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insightsoftware

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IN

Program Manager, Organizational Readiness

insightsoftwareAnywhereFull-time
View Job
Compensation$200K - 200K a year
New

Lead organizational readiness programs, apply Lean principles, manage change initiatives, and collaborate across teams to ensure successful implementation of strategic projects. | Requires 5+ years in program management, change management expertise, strong communication skills, and familiarity with project management tools. | 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 As the Organizational Readiness Program Manager, you will play a pivotal role in driving cross-functional alignment, readiness, and successful implementation of strategic initiatives across the organization. This includes preparing teams, processes, and systems to adapt effectively to the demands of new product launches, portfolio changes, and organizational growth. You will be instrumental in ensuring that our workforce is equipped with the tools, resources, and training needed to embrace change and deliver on our ambitious objectives. This position demands a proactive leader with exceptional communication, strategic planning, and program management skills. Your ability to collaborate across teams and drive organizational readiness initiatives will be critical to achieving operational excellence in a rapidly evolving environment. Key Responsibilities: Program Development and Execution: Design, implement, and oversee organizational readiness programs that support product launches, portfolio updates, and strategic initiatives. Lean Process Implementation: Apply Lean methodology principles to identify waste, streamline workflows, and continuously improve product launch and operational processes. Lead kaizen events and value stream mapping exercises to optimize cross-functional collaboration. Change Management: Lead change management efforts to drive adoption and minimize disruption during organizational transitions. Cross-Functional Collaboration: Partner with Product, Marketing, Sales, Operations, and other teams to ensure alignment and readiness across all functions. Stakeholder Engagement: Build strong relationships with leaders across the company, providing regular updates on program milestones, risks, and opportunities. Training and Enablement: Develop and execute comprehensive training plans to ensure employees are equipped with the knowledge and skills required to support new initiatives. Risk Assessment and Mitigation: Identify potential risks and challenges associated with organizational changes, and develop strategies to mitigate them effectively Performance Metrics and Reporting: Track program performance, measure organizational readiness, and provide insights to leadership for continuous improvement. Process Optimization: Recommend and implement process improvements to enhance efficiency and scalability in readiness initiatives Qualifications Experience: 5+ years of program management experience, preferably in a software or technology company with a diverse product portfolio. Change Management Expertise: Proven track record in managing organizational change and driving adoption of new initiatives, with exposure to Lean methodology and continuous improvement practices Communication Skills: Strong verbal and written communication skills, with the ability to influence and inspire cross-functional teams Strategic Thinking: Ability to anticipate challenges and opportunities, and develop forward-looking solutions. Collaboration Skills: Experience working across diverse teams and fostering alignment in a fast-paced, matrixed organization. Technical Proficiency: Familiarity with tools and systems used in program management (e.g., Jira, Confluence, Smartsheets) and business enablement platforms. Adaptability: Comfortable navigating ambiguity and thriving in a rapidly changing environment. Education: Bachelor's degree in Business Administration, Organizational Development, or a related field; PMP certification or equivalent is a plus Additional Information This is your opportunity to lead transformative programs in an industry-leading company, where your contributions will shape the future success of our teams and products. If you're passionate about driving organizational readiness and empowering teams to excel, we want to hear from you! All 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.

Program Management
Change Management
Cross-Functional Collaboration
Process Improvement
Stakeholder Engagement
Direct Apply
Posted about 4 hours ago
IN

