insightsoftware

Financial Planning and Analysis

• Own the product strategy and multi-quarter roadmap for CEM's financial reporting capabilities
• Define feature priorities based on accounting standards evolution
• Serve as the internal subject matter authority on how ASC 718 and IFRS 2 requirements translate into CEM platform functionality
• Write comprehensive PRDs with detailed functional specifications
• Validate financial reporting outputs against expected results
• Mentor Product Owners on financial reporting domain concepts
• Collaborate with Customer Success on period-end readiness communications

Senior Product Manager, Financial Reporting – Equity

Events

• Lead corporate events end to end, managing scope, type, and scale
• Collaborate with global events team for best outcomes
• Develop integrated campaign plans leveraging AI
• Own post-event activities including ROI analysis and recommendations

Senior Event Manager

Customer Success Manager

• Drive Customer Success outcomes
• Lead your team to deliver outstanding experiences that drive strong customer retention, expansion, adoption, and referrals
• Increase customer lifetime value through success plans, customer satisfaction, and overall health scores
• Leverage reporting to develop data-driven insights and success plays based on customer behavior
• Drive a proactive NPS, at risk program, and other initiatives and measures to prevent customer attrition
• Sponsor customer escalations by working with the customer and teams across the company to address the issue in a mutually beneficial way.
• Drive a standardized, proactive outreach and reactive interventions for various points in the journey by identifying opportunities to encourage feedback loops and continuous improvement.
• Be a customer champion through collaboration with other organizational leaders to incorporate customer needs and requests into insightsoftware's defining business objectives
• Partner with peers to scale processes in on boarding, training, success management, support, and customer advocacy
• Increase opportunities for expansion and up-sells by creating a bridge between Account Management, Direct Sales, Professional Services, and Customer Success teams
• Develop and present metrics to measure the effectiveness of Customer Success in meeting company and team goals.
• Ensure team adherence to governance policies and effective use of internal CRM systems to accurately reflect the status of customer accounts, thereby influencing downstream reporting requirements.
• Regularly extract and analyze data to generate renewal forecasts, identify issues, and proactively implement corrective action plans.

Senior Manager, Customer Success

Sales

• Maintain deep product expertise in assigned Oracle financial reporting and data management solutions, with a focus on Oracle-based environments
• 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
• Review territories of prospects and clients for potential Oracle reporting product fits and proactively bring those opportunities to their Account Executive or Account Manager partners
• Support Solutions Engineers during product demonstrations by providing Oracle domain expertise and functional context for finance and accounting teams
• Lead assessment of legacy financial reporting systems and execute migration strategies, with particular expertise in Oracle EBS, Oracle Cloud, or Oracle Fusion environments
• Support customers transitioning from legacy Oracle ERP or financial reporting platforms to modern reporting solutions
• Develop migration roadmaps that minimize business disruption while maximizing product adoption
• Provide expertise in financial reporting within Oracle architectures
• Work closely with BDRs, AEs, and AMs during qualification of new opportunities, particularly those with Oracle ERP footprints
• Partner with Account Executives and Account Managers to deliver value propositions and validate product fit for Oracle-centric customers
• 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 Oracle functional and technical expertise.

