insightsoftware

• Assist in preparing and filing tax returns (income, VAT, sales and use, property, and more) accurately and on time
• Prepare monthly general ledger account reconciliations and adjusting journal entries
• Gather and analyze documentation for tax audits, and work directly with tax auditors
• Research, resolve, and respond to tax notices
• Maintain the company's tax compliance calendar so every filing and audit deadline is met on time
• Contribute to internal control documentation and procedures
• Support initiatives that reduce direct and indirect taxes, working closely with local teams and tax advisors alongside the Tax team

Tax Analyst

Procurement

• Execute end-to-end sourcing projects across all indirect spend categories as assigned by the Sourcing Lead, including SaaS, software licensing, IT services, professional services, marketing, facilities, and corporate services
• Review vendor contracts (MSAs, SOWs, Order Forms, Amendments), identify commercial concerns, and propose redline positions for the Sourcing Lead’s validation
• Conduct commercial negotiations directly with vendors on assigned engagements, operating within the negotiation strategy established by the Sourcing Lead
• Prepare QBR inputs — analyse vendor performance trends, flag concerns, and compile recommendations for the Sourcing Lead’s review

Sourcing Specialist

• Support end-to-end sourcing projects across all indirect spend categories including SaaS, software licensing, IT services, professional services, marketing, facilities, and corporate services
• Co-ordinate RFx activities (RFI, RFP, RFQ) using the Coupa Sourcing Module or bespoke frameworks as directed by the Sourcing Lead
• Gather, organise, and validate vendor responses for completeness and comparability
• Maintain evaluation workbooks, pricing models, and commercial comparison tools
• Conduct should-cost analysis and cost structure breakdowns to support negotiation strategy
• Gather market benchmarking data and competitive pricing intelligence across domestic and international vendors
• Perform spend analysis identifying trends, outliers, and savings opportunities
• Support category reviews by preparing spend category reports, supplier landscape summaries, vendor concentration analysis, and contract expiry profiles to inform the Sourcing Lead’s category planning
• Review vendor contracts (MSAs, SOWs, Order Forms, Amendments) and identify key commercial terms, deviations, and areas requiring the Sourcing Lead’s attention
• Support commercial negotiations by preparing data packs, talking points, and scenario analyses

Senior Analyst – Sourcing

Business Development Rep

• Drive bookings for sales meetings
• Sourcing, qualifying, and developing the sales pipeline
• Develop and implement efficient lead routing and qualification strategies
• Analyse lead data to identify patterns and opportunities for process improvement
• Collaborate with sales teams to understand their needs and optimize handoff processes
• Manage and prioritize a high volume of inbound leads
• Conduct initial qualifications for high-potential leads
• Outbound against tiered list to generate high-intent opportunities
• Support the development and execution of strategic outbound initiatives
• Provide data-driven insights to inform sales strategies and resource allocation
• Continuously refine processes to improve efficiency and effectiveness

Business Development Representative, German Speaking

Analyst

• Support administration of global compensation programs and processes
• Conduct market pricing and job evaluations using established compensation frameworks
• Support execution of annual compensation review, bonus planning, and mid-year compensation processes
• Partner with HR Business Partners, Talent Acquisition, and business leaders to ensure consistent application of compensation guidelines and programs
• Serve as primary administrator for U.S. and Canada benefits programs
• Respond to employee and manager inquiries regarding benefits plans, programs, and enrollment processes
• Assist with compliance activities, audits, and regulatory reporting requirements
• Conduct compensation, benefits, and employee data audits to ensure data accuracy, consistency, and integrity
• Leverage AI-enabled tools to improve efficiency, automate repetitive work, and enhance decision-making

Senior Analyst, Total Rewards

Account Executive

• Develop sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities
• Develop and execute territory sales plans focused on new logo pre-IPO, emerging growth, and small- to mid-cap public company prospects
• Develop and manage sales pipeline to exceed monthly, quarterly, and annual revenue quotas
• Uncover and partner with centers of influence in the equity management industry to drive referral pipeline opportunities through appropriate partners.
• Use a consultative approach to diagnose our customer’s needs with structured sales methodologies such as MEDDIC, MEDDPICC, Challenger, SPIN, or equivalent.
• Remain knowledgeable of company products and target industries to facilitate sales efforts
• Have excellent communication with management, customers, and support staff and are comfortable engaging with executives, product, engineering, data, analytics, and technical stakeholders