Program Manager, Strategic Product Transformation

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 200K a year
New

Lead enterprise-level transformation initiatives, design operational models, and facilitate executive decision-making. | Over 5 years of experience in SaaS program management, proven leadership in large-scale initiatives, and ability to influence senior stakeholders. | 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 We are seeking a highly strategic, execution-focused Program Manager to lead enterprise-level transformation initiatives within our Product organization. This role will drive the design, rollout, and continuous improvement of cross-functional programs that elevate how we innovate, make decisions, and deliver products to the market. The ideal candidate brings a strong blend of program leadership, operating model design, cross-functional influence, and SaaS product acumen. This role is highly visible and will collaborate with leaders across Product, Engineering, GTM, Finance, Operations, and Executive teams. This individual will serve as a force multiplier for the organization, owning programs that materially shape insightsoftware’s product strategy, operating rhythms, and long-term growth. Key Responsibilities: Lead Enterprise Product Transformation Programs Own end-to-end program design, planning, governance, and execution for high-impact initiatives Establish success metrics and track progress against strategic objectives, KPIs, and milestones Identify gaps, risks, and dependencies across teams and remove barriers to execution Build and Operationalize Cross-Functional Operating Models Design scalable processes and frameworks that improve how the organization discovers, evaluates, builds, and launches products Partner with cross-functional leaders to ensure new practices are adopted and embedded into the daily workflow Develop templates, playbooks, and standard operating procedures to enable consistency and excellence Facilitate Executive Alignment & Governance Drive executive-level meetings, steering committees, and decision forums Prepare high-quality executive summaries, dashboards, and board-ready updates Ensure decision-making is supported with clear data, tradeoffs, and recommendations Cross-Functional Partnership & Stakeholder Management Act as a connective tissue between Product, Engineering, Finance, GTM, and Customer teams Build trusted relationships and influence without authority to drive alignment and accountability Navigate complex, multi-stakeholder environments with diplomacy and clarity Organizational Change & Adoption Lead communication, training, and change management plans to ensure wide organizational adoption of new processes Act as an internal champion for modern product practices, raising the bar on how teams evaluate and deliver product value Identify resistance points and partner with leaders to drive cultural and operational change Qualifications 5+ years experience in SaaS program management, product strategy, product ops, business operations, or management consulting Proven track record leading large-scale, cross-functional transformation initiatives Strong understanding of SaaS product development, operating models, and organizational dynamics Excellent analytical skills with ability to translate data into clear insights; proficiency with Excel/BI tools and platforms like Aha!, Jira, or Salesforce Demonstrated ability to influence senior leaders and align multiple teams without authority Strategic thinker + operator: Can translate high-level objectives into practical, repeatable execution frameworks Program leadership mastery: Skilled at planning, executing, and tracking multi-workstream initiatives Executive communication: Clear, concise storytelling tailored for executive audiences Cross-functional influence: Builds strong relationships and drives consensus across Product, Engineering, GTM, and Finance Change leadership: Drives adoption of new processes, behaviors, and operating models with confidence and diplomacy Preferred Qualifications: Experience in Product Operations, Product Management, Product Strategy, or innovation/portfolio governance Background in high-growth, multi-product, or private-equity-backed SaaS environments Strong collaboration and relationship-building skills; able to influence without authority Comfortable operating in ambiguity with a high sense of ownership and accountability Exceptional follow-through, attention to detail, and commitment to high-quality execution Fast learner with strong intellectual curiosity and a passion for modernizing product practices Certifications in PMP, Agile, Lean, or similar disciplines are a plus Additional Information This leader will be a cornerstone of insightsoftware’s long-term product transformation — ensuring that the company has the systems, processes, and operating discipline needed to achieve its growth goals. They will directly influence: Speed and quality of decision-making Product innovation capacity Product management excellence Launch success and readiness Cross-functional alignment and accountability If you're passionate about driving product transformation and empowering teams to excel, we want to hear from you! All 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.

Program Management
Cross-Functional Leadership
SaaS Product Knowledge
Strategic Planning
Stakeholder Management
Direct Apply
Posted about 4 hours ago
IN

Organizational Readiness Program Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 150K a year

