
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.
🔥 13 hours ago
🇺🇸 United States – Remote
💵 $160k - $201k / year
⏰ Full Time
🔴 Lead
⚙️ Operations
🦅 H1B Visa Sponsor
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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.
• Consolidate and roll up sales pipeline and forecast by region, product, and channel • Provide the General Manager with weekly plan-to-actual visibility • Track and analyze bookings, pipeline, win rates, deal velocity, and ASP by product and region • Identify at-risk cohorts and deals, escalate blockers, and recommend corrective actions • Partner with sales leadership, BDR, account management, and go-to-market teams to design, implement, and track targeted sales plays • Conduct regular reviews of sales execution against quarterly and annual plans • Adjust tactics and resource allocation with relevant teams • Identify and escalate cross-functional blockers • Work with the enablement team to ensure sellers and partners have the right tools and training • Lead or participate in AIPs • Provide real-time visibility into pipeline health and execution across regions and channels • Ensure forecasts are accurate and updated weekly • Ensure sales plays are implemented on schedule with documented KPI progress
• Deep understanding of sales cycles, pipeline methodologies, forecasting, and the metrics that drive revenue accountability in SaaS • Seven to ten years of experience in sales operations, revenue operations, or similar operational role in a high-volume B2B SaaS environment • Demonstrated success managing sales operations across multiple regions or channels at scale • Strong analytical and data visualization skills • Comfort with SQL, BI tools, and Excel pivot tables • Excellent communication skills and ability to translate data into actionable insights for both technical and non-technical audiences • Project management mindset: ability to juggle multiple workstreams and drive initiatives to completion • Experience working with programmatic or high-volume sales models is a plus • Background checks are required for employment with insightsoftware, where permitted by country, state/province
• Bonus structure: 80 percent base, 20 percent bonus tied to Reporting bookings targets and pipeline accuracy metrics • Health insurance • 401(k) • Professional development support • Flexible work arrangements
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