insightsoftware

Vice President

• Lead a global engineering organization across multiple EPM product lines
• Own how the EPM portfolio is built, shipped, and operated
• Define and execute modernization strategies for legacy applications
• Sequence modernization incrementally and protect production customers
• Reduce technical debt through measurable targets and executive reporting
• Plan and execute customer migrations from on-premise and single-tenant deployments
• Lead design and delivery of cloud-native, multi-tenant services
• Build shared platform capabilities including identity, observability, metering, tenant provisioning, and self-service environments
• Own SaaS operational excellence, including SLOs, error budgets, on-call, incident management, capacity planning, cost efficiency, and disaster recovery
• Embed security, privacy, and compliance into architecture and delivery pipelines
• Lead adoption of an agentic software development lifecycle
• Establish safeguards for AI-generated changes, including human review, testing, evaluation, provenance, traceability, and secure data handling
• Redesign engineering workflows, roles, and skills for agentic delivery
• Partner with Product to deliver trusted customer-facing AI capabilities for finance users
• Build production AI foundations including model and prompt management, retrieval, evaluation, and monitoring
• Apply responsible-AI practices including explainability, auditability, tenant isolation, and human-in-the-loop controls
• Own DORA outcomes and quarterly improvement targets across product lines
• Implement test automation, continuous integration, trunk-based development, feature flags, and progressive delivery
• Improve reliability through SLOs, error budgets, and blameless post-incident reviews
• Shift security left through automated scanning, dependency management, vulnerability management, and secure-by-default pipelines
• Report engineering, quality, operations, and system performance to executive management
• Lead staffing, mentoring, and development of high-performing teams across disciplines and geographies
• Collaborate with architects, product managers, engineering managers, and developers on technical direction
• Drive engineering roadmaps, operational plans, and delivery commitments in an Agile/Lean environment
• Manage departmental budgets and resources, including employees, contractors, and suppliers
• Negotiate vendor contracts and statements of work
• Build a culture of ownership, psychological safety, continuous improvement, and customer focus
• Evolve software development practices, tooling, reporting, and methodology

Vice President, Engineering – EPM

Product Specialist

• Serve as the equity domain expert for engineering and product teams
• Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting
• Translate equity plan rules and regulatory requirements into actionable software development specifications
• Validate technical designs and workflows for ASC 718, tax regulations, and global equity plan compliance
• Partner with QA teams to develop test cases covering equity scenarios and edge cases
• Liaise during sprint planning and backlog grooming to ensure equity-related features are prioritized and implemented correctly
• Provide guidance on data structures, integration points, and reporting needs related to equity plans
• Monitor industry trends and regulatory changes and advise on product roadmap adjustments
• Conduct training sessions for engineering and product teams on equity concepts and compliance requirements

Equity Specialist – Product Engineering

Product Manager

• Integrate into the agile development team to drive successful product delivery and serve as the voice of the customer
• Run customer focus groups, collect feedback, and update the roadmap
• Collaborate with Product Managers to formulate product vision, strategy, and roadmap
• Define and drive the regulatory solutions roadmap for ESG reporting, regulatory filing disclosures, and financial filing packages such as Solvency II
• Ensure alignment with evolving compliance mandates and customer filing obligations
• Work across the EPM Suite to integrate data collection and storage with regulatory disclosure and filing
• Collaborate with adjacent Product Owners across consolidation, planning, and reporting
• Apply XBRL expertise to guide filing requirements, taxonomy mapping, and validation rules
• Create, review, and refine epics, features, user stories, and acceptance criteria
• Maintain a prioritized product backlog aligned with product strategy
• Organize feature requests and prioritize enhancements with Product Managers
• Own the product backlog for multiple products and balance conflicting priorities
• Own release planning and sprint planning, including release and sprint goals
• Mitigate risks and issues affecting release and sprint goals
• Ensure acceptance criteria are met and conduct sprint reviews from a business/customer perspective
• Produce documentation with Product Managers and Marketing for development, launch, support, services, sales, and marketing initiatives
• Perform detailed product demonstrations for internal and external audiences
• Serve as a subject matter expert for sales and support as needed

