insightsoftware

Consultant

• Lead and execute end-to-end Certent Equity Management implementations for enterprise clients.
• Configure and validate equity plan data including grants, vesting schedules, exercises, releases, cancellations, and expirations.
• Perform and oversee detailed reconciliations between Certent and payroll systems, HRIS platforms, broker/transfer agents, and general ledger.
• Identify and resolve discrepancies in participant records, tax withholding data, share counts, and transaction histories.
• Partner with client equity administration and finance teams to define reconciliation processes and establish controls.
• Translate complex client requirements into system configurations and documented reconciliation workflows.
• Support data migration efforts including validation, cleansing, and post-migration reconciliation.
• Serve as an escalation point for reconciliation-related issues during implementation and hypercare periods.
• Contribute to internal knowledge base development, delivery methodology improvements, and peer mentoring on Certent best practices.

• Lead and execute Certent Equity Management implementations
• Configure and validate equity plan data
• Perform detailed reconciliations and identify discrepancies
• Collaborate with client teams to establish processes
• Support data migrations and serve as escalation point

Financial Planning and Analysis

• Serve as the dedicated finance partner to multiple BU Presidents, providing financial counsel to support strategic planning, investment decisions, and operational execution.
• Participate in BU leadership meetings, offering financial perspective on product strategy, go-to-market initiatives, pricing, and resource allocation.
• Translate financial data into business narratives that enable BU leaders to make informed, timely decisions.
• Lead the annual budgeting process and ongoing forecasting for assigned business units, ensuring alignment with corporate financial targets.
• Develop and maintain detailed financial models to evaluate business performance, scenario planning, and growth opportunities.
• Provide variance analysis and communicate key financial drivers to BU Presidents and senior finance leadership.
• Own the monthly and quarterly financial reporting cadence for assigned business units, including P&L management, KPI dashboards, and executive commentary.
• Design and maintain management reporting frameworks that provide real-time visibility into BU performance.
• Partner with BU Presidents to manage headcount planning, cost optimization, and resource prioritization.
• Support financial due diligence and post-acquisition integration activities for BU-specific transactions.

Finance Director

Manager

• Align global teams around a clear and compelling vision, strategy and product roadmap that inspires all key stakeholders
• Ownership and accountability for the business growth strategy, deliverables, go-to-market strategy, and P&L
• Maintain a competitive market overview to identify white spaces, strategic threats and opportunities
• Develop trusted relationships with key technology and functional leaders to drive focus on the business growth strategy
• Ensure we have the greatest of all possible ROIs through appropriately sized launches

General Manager – Lease

Product Manager

• Collaborate with Product Managers to formulate our product vision, strategy, and roadmap.
• Own the product backlog, balancing conflicting priorities to determine prioritization.
• Own the release planning and sprint planning processes, including setting release and sprint goals, and successfully delivering on those goals.
• Provide an active role in mitigating risks and issues impacting successful team completion of release and sprint goals.
• Ensuring acceptance criteria are met with current release and conducting sprint reviews from a business/customer perspective.
• Producing documentation with Product Managers and Marketing to support development, launch, support, services, and sales and marketing initiatives.
• Performing detailed product demonstrations for external and internal audiences to communicate the benefits of the solution.
• Serving as a subject matter expert to assist with sales and support as needed.

Senior Product Owner

Onboarding Specialist

• Design and deliver live, instructor-led onboarding programs for all GTM teams.
• Build scalable onboarding curricula that blend synchronous and asynchronous learning for diverse roles including Sales, Business Development, Customer Success, and Partners
• Create role-specific learning paths with clear competency milestones and certification requirements
• Develop assessment frameworks that measure knowledge retention and readiness for customer-facing responsibilities
• Partner with cross-functional leaders (Sales, CS, BD, Partners, Product, Marketing) to ensure onboarding reflects current business priorities and market dynamics
• Establish metrics and analytics systems to measure time-to-first-deal, time-to-quota, and program effectiveness
• Build a community of practice among new hires that extends beyond formal onboarding
• Scale onboarding programs to support rapid growth while maintaining quality and consistency
• Continuously iterate on content and delivery based on feedback, business changes, and performance data

