Equity Specialist – Product Engineering

insightsoftware

. Serve as the equity domain expert for engineering and product teams .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in equity compensation administration, including compliance with ASC 718 and global equity plan structures. Proficient in translating regulatory requirements into actionable specifications and collaborating with cross-functional teams to ensure successful implementation of equity management features.

Highest-signal resume keywords

Certified Equity Professional (CEP) Level 35+ Years of Experience in Equity Compensation AdministrationStrong Knowledge of Global Equity Plan StructuresExperience with Agile Methodologies and ToolsAbility to Write SQL Queries for Data Validation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Equity Compensation AdministrationTax ComplianceData ModelingSQL QueriesRESTful APIsRelational Database DesignFunctional SpecificationsAcceptance CriteriaReporting and Visualization ToolsScripting Languages

Soft Skills

Excellent Written CommunicationExcellent Verbal Communication

Tools & Technologies

JiraConfluencePower BITableauShareworksCartaCertent

Certifications & Qualifications

Certified Equity Professional (CEP) Level 3

Industry Keywords

Equity ManagementASC 718Global Equity Plan ComplianceGrant AdministrationVesting Schedules

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Certified Equity Professional (CEP) Level 3 required
5+ years of experience in equity compensation administration or consulting
Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718)
Experience working with software development teams or technology platforms related to equity management
Familiarity with Agile methodologies and tools (e.g., Jira, Confluence)
Excellent written and verbal communication skills
Ability to create detailed functional specifications and acceptance criteria
Experience with data modeling, APIs, or SaaS platforms in the equity domain is a bonus
Ability to write SQL queries for data validation and reporting
Understanding of relational database design and equity-related data structures
Knowledge of RESTful APIs for integration with external systems
Experience with reporting and visualization tools (e.g., Power BI, Tableau)
Exposure to equity management software (e.g., Shareworks, Carta, Certent)
Familiarity with scripting languages (Python or similar) for data analysis or automation
Understanding of Git-based workflows for collaboration with engineering teams

Benefits

Comp & perks

Additional bonus eligibility may apply
Background checks are required for employment where permitted by country, state/province
Equal employment opportunity workplace