Company Description
insightsoftware is a leading provider of reporting, analytics, and performance management solutions. Over 30,000 organizations worldwide rely on us to support business needs in the areas of accounting, finance, operations, supply chain, tax, budgeting, planning, HR, and disclosure management. We enable the Office of the CFO to connect to and make sense of their data in real time so they can proactively drive greater financial intelligence across their organization. Our best-in-class solutions provide customers with increased productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description
The Senior Product Manager, Equity Management is a strategic leader and end-to-end owner of our equity plan management software solutions within our portfolio of capital management solutions. This role is responsible for driving market success, commercial growth, and customer impact within our Equity portfolio, with a strong focus on business value, go-to-market execution, and customer engagement.
As the market and customer expert for the Equity Management product segment, you will own the end-to-end product lifecycle, from technical feasibility assessment and architectural alignment to commercial execution and customer adoption. Working closely with Engineering, UX, and cross-functional teams, you will ensure our equity management solutions are technically scalable, performant, and aligned with evolving financial reporting and accounting standards.
Our Equity Management solutions empower business users to gain deeper insights and make faster, data-driven decisions about their equity plans, driving continuous business improvement and ensuring compliance with regulatory requirements.
Key Responsibilities
1. Strategic Product Leadership
- Define and drive the technical product roadmap for Equity Management solutions, ensuring alignment with market needs, regulatory requirements, and modern enterprise technology strategies, including ASC 718 and IFRS2 reporting, Section 16 Forms 3, 4 and 5 filing requirements, and income tax implications resulting from equity compensation.
- Lead the development of high-performance, scalable equity management solutions that seamlessly integrate with existing financial systems.
- Manage skilled product professionals, optimizing client-centric features while maximizing NPS scores.
- Validate, design and drive the product roadmap and portfolio for both short- and long-term growth by collaborating with internal and external stakeholders, including customers, broker partners, Marketing, Sales, and Customer Success.
- Leverage external partnerships and innovative technologies to improve speed to market and create competitive advantages.
- Form strategic internal partnerships with other insightsoftware business units to drive cross-portfolio opportunities.
- Extract maximum commercial value from your products through packaging, pricing, and new feature development and enablement.
2. Business & Go-to-Market Execution
- Manage the business metrics of the product (bookings, revenue, margin, gross retention), supplying recommendations to improve the commercial performance of our Equity solutions and ensure financial goals are met.
- Translate technical innovations into customer-centric solutions, ensuring business users can derive actionable insights from equity data.
- Work closely with Sales, Marketing, and Customer Success to ensure effective positioning, pricing, and value articulation of Equity products.
- Execute product launch plans, partnering with Product Marketing and Sales Enablement to provide product education, demonstrations, and expertise to internal and external customers.
- Drive and support ongoing sales and customer education programs to ensure full understanding of product features, benefits and comparisons to competitive products and promote value-based selling propositions.
- Develop and execute product pricing plans, including price change implementation and tracking competitive market pricing.
3. Product Development & Execution
- Drive delivery of market and customer requirements, including definition, prioritization, trade-offs, and execution of release goals.
- Work with Agile Scrum teams to develop comprehensive user stories and maintain a strategic product backlog.
- Develop detailed product requirements and functional specifications, ensuring engineering teams build high-impact, customer-focused features.
- Ensure acceptance criteria are met with current releases and conduct sprint reviews from a business/customer perspective.
- Negotiate backlog priorities effectively with engineers and senior leadership.
- Drive highly effective customer experiences as measured by NPS, understanding and improving the end-to-end customer journey.
- Aid in solving customer retention/churn issues and NPS detractors.
4. Market & Customer Engagement
- Develop a deep understanding of customer usage, competitor products, and equity management market trends, and translate that intelligence into detailed product requirements.
- Act as the thought leader for equity management software, participating in industry conferences, webinars, and advisory boards.
- Conduct win/loss analysis and customer feedback loops (including NPS and customer interviews) to refine product capabilities and enhance user experience.
- Track industry trends, regulatory changes, and competitive landscape, ensuring our solutions stay ahead of the curve.
- Be the internal product evangelist and a sought-after internal and external market expert for equity management solutions.
- Identify customer and market requirements through market analysis, win/loss calls, and voice-of-customer interviews.
Qualifications
Technical & Domain Expertise
- Deep knowledge of equity plan management software and processes.
- Experience with equity plan management software, broker operations, and data integrations.
- Strong understanding of financial reporting, accounting principles, and regulatory requirements related to equity plans.
- Experience with brokerage connectivity products and broker partnerships within capital management solutions.
- Experience with software development practices (e.g., Agile, Scrum, Lean) and tools.
- Knowledge of modern cloud architectures and their impact on financial software solutions.
Product & Business Acumen
- 7+ years of experience in B2B software Product Management, with at least 3 years focused on financial, capital management, or equity management solutions.
- Proven ability to bridge technical and business needs, ensuring equity management solutions drive measurable business value.
- Experience in SaaS/cloud-based product management, with a focus on financial data analytics and reporting.
- Strong ROI-driven mindset, making product investment decisions based on technical feasibility and market demand.
- Proven ability to engage with C-level executives, finance leaders, and IT stakeholders to drive adoption and business outcomes.
- Experience in analyzing pricing strategies and implementing price changes.
- Demonstrated success in managing product metrics including bookings, revenue, margin, and gross retention.
Leadership & Communication
- Proven ability to influence cross-functional teams without formal authority
- 2+ years of experience managing and developing product management teams.
- Excellent verbal and written communication and presentation skills, with the ability to effectively communicate at all levels of the organization.
- Ability to balance conflicting priorities and make critical decisions.
- Experience in partnering with Product Marketing to commercialize product offerings.
- Experience in partnering with UX teams to design usable, accessible solutions.
- Demonstrated ability to lead and drive execution across Development, Sales, Marketing, Support, and Customer Success.
Education & Certifications
- Bachelor's degree (or foreign equivalent) in Business, Computer Science, Engineering, Information Systems, or a related field.
- Master's degree in Business, Finance, or related field preferred.
- Beneficial Certifications: Pragmatic Marketing, CSPO, CEP (Certified Equity Professional), or Broker Operations Certificate.
Additional Requirements
- Highly organized and attentive to detail.
- Strategic/tactical balance - ability to balance the market and product vision with disciplined tactical execution.
- Drive & grit - operate in a demanding environment with a focus and determination to achieve high-quality results.
- Engaging presence - ability to effectively engage with prospects and customers, getting them excited to speak with you and learn more about their product use case.
- Comfortable with 20-30% travel (post-restrictions).
- Remote position available in US, Canada, or UK.
Additional Information
All your information will be kept confidential according to EEO guidelines.
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
Learn more about our high-energy, high-performance global team. Work With Us »
insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)
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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
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