Lead organizational readiness programs, apply Lean principles, manage change initiatives, and collaborate across teams to ensure successful implementation of strategic projects. | 5+ years of program management experience, change management expertise, strong communication skills, and familiarity with project management tools. | 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 As the Organizational Readiness Program Manager, you will play a pivotal role in driving cross-functional alignment, readiness, and successful implementation of strategic initiatives across the organization. This includes preparing teams, processes, and systems to adapt effectively to the demands of new product launches, portfolio changes, and organizational growth. You will be instrumental in ensuring that our workforce is equipped with the tools, resources, and training needed to embrace change and deliver on our ambitious objectives. This position demands a proactive leader with exceptional communication, strategic planning, and program management skills. Your ability to collaborate across teams and drive organizational readiness initiatives will be critical to achieving operational excellence in a rapidly evolving environment. Key Responsibilities: Program Development and Execution: Design, implement, and oversee organizational readiness programs that support product launches, portfolio updates, and strategic initiatives. Lean Process Implementation: Apply Lean methodology principles to identify waste, streamline workflows, and continuously improve product launch and operational processes. Lead kaizen events and value stream mapping exercises to optimize cross-functional collaboration. Change Management: Lead change management efforts to drive adoption and minimize disruption during organizational transitions. Cross-Functional Collaboration: Partner with Product, Marketing, Sales, Operations, and other teams to ensure alignment and readiness across all functions. Stakeholder Engagement: Build strong relationships with leaders across the company, providing regular updates on program milestones, risks, and opportunities. Training and Enablement: Develop and execute comprehensive training plans to ensure employees are equipped with the knowledge and skills required to support new initiatives. Risk Assessment and Mitigation: Identify potential risks and challenges associated with organizational changes, and develop strategies to mitigate them effectively Performance Metrics and Reporting: Track program performance, measure organizational readiness, and provide insights to leadership for continuous improvement. Process Optimization: Recommend and implement process improvements to enhance efficiency and scalability in readiness initiatives Qualifications Experience: 5+ years of program management experience, preferably in a software or technology company with a diverse product portfolio. Change Management Expertise: Proven track record in managing organizational change and driving adoption of new initiatives, with exposure to Lean methodology and continuous improvement practices Communication Skills: Strong verbal and written communication skills, with the ability to influence and inspire cross-functional teams Strategic Thinking: Ability to anticipate challenges and opportunities, and develop forward-looking solutions. Collaboration Skills: Experience working across diverse teams and fostering alignment in a fast-paced, matrixed organization. Technical Proficiency: Familiarity with tools and systems used in program management (e.g., Jira, Confluence, Smartsheets) and business enablement platforms. Adaptability: Comfortable navigating ambiguity and thriving in a rapidly changing environment. Education: Bachelor's degree in Business Administration, Organizational Development, or a related field; PMP certification or equivalent is a plus Additional Information This is your opportunity to lead transformative programs in an industry-leading company, where your contributions will shape the future success of our teams and products. If you're passionate about driving organizational readiness and empowering teams to excel, we want to hear from you! All 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.

Program Management
Change Management
Cross-Functional Collaboration
Process Improvement
Stakeholder Engagement
Direct Apply
Posted 3 days ago
IN

Sr. Director, Finance

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 200K a year

Oversee financial planning, analysis, and reporting to support strategic decision-making and company growth. | Requires 10+ years of finance leadership experience, advanced financial skills, and familiarity with financial systems like SAP or Oracle. | 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 The Sr. Director of Finance reports directly to the SVP of Finance and works with the executive team and board to report business analysis and financial metrics that lead to strategic business decisions. You will be responsible for overseeing a financial planning organization that has a comprehensive understanding of key business drivers and financial models. The FP&A and finance function will enable and support the company's growth and value creation objectives. You will be responsible for day-to-day operations and will work closely with our organizational leaders to ensure the accuracy, integrity, and timely reporting of the financial data for all of our internal and external requirements. Responsibilities Develop annual operating budgets and prepare forecasts including monthly and yearly projections Administer and provide management variance analysis reports including all dashboard, operating, and board reporting packages Organize and evaluate data to identify and explain trends, problems, and root causes Work cross-functionally to create visibility into financial performance and understand key operational metrics within the organization to recommend new opportunities and risks Implement and utilize a planning system to streamline and operationalize our processes Support M&A activities including due diligence, financial modeling, forecasting, and integrating financials and operational metrics Oversee cashflow forecasting Identify opportunities to enhance revenue growth and profitability expansion Manage and develop staff by providing guidance, training, and motivation Competencies To perform the job successfully, an individual should demonstrate the following competencies: Efficiency – able to produce significant output with minimal wasted effort Honesty/integrity – does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; and speaks plainly and truthfully Organization and planning – plans, organizes, schedules, and budgets in an efficient, productive manner; focuses on key priorities Assertive – moves quickly and takes a forceful stand without being overly abrasive Analytical skills – able to structure and process qualitative or quantitative data Disciplined Execution– operates with discipline in every action. Works backward from an objective to set and accomplish appropriate milestones Cross Functional Collaboration – Ability to lead through influence and partner across multiple functions (e.g., product, engineering, marketing, sales, professional services, support, finance, operations) for delivering on bookings targets Qualifications Master's degree in Finance, Accounting, or related field; CPA or MBA preferred 10+ years of progressive experience in finance leadership roles, with a proven track record in a large corporate environment Advanced skills in financial modeling, analysis, and strategic planning Strong expertise in budgeting, forecasting, and cost management Demonstrated ability to lead and implement financial risk management strategies Proficiency in financial reporting and ensuring compliance with GAAP and relevant regulations Experience with financial software systems such as SAP or Oracle Financials Exceptional leadership skills with the ability to mentor and develop high-performing teams Outstanding communication and presentation skills, adept at translating complex financial concepts to non-financial stakeholders Deep understanding of industry trends and best practices in corporate finance Visionary mindset with a proven ability to drive financial strategy and performance Detail-oriented approach combined with the ability to see the big picture Additional Information All 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.

