insightsoftware

Financial Planning and Analysis

• Assist with the product roadmap for financial reporting features, balancing regulatory changes, customer needs, competitive positioning, and platform scalability
• Define multi-quarter feature priorities based on revenue impact, regulatory requirements (ASC 718, IFRS 2), and technical dependencies
• Conduct competitive analysis of financial reporting capabilities across equity management and equity accounting platforms
• Partner with Sales, Customer Success, and key customer stakeholders to identify reporting gaps and deliver best-in-class financial reporting solutions
• Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria
• Define report structures, data models, and calculation methodologies with precision appropriate for financial close and audit processes
• Conduct technical review sessions with engineering teams to validate requirements and identify implementation risks before development begins
• 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 to understand reporting pain points and requirements

Senior Product Owner, Financial Reporting – Equity

Product Manager

• Own and maintain the product backlog for batch processing, including sprint prioritization and engineering ceremonies
• Partner with the Product Manager to define feature priorities across multiple quarters based on customer impact, regulatory requirements, and technical dependencies
• Partner with Sales, Customer Success, and implementation teams to identify gaps and deliver best-in-class batch processing solutions
• Write comprehensive Product Requirements Documents (PRDs) with detailed functional specifications, processing workflows, error handling scenarios, edge cases, and acceptance criteria
• Define batch job sequencing, scheduling logic, and reconciliation workflows with precision appropriate for financial transaction processing
• Conduct technical review sessions with engineering teams prior to development to validate requirements and surface implementation risks
• Partner with Security and Compliance teams to ensure batch processes meet regulatory and data integrity standards
• Partner with other Equity Product Owners and Product Managers to ensure batch processing integrates seamlessly with adjacent modules
• Collaborate with Professional Services on customer implementations, establishing best practices for efficient batch configuration and execution
• Work with Product Marketing on feature positioning and release communications
• Coordinate with Compliance and Legal teams to address regulatory considerations affecting batch event processing
• Lead discovery sessions with customers and internal stakeholders to understand operational pain points and batch processing requirements
• Conduct demos and training sessions for customers and internal teams on batch processing capabilities

Product Owner, Batch Processing – Equity

• Product Strategy & Roadmap
• Assist with the roadmap for embedded analytics and self-service reporting capabilities within Certent Equity Management, leveraging the Logi Symphony platform
• Partner with the Product Manager to define feature priorities based on customer demand, competitive positioning, platform capabilities, and technical dependencies
• Own the backlog, including sprint prioritization and engineering ceremonies
• Partner with Sales, Customer Success, and the Logi platform team to identify capability gaps and deliver best-in-class analytics experiences
• Requirements Definition & Documentation
• Write comprehensive PRDs with detailed functional specifications, data model requirements, user workflows, visualization standards, and acceptance criteria
• Define report and dashboard templates, data set configurations, and user permission models appropriate for equity data
• Conduct technical review sessions with engineering and the Logi platform team to validate requirements and surface integration risks
• Ensure reporting capabilities meet data privacy, security, and access control requirements for sensitive equity and compensation data
• Cross-Functional Collaboration
• Act as the primary liaison between the Equity product team and the Logi Symphony platform team at insightsoftware
• Partner with Financial Reporting and Admin Reporting Product Owners to ensure data availability, consistency, and alignment across reporting surfaces
• Work with Product Marketing on analytics feature positioning and release communications
• Customer & Stakeholder Engagement
• Lead discovery sessions with equity administrators, HR, and finance stakeholders to identify analytics and reporting requirements
• Conduct demos and training on self-service reporting and dashboard capabilities for customers and internal teams

Product Owner, BI Reporting – Equity

Engineering Manager

• Own the outcomes of the Scalable Architecture Team
• Hold team members accountable for delivery against the modernization roadmap
• Manage a high-caliber team
• Actively manage priorities and keep the team focused on the highest-impact work
• Foster a high-trust, high-accountability culture
• Ensure the team operates against an AI-first development standard

Senior Engineering Manager – Scalable Architecture

QA Engineer

• Own quality outcomes across all CEM delivery verticals
• Establish and enforce test plan and test case standards organization-wide
• Define and own release quality gates
• Communicate quality status clearly and fluently
• Identify systemic quality risks, coverage gaps, and process breakdowns early
• Champion AI-authored PR targets and AI code review adoption
• Drive adoption of AI tooling for test plans, test cases, and scenarios
• Manage the QA & Standards organization
• Partner with the Automation Lead to assess current automation platforms
• Own hiring, onboarding, performance management, and career development
• Lead the QA organization through meaningful transformation
• Own the Performance Engineering team
• Integrate performance testing into engineering definition of done