Product Sales Specialist

Product Designer

• Build and lead the CEM UX function from the ground up; hiring and managing a team of UX researchers and UI designers as the function scales.
• Define team structure, roles, and operating model that balances dedicated research and design capacity across multiple concurrent workstreams (admin, financial reporting, ESPP, broker, batch processing, and platform modernization).
• Establish workflows and collaboration processes between UX research and UI design to ensure insights flow directly into design decisions.
• Foster a UX culture rooted in evidence-based design, rapid iteration, and close partnership with product and engineering.
• Mentor and develop UX researchers and UI designers individually; setting clear expectations for quality, velocity, and stakeholder engagement.
• Create and maintain a unified design system and component library for the CEM platform, ensuring visual and interaction consistency across modules.
• Direct UI designers in defining and evolving design patterns, guidelines, and reusable components that account for the complexity of equity compensation workflows, including dense data entry, multi-step transactions, regulatory disclosures, and financial reporting outputs.
• Establish accessibility standards appropriate for an enterprise financial services application.
• Stand up a rigorous UX research practice, including usability testing, heuristic evaluations, task analysis, and customer interviews.
• Direct UX researchers in planning and executing generative and evaluative research across all CEM product domains.
• Partner with Product Management to integrate user research into discovery, prioritization, and validation cycles.
• Build and maintain empathy maps, journey maps, and persona frameworks specific to CEM's core user segments — equity administrators, finance teams, participants, and broker partners.
• Embed the UX team into the product development lifecycle, contributing research insights and design input from early discovery through delivery and post-release iteration.
• Allocate UX research and UI design capacity across product domains, ensuring coverage is aligned with roadmap priorities and strategic initiatives.
• Partner with Product Managers to translate PRDs and functional requirements into wireframes, prototypes, and final UI specifications.
• Collaborate with Engineering to ensure design intent is preserved through implementation, participating in sprint reviews and QA walkthroughs.
• Present UX strategy, research findings, and design direction to product leadership and cross-functional stakeholders.
• Coordinate customer advisory sessions, onsite visits, and feedback reviews to ground design decisions in real-world workflows.
• Partner with Professional Services to understand implementation pain points and identify UX-driven solutions that reduce onboarding friction and support burden.

UX Manager, Equity

Application Engineer

• Own the day-to-day technical leadership of a small application development scrum team
• Split time between writing and reviewing code and leading the team
• Set daily priorities for the team
• Serve as the technical authority for the scrum team
• Write, review, and contribute production-quality code across the full stack
• Manage four to five engineers, owning 1:1s and performance feedback
• Engage with client stakeholders at key points in the delivery lifecycle
• Coordinate with QA engineers to ensure test coverage and release readiness

Lead Engineer – Application Engineering

Full-stack Engineer

• Serve as the senior technical authority for the Broker Applications team — making day-to-day engineering decisions, setting the bar for code quality, and ensuring the team delivers high-quality software on schedule.
• Write, review, and contribute production-quality code across the full stack — C#/.NET, Angular, and Oracle — as an active, hands-on member of the team.
• Lead architecture discussions and make technical recommendations that align with the long-term CEM platform strategy — ensuring broker-specific work generalizes across the broader client base wherever possible.
• Hold the team accountable to engineering standards — unit testing, code review discipline, definition of done, and release readiness.
• Partner with Platform Integrations and Platform Services teams to design and implement new data connections required for broker onboarding and feature delivery.
• Champion ≥50% AI-authored PR targets and ≥95% AI code review adoption as organizational minimums for your team.
• Model an agentic development mindset — integrating AI tooling into your own daily workflow and actively coaching teammates to do the same.
• Push the team beyond baseline AI adoption into workflows and practices that measurably improve delivery velocity and code quality.
• Stay current on agentic development tooling and bring forward-looking recommendations to the Engineering Manager.
• Serve as the senior technical point of contact for broker-dealer partners — engaging directly on requirements, integration design, technical issue resolution, and delivery status.
• Lead the technical execution of new broker onboarding engagements — translating partner-specific requirements into well-scoped, platform-generic solutions.
• Dig into root business problems rather than accepting requirements at face value; advocate for solutions that work across the full broker partner portfolio rather than one-off builds.
• Partner with the Engineering Manager and Product Management to ensure broker requirements are well-defined, properly scoped, and sequenced for delivery.
• Build credibility with broker partners through technical depth, delivery consistency, and clear communication.
• Partner closely with the Platform Integrations and Platform Services teams on new data connections, integration patterns, and shared technical standards.
• Coordinate with matrixed QA engineers to ensure test coverage, quality gates, and release readiness are met across broker-specific workflows.
• Collaborate with Principal Engineers, the Solution Architect, and peer Lead Engineers on cross-team technical decisions.
• Surface delivery risks, technical blockers, and scope concerns to the Engineering Manager early and clearly.
• Set the technical bar for the team — establishing coding standards, architectural patterns, and engineering practices the rest of the team follows.
• Mentor engineers on full-stack development best practices, broker integration patterns, and professional development.
• Contribute to cross-team technical forums alongside Principal Engineers, the Solution Architect, and Engineering Managers.

