Sr. Product Manager

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. Learn more at insightsoftware.com.

Job Description:

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.

You will be responsible for defining product strategy, writing detailed requirements, and driving execution for two distinct but equally critical domains: Platform Administration (system configuration, user management, permissions, data operations, and audit controls) and Employee Stock Purchase Plans (plan design, contribution processing, purchase calculations, tax compliance, and broker integration). This is a hands-on, execution-focused role requiring both domain expertise and the ability to translate business needs into clear, implementable requirements for engineering teams.

Key Responsibilities

Product Strategy & Roadmap

• 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

Requirements Definition & Documentation

• 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
• 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

Admin & ESPP Domain Expertise

• 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

Cross-Functional Collaboration

• 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

Customer & Partner Engagement

• 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

Required Qualifications

Experience

• 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 amount 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 is preferred
• Experience with Agile/Scrum methodologies and product management frameworks
• Experience with platform migrations, system implementations, or large-scale transformation projects

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. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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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.