in between.</p>
<p>You'll be in weekly contact with your customers, working across their CIO, CTO, and revenue leaders on how AI reshapes their operating model. You don't carry a quota. Success is customer outcomes and expansion driven by deep partnership.</p>
<p>You'll take handoffs from our Sales team and Growth Analysts and own the customer motion from that moment forward. The handoff experience is one of the most important things this role gets right.</p>
<p>You'll report to our Chief Growth Officer.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li><strong>Account ownership. </strong>Manage a portfolio of post-pilot customer accounts day-to-day across QBRs, exec briefings, account plans, and customer success activities.</li>
<li><strong>Transformation engagement. </strong>Help each customer think strategically about how AI changes their operating model, not just adoption of features, but transformation of how their team works.</li>
<li><strong>Expansion. </strong>Identify new use cases for each customer based on their workflows, industry context, and where AI can drive operational impact. Drive expansion ARR through deeper deployment.</li>
<li><strong>Strategic collaboration with product. </strong>Bring customer insight into product decisions. What you hear shapes our roadmap. You'll help guide zero-to-one feature development and ensure the product evolves with what customers actually need.</li>
<li><strong>Cross-functional coordination. </strong>Coordinate with Engineering and Product to make sure your customers get what they need to succeed.</li>
<li><strong>Playbook contribution. </strong>Help build and refine the structured playbook Strategic AI Partners run across customers. What works, what doesn't, what should be standardized.</li>
<li><strong>Customer presence. </strong>Travel to customer sites as needed for in-person work with customer teams and executives.</li>
</ul>
<h2><strong>What You'll Need</strong></h2>
<ul>
<li><strong>5-10 years of Customer Success, strategic account management, or consulting experience. </strong>Ideally at an enterprise SaaS scale-up (DataDog, Databricks, Salesforce, Twilio, Braze CS orgs, or comparable) or a top-tier consulting firm at Engagement Manager level.</li>
<li><strong>Track record of expanding client work. </strong>You've grown client engagements through new use case identification, deeper deployment, follow-on projects, or strategic transformation work, not just maintaining the existing relationship.</li>
<li><strong>Tested through friction. </strong>You've delivered for clients even when the customer pushed back, when the stakeholder was skeptical, and when the engagement got rocky. Delivering outcomes is what matters, not keeping every conversation comfortable.</li>
<li><strong>Analytical depth. </strong>You think structurally about customer problems and can build a transformation roadmap. Strong project management chops.</li>
<li><strong>Concise and structured. </strong>You think in structure and hold a clear point of view under pushback.</li>
<li><strong>Strong interpersonal and communication skills. </strong>Clear in writing and in the room. Comfortable with C-suite executives and operators alike.</li>
<li><strong>Industry curiosity. </strong>You'll work with customers in industrial distribution, manufacturing, automotive, healthcare, and similar verticals. Industry-specific experience is a plus, but the willingness to deeply understand a customer's operations is what matters most.</li>
<li><strong>Comfort with ambiguity. </strong>You can operate without a playbook and build one as you go.</li>
<li><strong>AI-native curiosity. </strong>You use AI seriously in your own work and want to push how AI agents can transform customer operations.</li>
<li><strong>In-person availability. </strong>5 days/week in our New York or San Francisco office.</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Real traction. </strong>The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.</li>
<li><strong>Deep partnerships. </strong>Backed by Insight Partners with deep ecosystem partnerships across Google, NVIDIA, and Microsoft.</li>
<li><strong>Customer impact. </strong>You'll drive measurable operational change inside the customers you own.</li>
<li><strong>Stage. </strong>Early enough to shape how InstaLILY runs customer relationships and expansion at scale.</li>
<li><strong>Culture. </strong>Offices in New York, San Francisco, and London. Sharp, low-ego team moving fast.</li>
<li><strong>Growth. </strong>The learning curve is steep.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary Range: </strong>$150,000-$180,000, commensurate with experience</li>
<li><strong>Equity: </strong>Generous stock options awards and refreshers for top performers.</li>
<li><strong>Benefits: </strong>Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

### VP, Customer Success

URL: https://instalily.ai/careers/vp-customer-success-4330610009
Application: https://job-boards.greenhouse.io/instalilyai/jobs/4330610009
Department: Sales and Marketing
Employment type: Full-time
Locations: New York City
First published: 2026-09-09
Last updated: 2026-09-21

