Manager, Professional Services at insightsoftware (Remote)

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Company Description

insightsoftware is a growing, dynamic computer software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

Based remotely, your primary mission will be to lead the delivery of professional services for clients using our industry-leading platform as well as manage a team of Professional Services Consultants and technical engineers who are primarily based remotely. The team you manage will be responsible for analyzing business requirements to manage implementations and technical requirements.

Job Description

Responsibilities fall into two main areas:

Team Management Responsibilities

  • Oversee designated Professional Services consultants as well as own Professional Services projects and processes for successful implementations for Disclosure Management Customers and other software solutions
  • Document and drive process improvement initiatives
  • Conduct monthly/quarterly process review meetings with direct reports
  • Supervise direct reports as well as well as conduct annual performance evaluations
  • Conduct weekly 1 on 1 status meetings with direct reports
  • Have the ability to mentor and guide professional services consultants and teams
  • Provide initial training for new hire reports and ongoing continuous training for existing employees
  • Communicate key and critical information to the Director of Professional services weekly as well as escalate critical information in a timely manner
  • Oversee day to day operational management of all direct report activities
  • Prioritize work assignments for direct reports
  • Recommend process and procedure enhancements
  • Provide guidance on XBRL related projects and understand various mandates (Compliance Services)

Professional Services Responsibilities;

  • Work closely with sales and client success teams to scope implementation requirements to finance and accounting executives
  • Project oversight: client discovery, coordinate internal resources, assist with solution development, and present deliverables
  • Deliver projects under tight and aggressive deadlines
  • Effectively translates business rules, requirements, and customer experience needs into concrete and meaningful information for the business and direct reports
  • Understand various reporting requirements by industry and the specific taxonomy modelling differences


 Key Requirements:

  • Bachelor of Arts or Bachler of Science or Bachelor in BCom degree required in Accounting or Finance or similar field of study
  • Presentation and User liaison
  • String experience in a similar or related position working in a professional service organization
  • Strong experience working with XBRL/iXBRL/XHTML
  • Business analysis / requirements gathering and ability to interpret requirements and communicate those effectively to both technical and management level positions.
  • Proven organizational and multi-tasking skills and solutions focused approach to creative problem solving
  • Exceptional Customer Service Skills
  • Proven track record of leading team to deliver projects on time and within agreed upon scope
  • Excellent verbal & written communication skills
  • Demonstrates excellent listening & decision-making skills
  • Ability to determine priorities daily to achieve business objectives
  • Ability to communicate effectively under pressure
  • Experience working with Azure and reporting tools
  • Strategic thinking to grow the services and client footprint

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the stated work location. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (

More Information on insightsoftware
insightsoftware operates in the Fintech industry. The company is located in Raleigh, NC. insightsoftware was founded in 1993. It has 781 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 68 open jobs at insightsoftware, click here.
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