Product Owner – Regulatory Solutions

Financial Planning and Analysis

• Serve as Chief Financial Officer for insightsoftware
• Lead financial direction for a global provider of reporting, analytics, and performance management solutions
• Support finance and data teams in improving financial intelligence, productivity, visibility, accuracy, and compliance

Chief Financial Officer

Controller

• Execute and ensure accurate, compliant control environments under local accounting standards and reporting requirements
• Prepare statutory financial statements and in-country compliance requirements, including VAT compilations, government IDs, and filings
• Liaise with business owners to clarify and meet processes and deadlines
• Coordinate with the SSG India team to prepare audit schedules for local statutory audits
• Provide ad hoc financial analysis support to Finance and the business
• Support transition of Treasury and P2P accounting processes with the SSG team in India
• Perform ad hoc administrative duties related to compliance matters
• Plan and execute statutory and compliance activities to meet reporting deadlines
• Document technical accounting decisions clearly and logically

Junior Controller – Part Time

Full-stack Engineer

• Design, develop, troubleshoot, and debug software programs for enhancements and new products
• Design and code automated functional, integration, and regression tests
• Run manual tests and report metrics and defects
• Design and troubleshoot CI/CD pipelines
• Manage AWS cloud infrastructure
• Participate in code reviews, testing, bug bashes, and Agile rituals
• Work with the team lead to build applications
• Assist in research activities and proofs of concept
• Contribute end-to-end work within self-sustaining scrum teams across technology platforms, web applications, high-performance data drivers, and business finance data

Associate Software Engineer

• Develop, maintain, and improve software
• Manage individual project priorities, deadlines, and deliverables
• Contribute improvements to continuous delivery infrastructure
• Participate in mentoring engineering talent
• Drive roadmap execution and incorporate customer feedback into the product
• Collaborate on and execute Agile development and product scenarios
• Release high-quality software on a regular cadence
• Proactively help the team find and solve development and production software issues
• Perform software design, code reviews, and comprehensive automated testing

Senior Software Engineer

Implementation Specialist

• Reconcile equity compensation financial reporting results between customers’ prior results and NextGen, including ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS
• Develop and deliver comparison reports with summary and detailed analysis of differences
• Analyze discrepancies, identify root causes, quantify differences, and recommend resolutions
• Produce clear reconciliation documentation for customers
• Reconcile participant- and grant-level equity data, including grants, vesting schedules, exercises, releases, cancellations, forfeitures, and balances
• Validate share balances and grant lifecycle events to confirm complete and accurate transaction-history migration
• Reconcile ESPP enrollment, contribution, and purchase data and validate participant information
• Produce administrative reconciliation reports and track open items through closure
• Partner across data-loading, product, administrative reconciliation, and financial reconciliation teams
• Validate migrated data, surface discrepancies, and confirm fixes
• Document mapping logic, exceptions, and resolution steps
• Serve as senior point of contact for customer stakeholders
• Ensure deliverables meet SLAs and quality standards and proactively surface risks
• Lead customer conversations and follow up with actionable plans
• Mentor and support junior team members

Senior Consultant – Implementation, Equity

Support Engineer

• Provide data analysis, report writing, file management, database auditing, and technical support
• Monitor daily file feeds for timeliness and accuracy and assist clients in troubleshooting issues
• Learn how the software meets accounting, legal, tax, and regulatory requirements and assist customers with feature setup and use
• Test, document, and escalate unresolved customer cases that may be product defects or data issues to engineering and product management
• Work closely with product and services teams to prioritize items for each sprint release
• Assist with direct customer inquiries during peak volume
• Prioritize and manage customer cases via Salesforce case tracking system
• Document knowledgebase solutions for internal and possible external use
• Interact with Engineering and Product teams as a point of contact for support and services teams and corporate clients
• Work with corporate clients on data interfaces, file feeds, automated processes, and reporting needs
• Act as a subject matter expert for engineering teams