<div class="content-intro"><h2><strong>About InstaLILY</strong></h2>
<p><a href="https://portal.instalily.ai/i/homepage" target="_blank">InstaLILY</a> is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with <a href="https://portal.instalily.ai/i/lily" target="_blank">Lily™</a>, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at <a href="https://instalily.ai/" target="_blank">https://instalily.ai/</a>.</p>
<h3><strong>The Traction</strong></h3>
<p>Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.</p>
<h3><strong>How We Work</strong></h3>
<p>We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.</p></div><h2><strong>The Role</strong></h2>
<p>You'll be our VP of Customer Success, extending the reach of our Chief Growth Officer as the senior InstaLILY presence across our largest customer relationships. You'll lead our customer SWAT team - the function that gets customers stood up, keeps them successful on the platform, and steps in wherever needed: pilot workshops, post-POC escalations, complex account decisions. You also lead a team of Strategic Partners who own the day-to-day customer relationships across their portfolios, and senior Growth Analysts who lead pilot-to-production delivery alongside junior analysts.</p>
<p>The role is highly adaptable and evolving. It will change over time and won't strictly stay within these responsibilities. You'll bring your playbook and optimize ours - you're not starting from zero, but you're not stepping into a defined machine either. Expect the unexpected.</p>
<p>You'll report to our Chief Growth Officer.</p>
<h2><strong>What You'll Do</strong></h2>
<ul>
<li><strong>Personally show up on customer calls. </strong>You hold the executive-level relationships across our accounts, and step in whether that's a pilot workshop, a post-POC escalation, or a complex account decision.</li>
<li><strong>Own retention and expansion outcomes. </strong>Retention and expansion are the metrics that matter most; you drive them through how you run the customer relationships and the operating rhythm.</li>
<li><strong>Think ahead of the product. </strong>You anticipate what CS looks like 6 to 12 months out and prepare the team for it.</li>
<li><strong>Pattern recognition, judgment, and an anticipatory mindset. </strong>You read where accounts are going before the numbers confirm it, and you act on it rather than wait.</li>
<li><strong>Coach the team. </strong>You develop the team's judgment through feedback on their accounts, coaching in customer conversations, and modeling the standard yourself.</li>
<li><strong>Lead your Strategic Partners and Growth Analysts. </strong>Hire, coach, and grow the team that owns customer engagement day-to-day and pilot-to-production delivery.</li>
</ul>
<h2><strong>What You'll Need</strong></h2>
<ul>
<li><strong>10+ years in Customer Success leadership at enterprise SaaS.</strong></li>
<li><strong>Ongoing, multi-year enterprise contracts. </strong>You've owned relationships where success is measured over years and renewals, not one-time sales.</li>
<li><strong>You've moved the numbers at scale. </strong>You can point to specific gross retention, net retention, and expansion ARR you've moved across a portfolio of enterprise accounts, not just individual account wins.</li>
<li><strong>Strategic and commercial. </strong>You see 2-3 moves ahead on where an account is going and know how to shape a conversation into an expansion opportunity when the timing is right.</li>
<li><strong>Bring your playbook. </strong>You've built the retention and expansion motion at least once before. You can bring it, optimize what we already have, and take it further.</li>
<li><strong>Pattern recognition, judgment, and mindset. </strong>You've caught things others missed on accounts, and you can help newer team members develop that same instinct.</li>
<li><strong>Hands-on with the work. </strong>You're in a C-suite QBR and in the weeds of an account plan the same week.</li>
<li><strong>Tested through friction. </strong>You've held accounts through rocky implementations, executive turnover, and pricing pushback. Delivering outcomes matters more than keeping every conversation comfortable.</li>
<li><strong>Concise and structured. </strong>You think in structure and hold a clear point of view under pushback.</li>
<li><strong>AI-native, and thinking ahead of the product. </strong>You use AI seriously in your own work and have a view on where AI reshapes CS itself over the next 12 to 24 months.</li>
<li><strong>Comfort with ambiguity. </strong>You build the playbook as you go, and the role will evolve as we scale.</li>
<li><strong>Industry curiosity. </strong>You'll work with customers in industrial distribution, manufacturing, automotive, healthcare, and similar verticals. Industry experience is a plus; a willingness to deeply understand a customer's operations matters more.</li>
<li><strong>In-office availability. </strong>5 days/week in our New York office.</li>
</ul>
<h2><strong>What You'll Get</strong></h2>
<ul>
<li><strong>Real traction. </strong>The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.</li>
<li><strong>Deep partnerships. </strong>Backed by Insight Partners with deep ecosystem partnerships across Google, NVIDIA, and Microsoft.</li>
<li><strong>Customer impact. </strong>You'll drive measurable operational change inside the customers you own.</li>
<li><strong>Stage. </strong>Early enough to shape how InstaLILY runs customer relationships and expansion at scale.</li>
<li><strong>Culture. </strong>Offices in New York, San Francisco, and London. Sharp, low-ego team moving fast.</li>
<li><strong>Growth. </strong>The learning curve is steep.</li>
</ul>
<h2><strong>Compensation and Benefits</strong></h2>
<ul>
<li><strong>Salary: </strong>Commensurate with experience.</li>
<li><strong>Equity. </strong>Generous stock option awards and refreshers for top performers.</li>
<li><strong>Benefits. </strong>Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!</li>
</ul><div class="content-conclusion"><h2><strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">Quality Over Quantity</strong></h2>
<p>To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to&nbsp;<strong class="Yjhzub" data-sfc-root="c" data-sfc-cb="" data-complete="true" data-copy-service-computed-style="font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 600; margin: 0px; text-decoration: none; border-bottom: 0px rgb(0, 29, 53);">3 open requisitions at any given time</strong>. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.</p>
<p><em>InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.<br></em></p>
<p><em>We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team (<span><a href="mailto:lily.hiring@instalily.ai" target="_blank">lily.hiring@instalily.ai</a></span>).</em></p></div>

## News

### Celebrating Our $60 Million Series B (2026-08-17)

URL: https://instalily.ai/news/seriesb-celebration

Last week, InstaLILY AI celebrated the close of our $60 million Series B and the launch of Lily™, the first AI forward deployed engineer, alongside the team, investors, and clients who made it possible.

A business is only as strong as the team behind it, and last week we proved that on our SoHo rooftop.

InstaLILY AI team members, investors, and clients gathered together to mark our $60 million Series B and the launch of Lily™, the first AI forward deployed engineer. Unlike a traditional AI copilot, Lily™ goes into a business, learns how it works, and builds what the work needs, running the business with people always in control.


**The Three C's That Got Us Here**

We've grown fast, but we hold onto the same core values we started with. Our three C's:

1. **Customer:** We drive measurable results, and our customers' wins are our wins.

1. **Culture:** We foster a collaborative, in-office culture where everyone reaches their full potential.

1. **Code:** We build scalable AI solutions on reliable technology that never stops innovating.

Those tenets are what keep us grounded, even while we're moving full speed ahead.


**One Team, Four Cities**

It all started with a handful of people in 2023. Today, we're 130 strong across our NYC, San Francisco, London, and Toronto offices and for the occasion, teams flew in from every office to spend the week together at our New York headquarters. Beyond the celebration itself, it was a chance to work side by side with colleagues and clients who are usually connected by a screen rather than a room.


**Built by the People Who Show Up Every Day**

This milestone reflects the contributions of everyone who has been part of the InstaLILY journey: the clients who placed their trust in us, the investors who backed our vision, and the team members who have driven our progress at every stage, from the engineers behind Lily™ to the growth team that partners with our customers each day, and all those in between.

### InstaLILY Names Adam Isenberg Head of Distribution (2026-08-06)

URL: https://instalily.ai/news/welcome-adam-isenberg

Adam brings more than 14 years serving wholesale distribution, most recently at the National Association of Wholesaler-Distributors, to lead InstaLILY's work with distributors and manufacturers.

Your product only works as well as you know your customers. That belief sits at the center of how we build at InstaLILY, and it's why we're thrilled to welcome Adam Isenberg as our new Head of Distribution.

Adam spent more than 14 years at the National Association of Wholesaler-Distributors ([NAW](https://www.naw.org/)), working closely with executives and operators across the industry. He brings a rare combination of deep industry knowledge, trusted executive relationships, and a genuine passion for wholesale distribution, the kind of understanding that can't be faked or outsourced.

As Head of Distribution, Adam will lead our work with distributors, partnering directly with teams across the industry to identify high-value applications for AI: solving complex operational challenges, improving efficiency, and driving measurable business outcomes. He'll keep us focused on the problems that matter most to distributors, manufacturers, and other operationally intensive industries, and keep us close to operators as we scale.

