insightsoftware

Operations

• Own the strategy and execution of the global partner program — tier design, qualification criteria, benefits, and incentive frameworks across reseller, referral, GSI, and hyperscaler partner types
• Define and govern deal registration, MDF, co-sell rules, and discount tier structures with Sales and Finance
• Drive program consistency across a multi-brand portfolio so partner experience is coherent regardless of which product line a partner engages with
• Lead partner program integration for acquisitions — onboarding acquired partner bases, harmonizing tiers, and reconciling tool environments
• Own the partner tech stack end-to-end: Impartner, Salesforce partner structures, and integrations with NetSuite, Workday, and Highspot
• Partner with IT, Sales, and RevOps to maintain reliable data flows between partner systems and core CRM/ERP infrastructure
• Maintain the integrity and accuracy of partner data — segmentation, tier classification, duplicate resolution, and enrichment — as a continuous operational discipline
• Define and lead system enhancement initiatives that improve productivity for partners and channel managers
• Manage and evolve the partner portal as the primary self-serve destination for partner resources, deal management, and program information
• Build executive-facing dashboards tracking partner pipeline contribution, program ROI, activation rates, and operational health
• Lead and develop a team of partner operations specialists across portal management, IT integrations, data quality, and partner satisfaction

Director, Partner Operations

Administration

• Own day-to-day administration of Jira Software, JSM (Premium), Confluence, Atlassian Assets, and connected products.
• Manage workflows, screens, custom fields, permissions, automations, queues, SLAs, request types, and project schemes.
• Maintain a clean, documented configuration baseline; enforce naming conventions.
• Partner with IT, Engineering, DevOps, HR, Finance, and Legal stakeholders.
• Build and maintain dashboards, JQL libraries, and reporting that leadership uses.
• Act as Tier-3 escalation for the Service Desk on all Atlassian issues.
• Conduct quarterly configuration audits and maintain a backlog of platform improvements.

Senior Atlassian Administrator

Consultant

• Lead and execute complex equity data projects including M&A corporate actions, stock splits, vesting accelerations, and cancellations of options and restricted awards
• Perform comprehensive data validation and reconciliation across multiple systems and data sources to ensure accuracy and completeness
• Design, document, and improve processes and workflows to increase efficiency and reduce manual effort
• Develop and maintain automation templates, scripts, and tools using VBA, SQL, and Python to streamline recurring tasks
• Provide subject matter expertise and guidance to clients on equity plan compliance, controls, and best practices
• Collaborate with cross-functional teams including product management to identify opportunities for product enhancements and template optimization
• Embrace and leverage AI tools and innovations to enhance data analysis, automation, and decision-making capabilities in equity management work

Consultant, Professional Services – Equity Management

Product Designer

• Lead heuristic evaluations of the current CEM platform, documenting usability, accessibility, workflow, and consistency issues across core functional domains, and synthesizing findings into actionable design priorities
• Translate qualitative and quantitative research findings into workflow models, interaction patterns, and validated design directions
• Help establish, govern, and evolve the CEM design system including branded component variants, interaction patterns, accessibility standards consistently across all design output
• Collaborate with the UX Manager and Engineering to contribute new components, patterns, and documentation to the design system as new workflows surface design needs not yet covered by existing standards
• Maintain design file hygiene and Figma library alignment ensuring design work is structured to support clean handoff to Engineering and reduce implementation ambiguity
• Own end-to-end UX design for high-complexity CEM workflows from initial concept through validated prototype to production-ready specification.
• Produce interaction models, annotated wireframes, high-fidelity prototypes, and design specifications sufficient for engineering implementation without loss of design intent
• Lead iterative design reviews with Product, Engineering, and senior stakeholders communicating design rationale clearly and incorporating feedback without compromising user experience quality
• Operate within a Lean UX model paired closely with engineering through dual-track collaboration: running design discovery ahead of delivery sprints to provide just-in-time designs that are validated before engineering commitment
• Define and maintain a clear MVP design scope in partnership with Product Management establishing success metrics that enable a ship-and-measure approach for well-understood, lower-risk features
• Contribute to post-delivery UX evaluation using application analytics to assess adoption, identify friction points, and inform the next design iteration
• Leverage AI prototyping tools to accelerate design exploration, concept validation, and the generation of design artifacts across the product development lifecycle
• Partner with the UX Manager to establish design delivery processes, file organization standards, handoff conventions, and quality gates that support consistent, high-quality output as the team scales
• Contribute to the CEM design repository maintaining organized Figma libraries, component documentation, and reusable pattern documentation that reduces redundant design work across the team

Lead UX Designer

Sales Operations Manager

• The Director of Global Sales Enablement is a strategic business partner responsible for transforming insightsoftware's go-to-market capabilities.
• You will own the complete product-to-field loop—converting product strategy, product marketing, and competitive intelligence into field-ready playbooks and stage-mapped sales content.
• Report on enablement quality through both quantitative signals and qualitative field feedback.
• Maintain centralized, versioned content repositories with clear ownership, refresh cadences, and retirement standards—ensure the field never relies on outdated collateral.
• Close the loop back to Product Marketing with structured, data-driven feedback on messaging resonance, buyer persona fit, and what landed in the field.
• Design and deploy structured manager development programs that build consistency in how front-line leaders inspect pipeline, coach reps, and develop talent.