Financial modeling
Strategic planning
Budgeting and forecasting
Financial analysis
Leadership and team development
Direct Apply
Posted 3 days ago
insightsoftware

Organizational Readiness Program Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 150K a year

Design and oversee organizational readiness programs supporting product launches and strategic initiatives, applying Lean principles and leading change efforts. | Over 5 years of program management experience, proficiency in change management, and familiarity with tools like Jira and Confluence. | We are a dynamic software company offering a diverse portfolio of cutting-edge products designed to empower businesses globally. With our commitment to innovation and scalability, we strive to deliver impactful solutions that keep pace with the ever-evolving demands of the market. Job Description As the Organizational Readiness Program Manager, you will play a pivotal role in driving cross-functional alignment, readiness, and successful implementation of strategic initiatives across the organization. This includes preparing teams, processes, and systems to adapt effectively to the demands of new product launches, portfolio changes, and organizational growth. You will be instrumental in ensuring that our workforce is equipped with the tools, resources, and training needed to embrace change and deliver on our ambitious objectives. This position demands a proactive leader with exceptional communication, strategic planning, and program management skills. Your ability to collaborate across teams and drive organizational readiness initiatives will be critical to achieving operational excellence in a rapidly evolving environment. Key Responsibilities: • Program Development and Execution: Design, implement, and oversee organizational readiness programs that support product launches, portfolio updates, and strategic initiatives. • Lean Process Implementation: Apply Lean methodology principles to identify waste, streamline workflows, and continuously improve product launch and operational processes. Lead kaizen events and value stream mapping exercises to optimize cross-functional collaboration. • Change Management: Lead change management efforts to drive adoption and minimize disruption during organizational transitions. • Cross-Functional Collaboration: Partner with Product, Marketing, Sales, Operations, and other teams to ensure alignment and readiness across all functions. • Stakeholder Engagement: Build strong relationships with leaders across the company, providing regular updates on program milestones, risks, and opportunities. • Training and Enablement: Develop and execute comprehensive training plans to ensure employees are equipped with the knowledge and skills required to support new initiatives. • Risk Assessment and Mitigation: Identify potential risks and challenges associated with organizational changes, and develop strategies to mitigate them effectively • Performance Metrics and Reporting: Track program performance, measure organizational readiness, and provide insights to leadership for continuous improvement. • Process Optimization: Recommend and implement process improvements to enhance efficiency and scalability in readiness initiatives Qualifications • Experience: 5+ years of program management experience, preferably in a software or technology company with a diverse product portfolio. • Change Management Expertise: Proven track record in managing organizational change and driving adoption of new initiatives, with exposure to Lean methodology and continuous improvement practices • Communication Skills: Strong verbal and written communication skills, with the ability to influence and inspire cross-functional teams • Strategic Thinking: Ability to anticipate challenges and opportunities, and develop forward-looking solutions. • Collaboration Skills: Experience working across diverse teams and fostering alignment in a fast-paced, matrixed organization. • Technical Proficiency: Familiarity with tools and systems used in program management (e.g., Jira, Confluence, Smartsheets) and business enablement platforms. • Adaptability: Comfortable navigating ambiguity and thriving in a rapidly changing environment. • Education: Bachelor's degree in Business Administration, Organizational Development, or a related field; PMP certification or equivalent is a plus Additional Information This is your opportunity to lead transformative programs in an industry-leading company, where your contributions will shape the future success of our teams and products. If you're passionate about driving organizational readiness and empowering teams to excel, we want to hear from you! 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 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.