*"After 14 years at NAW, I know how much value distributors create through judgment, relationships, and speed,"* said Isenberg. *"InstaLILY brings more of that knowledge into the systems people use every day. It helps teams respond faster, complete more of the work, and see where attention is most likely to produce the next order. I joined because those are problems distributors feel every day."*

Adam's arrival is part of InstaLILY's commitment to investing in the physical economy and its operators.

*"Distributors have spent decades building knowledge into their people, branches, systems, and customer relationships,"* said Sumantro Das, COO and Co-Founder of InstaLILY. *"Our job is to put more of that knowledge to work, so more demand becomes orders and the judgment of the best people reaches the whole company. Adam understands that progress in this industry is earned through trust and results. He will keep us close to the operators as we scale."*

Welcome to InstaLILY, Adam!

**[Read the full announcement →](https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/instalily-names-adam-isenberg-head-of-distribution-1203236)**

### From SF to London to NYC: Our Run Club Finds Its Stride (2026-07-14)

URL: https://instalily.ai/news/ai-operator-run-club

What began for us as a must-need morning run in San Francisco has become a three-city ritual - bringing AI operators, founders, and engineers together over miles logged and ideas exchanged.

Some of the best things we build start with a simple invitation to show up. Over the past few months, that invitation has taken the shape of a run.

Some of our most meaningful community moments have always happened over sports: pickleball, golf, and padel matches with builders across the country. The Run Club itself began in San Francisco in May, with founders gathering for a run along the Embarcadero. After two incredible runs there, the idea traveled with us.

From SF, we brought the Run Club to London. Our first run there took the team along the Thames, bringing together AI operators, founders, and engineers from across a city packed with talent within a few square miles, before ending back at the office over pastries and drinks.

Then, it came home to New York. Our first NYC run headed from Hudson River Park back to our SoHo office on a rainy (this didn’t stop anyone!) Saturday for coffee, pastries, and conversation with fellow AI builders. Seeing the team make time for their health and their minds, and trade sharp, curious perspectives along the way, is exactly the culture we are happy to be building at InstaLILY.

Whether it is running, pickleball, golf, or padel, we keep coming away having built something valuable. The Run Club continues across all three cities through the summer.

Want to join a run in San Francisco, London, or New York? Follow us on Luma to keep an eye for upcoming runs: [luma.com/instalily.ai](https://luma.com/instalily.ai)

### Inside Our Mission Rock Innovation Session with Hilti and Google DeepMind (2026-07-08)

URL: https://instalily.ai/news/innovation-session-sf

We brought together leaders from Google DeepMind, Hilti Group, ShipStation Global, Parts Town, and Applicate Commerce at our San Francisco office to talk about where AI is headed in the physical goods economy, and what it takes to move beyond experimentation.

The next generation of AI will be defined by how organizations capture and operationalize their expertise.

On July 7, we hosted leaders from Google DeepMind, Hilti Group, ShipStation Global, Parts Town, and Applicate Commerce at our Mission Rock office in San Francisco for an innovation session focused on where AI is headed in the physical goods economy, and what it takes to move beyond experimentation into production.

Through customer examples and open discussion, Sumantro Das, Iris Cheng, Raghav Sharma, Princess Buenaventura, and Rohan Freedman explored how organizations can capture institutional judgment, transform it into operational context, and enable autonomous AI agents to execute complex business workflows.

Matt Ridenour from Google DeepMind shared why the latest advances in foundation models are making enterprise-scale AI deployments increasingly practical.

The best part of these sessions is bringing together operators who are actively building and deploying AI. The conversations are candid, the lessons are practical, and everyone leaves with a clearer picture of where the industry is headed.

### Women in AI Closes Out New York Tech Week (2026-06-06)

URL: https://instalily.ai/news/women-in-ai-nyc-tech-week-2026

More than 600 founders, operators, and investors gathered at the Chief Clubhouse for one of the biggest Women in AI event of the season.

Women in AI, launched by InstaLILY in 2024, has become the largest operator-led community for women building and deploying the next generation of AI: more than 2,500 leaders across New York and San Francisco, with flagship events at the NYSE during NY Tech Week and SF Tech Week, and past speakers from Google DeepMind, Salesforce, Meta, Wayfair, and beyond.

On Friday, June 5, we closed out New York Tech Week with our biggest gathering of the season: over 600 women registered, at the Chief Clubhouse in NYC, in partnership with Wilson Sonsini.

Moderated by Sasha Newman-Oktan, Chief of Staff at InstaLILY, the panel spanned the entire value chain of AI: from founding engineer to venture investor to industrial CEO:

- **Iris Cheng** - Founding Software Engineer, InstaLILY

- **Megan Baier** - Partner, Wilson Sonsini

- **Crissy Costa Behrens** - Managing Director, Insight Partners

- **Susan Scutt** - Managing Director, Vannin Chief of Staff

- **Sarah Shannon Calfee** - CEO, Copper State Bolt & Nut

The question Sasha put to the panel: what differentiates the companies getting real value from AI? Everyone kept circling the same answer: the technology is becoming a commodity, and the real edge is everything built around it: the team, the judgment, the trust. As Megan Baier put it, human decision-making is getting scarcer and more valuable as automation speeds up, and most AI projects fail not on the technology but on execution and change management. The companies winning AI deployments are the ones governing it with a judgment layer.

To our panelists and to Wilson Sonsini: thank you for the thoughtful conversations, and for giving this community so much to take home.

### Rare Connections: The Healthcare AI Innovation Summit with Kedrion (2026-06-04)

URL: https://instalily.ai/news/kedrion-x-instalily-summit-2026

During New York Tech Week, InstaLILY AI and Kedrion Biopharma brought 100+ healthcare, AI, and investment leaders to the SoHo office to answer one question: where does AI move the needle for patients today?

On June 3, during New York Tech Week, InstaLILY and Kedrion Biopharma co-hosted the *Rare Connections: Healthcare AI Innovation Summit* at our SoHo office. Co-founders Amit Shah and Sumantro Das kicked off an afternoon that brought together more than 100 leaders, biopharma operators, manufacturers, distributors, specialty and infusion providers, health systems, diagnostics, investors, and the people building the models, around a single question: where does AI move the needle for patients today? The conversation traced three layers of healthcare that AI is changing.

#### **AI is patterning rare disease data to help save lives**

Kedrion's Chief Research and Innovation Officer, Andrea Caricasole, described how plasma holds thousands of proteins, but the industry turns only about two dozen into therapies and discards the rest as waste. AI now screens those discarded fractions at scale, prioritizing the most promising proteins and mapping them to ultra-rare diseases that have no treatment today. Work that once would have taken a lifetime now happens in a fraction of the time.