Principal Software Engineer – Broker Applications

Business Intelligence Developer

• Serve as the technical authority for your scrum team — making day-to-day engineering decisions, setting the bar for code quality, and ensuring the team delivers high-quality reporting solutions on schedule
• Write, review, and contribute production-quality code across the BI and reporting stack — SQL, Oracle, and the application tier — as an active, hands-on member of the team
• Lead sprint ceremonies as scrum master: planning, refinement, daily standups, demos, and retrospectives
• Set daily priorities for the team; actively unblock teammates by removing dependencies, clarifying requirements, and resolving technical ambiguity
• Hold the team accountable to engineering standards — query performance benchmarks, code review discipline, definition of done, and release readiness
• Diagnose and rebuild poorly performing SQL — including real-time data cube queries against non-flattened hierarchical data models — into optimized, maintainable, production-grade solutions
• Lead Oracle query tuning and optimization initiatives: execution plan analysis, indexing strategies, materialized views, partitioning, and read-optimization patterns
• Design and advocate for reporting data models and query architectures that are built for BI consumption — reducing real-time computation overhead and improving report responsiveness
• Establish SQL quality standards for the team; drive adoption of query review practices and performance benchmarks as part of definition of done
• Champion ≥50% AI-authored PR targets and ≥95% AI code review adoption as organizational minimums for your team
• Model an agentic development mindset — integrating AI tooling into your own daily workflow and actively coaching teammates to do the same
• Push the team beyond baseline AI adoption into workflows and practices that measurably improve delivery velocity and reporting quality

Lead Engineer – Reporting, BI Engineering

• Own and evolve the platform's observability posture — structured logging, distributed tracing, health check endpoints, and correlation tracking — ensuring consistent adoption and coverage across all services.
• Drive SLO/SLI definition and dashboard creation; expand alerting coverage from log-based alerts to include APM metrics, latency, and throughput.
• Identify and eliminate reliability anti-patterns across the portfolio — replacing fragile legacy patterns with resilient, cloud-native alternatives.
• Implement proper resilience patterns — circuit breakers, retry policies, graceful degradation, dead-letter handling, and idempotent message processing.
• Replace legacy messaging anti-patterns (database polling, file-system coupling) with event-driven messaging infrastructure — this is the highest-impact reliability improvement available to the platform today.
• Serve as the senior technical authority for the Platform Services portfolio — owning architecture, reliability, and engineering quality across a broad set of production services.
• Assess the current state of the service portfolio, identify the highest-impact reliability and modernization opportunities, and build a sequenced roadmap in partnership with the Scalable Architecture Team and Engineering Manager.
• Evaluate and recommend the right cloud-native Azure services and patterns for the platform's future state — this is an open architectural question you will help answer, not a predetermined path.
• Own shared library and cross-cutting infrastructure used across the service portfolio; ensure consistent adoption of engineering standards across all services.
• Ensure production stability across multiple independent deployment ecosystems throughout the modernization process.
• Create and execute migration paths for legacy services across multiple .NET framework generations — prioritizing highest-risk services and sequencing work to minimize production disruption.
• Partner with the Scalable Architecture Team to ensure modernization decisions align with the platform's long-term technical direction and emerging design patterns.
• Evaluate and sequence modernization priorities across a diverse portfolio, balancing production stability with long-term architectural investment.
• Write, review, and contribute production-quality code across the services portfolio — C#/.NET, Oracle SQL/PL/SQL, and cloud infrastructure patterns.
• Debug complex issues that span service boundaries, database interactions, and cloud infrastructure.
• Establish and enforce testing standards across the services portfolio — unit, integration, and resilience testing patterns.
• Champion ≥50% AI-authored PR targets and ≥95% AI code review adoption as organizational minimums.
• Model an agentic development mindset — integrating AI tooling into your own daily workflow and actively coaching teammates to do the same.
• Push the team beyond baseline AI adoption into workflows and practices that measurably improve delivery velocity and platform quality.
• Stay current on agentic development tooling and bring forward-looking recommendations to the Engineering Manager and Sr Director.
• Set the technical bar for the team — establishing coding standards, architectural patterns, and engineering practices across a large, diverse service portfolio.
• Mentor engineers on cloud-native patterns, observability best practices, resilience engineering, and .NET modernization.
• Contribute to cross-team technical forums alongside Principal Engineers, the Solution Architect, and Engineering Managers.