Account Executive, Equity Management

Content Manager

• Define and own the content strategy for your EPM area
• Map content to buyer personas, funnel stages, and use cases
• Write, edit, and produce high-quality content across formats
• Engage directly with customers to source insights
• Build and manage a customer content program
• Translate product messaging into buyer-facing narratives
• Contribute to flagship content programs including research reports
• Support in building and refining AI-powered content workflows
• Define content KPIs, measure performance, and iterate based on feedback
• Partner with Product Marketing and Sales to ensure content integration

Senior Content Strategist

Director

• Own pricing strategy and value-metric model across the EPM portfolio
• Design packaging and bundling architecture including the Lineos two-part, per-module model
• Conduct commercial analysis: price realization, discount governance, deal economics, and elasticity studies
• Inform the pricing inputs to annual and 2027 planning and new product launches
• Establish pricing operations: rate cards, approval guardrails, and evidence-based pricing decisions

Senior Director, Pricing & Analytics

Implementation Specialist

• Reconcile equity compensation financial reporting results between the customer’s prior results and NextGen.
• Develop and deliver comparison reports for each reconciliation cycle.
• Analyze comparison reports to identify and quantify calculation differences.
• Provide clear reconciliation documentation that helps customers.
• Reconcile participant- and grant-level equity data between the legacy platform and NextGen.
• Validate share balances and grant lifecycle events.
• Identify, quantify, and document administrative discrepancies and deltas.
• Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.

Senior Consultant – Implementation, Equity

Customer Success Manager

• Serve as the primary point of contact and trusted advisor for assigned enterprise customers
• Build and nurture senior stakeholder relationships to influence business outcomes and long-term partnership value
• Drive product adoption, engagement, and value realization across the customer lifecycle
• Lead Quarterly Business Reviews (QBRs) and Success Reviews aligned to customer KPIs and strategic objectives
• Own the renewals process end-to-end, including pricing discussions, contract negotiations, and timely delivery of renewal quotes

Manager

• Build and nurture strategic alliances with ERP partners
• Develop and execute go-to-market strategies
• Collaborate with the leadership team and cross-functional units
• Monitor partnership performance and track key metrics

Strategic ERP Alliance Manager

Marketing

• Build and execute lifecycle marketing programmes across the customer base - targeting onboarding, adoption, and long-term engagement.
• Help drive customer advocacy: develop and manage the case study pipeline, coordinate testimonials and peer review submissions.
• Develop and execute migration marketing campaigns that guide customers from acquired or legacy products to the core EPM platform.
• Support the PLG motion for freemium-enabled products – working with PMM to build upgrade campaigns that convert product-qualified accounts into paying customers.
• Track and report on programme performance across retention, advocacy, migration, and PLG KPIs.

Customer Marketing Specialist

Project Manager

• Empower leaders from over 32,000 organizations to make timely and intelligent decisions.
• Deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.

Senior Project Manager

Frontend Engineer

• Architect and own the CEM design system including the branded component library, token architecture, theming system, accessibility standards, and component API conventions.
• Evaluate and select the appropriate component library framework for CEM’s technology stack in partnership with Engineering leadership.
• Implement and maintain the design token pipeline from Figma token authoring to front-end theme consumption.
• Build, publish, and version the CEM component library as a shared, consumable package.
• Define and enforce component API standards, prop and input conventions.
• Establish and maintain automated visual regression testing through Chromatic or comparable tooling.
• Own the CEM Storybook environment as the shared design-development contract.
• Architect and implement the Storybook MCP integration exposing the CEM component library to AI coding agents.
• Evaluate, recommend, and integrate AI development tooling into the CEM front-end development workflow.
• Lead front-end implementation for high-complexity CEM features.
• Serve as the front-end technical authority in cross-functional product squads.
• Establish and maintain front-end code quality standards.

Senior UI Engineer

Performance Marketing

• Plan and execute integrated demand generation campaigns across paid search, paid social, content syndication, email nurture, webinars, and virtual and in-person events
• Manage campaign setup, monitoring, and optimization across channels to improve conversion rates, lead quality, and cost efficiency
• Support the development of campaign briefs and collaborate with content, product marketing, and design to produce demand-generating assets aligned to target buyer personas
• Maintain a structured feedback loop with BDR and Sales teams on lead quality, follow-up cadences, and conversion performance
• Build and maintain campaign performance reporting covering MQL volume, pipeline sourced, channel ROI, and cost per lead
• Support the evaluation and testing of new channels and tactics relevant to the B2B finance and technology market.