#### **AI turns commercial execution data into next best actions**

InstaSales™, InstaLILY's proprietary platform now deployed across large enterprises and all of Kedrion's U.S. commercial teams, captures and codifies field knowledge and serves it back as next best actions. The instincts that set a top performer apart can now scale to the entire team.

#### **AI compresses the time between referral and treatment**

Specialty pharmacy leaders from Soleo Health, Vital Care, and Local Infusion described how AI is closing the gap from referral to treatment, fighting payer denials in real time, and removing the administrative barriers that keep patients waiting.

#### **A view from the frontier**

Paige Bailey and Matt Ridenour from Google DeepMind joined us to show the room what today's most powerful models can do, including Gemini Live taking a medical report, generating a clinical interpretation, and communicating the findings in any language. Every disruptive technology has transformed these layers; AI scales them further.

Our thanks to Kedrion Biopharma and to every leader who spent the day doing the work with us, proof of a partnership that keeps moving science closer to patients.

### Creating Operating Leverage with AI: Our Panel at Boston Tech Week (2026-05-29)

URL: https://instalily.ai/news/boston-tech-week-2026

At Boston's Tech Week 2026, InstaLILY AI hosted an exclusive panel and mixer for the private-equity community on turning AI into real operating leverage across portfolio companies.

Boston held its first Tech Week this year, and we wanted to establish a presence in a city where so much of the private-equity and operations world lives. On Thursday, May 28, at Tishman Speyer's ZO Clubhouse on 125 High Street, we hosted “Creating Operating Leverage with AI,” an exclusive panel and networking mixer for PE operating partners on AI value creation, in partnership with Studio by Tishman Speyer.

Our strategic advisor Vir Kashyap moderated, joined by:

- **Emily A. Chien** - Executive Fellow, Harvard Business School; former IBM AI Global Offering & Partnerships Leader

- **Janet Michel** - VP of Global Parts Operations & Supplier Partnerships, PartsSource (a Bain Capital portfolio company)

- **Ritwick Rane** - Chief Transformation Officer, PDC Brands (a CVC-backed portfolio company)

The question at the center: are you deploying AI into the right workflows, or degrading portfolio value? The discussion followed how human oversight applied to the wrong decision layer actively degrades portfolio outcomes. Before mandating governance controls, operators need to map the decision architecture first, which workflows compound value with human judgment, and which ones just add latency and risk.

Many of InstaLILY's customers are PE-owned, and the conversation reflected it: practical, numbers-first, and focused on the messy, manual side of distribution, supply chain, and field services.

For more PE-focused events and conversations, [follow us on Luma](https://luma.com/instalily.ai).

### InstaLILY Launches the Small Data Center, Extending Autonomous AI to the Physical Economy (2026-05-28)

URL: https://instalily.ai/news/small-data-center

First unveiled on stage at Y Combinator x Google DeepMind Startups Day, the Small Data Center brings always-on, autonomous AI to where the work truthfully happens. Learn more at sdc.instalily.ai.

InstaLILY has launched the Small Data Center (SDC), a new extension of the InstaLILY platform that brings autonomous AI directly to where work happens. For a decade, enterprise AI has been a tradeoff: the cloud was smart but slow, the edge fast but limited. You always had to pick one. The Small Data Center delivers both, in one orchestrated architecture.

Built with Google and NVIDIA, the SDC pairs Gemini 3 Pro in the cloud for deep reasoning with Gemma on NVIDIA DGX Spark at the edge for real-time execution. At the center is **InstaBrain™**, the orchestration layer and the company's system of action, which captures how a business works, pricing logic, service history, policies, playbooks, workflow context, and operating judgment, and routes every workload to where it belongs, on cost, latency, and watts.

Always-on means your AI does not stop. Not when the cloud slows. Not when the bandwidth drops. Not when the bill spikes.

#### **The performance case**

In edge deployments for structured operational tasks, InstaLILY's Gemma-based candidate model achieved a 100% task success rate. Compared with larger baseline models, the local deployment delivered roughly 4x throughput, 76% lower median latency, and 74% lower per-request serving cost.

#### **The business case**

InstaLILY's architecture has already reduced field-team training time by 60%, compressed logistics case routing from 15 minutes to 3 minutes, and generated a 10% revenue uplift for industrial distributors by accelerating quote turnarounds.

*The next decade of AI will not be won by the biggest model. It will be won by the smartest watt.*

Learn more about The Small Data Center here: [sdc.instalily.ai](https://sdc.instalily.ai/)

Read the full announcement on [Business Wire](https://www.businesswire.com/news/home/20260527505925/en/InstaLILY-Launches-the-Small-Data-Center-Extending-Autonomous-AI-to-the-Physical-Economy)

### Building AI for Enterprise: A Fireside with Google at Toronto Tech Week (2026-05-26)

URL: https://instalily.ai/news/toronto-tech-week-2026

We opened Toronto Tech Week alongside Google for Startups: a fireside between CEO Amit Shah and Google's Naveen Nigam, and drew 600+ signups on day one.

On May 25, InstaLILY made its Canadian debut, hosting the opening night of Toronto Tech Week alongside Google for Startups. Our Co-Founder & CEO Amit Shah sat down with Naveen Nigam, Head of Developer Relations, Americas at Google, for a fireside on what it takes to move AI out of the pilot phase and into the systems that run businesses.

The response was immediate: more than 600 signups on day one! Amit traced the line from InstaLILY's early days in the Google Accelerator to the launch the company is hitting now, and left the room with a single idea.

*Specialization built the last decade. Learning speed builds the next. - Amit Shah, Co-Founder & CEO*

The fireside also surfaced what may be the most important tip for the next generation of AI professionals: it is no longer possible to be a true professional by being good at just one thing. To stay on top in an AI world, you have to be your own engineer, analyst, and strategist at once: self-provoked, moving across disciplines instead of settling into a single lane. And in the end, it isn't IQ that gets you there. It's LQ - your learning quotient, how fast you can absorb and adapt as the technology moves.

Toronto gave us that same energy back, and with an office in the city on the horizon, we're just getting started.

### InstaLILY Takes the Stage at Y Combinator x Google DeepMind Startups Day (2026-04-24)

URL: https://instalily.ai/news/y-combinator-x-google-deepmind

Co-founders Amit Shah and Sumantro Das took the stage alongside Demis Hassabis and Garry Tan to unveil the Small Data Center.

