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 DescriptionIn this role, you will be responsible for creating new business opportunities by targeting CFOs, Controllers, SEC reporting managers, and other finance executives. You will be a sales superstar known for consistently exceeding quotas and contributing your knowledge and expertise to the sales team. You will be a success-driven self-starter, skilled at managing the entire sales cycle from prospecting to preparing, facilitating, and delivering online and onsite sales presentations, contract negotiations, and closing the sale. You will also possess strong relationship-building and territory/account management skills. This is a remote role and you will report into the Divisional Vice President of Sales.
In this role, you will:
- Develop and maintain strong contacts and networks both within and outside of the Company.
- Manage the entire sales cycle from identification through to close, including presentations, request for proposal responses, contract negotiations, and transition to other departments for future servicing as either a software or outsourcing client.
- Understand and articulately communicate feedback on market conditions, new opportunities, product penetration strategies, and successes.
- Oversee, maintain, and update sales forecasts and CRM systems.
- Be available to travel up to 50% of the time.
- Bachelor's degree in business, sales, marketing, or a related field or equivalent experience
- 4+ years of financial technology sales experience to Enterprise and mid-size public or private companies.
- 2+ years of experience selling Enterprise Performance Management (EPM) software, including budget, forecasting, and/or planning consolidation tools is a plus
- Outstanding verbal and written communication skills, able to clearly and concisely articulate thoughts.
- Demonstrated strength in negotiation, financial, and analytical skills.
- Proven track record of selling to the key audience of financial professionals.
- Demonstrated strength in cold calling to create a pipeline of companies, negotiation, financial, and analytical skills.
- Proven history of securing new accounts, as well as growing sales across various other channels.
- Exhibits an overall polished, professional image.
- Ability to work independently is a must.
This role is specifically tailored for a sales representative selling Enterprise Performance Management (EPM) software to mid-market and enterprise customers, with a talent for building and closing new logos.
Additional InformationAll your information will be kept confidential according to EEO guidelines.
#LI-Remote
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
Learn more about our high-energy, high-performance global team. Work With Us »
insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
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.
Skills Required
- Bachelor's degree in business, sales, marketing or related field
- 4+ years of financial technology sales experience
- 2+ years of experience selling Enterprise Performance Management software is a plus
- Outstanding verbal and written communication skills
- Demonstrated strength in negotiation, financial, and analytical skills
- Proven track record of selling to financial professionals
- Strong skills in cold calling to create a sales pipeline
- History of securing new accounts and growing sales
insightsoftware Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about insightsoftware and has not been reviewed or approved by insightsoftware.
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Healthcare Strength — Medical, dental, vision, life/disability, and EAP coverage appear to be broadly available as part of the core package. Optional add-ons like critical illness/accident coverage, legal/ID theft protection, and pet insurance add depth beyond basics.
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Retirement Support — A retirement plan with a company match is part of the offering, alongside tax-advantaged FSA/HSA options. The presence of performance bonuses also adds an additional rewards component beyond base salary.
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Wellbeing & Lifestyle Benefits — Remote-first flexibility and wellness-oriented perks like fitness stipends and commuter benefits support day-to-day quality of life. Small in-office perks (such as snacks) and volunteer/recognition programs add supplementary non-cash value.
insightsoftware Insights
What We Do
Reach a higher level of financial intelligence with finance-owned solutions that enable fast, accurate reporting, forecasting, planning, and close directly from your core financial systems. insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate.







