insightsoftware

Sales Operations Manager

• Compile, manipulate and analyze data over time to forecast bookings and pipeline trends
• Build and maintain sophisticated models to forecast pipeline needs, monitor sales metrics etc
• Review past sales data to determine trends in productivity
• Clean, enrich and map data from disparate sources when necessary
• Prepare accurate reports and models using data from internal and external sources
• Aggregate reports into succinct and digestible dashboards and visualizations for presentation
• Present actionable information and insights to team members and management
• Gather and analyze data in order to understand problems and address them proactively
• Collaborate with team members and members of other departments

Senior Sales Operations Analyst

Product Designer

• Design wireframes, high-fidelity mockups, interactive prototypes, and final UI specifications for features and enhancements across all CEM product domains — including equity plan administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences
• Translate PRDs, user stories, and functional requirements into thoughtful interface designs that account for the complexity of equity compensation workflows
• Design for the full spectrum of interaction patterns required in an equity management SaaS platform — data entry, inline editing, bulk operations, search and filtering, drill-down navigation, scheduled job monitoring, and export/print formatting
• Iterate rapidly on designs based on feedback from UX Researchers, Product Managers, Engineering, and customer input, maintaining a bias toward evidence-informed refinement over assumption
• Partner with the UX Manager to create and maintain a unified design system and component library for the CEM platform, ensuring visual and interaction consistency across all modules and domains
• Design and document reusable UI components — including form controls, data tables, navigation patterns, status indicators, modal dialogs, notification systems, and reporting layouts — with clear usage guidelines, states, and accessibility annotations
• Define and evolve the visual language of the CEM platform — typography, color systems, spacing, iconography, and elevation — balancing brand alignment with the functional demands of a data-intensive financial application
• Maintain the design system as a living resource, updating components as new patterns emerge and ensuring consistency as the platform scales across existing workstreams
• Partner with UX Researchers to incorporate research findings, usability test results, and customer feedback directly into design decisions
• Participate in research sessions — usability tests, customer interviews, contextual inquiries — to build firsthand empathy for how equity administrators, finance teams, and participants interact with the platform
• Use research insights to inform design direction, validate design hypotheses, and refine interfaces through iterative testing cycles
• Apply domain knowledge of equity compensation workflows to anticipate user expectations and design for scenarios that generic usability principles alone would not surface
• Partner with Product Managers across all CEM domains to understand feature requirements, business logic, and user workflows, translating complex specifications into clear, implementable interface designs
• Deliver detailed design specifications and annotated mockups that provide engineering with unambiguous guidance on layout, spacing, interaction behavior, component usage, states, error handling, and responsive breakpoints
• Collaborate with front-end engineering to ensure design intent is preserved through implementation, participating in sprint reviews, QA walkthroughs, and visual regression checks
• Support the platform modernization initiative by contributing interface designs and interaction patterns that establish the visual and experiential foundation for the next-generation architecture
• Apply accessible design practices consistently — including color contrast, keyboard navigation, focus management, screen reader compatibility, and meaningful labeling — across all interface work
• Conduct design QA reviews of implemented features, identifying visual discrepancies, interaction inconsistencies, and accessibility gaps before release
• Establish and maintain design quality standards that reflect the expectations of a regulated financial services platform — where precision, clarity, and trust are essential to the user experience
• Present design work to product leadership, engineering teams, and cross-functional stakeholders, clearly articulating design rationale, trade-offs, and alignment with user research and product strategy
• Create and maintain design documentation that supports cross-functional understanding — including annotated flows, interaction specifications, and pattern usage guides
• Participate in customer advisory sessions and feedback reviews as needed, presenting design concepts and gathering direct input on interface direction
• Contribute to Product Marketing materials by providing visual assets, feature screenshots, and UI previews for release communications, sales enablement, and competitive positioning