Y Combinator and Google DeepMind brought founders together for YC x Google DeepMind Startups Day in San Francisco, headlined by a fireside chat between Demis Hassabis, Co-Founder & CEO of Google DeepMind, and Garry Tan, President & CEO of Y Combinator, on the future of AI.

Two years of pushing the boundaries of what autonomous AI can do brought our co-founders Amit Shah and Sumantro Das to one of the most significant rooms in AI. On stage alongside Demis Hassabis, Garry Tan, and the Google DeepMind team, they unveiled the Small Data Center: InstaLILY's hybrid architecture for bringing always-on, autonomous AI to the edge of the physical economy.

*Standing alongside Demis Hassabis at Y Combinator x Google DeepMind Startups Day was both an honor and a reflection of how far this partnership with Google DeepMind has come. - Amit Shah, Co-Founder & CEO*

The message we brought to the room: AI's next constraint isn't model capability. It's the grid. On the front line of the physical distribution economy, “offline” isn't an option, and the Small Data Center is how we make sure intelligence is always on, wherever the work happens.

[Read more about the Small Data Center →](https://sdc.instalily.ai/)

### InstaLILY AI Opens San Francisco Office (2026-03-09)

URL: https://instalily.ai/news/sf-office-opening

From New York to the Bay: InstaLILY AI marks a new chapter with the launch party of its Mission Rock office, and a night that set the tone for what's ahead.

On February 27th, 2026, InstaLILY AI officially opened its new office in Mission Rock, San Francisco, celebrating the milestone that same evening with a launch party co-hosted with Google DeepMind.

The space, established in partnership with Studio by Tishman Speyer, serves as InstaLILY AI's new San Francisco home. Designed around an open-space concept, the office features expansive collaboration tables, private booths, discussion areas, and a dedicated workspace for the InstaLILY AI team, purpose-built for a company that has no plans of slowing down.

The launch party welcomed 150+ guests: Bay Area industry leaders, InstaLILY clients and investors, and the competing teams of the Google DeepMind × InstaLILY AI Hackathon, held the following morning. The evening featured a signature cocktail, The Manhattan, a nod to InstaLILY's home base in New York City, live-coded music by a local SF AlgoRave DJ, and a ribbon cutting by Co-Founder & CEO Amit Shah, Co-Founder & COO Sumantro Das, and InstaLILY's clients and investors. Rightfully so, the moment became the highlight of the night, a fitting punctuation on one of the most significant milestones in InstaLILY AI's fast-growing story.

### Cultural Fluency Summit 2025: Agentic AI Is Closing the Culture Loop (2025-11-07)

URL: https://instalily.ai/news/cultural-fluency-summit-2025

At the Cultural Fluency Summit hosted by Collage Group and SiriusXM, InstaLILY AI’s Amit Shah explored how agentic systems are closing the loop between culture and its creators, transforming authenticity from messaging to mechanism design.

#### **The Age of Agentic Code**

At the summit, Shah posed a simple but urgent question:

What happens when the code that once distributed culture starts to act inside it?

Every generation of technology has changed how meaning spreads.Television broadcast it.The internet connected it.Algorithms curated it.Generative AI personalized it.

Now, with agentic systems, meaning itself is becoming autonomous.

“We are moving from mass communication to mass customization of meaning,” Shah said. “People will expect all of their exposure not just curated, but generated, and soon, acted upon, for them.”

Shah emphasized that this transition is structural. For decades, culture was mediated by its drivers. Now, agentic systems are responding to and reshaping culture in real time. The loop is closed.

This evolution, he explained, changes how brands and organizations participate in culture itself. Marketing no longer writes to a known culture. It designs systems that operate *within* it as it evolves, shifting the focus from authentic messaging to operational authenticity.

#### **Authenticity as Governance**

Shah’s presentation underscored the emerging frontier of AI governance: the discipline of ensuring that intelligent systems act in alignment with organizational values and cultural context.

When the future of cultural fluency isn’t in messaging but in mechanism design, how your systems learn, decide, and act will define what your brand means.

“When you think about cultural fluency, do not think of it as distinct from code that surrounds us,” Shah reminded the audience. “Take time and energy to understand how code is being expressed.”

For executives, that means reframing authenticity as a governance question. When a pricing agent negotiates discounts, or when a service agent decides which issue to escalate, those decisions express your values in real time.

Once culture becomes autonomous, it mirrors the integrity of whoever builds the system.

#### **InstaLILY’s View**

At InstaLILY, this conversation reinforces our focus on designing AI systems that act autonomously while staying aligned with human and organizational intent.

Cultural fluency and operational fluency are converging. The ability to govern intelligent systems with clarity and accountability will define the next generation of enterprise AI.

To lead in this era, organizations must ensure their systems go beyond performing tasks and embody principles.

### How SRS Distribution and InstaLILY Prove Leadership Drives Adoption (2025-10-21)

URL: https://instalily.ai/news/srs-instalily-leadership-drives-adoption

SRS Distribution's partnership with InstaLILY has turned into an industry-wide learning platform, proving that collaboration is driving the next phase of growth.

"It’s a case study in how distribution leaders can engage with emerging technology not as passive buyers of software, but as co-creators of new growth engines." - *Modern Distribution Management*

SRS Distribution’s partnership with InstaLILY shows how AI in distribution is about leadership. What began as a pilot to fix sales bottlenecks for frontline reps has now scaled to 1,000 salespeople across 760 branches. The rollout is fueling The Home Depot’s broader professional expansion following its 2024 acquisition of SRS. At the SRS Distribution Inc. x InstaLILY AI Innovation Summit on Sept. 4, both companies turned that success into an industry-wide learning platform, proving collaboration is driving the next phase of growth.

**Read the full article on the***** ******[MDM website](https://www.mdm.com/article/technology/ai/how-srs-distribution-and-instalily-are-rewiring-growth-with-ai/)***

*Excerpt and link provided for reference. Please visit the original article on MDM for full context.*

### NACD Directors Summit 2025™: Governing the Autonomous Enterprise (2025-10-20)

URL: https://instalily.ai/news/nacd-directors-summit-2025

At this year’s NACD Directors Summit™, one theme rose above all others: boards are no longer governing systems that inform humans - they are now governing systems that act. In the featured session, AI Agents and the Enterprise: What Every Board Member Needs to Know, InstaLILY CEO Amit Shah explained how autonomous AI agents are reshaping operations, accountability, and board oversight.

#### **From Advisor to Actor**

For two decades, enterprise technology produced reports, dashboards, and recommendations. Today, agentic AI has crossed a fundamental threshold: AI has entered the flow of execution, making real decisions that shape outcomes across the enterprise. Modern AI agents can initiate refunds, reroute freight, update pricing, issue customer communications, or move money across systems in real time.