Global Sales Onboarding Specialist

Solutions Engineer

• Support the recruitment of new brokerage partners by leading product demonstrations and technical deep-dives that showcase Certent Equity Management’s broker integration capabilities.
• Serve as the primary technical point of contact during broker partner evaluations, walking prospective partners through CEM’s broker implementation architecture, data flows, and integration touchpoints.
• Partner with Account Executives to build compelling business cases, including ROI analyses and value positioning strategies.
• Develop and deliver training programs for brokerage partner teams, enabling them to effectively navigate and utilize the CEM platform in their day-to-day operations.
• Advise broker partners on best practices for leveraging CEM, drawing on insights from how our client base uses the platform across different equity plan structures and corporate actions.
• Act as a hybrid Solutions Engineer and Relationship Manager for the broker partner channel, owning ongoing broker engagement to drive partner satisfaction, platform adoption, and incremental revenue growth.

Senior Solutions Engineer – Equity

Communications

• Lead and manage the global public relations strategy, including media relations and thought leadership programs, while managing our global PR agency to maximize earned media impact.
• Develop and execute PR campaigns that amplify product launches, company milestones, customer success stories, and executive thought leadership.
• Establish PR measurement frameworks and report on media coverage, share of voice, and PR ROI to demonstrate business impact.
• Own internal communications, driving strategies and projects that ensure clarity and transparency across the organization, aiming to enhance overall employee engagement.
• Partner with communications team members to oversee executive involvement in media interviews and speaking opportunities, and creating compelling presentations.
• Develop and lead crisis communications strategy and preparedness, ensuring the company is positioned to respond effectively while protecting the brand and enabling scale.
• Manage, implement, and continuously refine internal communications guidelines to elevate standards of accuracy and quality.
• Plan and run internal company Town Hall and People Manager meetings in collaboration with Executive Leadership and IT teams.
• Partner with HR to foster employee engagement and clear communications.
• Support customer and partner communications as needed.

Senior Corporate Communications Manager

Growth Marketing

• Develop and execute multi-channel growth campaigns from start to finish, including researching topics, defining strategy, writing content, executing campaigns, and measuring results
• Build integrated marketing campaigns across multiple channels (email, content, webinars, digital) that drive sales-qualified pipeline and revenue growth
• Create and execute lifecycle marketing programs that maximize user engagement, product adoption, and customer lifetime value
• Manage third-party activities (webinars, content syndication, vendor partnerships) for assigned products and coordinate with external and internal stakeholders to maximize ROI
• Monitor campaign performance and report on key metrics including MQLs, pipeline generation, bookings, and conversion rates
• Analyze marketing metrics to uncover underlying performance drivers, assess influence on quarterly and annual goals, and understand actions needed to maximize impact
• Support and work closely with sales and customer success teams to ensure alignment, drive top-of-funnel awareness, and identify opportunities for optimization
• Collaborate with product marketing to ensure campaigns align with product positioning, messaging, and go-to-market strategies
• Partner with digital marketing teams to optimize lead flow, nurture programs, and conversion paths
• Contribute to daily conversations about how to best execute and measure webinars, emails, and other marketing campaigns
• Ensure all activities are completed on time and meet quality expectations, including webinars, email campaigns, nurture streams, and content development

Growth Marketing Manager

• Develop a deep understanding of our solutions, including features, benefits, and competitive advantages
• Collaborate with the sales team to identify client needs and tailor presentations
• Conduct compelling product demonstrations, highlighting the value and capabilities of our offerings
• Work closely with prospects to design custom solutions that align with their business processes and objectives
• Assist in crafting detailed proposals and responses to RFPs
• Gather insights from prospect interactions to inform product development and enhance our solutions

Senior Solution Engineer – EPM

• Collaborate with Product Managers to formulate our product vision, strategy, and roadmap
• Own the product backlog, balancing conflicting priorities to determine prioritization
• Own the release planning and sprint planning processes, including setting release and sprint goals, and successfully delivering on those goals
• Provide an active role in mitigating risks and issues impacting successful team completion of release and sprint goals
• Proactively identify and solve problems by investigating root causes, developing solutions, and clearly articulating what resources or actions are needed to resolve issues before they impact delivery
• Ensuring acceptance criteria are met with current release and conducting sprint reviews from a business/customer perspective.
• Producing documentation with Product Managers and Marketing to support development, launch, support, services, and sales and marketing initiatives
• Performing detailed product demonstrations for external and internal audiences to communicate the benefits of the solution
• Serving as a subject matter expert to assist with sales and support as needed