insightsoftware

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 Consultant – Implementation, Equity

Customer Success Manager

Strategic ERP Alliance Manager

Customer Marketing Specialist

Senior Project Manager