Shah put it plainly:

*“Once a machine can take action, not just provide insight, every governance model built for the last decade becomes outdated.”*

This new execution reality creates a widening gap: AI now operates at machine speed, while governance remains anchored to quarterly rhythms and human-speed assumptions. That gap is becoming one of the most urgent emerging risks facing boards.

#### **The New Accountability Questions for Directors**

Shah emphasized that boards must shift from AI curiosity to AI accountability. Directors should be asking:

- Where are autonomous agents running in production, and what actions are they authorized to take?

- Which triggers force escalation back to a human; spending limits, customer impact, or compliance risk?

- How is agent performance measured in business outcomes, not vendor promises or internal enthusiasm?

- When an AI-initiated action goes wrong, who owns the outcome; the system owner, process owner, or P&L leader?

These are not technical questions. They are fiduciary questions, and they’re central to a board’s duty of care.

#### **A Five-Pillar Model for Agentic Oversight**

To help boards govern this new class of digital workers, Shah introduced a five-pillar framework rooted in enterprise deployments:

This model reflects the core principles of governing autonomy: transparency, control, auditability, and human authority.

#### **Preparing for the Digital Workforce Era**

Shah closed with a direct call to action: autonomous AI agents will form the enterprise’s digital workforce, working *alongside* people - not replacing them. The organizations that apply discipline in how they govern this shift will move faster, operate leaner, and outperform those that hesitate.

*“Boards don’t need to be AI experts. They need to set expectations, demand evidence, and enforce accountability before autonomy scales.”*

InstaLILY continues to lead on this frontier, helping enterprises deploy autonomous agents with the control, visibility, and governance rigor the modern era requires.

### InstaLILY Launches AI Agents on Google Cloud Marketplace (2025-10-20)

URL: https://instalily.ai/news/ai-agents-google-cloud-marketplace

After graduating from the Google Cloud ISV Startup Springboard program, InstaWorkers™ are now available on Google Cloud Marketplace.

**NEW YORK, October 20th, 2025** - InstaLILY AI today announced that its flagship AI agents, InstaWorkers™, are now available on [Google Cloud Marketplace](https://cloud.withgoogle.com/agentfinder/product/288d6c22-1116-4926-ab57-5146b41a7d8f/), making it easier for enterprises to adopt AI Teammates that automate complex workflows and drive measurable business outcomes.

The listing expands InstaLILY’s work with Google Cloud after graduating from the Google Cloud ISV Startup Springboard program, and builds on the company’s ongoing collaboration with Google DeepMind, making cutting-edge AI research instantly actionable for operators across distribution, manufacturing, and supply chain environments.

InstaLILY AI’s mission is simple: Human + InstaLILY = Superhuman. By making its solutions available on Google Cloud Marketplace, customers can now deploy AI agents faster and with less friction, realizing immediate benefits:

- Converting and retaining customers with real-time response and resolution tools

- Reducing costs through AI-powered workflows that replace repetitive tasks

- Acting faster by turning real-time signals into automated action

“Making InstaWorkers™ available on Google Cloud Marketplace is a significant milestone in our mission to reimagine how work gets done,” said Amit Shah, Founder and CEO of InstaLILY AI. “By working with Google Cloud, we’re bringing trusted, enterprise-grade AI to the frontlines, helping operators unlock efficiency, resilience, and growth at scale.”

InstaLILY’s AI agents are purpose-built for distribution, supply chain, and industrial operators. Core capabilities include:

- AI-driven workflow automation across sales, service and operations teams.

- Cloud-native deployment, integrating with Google Cloud infrastructure.

“Our AI agents are already powering sales, services and operations workflows at enterprise scale,” added Sumantro Das, Co-Founder and COO of InstaLILY AI. “Google Cloud Marketplace gives customers a faster path to deployment, with all the flexibility and security they expect from modern infrastructure.”

**Collaboration Background**

InstaLILY’s collaboration with Google Cloud goes beyond cloud deployment, it’s about redefining how enterprises build and own their own intelligence.

Through its InstaBrain™ architecture, InstaLILY helps companies distill their institutional knowledge, data, and decision logic into private, domain-specific small language models (SLMs). These “company brains” serve as the memory, reasoning, and context layer that powers the company’s AI teammates (the InstaWorkers™) who execute work autonomously inside enterprise systems.

In collaboration with Google Cloud and Google DeepMind, InstaLILY has operationalized this architecture using Google’s Gemini 2.5 Pro series of models as the “teacher” models and the Gemma family of models as the “students,” enabling each customer to fine-tune their own SLM securely on Google Cloud infrastructure. This has made it possible to go from prototype to production in weeks, not months, and to deploy AI agents that are both cost-efficient and deeply contextual to each enterprise.

The result: Every company can now build its own brain, a living intelligence layer that learns from its people, processes, and systems, and connect it to an AI workforce that acts with the same precision, reliability, and context as its best employees.

“Through the Google Cloud ISV Startup Springboard program, we aim to empower promising companies with Google Cloud’s impactful programs, products, and expertise,” said Ritika Suri, Managing Director, AI and Data Partnerships at Google Cloud. “We’re enabling the selected companies to leverage Google Cloud’s advanced AI technologies - and in the case of InstaLILY, to empower companies with distribution, manufacturing and supply chain operations with AI to improve business outcomes at scale."

**About InstaLILY AI**

InstaLILY is the platform for hiring AI Teammates who already know your industry vertical. Its domain-trained AI agents - called InstaWorkers™ - execute the core sales, service, and operations workflows of distribution-heavy and regulated businesses. Built for execution and immediate impact, InstaWorkers™ plug into your existing tools to deliver value from day one. Learn more at **[www.instalily.ai](http://www.instalily.ai/)**.

### InstaLILY Selected for Inaugural Google for Startups Gemini Founders Forum (2025-10-17)

URL: https://instalily.ai/news/gemini-founders-forum

Google chose 53 startups to shape the future of AI. InstaLILY AI is one of them.

InstaLILY AI has been selected as one of just **53 startups worldwide** to join the inaugural **Google for Startups Gemini Founders Forum**, chosen from nearly **1,000 applications**. The program brings together founders building with Google Cloud’s AI stack and Gemini models to shape the future of intelligent systems.

Hosted at **Google’s Mountain View headquarters on November 11 - 12**, the two-day summit convenes founders, and experts from **Google**. Participants will collaborate directly with Google experts to tackle deep technical challenges, refine product strategies, and scale globally.

