Sr. Product Manager

About the role

insightsoftware is a global provider of reporting, analytics, and performance management solutions. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our 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.

Responsibilities

• Own the product roadmap for Admin and ESPP functional areas, balancing customer needs, competitive positioning, regulatory requirements, and platform scalability
• Define multi-quarter feature priorities 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
• Conduct technical detail review sessions with engineering teams before development begins to ensure alignment of requirements and implementation risks
• 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
• Partner with Security and Compliance 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 UBS, Bank of America, and other broker partner business reviews

Requirements

• 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

Qualifications

• 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

Benefits

Our commitment to pay transparency and fair compensation practices ensures all employees receive competitive salaries and bonuses. The salary range in the United States for this position is $124,000.00 to $156,000.00 USD annually. Your specific offer will be determined by your skills, experience, and qualifications.

Schedule

We are committed to providing a flexible schedule to accommodate the needs of our employees. Please inquire during the interview process if you have any specific scheduling preferences.

Pay

The salary range in the United States for this position is $124,000.00 to $156,000.00 USD annually. Your specific offer will be determined by your skills, experience, and qualifications.