About Us
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.
Job Summary
We are seeking an experienced Senior Product Manager to own the Admin and Employee Stock Purchase Plan (ESPP) domain within Certent Equity Management. This role requires deep expertise in ESPP plan design, tax regulations, and platform administration capabilities that serve private and public companies as well as their broker partners.
Key Responsibilities
- Define product strategy and roadmap for Admin and ESPP functional areas, balancing customer needs, competitive positioning, regulatory requirements, and platform scalability.
- Prioritize multi‑quarter features based on revenue impact, customer retention risk, broker partnership requirements, and technical dependencies.
- Conduct competitive analysis of Admin and ESPP capabilities.
- Partner with Sales, Customer Success, and broker partners to identify feature gaps that block deals or create churn risk.
- Write comprehensive Product Requirements Documents (PRDs) with detailed functional specifications, user workflows, edge cases, and acceptance criteria.
- Lead technical detail review sessions with engineering teams to ensure alignment of requirements and implementation risks.
- Define data models, calculation logic, and system integrations with precision appropriate for financial compliance software.
- Document ESPP tax treatment rules (Section 423 compliance, qualifying vs. disqualifying dispositions, lookback provisions, AMT implications) with accuracy sufficient for engineering implementation.
- Serve as the subject‑matter expert on ESPP plan design including offering periods, purchase periods, contribution limits, lookback provisions, and withdrawal rules.
- Design calculation engines for ESPP purchase price determination, share allocations, and tax withholding across federal and state jurisdictions.
- Design audit logging, data export, and reporting capabilities that meet SOX and SOC 1 and 2 control requirements.
- Collaborate with Security, Compliance, and Legal teams to ensure admin features meet regulatory and customer security requirements.
- Partner with Financial Reporting, Broker Connectivity, and Admin Reporting product owners to ensure cohesive user experiences.
- Collaborate with Professional Services on customer implementations, identifying product gaps that create services dependency.
- Work with Product Marketing on product positioning, feature launches, and sales enablement materials.
- Coordinate with Compliance and Legal teams on regulatory changes affecting ESPP administration.
- Lead customer discovery sessions to understand pain points, workflows, and feature requirements.
- Conduct demos and training for customers, broker partners, and internal teams.
- Support Sales in competitive evaluations, RFP responses, and proof‑of‑concept engagements.
- Gather feedback from Customer Success on product gaps driving support volume or churn risk.
- Participate in broker partner business reviews (e.g., UBS, Bank of America).
Qualifications
- 5+ years in product management roles, preferably in B2B SaaS environments.
- 3+ years of experience in the Equity Management space.
- Proven track record of delivering complex SaaS features, enhancements, or modules from concept to launch.
- Proven experience in developing and managing software products, preferably in the equity management sector.
- Exceptional communication and collaboration abilities with the aptitude for influencing and building consensus among stakeholders.
- Strong attention to detail, organization, and prioritization skills.
Technical & Domain Knowledge
- Deep understanding of equity compensation principles including stock options, RSUs, ESPP, performance awards, and international equity programs.
- Deep understanding of ESPP plan mechanics including Section 423 qualified plans, offering/purchase periods, lookback provisions, and contribution limits.
- Working knowledge of equity compensation taxation (ISO, NSO, RSU, ESPP) and IRS reporting requirements (Form 3922, W‑2 reporting).
- Understanding of Section 16 compliance, Rule 10b5‑1 plans, and other public company securities regulations.
Education
Bachelor’s degree in Business, Finance, or related field required.
Preferred Qualifications
- CEP (Certified Equity Professional) Level 1 certification or higher.
- MBA or similar advanced degree.
- Experience with Agile/Scrum methodologies and product management frameworks.
- Experience with platform migrations, system implementations, or large‑scale transformation projects.
Salary and Compensation
The salary range in United States of America for this position is 124,000.00 to 156,000.00 USD annually. Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target. We are committed to pay transparency and fair compensation practices.
EEO Statement
All your information will be kept confidential according to EEO guidelines. 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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