InstaLILY’s AI Teammates (**InstaWorkers™**) help B2B teams automate complex workflows from sales operations to service and fulfillment, by acting inside the systems enterprises already trust. Deployed across large distribution and manufacturing environments,** InstaWorkers™ **are already automating sales logic, increasing response speed, and driving measurable efficiency gains.

The **Google for Startups Gemini Founders Forum** offers more than mentorship: participants gain exposure to Google’s AI ecosystem, hands-on sessions with experts, and access to resources available through the Google for Startups Gemini Kit, which includes tools, training, and up to **$350,000 in Google Cloud credits **for eligible startups. The Forum provides an opportunity to collaborate directly with **Google Cloud**, **Google DeepMind**, and **Google for Startups** teams, helping founders strengthen their technical foundations and refine product strategy with the latest Gemini capabilities.

For InstaLILY AI, this partnership reinforces the company’s mission to transform **systems of record into systems of action**, enabling enterprise teams to achieve **superhuman results** through orchestrated AI execution inside their existing systems.

By building with **Google Cloud** and participating in the evolving **Gemini ecosystem**, InstaLILY continues to advance its roadmap toward more capable, **context-aware InstaWorkers™** - AI Teammates designed to reason, decide, and act autonomously across complex B2B workflows.

As the team prepares to join fellow founders in Mountain View, InstaLILY looks forward to sharing insights from the summit on how autonomous systems are moving from demos to deployment, and how real-world enterprises are scaling AI responsibly.

### Women In AI Breakfast & Coffee at SF Tech Week 2025 (2025-10-17)

URL: https://instalily.ai/news/women-in-ai-2025-sf

InstaLILY was proud to host the Women in AI Breakfast & Coffee during SF Tech Week 2025.

During SF Tech Week by a16z, we had a full house at Digital Jungle SF for our **Women in AI Coffee & Breakfast**, hosted by **InstaLILY AI** and **Wilson Sonsini Goodrich & Rosati**.
Our panel, *“Beyond Intelligence: When AI Starts to Act,”* was moderated by **Sasha Newman-Oktan**, Chief of Staff at InstaLILY, and featured invaluable insights from:

- **Hilary Headlee**, Advisory Leader, Insight Partners

- **Vivienne Wei**, COO, Unified Agentforce Platform at Salesforce

- **Paige Bailey**, AI Developer Relations Lead, Google DeepMind

- **Lianna Whittleton**, Partner, Wilson Sonsini Goodrich & Rosati

Together, they shared an inspiring and pragmatic conversation on:

- What it truly takes to drive transformative AI adoption inside large organizations

- How the legal and ethical frameworks are evolving alongside innovation

- Where AI is accelerating most rapidly in real-world development

- What kind of AI future we want to build over the next five years

The discussion revealed how deeply AI is beginning to reshape the workforce: from CEOs formally integrating agents into organizational structures to the rise of **Agent Managers**, leaders responsible for guiding and evaluating AI teammates in real time. Yet the hardest part isn’t deploying the technology; it’s helping organizations evolve around it. As the panelists noted, true success depends as much on change management as it does on innovation itself.

Each story and insight reminded us that the future of AI will be led by people who know how to connect technology with purpose.

A heartfelt thank-you to our panelists for bringing their candor, leadership, and vision to the room, and to everyone who joined us for a morning of caffeine, connection, and conversation.
We can’t wait to continue the dialogue next year.

Enjoy some pictures and a video recap of the event below - see you next year!

### InstaLILY Raises $25M to Bring AI Teammates to the Frontlines of Distribution (2025-09-02)

URL: https://instalily.ai/news/instalily-series-a-funding

Vertical AI platform deploys domain-trained agents, called InstaWorkers™ to automate sales, service, and operations across industries that rely on complex distribution.

New York, New York -- InstaLILY AI, the maker of AI Teammates for the world's most operationally intensive industries, today announced a $25 million Series A funding round led by global software investor Insight Partners, with participation from Perceptive Ventures and Marvin Ventures.

InstaLILY is pioneering a new way to bring AI into the enterprise: instead of stitching together tools or building automation flows, companies can now **hire vertical-specific AI Teammates - called InstaWorkers™ - that execute actual work inside legacy systems of records** like ERPs, CRMs or any existing software tools.

**Purpose-Built for Execution, not just Automation**

The platform is purpose-built for distribution-heavy verticals where automation has historically failed. These industries - from physical goods like industrial parts to services like insurance and healthcare - depend on large catalogs, specialized knowledge and fragmented tools, creating high-volume, multi-step work that consumes expert human time. InstaWorkers™ solve this by being trained on the domain-specific processes unique to these industries, navigating their complex software environments without rip-and-replace, and executing full workflows autonomously.

Here's how InstaWorkers™ get the job done:

- **Understand Your Business:** They are trained on the domain-specific processes, documentation, and systems unique to your industry.

- **Work Across Your Tools:** They navigate fragmented software environments (CRMs, ERPs, ticketing platforms) without requiring costly rip-and-replace projects.

- **Execute, Not Just Advise:** They autonomously complete full workflows, with options for human-in-the-loop oversight, moving beyond simple suggestions to take decisive action.

*"We kept hearing the same thing: AI copilots are useful, but they don't* ****do**** *the work," said* *Amit Shah, Founder and CEO of InstaLILY. "InstaWorkers™ are different. They're AI Teammates - built to execute, not just suggest next steps. That's the promise of Code-as-Work: AI that radically expands human capacity, not replaces it."*

**InstaWorkers™ on the Job**

Customers are already deploying teams of InstaWorkers™ to augment their sales, service, and operations staff - with many seeing immediate results:

- A $10B+ construction-supply distributor is empowering its 1,500+ managers with an AI Sales support team. The InstaWorkers™ turn sales data into actionable follow-ups, allowing managers to spend more time on strategic account growth and coaching their teams.

- One of the largest global OEM equipment platforms deploys AI service specialists to support its field technicians. These InstaWorkers™ analyze complex fault descriptions and predict the most likely replacement part from thousands of SKUs, empowering technicians to focus on high-stakes repairs and customer service.

- A PE-backed insurance and healthcare services provider staffed an AI claims operations team to handle high-volume denials. The InstaWorkers™ extract policy and claim data, evaluate it against coverage rules, flag appealable cases, and generate compliant responses - reducing manual review time by 70% and accelerating resolution cycles.