UI Designer, Equity

User Researcher

• Plan and conduct generative and evaluative research across CEM product domains — including equity plan administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences
• Select and apply appropriate research methodologies based on the question at hand — including usability testing, contextual inquiry, task analysis, card sorting, tree testing, diary studies, surveys, and moderated/unmoderated interviews
• Design research studies that account for the complexity and specificity of equity compensation workflows
• Recruit and screen research participants from relevant user segments, including equity plan administrators, finance and accounting teams, HR stakeholders, plan participants, and broker operations contacts
• Manage research logistics end-to-end, including study design, participant scheduling, session facilitation, note-taking, and synthesis
• Synthesize qualitative and quantitative research data into clear, actionable findings with specific design and product recommendations
• Develop and maintain persona frameworks, journey maps, empathy maps, and workflow models specific to CEM's core user segments and equity administration contexts
• Identify usability issues, friction points, and unmet needs across existing CEM workflows, categorizing findings by severity, frequency, and business impact
• Conduct heuristic evaluations and expert reviews of CEM interfaces
• Track and report on UX metrics — task completion rates, time-on-task, error rates, satisfaction scores — to establish baselines and measure the impact of design changes over time
• Partner with Product Managers across all CEM domains to integrate research into discovery, prioritization, and validation cycles
• Collaborate with UI Designers to translate research findings into design direction, validating concepts and prototypes through iterative testing before engineering commitment
• Contribute research-informed input during PRD development
• Participate in sprint reviews and QA walkthroughs
• Support the platform modernization initiative by conducting foundational research that informs the UX vision and interaction model for the next-generation architecture
• Present research findings to product leadership, engineering, Professional Services, and cross-functional stakeholders in clear, compelling formats that drive action
• Create and maintain a research repository — organizing past studies, key findings, persona documentation, and journey maps
• Advocate for user-centered design practices by making research visible, sharing insights proactively, and helping stakeholders build empathy for the end users they serve
• Coach Product Managers and UI Designers on lightweight research techniques they can apply independently, extending research impact beyond dedicated study cycles
• Participate in customer advisory sessions, onsite visits, and user group meetings to observe equity administration workflows in context and build direct relationships with end users
• Partner with Professional Services to understand implementation pain points, onboarding friction, and common configuration challenges that signal underlying UX problems
• Collaborate with Customer Support to analyze support ticket patterns, identify usability-driven issues, and prioritize research efforts toward the highest-impact problem areas
• Support Sales in strategic engagements by providing user research insights, persona summaries, and UX case studies that demonstrate insightsoftware's commitment to customer-centered product development.

UX Researcher, Equity

Account Manager

• Create strategic, long-term relationships with corporate leaders across your territory.
• Nurture and expand the company's relationship with customer accounts in your defined territory.
• Develop and execute sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities.
• Develop and manage sales pipeline to consistently meet or exceed monthly, quarterly, and annual revenue quotas.
• Conduct heavy prospecting of customers (phone, email, marketing campaigns, referrals, etc.) and coordinate with marketing department to qualify and identify leads.
• Coordinate resources throughout the sales cycle including product support and sales engineering.
• Meet with and present value propositions to key clients and senior-level executives to negotiate and close deals.
• Manage and track customer information and provide regular reporting of pipeline and forecasts in Salesforce: The Customer Company .
• Remain highly knowledgeable of company products and target industries to facilitate sales efforts.
• Practice effective, excellent communication with management, customers, and support staff
• Participate in team building and company-growth activities including strategy setting, sales training, marketing efforts, and customer care.

Mid-Market Account Manager

Financial Planning and Analysis

• Responsible for the product strategy, requirements, and delivery of financial reporting capabilities within Certent Equity Management
• Assist with the product roadmap for financial reporting features
• Define multi-quarter feature priorities based on revenue impact, regulatory requirements, and technical dependencies
• Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria
• Partner with Compliance and Legal teams to ensure reporting capabilities meet applicable accounting standards and regulatory requirements
• Lead discovery sessions with corporate accounting, finance, and equity administration stakeholders

Senior Product Owner, Financial Reporting - Equity

Data Engineer

• Design, build, and maintain ELT/ETL pipelines that move data reliably from source systems into a cloud data warehouse environment.
• Write clean, performant, and well-documented SQL to transform raw data into analyst-ready models and reporting layers.
• Develop and maintain Power BI dashboards and reports that give business stakeholders clear, trusted views of company performance.
• Apply best practices in data modeling within Power BI (star schemas, DAX measures, performance optimization).
• Actively use AI tools (such as LLM assistants, copilots, and agentic workflows) to accelerate development and improve code quality.
• Engage directly with business stakeholders to understand data needs in context.

