Product Sales Specialist

🕒 February 20

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Maintain deep product expertise in assigned financial reporting and data management solutions • Promote assigned product(s) through focused solutions presentations to drive land and expand opportunities • Engage proactively in the sales process when opportunities are identified by BDR, Account Executive, or Account Manager teams • Provide technical and functional support during solution design and proposal development • Deliver compelling product demonstrations that showcase value for finance and accounting teams • Lead assessment of legacy financial reporting systems and execute migration strategies • Support customers transitioning from legacy ERP, EPM, or financial consolidation platforms • Develop migration roadmaps that minimize business disruption while maximizing product adoption • Provide expertise in financial close, consolidation, reporting, planning, and forecasting workflows • Work closely with BDRs during qualification of new opportunities • Partner with Account Executives and Account Managers to deliver value propositions and validate product fit • Collaborate with Account Managers and Customer Success Managers to identify additional use cases and drive expansion within existing accounts • Support Solutions Engineers in providing comprehensive technical expertise • Enable Hybrid Sellers with product knowledge and competitive positioning

🎯 Requirements

• 5+ years of experience in financial systems, reporting solutions, or related roles • Deep expertise in financial reporting solutions including financial close, consolidation, management reporting, and regulatory reporting • Strong understanding of financial systems architecture and data flows • Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, etc.) and their reporting limitations • Knowledge of EPM/CPM platforms and financial data integration • Familiarity with financial data governance, controls, and audit requirements • Understanding of finance and accounting business processes, including month-end close, consolidation, and variance analysis • Ability to speak the language of CFOs, Controllers, and Finance Directors • Experience articulating ROI and business value for financial transformation initiatives • Knowledge of regulatory reporting requirements (SOX, IFRS, GAAP).

🏖️ Benefits

• Background checks are required for employment with insightsoftware, where permitted by country, state/province. • All your information will be kept confidential according to EEO guidelines.