Principal Product Manager - Equity

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

Job Description

About This Role

As the market and customer expert for the Equity Management product segment, you will own the end-to-end product lifecycle, from technical feasibility assessment and architectural alignment to commercial execution and customer adoption. Working closely with Engineering, UX, and cross-functional teams, you will ensure our equity management solutions are technically scalable, performant, and aligned with evolving financial reporting and accounting standards.

Our Equity Management solutions empower business users to gain deeper insights and make faster, data-driven decisions about their equity plans; driving continuous improvement, ensuring regulatory compliance, and enabling HR teams to effectively manage their equity compensation programs.

Key Responsibilities

1. Strategic Product Leadership

• Define and drive the technical product roadmap for Equity Management solutions, ensuring alignment with market needs, regulatory requirements, and modern enterprise technology strategies, including ASC 718 and IFRS2 reporting, Section 16 Forms 3, 4 and 5 filing requirements, Rule 144, and income tax implications resulting from equity compensation.
• Lead the development of high-performance, scalable equity management solutions that seamlessly integrate with existing financial systems.
• Validate, design and drive the product roadmap and portfolio for both short- and long-term growth
• Leverage external partnerships and innovative technologies to improve speed to market and create competitive advantages.
• Form strategic internal partnerships with other insightsoftware business units to drive cross-portfolio opportunities.

2. Business & Go-to-Market Execution

• Drive business metrics: bookings, revenue, margin, and gross retention for the Equity portfolio
• Translate technical innovations into customer-centric solutions
• Work closely with Sales, Marketing, and Customer Success to ensure effective positioning, pricing, and value articulation of Equity products.
• Execute product launch plans, partnering with Product Marketing and Sales Enablement to provide product education, demonstrations, and expertise to internal and external customers.
• Drive and support ongoing sales and customer education programs to ensure full understanding of product features, benefits and comparisons to competitive products and promote value-based selling propositions.

3. Product Development & Execution

• Drive delivery of market and customer requirements, including definition, prioritization, trade-offs, and execution of release goals.
• Work with Agile Scrum teams to develop comprehensive user stories and maintain a strategic product backlog.
• Develop detailed product requirements and functional specifications, ensuring engineering teams build high-impact, customer-focused features.
• Ensure acceptance criteria are met with current releases and conduct sprint reviews from a business/customer perspective.
• Negotiate backlog priorities effectively with engineers and senior leadership.
• Drive highly effective customer experiences as measured by NPS, understanding and improving the end-to-end customer journey.

4. Market & Customer Engagement

• Develop a deep understanding of customer usage, competitor products, and equity management market trends, and translate that intelligence into detailed product requirements.
• Serve as a thought leader for equity management software, participating in industry conferences, webinars, and advisory boards.
• Track industry trends, regulatory changes, and competitive landscape, ensuring our solutions stay ahead of the curve.
• Identify customer and market requirements and priorities through market analysis, win/loss calls, and voice-of-customer interviews.

Qualifications

Technical & Domain Expertise

• Deep knowledge of equity plan management software and processes.
• Experience with equity plan management software (private and p