Product Specialist

insightsoftware

Product Specialist joining North America team at insightsoftware. Managing financial reporting solutions and supporting enterprise software sales in remote role.

Posted 6/19/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $124,000 - $156,000 per yearWebsite

Tech Stack

Tools & technologies

ERPOracle

About the role

Key responsibilities & impact

Maintain deep product expertise in assigned financial reporting and data management solutions
Promote assigned product(s) through focused solutions presentations to drive land and expand opportunities
Engage proactively in the sales process when opportunities are identified by BDR, Account Executive, or Account Manager teams
Provide technical and functional support during solution design and proposal development
Deliver compelling product demonstrations that showcase value for finance and accounting teams
Lead assessment of legacy financial reporting systems and execute migration strategies
Support customers transitioning from legacy ERP, EPM, or financial consolidation platforms
Develop migration roadmaps that minimize business disruption while maximizing product adoption
Provide expertise in financial close, consolidation, reporting, planning, and forecasting workflows
Work closely with BDRs during qualification of new opportunities
Partner with Account Executives and Account Managers to deliver value propositions and validate product fit
Collaborate with Account Managers and Customer Success Managers to identify additional use cases and drive expansion within existing accounts
Support Solutions Engineers in providing comprehensive technical expertise
Enable Hybrid Sellers with product knowledge and competitive positioning

Requirements

What you’ll need

5+ years of experience in financial systems, reporting solutions, or related roles
Deep expertise in financial reporting solutions including financial close, consolidation, management reporting, and regulatory reporting
Strong understanding of financial systems architecture and data flows
Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, etc.) and their reporting limitations
Knowledge of EPM/CPM platforms and financial data integration
Familiarity with financial data governance, controls, and audit requirements
Understanding of finance and accounting business processes, including month-end close, consolidation, and variance analysis
Ability to speak the language of CFOs, Controllers, and Finance Directors
Experience articulating ROI and business value for financial transformation initiatives
Knowledge of regulatory reporting requirements (SOX, IFRS, GAAP)

Benefits

Comp & perks

For non-sales roles, you may be eligible for a bonus
For sales roles, this range includes a commission target
We are committed to pay transparency and fair compensation practices.
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reporting solutionsfinancial closeconsolidationmanagement reportingregulatory reportingERP systemsEPM platformsfinancial data integrationdata governancevariance analysis

Soft Skills

communicationcollaborationpresentationproblem-solvingcustomer engagementtechnical supportstrategic thinkingvalue proposition articulationbusiness process understandingrelationship management