Equity Specialist – Product Engineering
insightsoftware
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as the equity domain expert for engineering and product teams, ensuring accurate representation of equity compensation concepts in system design.
- Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting.
- Translate complex equity plan rules and regulatory requirements into clear, actionable specifications for software development.
- Validate technical designs and workflows to ensure compliance with accounting standards (ASC 718), tax regulations, and global equity plan requirements.
- Partner with QA teams to develop test cases that accurately reflect equity scenarios and edge cases.
- Act as a liaison during sprint planning and backlog grooming, ensuring equity-related features are prioritized and implemented correctly.
- Provide guidance on data structures, integration points, and reporting needs related to equity plans.
- Monitor industry trends and regulatory changes to advise on product roadmap adjustments.
- Conduct training sessions for engineering and product teams on equity concepts and compliance requirements.
Requirements
- Certified Equity Professional (CEP) Level 3 required.
- 5+ years of experience in equity compensation administration or consulting.
- Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718).
- Experience working with software development teams or technology platforms related to equity management.
- Familiarity with Agile methodologies and tools (e.g., Jira, Confluence).
- Excellent written and verbal communication skills.
- Ability to create detailed functional specifications and acceptance criteria.
- Bonus: Experience with data modeling, APIs, or SaaS platforms in the equity domain.
Benefits
- Background checks are required for employment with insightsoftware, where permitted by country, state/province.
- All your information will be kept confidential according to EEO guidelines.
- Learn more about our high-energy, high-performance global team.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
equity compensation administrationgrant administrationvesting schedulestax compliancereportingdata modelingAPIsSaaS platformsfunctional specificationsacceptance criteria
Soft skills
communicationcollaborationguidancetrainingliaisonvalidationmonitoringprioritizationproblem-solvingattention to detail
Certifications
Certified Equity Professional (CEP) Level 3