Associate Data Engineer

• Own and deepen insightsoftware’s strategic relationship with Microsoft, serving as the primary point of contact across Microsoft’s partner, marketplace, and co-sell teams.
• Build a disciplined expansion roadmap for AWS and Google Cloud—identifying the right entry points, internal champions, and go-to-market opportunities given insightsoftware’s existing product footprint on each platform.
• Develop executive-level relationships within each hyperscaler organization, understanding their partner program priorities, internal incentive structures, and co-sell mechanics—and using that knowledge to position insightsoftware for maximum visibility and deal flow.
• Stay closely informed on changes to hyperscaler partner programs, marketplace policies, and co-sell requirements, and ensure insightsoftware remains optimally positioned within each ecosystem.
• Represent insightsoftware at hyperscaler conferences, partner summits, and industry events—building the relationships and presence needed to be seen as a preferred partner.
• Own and actively manage insightsoftware’s listings in the Microsoft Azure Marketplace and other hyperscaler marketplaces—ensuring offerings are accurate, optimized, and positioned to convert.
• Drive awareness and adoption of marketplace listings across insightsoftware’s direct and indirect sales teams, equipping them to position marketplace transactions as a compelling contracting vehicle for customers.
• Identify and pursue opportunities where customers can benefit from transacting insightsoftware solutions through a hyperscaler marketplace—leveraging customer cloud committed spend, procurement preferences, and enterprise agreements to accelerate deal closure.
• Track, report on, and actively grow marketplace-sourced and marketplace-influenced revenue, establishing clear KPIs and holding yourself accountable to them.
• Collaborate with Product leadership to identify insightsoftware products hosted on or deeply integrated with hyperscaler platforms—and develop targeted partnership strategies that activate those relationships commercially.
• Design and execute joint marketing programs with active hyperscaler partners, including co-branded campaigns, webinars, digital content, and field events that generate pipeline and increase awareness of insightsoftware’s solutions within each hyperscaler’s customer and partner base.
• Leverage “event-in-a-box” programs for regional sales teams across NA, EMEA, and APAC deploy independently to drive local hyperscaler-aligned demand without requiring central resources for every execution.
• Attend and represent insightsoftware at key hyperscaler conferences and partner events—using these moments to build relationships, generate pipeline, and strengthen insightsoftware’s brand within each ecosystem.
• Develop and maintain the backend systems, workflows, and documentation needed to support how hyperscaler deals are initiated, tracked, contracted, and recognized—working closely with ISW Finance and the Quote-to-Cash team to ensure deals flow correctly and efficiently.
• Partner with Revenue Operations to ensure hyperscaler pipeline and bookings are accurately captured, reported, and attributed within insightsoftware’s CRM and financial systems.
• Build a repeatable deal motion for hyperscaler-transacted opportunities, including clear rules of engagement, approval workflows, and handoff protocols between the hyperscaler team, direct sales, and channel sales.
• Proactively identify and resolve friction points in the commercial process—approaching every workflow inefficiency as a problem worth fixing, not a reality to accept.
• Work closely with insightsoftware’s direct and indirect sales organizations to identify opportunities where hyperscaler relationships and marketplace transactions can accelerate deal velocity or expand deal size—serving as a trusted resource, not a competing channel.
• Partner with Product leadership to understand the roadmap for insightsoftware products hosted in hyperscaler environments and develop go-to-market plans that activate those integrations commercially.
• Collaborate with Partner Enablement to ensure sales teams have the training, tools, and collateral needed to leverage hyperscaler relationships effectively in their day-to-day selling motions.
• Provide the SVP, Global Channel & Partnerships with regular reporting on hyperscaler pipeline, marketplace performance, co-marketing ROI, and strategic relationship health.

Senior Manager – Hyperscaler Partnerships

Operations

• Manage complex customer accounts, queries, and billing adjustments with precision and care.
• Review pending billing reports and validate charges for accuracy prior to processing invoices.
• Verify customer billing rules and revenue recognition schedules against contracts to ensure compliance and correctness.
• Collaborate cross-functionally with Sales, Finance, Accounting, Customer Success, and division leaders to generate accurate pro forma and actual invoices from the billing ERP.
• Monitor and manage accounts, orders, accounting, and fulfillment case queues to ensure timely resolution.
• Confirm appropriate customer approvals are in place before processing orders.
• Oversee license key generation and fulfillment delivery to customers.
• Deliver an outstanding service experience to both internal teams and external customers.
• Balance multiple projects simultaneously, meeting tight deadlines without compromising quality.

