Product Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $124k - $156k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🪄 Product Specialist

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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

• 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. • Background checks are required for employment with insightsoftware, where permitted by country, state/province. • 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.