Program Management
Change Management
Lean Methodology
Cross-Functional Collaboration
Process Optimization
Verified Source
Posted 4 days ago
IN

Digital Marketing Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 200K a year

Manage and optimize digital marketing campaigns across multiple channels to drive business growth and meet specific MQL and pipeline goals. | 5+ years managing enterprise-level paid media campaigns in B2B software/technology, proficient with Google Analytics, Salesforce, LinkedIn, and ABM platforms, with experience collaborating with senior leadership. | 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 In the capacity of a Digital Marketing Manager, your role encompasses the management of all digital strategy and execution at the Business Unit level, including the product portfolios within. You will develop and implement comprehensive digital marketing plans to drive business growth and achieve marketing goals. You will ensure the effective utilization of various digital channels, optimizing them for maximum reach and engagement. Your responsibilities will include overseeing digital campaigns, analyzing performance metrics, and making data-driven decisions to enhance marketing effectiveness. You will collaborate with cross-functional teams and liaise with senior leadership in product, sales, marketing, and other departments to align digital strategies with overall business objectives and ensure cohesive messaging across all digital touchpoints. As a Digital Marketing Manager, you will: Be the cross-functional lead and main point of contact for digital within the BU, collaborating with leaders in product, sales, marketing, and more. Collaborate with both BU-assigned paid media and shared web, SEO, and social media specialists on campaign strategy, execution, optimization, and reporting. Analyze digital performance metrics, providing regular reports and insights to stakeholders. Be responsible for achieving specific digital MQL and pipeline goals aligned with broader marketing and company objectives. Oversee website optimization efforts to enhance user experience and increase conversion rates. Be responsible for driving digital results for the BU, Marketing team, and organization based on established MQL, pipeline, and booking goals. Stay up-to-date with industry trends and emerging digital marketing technologies to maintain a competitive edge. Research and evaluate channel expansion opportunities. Oversee the overarching A/B testing strategy for the Business Unit. Qualifications 5+ years experience as a digital marketing professional managing enterprise-level paid media campaigns in B2B marketing, particularly for software/technology businesses. Extensive experience in digital strategy and execution across paid and organic channels, with a focus on Google and LinkedIn, including social media, SEO, paid search, PPL, display, and programmatic. Experience with Salesforce, Pardot, Google Analytics, Google Ads, YouTube, LinkedIn, and ABM platforms. Proficient in campaign analysis, reporting, and data-driven decision-making. Confidence and experience collaborating with senior leadership in product, sales, and marketing to align digital strategies with business goals. Preferred: Experience working with start-ups or high-growth/PE-backed companies. Project management experience across platforms like Wrike, Asana, Trello, Monday, Basecamp, etc. Agency experience. Solid understanding of Microsoft Office applications, including advanced Excel skills, and experience working in Tableau, Power BI, and Google Data Studio. Experience with ABM and data platforms like Clearbit and 6sense. Core Values: Drive & Discipline: Ability to operate in a fast-paced environment across various projects with a focus on achieving high-quality results on time and within budget. Growth Mindset: Actively look for ways to help the team and improve the way things are done. Crispness of Execution: Passion for process and an attitude exemplified by creating value for clients and delivering superior financial results. Communication: Ability to effectively present information to internal and external stakeholders both orally and in writing. Creative Thinking, Analysis & Strategy: Ability to use metrics and various inputs to create innovative marketing programs/campaigns and new strategies for partner marketing. Leadership: Ability to work with people at various levels of the organization internally and externally. Additional Information All 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.