Technical Support Engineer

Customer Success Manager

• Consolidate customer health signals from customer success teams to provide the General Manager with weekly visibility into account and cohort health
• Track GRR and NRR by product, segment, and cohort; conduct variance analysis to identify deterioration trends and positive momentum
• Identify at-risk account cohorts and customers; develop targeted interventions with customer success and track remediation progress
• Conduct root-cause analysis on churn trends and recommend operational or product improvements
• Partner with customer success, product, and marketing to design and implement retention and expansion plays
• Maintain dashboards tracking GRR, NRR, churn cohorts, expansion opportunity, and other key retention metrics
• Provide predictive forecasts of end-of-period performance
• Develop and implement escalation and resolution protocols for at-risk accounts
• Report regularly to the General Manager on retention performance, key drivers, and recommended actions
• Develop plans to maintain customers and grow GRR
• Identify and resolve issues impacting customer retention through process improvements related to renewal management and customer success operations

Director of Customer Success Operations – Reporting

Operations

• Consolidate and roll up sales pipeline and forecast by region, product, and channel
• Provide the General Manager with weekly plan-to-actual visibility
• Track and analyze bookings, pipeline, win rates, deal velocity, and ASP by product and region
• Identify at-risk cohorts and deals, escalate blockers, and recommend corrective actions
• Partner with sales leadership, BDR, account management, and go-to-market teams to design, implement, and track targeted sales plays
• Conduct regular reviews of sales execution against quarterly and annual plans
• Adjust tactics and resource allocation with relevant teams
• Identify and escalate cross-functional blockers
• Work with the enablement team to ensure sellers and partners have the right tools and training
• Lead or participate in AIPs
• Provide real-time visibility into pipeline health and execution across regions and channels
• Ensure forecasts are accurate and updated weekly
• Ensure sales plays are implemented on schedule with documented KPI progress

Director of Commercial Operations – Reporting

Account Executive

• Prospect new business by researching key decision makers and influencers within target accounts
• Work with Sales Development Representatives to generate customer interest and secure introductory meetings
• Present compelling demonstrations of insightsoftware’s EPM solution based on discovery findings
• Handle objections, remove obstacles, and gain customer commitment
• Negotiate sales to optimize profits
• Lead sales processes to close by demonstrating the value proposition of insightsoftware’s EPM platform
• Provide consistent and accurate sales forecasts through pipeline analysis
• Plan and execute sales strategies
• Regularly and promptly update customer relationship management tools
• Gather internal support to pursue accounts
• Obtain product knowledge through training, mentoring, and consultation with internal departments
• Help evolve the go-to-market strategy and collaborate with Business Development Managers, Solution Engineers, and other colleagues

Enterprise Account Executive

Engineering Manager

• Lead the Platform & Architecture vertical for the Equity Management team
• Own delivery accountability for a 0-to-1 platform modernization initiative from MVP through GA
• Translate Solution Architect technical direction into a resourced, sequenced, accountable delivery plan
• Drive Spec-Driven Development, Lean experimentation, and adoption of AI development practices
• Own Engineering and QA/Automation for the modernization initiative while coordinating Product and UI/UX as matrixed partners
• Establish delivery standards and definition-of-done discipline across Engineering, Product, and UX/Design
• Identify misalignment, blockers, and unresolved cross-functional questions
• Hold Engineering, Product, and UX/Design accountable for delivery commitments
• Communicate candid program status and risks to the Senior Director, VP, and executive stakeholders
• Own delivery of broker integration programs
• Own delivery of the Certent Equity Management platform serving 1,200+ customers
• Balance capacity and prioritization across modernization, broker programs, and core CEM delivery
• Serve as the single point of delivery accountability across the portfolio
• Lead 4–6 teams spanning platform modernization, Broker Applications and Integrations, Core CEM Application, and Platform Services
• Coach and develop Managers and Senior Managers
• Own hiring, onboarding, performance management, retention, headcount, and organizational design
• Protect team capacity and build a high-trust, high-accountability culture