Senior Engineering Manager – QA & Standards

• Lead application development teams focused on building new features
• Manage engineers across multiple squads
• Own delivery outcomes and client relationship dynamics
• Drive AI adoption across teams
• Engage with client stakeholders on requirements

Senior Engineering Manager – Application

Communications

• Own analyst relations and public relations strategy and program direction for the Data + Analytics business, 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 Data + Analytics business, including analyst coverage, media placements, and share of voice, to demonstrate impact and inform program adjustments.
• Support crisis communications planning and response for the Data + Analytics business in coordination with the VP, Corporate Communications and Sr. Corporate Communications Manager.
• Collaborate with cross-functional stakeholders including Product, Marketing, and Sales to ensure Data + Analytics 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 Data + Analytics business narrative.

Corporate Communications Specialist, Data & Analytics

Vice President

• Own the BI channel for insightsoftware's analytics portfolio including Vizlib, Fiplana, and PowerON —working with Qlik Elite partners and Power BI consulting firms.
• Address current channel performance gaps by recruiting higher-quality BI partners, improving partner enablement and certification, and increasing win rates, time-to-first-deal and average selling price.
• Lead, coach, and develop a team of channel managers, with a focus on building a high-accountability, results-oriented culture.
• Take full ownership of channel sales goals, accurately forecasting monthly, quarterly, and annual bookings across channel territories.
• Build effective working relationships across insightsoftware's go-to-market functions including Partner Operations, Partner Enablement, Marketing, Solutions Engineering, and Product/Business Unit leaders.

Divisional Vice President, Enterprise Channels

Sales

• Develop and execute comprehensive sales strategies to achieve and exceed divisional revenue targets
• Lead, mentor, and motivate a team of sales professionals to peak performance
• Analyze market trends and competitor activities to identify new business opportunities
• Collaborate with cross-functional teams to enhance product offerings and customer experience
• Establish and maintain strong relationships with key clients and industry partners
• Oversee the preparation and presentation of sales forecasts, budgets, and performance reports
• Drive innovation in sales processes and methodologies to improve efficiency and effectiveness
• Ensure compliance with industry regulations and company policies in all sales activities
• Represent the company at industry events, conferences, and high-level client meetings

Divisional Vice President – New Logo Sales

• You will own a group of solutions engineers supporting a partner ecosystem.
• You will be accountable for the technical win rate, deal velocity, and bookings influence of your team across the Americas partner ecosystem.
• Improve technical win rate and deal velocity across channel-sourced pipeline through disciplined deal review.
• Earn the trust of channel sales leadership and alliance managers as a peer who improves their forecast and makes partners more technically capable.

Presales Director – Channel & Partners

Growth Marketing

• Support the development and execution of multi-channel campaigns across email, content, and webinars— helping bring strategies to life with strong attention to detail
• Assist in building and managing lifecycle marketing programs that drive engagement, product adoption, and pipeline contribution
• Draft campaign copy, including email sequences, landing page content, and promotional assets
• Pull and organize campaign performance data across MQLs, pipeline contribution, conversion rates, and engagement metrics
• Maintain dashboards and reporting templates that keep the team informed and aligned on progress toward goals
• Manage campaign calendars, project timelines, and stakeholder task lists to keep programs on track
• Coordinate with internal teams (design, digital, BDR, solutions engineering) and external vendors to ensure deliverables meet deadlines and quality standards
• Handle day-to-day administrative tasks that keep marketing programs running smoothly, including webinar logistics, lead list management, and tool upkeep
• Partner with Growth Marketing Managers and product marketing team to stay aligned on messaging, positioning, and campaign priorities
• Support BDR and sales teams with follow-up content, enablement materials, and lead routing coordination
• Participate in campaign planning conversations and contribute ideas grounded in data and audience understanding

Growth Marketing Associate

Program Manager

• Simultaneously manage multiple projects with activities, deliverables, and interdependencies involving internal and external teams
• Track project deliverables and schedules, with a strong focus on progress measurement, analysis, and reporting
• Plan and coordinate small to mid-sized projects through normal project phases
• Help drive the transitional components from acquisition integrations
• Manage vendor communication and follow up on vendor tasks to ensure effective project delivery
• Provide status reports, as appropriate to the size of engagement
• Capture and escalate risk that surfaces on a project to help mitigate or avoid project disruptions

Account Executive

• Develop and maintain strong contacts, and networks both within and outside of the Company
• Manage entire sales cycle from identification through to close, including: presentation, request for proposal responses, contract negotiations and transition to other departments for future servicing as either a software or outsourcing client
• Understand and articulately communicate feedback on market condition, new opportunities, product penetration strategies and successes
• Oversee, maintain and update sales forecast and CRM system
• Be available to travel up to 50% of the time