Digital marketing strategy
Paid media campaigns
Google Ads
LinkedIn advertising
Campaign analysis and reporting
SEO and website optimization
Direct Apply
Posted 4 days ago
insightsoftware

Organizational Readiness Program Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 150K a year

Design and oversee organizational readiness programs supporting product launches and strategic initiatives, applying Lean principles and leading change efforts. | Over 5 years of program management experience, strong change management skills, familiarity with Lean methodologies, and experience working in fast-paced, matrixed organizations. | 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 As the Organizational Readiness Program Manager, you will play a pivotal role in driving cross-functional alignment, readiness, and successful implementation of strategic initiatives across the organization. This includes preparing teams, processes, and systems to adapt effectively to the demands of new product launches, portfolio changes, and organizational growth. You will be instrumental in ensuring that our workforce is equipped with the tools, resources, and training needed to embrace change and deliver on our ambitious objectives. This position demands a proactive leader with exceptional communication, strategic planning, and program management skills. Your ability to collaborate across teams and drive organizational readiness initiatives will be critical to achieving operational excellence in a rapidly evolving environment. Key Responsibilities: • Program Development and Execution: Design, implement, and oversee organizational readiness programs that support product launches, portfolio updates, and strategic initiatives. • Lean Process Implementation: Apply Lean methodology principles to identify waste, streamline workflows, and continuously improve product launch and operational processes. Lead kaizen events and value stream mapping exercises to optimize cross-functional collaboration. • Change Management: Lead change management efforts to drive adoption and minimize disruption during organizational transitions. • Cross-Functional Collaboration: Partner with Product, Marketing, Sales, Operations, and other teams to ensure alignment and readiness across all functions. • Stakeholder Engagement: Build strong relationships with leaders across the company, providing regular updates on program milestones, risks, and opportunities. • Training and Enablement: Develop and execute comprehensive training plans to ensure employees are equipped with the knowledge and skills required to support new initiatives. • Risk Assessment and Mitigation: Identify potential risks and challenges associated with organizational changes, and develop strategies to mitigate them effectively • Performance Metrics and Reporting: Track program performance, measure organizational readiness, and provide insights to leadership for continuous improvement. • Process Optimization: Recommend and implement process improvements to enhance efficiency and scalability in readiness initiatives Qualifications • Experience: 5+ years of program management experience, preferably in a software or technology company with a diverse product portfolio. • Change Management Expertise: Proven track record in managing organizational change and driving adoption of new initiatives, with exposure to Lean methodology and continuous improvement practices • Communication Skills: Strong verbal and written communication skills, with the ability to influence and inspire cross-functional teams • Strategic Thinking: Ability to anticipate challenges and opportunities, and develop forward-looking solutions. • Collaboration Skills: Experience working across diverse teams and fostering alignment in a fast-paced, matrixed organization. • Technical Proficiency: Familiarity with tools and systems used in program management (e.g., Jira, Confluence, Smartsheets) and business enablement platforms. • Adaptability: Comfortable navigating ambiguity and thriving in a rapidly changing environment. • Education: Bachelor's degree in Business Administration, Organizational Development, or a related field; PMP certification or equivalent is a plus Additional Information This is your opportunity to lead transformative programs in an industry-leading company, where your contributions will shape the future success of our teams and products. If you're passionate about driving organizational readiness and empowering teams to excel, we want to hear from you! All 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.

Program Management
Change Management
Lean Methodology
Stakeholder Engagement
Process Optimization
Verified Source
Posted 5 days ago
insightsoftware