Director, Global Sales Enablement

Communications

• Serve as the primary Analyst Relations lead for insightsoftware businesses, owning the full AR program including analyst engagement strategy, playbooks, and firm management, and budget.
• Partner closely with the Sr. Communications Manager supporting the Data + Analytics business to ensure a cohesive, coordinated approach to the firm relationships we share.
• Own analyst relations and public relations strategy and program direction for the Office of the CFO businesses, including developing briefing plans, identifying story angles, shaping press announcements and contributed content, and setting messaging priorities across both programs.
• Direct agency execution of AR and PR programs, serving as the day-to-day contact to brief priorities, review outputs, and ensure quality and alignment with brand and messaging standards.
• Track and report on AR and PR performance for the Office of the CFO businesses, including analyst coverage, media placements, and share of voice, to demonstrate impact and inform program adjustments.
• Support crisis communications planning and response in coordination with the Director, Corporate Communications, and Sr. Corporate Communications Manager.
• Collaborate with cross-functional stakeholders including Product, Marketing, and Sales to ensure communications are accurate, timely, and aligned to business objectives.
• Partner with agency and internal stakeholders to ensure communications assets — including press kits, briefing documents, and messaging documents — are current, accurate, and reflect the business narrative.
• Support internal communications for the Office of the CFO businesses, partnering with the Sr. Corporate Communications Manager who leads Internal Communications to develop employee-facing content that keeps teams informed on business priorities, announcements, and milestones.

Senior Corporate Communications Manager

Content Manager

• Define and own the content strategy for equity business, aligned to pipeline, brand, and product launch goals - including editorial calendar, publishing cadence, and quality standards across all asset types.
• Map content to buyer personas, funnel stages, and use cases across the equity management landscape (including private, public, broker segments), identifying category-defining angles and white space opportunities
• Write, edit, and produce high-quality content across formats including long-form, web, social, video scripts, email, and thought leadership.
• Engage directly with customers to source insights, validate messaging, and develop reference content - including case studies, testimonials, and co-created thought leadership.
• Build and manage a customer content program that turns customer outcomes into compelling stories and fuels both marketing and sales motions.
• Translate product messaging into buyer-facing narratives that resonate with finance, HR, and partner/broker audiences.
• Contribute to flagship content programs including research reports and category-level thought leadership in partnership with Corporate Communications.
• Support in building and refining AI-powered content workflows that increase output, speed, and quality across asset types - and serve as a model for how AI-augmented content creation works in practice.
• Partner with the web team to apply SEO and AEO principles to content creation, ensuring discoverability and organic reach—creating search-friendly content that supports awareness, lead generation, and demand generation efforts.
• Collaborate with PR and analyst relations on thought leadership programs, bringing audience and market expertise to corporate communications initiatives
• Define content KPIs, measure performance across the funnel, and iterate based on engagement, conversion, and sales feedback.
• Partner with Product Marketing and Sales to ensure content is integrated with campaigns and actively used in deals.

Senior Content Strategist

Product Specialist

• 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

Full-stack Engineer

• Implement new features, enhancements, and bug fixes across the integration platform — owning your work items from design through production under the technical direction of the Principal Engineer.
• Write clean, maintainable, production-quality code across the integration stack — C#/.NET, Oracle SQL/PL/SQL, REST API services, file processing pipelines, and background job logic.
• Build and maintain file-based integration logic — CSV and fixed-width parsing, PGP encryption/decryption, SFTP file transfer, archive management, and broker-specific file format handling.
• Implement and maintain REST API endpoints and background processing pipelines under the architectural direction of the Principal Engineer.
• Make database changes to support integration tasks — including schema updates, stored procedures, and SQL query development and optimization.
• Participate actively in agile ceremonies — sprint planning, refinement, standups, demos, and retrospectives.
• Leverage AI tooling actively throughout feature development — from accelerating implementation and debugging to generating tests and documentation.

Senior Software Engineer – Platform Integrations

SEO Marketing

• Support content SEO, reporting and analytics, technical SEO execution, and ongoing website optimization efforts.
• Conduct keyword research to support content creation, optimization, and product alignment initiatives.
• Build SEO content briefs including target keywords, search intent, content structure recommendations, and internal linking opportunities.
• Audit existing content for optimization opportunities, cannibalization, thin content, and keyword drift.
• Optimize and score content using SEO optimization tools such as Clearscope.
• Build and maintain recurring SEO dashboards and reporting in GA4, Google Search Console, Looker Studio, or Power BI.
• Conduct technical SEO audits using tools such as Screaming Frog and Sitebulb.
• Identify and troubleshoot crawl, indexation, canonical, redirect, and hreflang issues.

SEO Analyst

• 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

• 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