**Real Execution, Not Just Assistance**

InstaLILY doesn't just assist - it executes. While horizontal AI platforms focus on summarization, chat, task routing, or surface-level automation, InstaLILY delivers deep, decision-oriented execution. InstaWorkers™ take ownership of the high-stakes, high-variation workflows that drive revenue and service outcomes, such as quoting, issue triage, part validation, and exception handling. This isn't robotic process automation; it's domain-trained intelligence built to operate across legacy systems, tribal processes, and real-world complexity.

"These aren't chatbots," said Sumantro Das, Co-founder and COO of InstaLILY. "They're AI Teammates who are embedded in the team and doing the work, not floating around it."

**Investor Perspective**

"Hiring a domain-trained AI Teammate is one of those rare ideas that's both intuitive and built to scale," said Crissy Costa Behrens, Principal at Insight Partners. "InstaLILY is executing where horizontal AI tools stall - delivering vertical AI that doesn't just assist but actually owns outcomes. With InstaWorkers™, InstaLILY is helping build a better future of work: grounded in actions, not suggestions."

**What's Next**

With this Series A funding, InstaLILY will expand its catalog of pre-trained InstaWorkers™ across new verticals, deepen integration support for common enterprise systems, and accelerate adoption across sales, service, and operations teams to help customers scale AI Teammate deployments without disrupting their existing workflows. The team is now extending multimodal capabilities even further, enabling agents to process voice and video inputs - unlocking new use cases in field service, contact centers, and human-agent-robot collaboration.

**About InstaLILY**

InstaLILY is the platform for hiring AI Teammates who already know your industry vertical. Its domain-trained AI agents - called InstaWorkers™ - execute the core sales, service, and operations workflows of distribution-heavy and regulated businesses. Built for execution and immediate impact, InstaWorkers™ plug into your existing tools to deliver value from day one.

**About Insight Partners**

Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of December 31, 2024, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 800 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has offices in London, Tel Aviv, and the Bay Area. Insight's mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO. For more information on Insight and all its investments, visit www.insightpartners.com.

### Women In AI Breakfast & Coffee at NY Tech Week 2025 (2025-06-06)

URL: https://instalily.ai/news/women-in-ai-2025-ny

InstaLILY was thrilled to host Women In AI Breakfast & Coffee at NY Tech Week 

During NYTechWeek, we welcomed a full house to our annual WomeninAI Breakfast at NYSE with AI Trailblazers!

Our panel, “The Operators: Building AI from the Inside Out” was moderated by our Product & Growth Lead Sasha Newman-Oktan featuring several amazing and inspiring women who are leading at the forefront of the industry:

- Chloe Myshel Burke: AI Policy Lead, Meta

- Margaret Pierson: Director of ML, Wayfair

- Amanda Bickerstaff: CEO, AI for Education

- Diane Yu: CEO, Tidalwave

- Iris Cheng: Founding SWE, InstaLILY AI

Some key takeaways and lessons:

- Knowing what data to erase is just as critical as knowing what to keep - essential for user trust and privacy.

- Accurate, inclusive datasets help models avoid replaying biases and give a voice to communities traditional data may overlook.

- Responsible and ethical AI is a team sport. We all play a part in keeping AI fair and compliant amid evolving global regulations.

To our star panelists: Thank you for sharing your real, thoughtful stories and for giving us so much to bring home with us and dive deeper into. Your time and insights are invaluable!

Enjoy a quick video recap  - and see you next year!

### Women In AI Breakfast & Coffee at SF Tech Week (2024-11-08)

URL: https://instalily.ai/news/women-in-ai-2024-sf

InstaLILY was thrilled to host Women In AI Breakfast & Coffee at SF Tech Week 

Empowering diverse voices in AI isn’t just the right thing - it's smart business.

Recently, we gathered over 400 visionary women at our Women in AI event at SF Tech Week to celebrate the pivotal role women play in advancing the field.

Diverse perspectives make AI more resilient, insightful, and attuned to the complexities of the modern business landscape. When asked where AI would be in 10 years, one attendee noted, “AI will be as pervasive as WiFi” - a clear reminder of the importance of designing technologies in a way that serves and reflects their vastly diverse user base.

At Instalily, our approach to AI extends beyond automation. By integrating diverse perspectives, we design solutions that align with the goals, values, and unique challenges of today’s enterprises. This approach allows us to address the complexities of customer interactions, supply, and distribution, delivering lasting value for B2B organizations worldwide.

### Women In AI Breakfast & Coffee at NY Tech Week (2024-06-07)

URL: https://instalily.ai/news/women-in-ai-2024

InstaLILY was thrilled to host Women In AI Breakfast & Coffee on Friday, June 7th! 

As a part of New York Tech Week, Instalily was thrilled to host Women In AI Breakfast & Coffee on Friday, June 7th! We were excited to welcome women in the AI space who were revolutionizing the field of artificial intelligence and bringing fresh perspectives and innovative solutions to some of the industry's most pressing challenges. We had a full capacity turnout, and it was inspiring to see so many passionate and talented individuals come together to celebrate and discuss the rapidly changing AI ecosystem.

Our panelists led a fantastic conversation about the pivotal roles women have played and continue to play in shaping the future of AI. From groundbreaking research to innovative applications, women are driving significant advancements and setting new standards in the industry.

Following the tremendous success of the event, Instalily aspires to continue advancing the Women in AI initiative. We hope to organize virtual communities on platforms such as Slack and Discord to bring together women from all areas of the AI domain. We also plan to host in-person events to foster a dynamic community where members can share industry insights and offer mutual support.

The journey doesn't end here - it's just beginning!

### InstaLILY Office Opening (2023-08-28)

URL: https://instalily.ai/news/instalily-office-opening

The company celebrates on the rooftop of their new SoHo office.

Found within Cubico’s office spaces at 433 Broadway, Instalily’s workspace is a dynamic hub for innovation and development. The grand opening ceremony, attended by industry leaders, investors, and dedicated employees, underscored the company’s unwavering dedication to creating an exceptional environment that nurtures creativity, catalyzes transformation, and enhances productivity.

#### Marking a New Milestone

The decision to transition back to an in-person office setup was driven by a profound commitment to understanding and addressing the needs of the team. Each member has consistently gone above and beyond to provide support and encouragement to one another, building each other up to achieve greater heights than they could on their own. The remarkable adaptability in responding to evolving circumstances stands as a testament to the team’s capabilities, reflecting the unshakable confidence that both leadership and investors place in their talents.

Amit closed off the evening with the following statement concluding an evening held in appreciation for the company's partners and investors:

"We are trying to not just walk with mortals, but to fly with the astronauts; so that's our vision."

For a shorter index of this site, see https://instalily.ai/llms.txt