Senior Analyst – Billing Operations

Frontend Engineer

• Define and own the overall web platform architecture, making key decisions around frontend frameworks, design patterns, performance strategy, and scalability
• Actively participate in hands-on design and code reviews, prototyping critical systems and setting the standard for implementation quality
• Drive the evolution of the core platform including rendering patterns (SSR/SSG/CSR), design implementation and micro-frontend architecture
• Establish and enforce standards for accessibility (WCAG), performance budgets, and cross-browser compatibility
• Own technical debt decisions — identifying , prioritizing, and resolving systemic engineering issues
• Architect and lead development of embedded web experiences including in-app webviews , iFrame -based integrations, embedded SDKs, and white-label platforms
• Ensure embedded platform solutions meet strict performance, security, and sandboxing requirements across a variety of host environments
• Define communication protocols between embedded web layers and native or third-party host applications
• Drive standardization of web components and design system integration for use across embedded contexts
• Define and own the engineering quality framework — including testing strategy (unit, integration, e2e, visual regression), CI/CD pipelines, and release processes
• Establish SLOs/SLAs for web platform reliability, performance, and availability; lead incident response and blameless post-mortems
• Champion a culture of documentation, observability, and operational readiness
• Implement and iterate on engineering practices including code review standards, sprint rituals, and technical planning processes
• Lead, mentor, and grow a team of senior engineers, tech leads, and engineering managers across web engineering disciplines
• Own hiring for the web engineering organization, setting the bar for technical assessment and cultural fit
• Partner with engineering leadership on roadmap planning, headcount strategy, and cross-functional OKRs
• Represent web engineering in executive forums, communicating technical strategy and trade-offs to non-technical stakeholders

Director, Web Engineering

• Own and evolve the embedded analytics design system
• Establish user interaction models for complex analytics surfaces
• Partner with Product Management to establish a scalable user research practice
• Collaborate with engineering teams to translate design intent into solutions
• Leverage AI-powered design tools to accelerate workflows
• Influence product strategy and roadmap prioritization
• Mentor and coach other designers

Director, User Experience – Design

Backend Engineer

• Lead and evolve platform architecture and end-to-end delivery operations
• Own the technical vision for the platform and set standards for software delivery
• Champion integration of AI-powered development tools into engineering workflows
• Own and refine the engineering delivery lifecycle
• Lead, mentor, and grow a high-performing organization of engineering managers and contributors

Senior Director, Backend Engineering

Product Manager

• Own and maintain the sprint-level sustaining backlog across batch processing, admin, ESPP, admin reporting, and financial reporting domains
• Write detailed user stories, bug reports, enhancement specifications, and acceptance criteria
• Triage incoming defects and enhancement requests from Customer Support
• Serve as the primary product point of contact for engineering teams during sprint execution
• Collaborate with QA to define test scenarios, validate fix behavior, and ensure regression coverage

Product Owner, CEM – Equity

• Define and own the CEM UX research roadmap, aligning research priorities with product strategy, migration planning, and the highest-impact customer experience opportunities across the platform
• Identify and scope multi-domain research programs that address systemic usability challenges spanning administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences
• Partner with the UX Manager and Director of Product to ensure research investment is directed toward the decisions that carry the most risk, ambiguity, or customer consequence
• Lead the design and execution of complex, high-stakes research initiatives — including foundational studies that define user segments, multi-phase evaluative programs that span discovery through post-launch validation, and longitudinal studies that track experience quality over time
• Select and apply advanced research methodologies based on the question at hand — including contextual inquiry, ethnographic observation, participatory design, concept testing, unmoderated and moderated usability testing, diary studies, surveys, conjoint analysis, and comparative benchmarking
• Design research studies that account for the complexity and specificity of equity compensation workflows
• Recruit and manage participant panels across relevant user segments, including equity plan administrators, finance and accounting teams, HR stakeholders, plan participants, broker operations contacts, and Professional Services consultants
• Lead research sessions with senior-level customer stakeholders — including VP-level administrators, controllers, and CFO-office contacts

Senior UX Researcher, Equity

• Manage the business metrics of the product line (bookings, revenue, gross retention)
• Build business cases that justify engineering investment — cost to build, expected return, time to value
• Extract maximum commercial value from the product line through packaging, pricing, and well-timed feature releases
• Drive highly effective customer experience as measured by NPS

Full-stack Engineer

• Be a leader amongst the team in solving complex software development items that meet customer expectations.
• Design and implement robust, scalable, and high-performing database solutions using Oracle.
• Write complex SQL queries and optimize them for maximum efficiency and scalability.
• Perform database tuning, monitoring, and optimization to ensure high levels of performance, availability, and security.
• Design and develop database architecture, coding standards, and quality assurance policies and procedures.
• Be involved with SDLC from requirements to test but own executing development of features & bug fixes that is clean, reusable, maintainable code in .Net, C# and PL/SQL.
• Build quality into all tasks, ensure adequate unit testing and support quality assurance engineers in testing completed items.
• Lead, critique and coach others in code reviews and architecture discussions.
• Lead cross team development efforts, identifying dependencies and resolving impediments other engineers encounter.