Principal Software Engineer – Platform Services

• Serve as the senior technical authority for the Platform Integrations service suite
• Own architectural decisions across the integration platform
• Assess and improve the reliability of integration services
• Evaluate and recommend cloud-native Azure patterns for data movement
• Drive the active migration of business logic out of legacy integration platforms
• Write, review, and contribute production-quality code across the integration stack
• Debug complex issues that span C#/.NET and Oracle PL/SQL boundaries
• Establish and enforce testing standards across the integration platform
• Mentor engineers who may be less familiar with Oracle, financial domain concepts, or integration patterns
• Contribute to cross-team technical forums alongside Principal Engineers

Principal Software Engineer – Platform Integrations

• Be the tip of the spear in using and evangelizing AI within Software Development
• Integrate AI capabilities into product features, including agentic workflows, and AI-assisted user experiences
• Provide technical leadership in solving complex software development challenges that meet and exceed customer expectations
• Design and implement robust, scalable, and high-performing backend solutions using .NET / .NET Core, C#, and SQL
• Own the full development lifecycle from requirements through testing — producing clean, reusable, and maintainable code
• Lead, critique, and coach others in code reviews, architecture discussions, while identifying dependencies and resolving impediments for other engineers
• Interact with product owners and stakeholders to clarify requirements and translate them into well-architected solutions

Principal Software Engineer – AI

• Lead the strategy and execution of digital-first customer engagement initiatives
• Architect and execute lifecycle campaigns across multiple product families
• Develop AI-powered customer success strategy (Agentic CSM)
• Drive in-app adoption strategy across product portfolio
• Continuously analyze campaign performance metrics and iterate based on data
• Collaborate with cross-functional teams (Product, Marketing, Support, Sales) to ensure message consistency
• Establish KPIs including reach, engagement, conversion, and business impact

Digital Customer Success Manager

Product Manager

• Lead a team of Product Owners responsible for core Admin, ESPP, broker connectivity, and batch processing capabilities within the Certent Equity Management platform
• Set clear goals and performance expectations, conduct regular one-on-ones, and provide ongoing coaching and feedback
• Coordinate roadmap planning and prioritization across Admin, ESPP, Broker, and Batch Processing domains
• Monitor delivery progress across all workstreams, identifying and removing blockers that impede team velocity
• Serve as an escalation point for cross-functional issues involving engineering, Professional Services, broker partners, Compliance, or go-to-market teams
• Engage with key customers and customer advisory groups to gather strategic input on administration capabilities, ESPP usability, broker connectivity, and batch processing reliability

Senior Manager, Product Management – Equity Management

• Directly manage a team of Product Managers responsible for financial reporting, admin reporting, and BI reporting (Logi symphony) within the Equity product organization
• Set clear goals and performance expectations, conduct regular one-on-ones, and provide ongoing coaching and feedback
• Identify skill development opportunities and support team members in growing their product management capabilities and equity domain expertise
• Coordinate roadmap planning and prioritization across all reporting domains, ensuring dependencies are identified, communicated, and resolved proactively
• Monitor delivery progress across reporting workstreams, identifying and removing blockers that impede team velocity
• Serve as a senior reporting domain SME and spokesperson for internal and external partners, analyst relations, and industry events

Senior Manager, Product Management – Equity Reporting

Human Resources

• Serve as a trusted strategic advisor to ELT and senior leaders
• Proactively identify organizational and talent needs
• Support the onboarding of new executive leaders
• Participate in leadership team meetings
• Partner with executives on organizational design and workforce planning
• Lead succession planning and talent review processes
• Drive performance management practices
• Support leaders through organizational change
• Communicate effectively across all levels