Sr. Product Manager

insightsoftware provides reporting, analytics, and performance management solutions for finance and data teams. The Senior Product Manager will own the Admin and Employee Stock Purchase Plan domains within Certent Equity Management, defining product strategy, detailed requirements, and execution. The role focuses on platform administration, ESPP plan mechanics, tax compliance, broker integrations, customer engagement, and cross-functional collaboration.

Responsibilities:

• Own the product roadmap for Admin and ESPP functional areas, balancing customer needs, competitive positioning, regulatory requirements, and platform scalability
• Define multi-quarter feature priorities based on revenue impact, customer retention risk, broker partnership requirements, and technical dependencies
• Conduct competitive analysis of Admin and ESPP capabilities
• Partner with Sales, Customer Success, and broker partners to identify feature gaps that block deals or create churn risk
• Write comprehensive Product Requirements Documents (PRDs) with detailed functional specifications, user workflows, edge cases, and acceptance criteria
• Conduct technical detail review sessions with engineering teams before development begins to ensure alignment of requirements and implementation risks
• Define data models, calculation logic, and system integrations with precision appropriate for financial compliance software
• Document ESPP tax treatment rules (Section 423 compliance, qualifying vs. disqualifying dispositions, lookback provisions, AMT implications) with accuracy sufficient for engineering implementation
• Serve as the subject matter expert on ESPP plan design including offering periods, purchase periods, contribution limits, lookback provisions, and withdrawal rules
• Design calculation engines for ESPP purchase price determination, share allocations, and tax withholding across federal and state jurisdictions
• Design audit logging, data export, and reporting capabilities that meet SOX and SOC 1 and 2 control requirements
• Partner with Security and Compliance teams to ensure admin features meet regulatory and customer security requirements
• Partner with Financial Reporting, Broker Connectivity, and Admin Reporting product owners to ensure cohesive user experiences
• Collaborate with Professional Services on customer implementations, identifying product gaps that create services dependency
• Work with Product Marketing on product positioning, feature launches, and sales enablement materials
• Coordinate with Compliance and Legal teams on regulatory changes affecting ESPP administration
• Lead customer discovery sessions to understand pain points, workflows, and feature requirements
• Conduct demos and training for customers, broker partners, and internal teams
• Support Sales in competitive evaluations, RFP responses, and proof-of-concept engagements
• Gather feedback from Customer Success on product gaps driving support volume or churn risk
• Participate in UBS, Bank of America, and other broker partner business reviews

Requirements:

• • 5+ years in product management roles, preferably in B2B SaaS environments
• • 3+ years of experience in the Equity Management space
• • Proven track record of delivering complex SaaS features, enhancements, or modules from concept to launch
• • Proven experience in developing and managing software products, preferably in the equity management sector
• • Exceptional communication and collaboration abilities with the aptitude for influencing and building consensus amount stakeholders
• • Strong attention to detail, organization, and prioritization skills
• • Deep understanding of equity compensation principles including stock options, RSUs, ESPP, performance awards, and international equity programs
• • Deep understanding of ESPP plan mechanics including Section 423 qualified plans, offering/purchase periods, lookback provisions, and contribution limits
• • Working knowledge of equity compensation taxation (ISO, NSO, RSU, ESPP) and IRS reporting requirements (Form 3922, W-2 reporting)
• • Understanding of Section 16 compliance, Rule 10b5-1 plans, and other public company securities regulations
• • Bachelor's degree in Business, Finance, or related field required
• • Experience with Agile/Scrum methodologies and product management frameworks
• • Experience with platform migrations, system implementations, or large-scale transformation projects
• • CEP (Certified Equity Professional) Level 1 certification or higher
• • MBA or similar advanced degree is preferred