About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
We are seeking a Product Specialist to join our North America team. This role requires maintaining deep product expertise in assigned financial solutions to assist sellers in landing new business and expanding relationships with existing customers. The ideal candidate will have strong expertise in financial reporting solutions and the ability to translate complex product capabilities into business value. This position is a full time remote role and reports into the Division VP – Product Specialists.
Key Responsibilities
Product Expertise & Sales Support
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
Financial Systems & Migrations
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
Cross-Functional Collaboration
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
Required Qualifications
Technical Skills
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
Business Acumen
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)
Experience
5+ years of experience in financial systems, reporting solutions, or related roles
Proven track record supporting enterprise software sales cycles
Experience with complex B2B sales processes in financial technology
Background in consulting, implementation, or product management for financial solutions preferred
Soft Skills
Excellent presentation and communication skills
Ability to translate technical capabilities into business outcomes
Strong problem-solving and analytical abilities
Self-motivated with ability to work independently in an overlay quota-carrying role
Collaborative mindset with cross-functional teams
The salary range in United States of America for this position is 124,000.00 to 156,000.00 USD Annual.
Your specific offer within this range will be determined by your skills, experience, and qualifications. 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. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
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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
- 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 and articulate ROI/business value
- Knowledge of regulatory reporting requirements (SOX, IFRS, GAAP)
- 5+ years of experience in financial systems, reporting solutions, or related roles
- Proven track record supporting enterprise software sales cycles and complex B2B sales processes
- Background in consulting, implementation, or product management for financial solutions
- Excellent presentation and communication skills; ability to translate technical capabilities into business outcomes
What We Do
We help enterprises transform data into continuous intelligence and competitive advantage, uncovering insights locked deep in enterprise applications and integrating data across applications, platforms and business processes.