Director, Cloud Delivery Platform

insightsoftwareAnywhereFull-time
View Job
Compensation$150K - 220K a year

Lead platform engineering strategy and team to build automated cloud infrastructure and self-service platforms, driving adoption of IaC and DevOps practices. | Expertise in IaC tools, AWS and Azure cloud services, Kubernetes and container orchestration, CI/CD pipelines, programming skills, and leadership of engineering teams. | 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 We are seeking an experienced Director of Platform Engineering to lead our platform team in transforming how we deliver cloud infrastructure and operations services. This role will be instrumental in building and managing a modern Internal Developer Platform that enables our managed services teams through automation, self-service capabilities, and consultative engineering services. Key Responsibilities Platform Leadership & Strategy • Define and execute the platform engineering vision and roadmap, treating the platform as an internal product • Lead the transformation from manual processes to a highly automated, Infrastructure as Code (IaC) driven operating model • Establish platform product management practices, gathering requirements from development and operations teams • Drive adoption of self-service capabilities targeting a 1:50 platform-to-developer ratio Team Management & Development • Build and lead a team of platform engineers, IaC specialists, and automation engineers • Implement agile/DevOps methodologies within the platform team using Scrum or Kanban frameworks • Develop comprehensive training and upskilling programs focused on IaC, Kubernetes, and cloud certifications • Foster a culture of automation-first thinking and continuous improvement Technical Delivery • Oversee development of reusable IaC modules and templates (Terraform, Ansible, Packer, etc) • Implement golden paths and paved roads for common infrastructure patterns • Build and maintain CI/CD pipeline templates and GitOps workflows • Integrate platform capabilities with enterprise systems (identity, networking, monitoring, SIEM) Managed Services Enablement • Partner with cloud ops managed services teams to eliminate operational toil through automation • Implement problem management processes • Develop self-service platform capabilities Consulting Services • Establish a consulting framework for complex cloud engineering projects • Provide architecture reviews and technical guidance for product teams • Support cloud migration and modernization initiatives • Enable knowledge transfer through documentation, runbooks, and training materials Operational Excellence • Establish and track platform KPIs (deployment frequency, lead time, MTTR, change failure rate) • Drive platform adoption metrics targeting >80% self-service deployments • Ensure 100% IaC coverage for new resources and >90% automation of routine tasks Qualifications Technical Skills • Infrastructure as Code Expertise: Deep experience with Terraform, CloudFormation/CDK, ARM Templates/Bicep • Cloud Platforms: Expert-level knowledge of AWS and Azure services, multi-cloud architectures • Container & Orchestration: Kubernetes (EKS, AKS), Docker, Helm • CI/CD & GitOps: GitHub Actions, Azure DevOps • Programming: Python, Bash/PowerShell, YAML/JSON Additional Information ll your information will be kept confidential according to EEO guidelines. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. • 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. • * 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.

Infrastructure as Code (Terraform, CloudFormation, ARM Templates)
Cloud Platforms (AWS, Azure, multi-cloud architectures)
Kubernetes (EKS, AKS), Docker, Helm
CI/CD & GitOps (GitHub Actions, Azure DevOps)
Programming (Python, Bash/PowerShell, YAML/JSON)
Verified Source
Posted 2 months ago
IN

Senior Product Marketing Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 160K a year

Drive PLG strategy and execution for a financial reconciliation AI product, lead competitive positioning, collaborate cross-functionally to optimize customer journey and sales enablement, and manage product launches. | 5-10 years marketing experience including 3-5 years product marketing with PLG expertise, B2B SaaS background in financial software, Bachelor's degree required, strong analytical and project management skills. | 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 Are you a product marketing professional with proven expertise in Product-Led Growth (PLG) and financial software? Do you excel at converting free users to paid customers and executing competitive displacement strategies? If so, you could be the Senior Product Marketing Manager we're looking for to drive the launch and growth of insightsoftware's revolutionary agentic AI reconciliation solution. Overview The Senior Product Marketing Manager for insightsoftware's reconciliation solution is a pivotal role where your PLG expertise will directly impact our success in disrupting the multi-billion dollar financial reconciliation market. This is a rare opportunity to shape a category-defining product from day one, taking it from initial launch through rapid market expansion. You'll be the strategic architect behind positioning, messaging, and market penetration. As the voice of both the customer and the product, you'll own the go-to-market strategy for our reconciliation solution, building market awareness and driving conversion from our free tier to paid customers while executing a competitive displacement strategy against established reconciliation management solutions. This role combines deep financial software domain knowledge with modern PLG tactics to achieve ambitious growth targets in a rapidly evolving market. Your work will directly influence product strategy and development, sales strategy, and market adoptions, making you a key driver of our product's success and growth. You'll work within our EPM business unit, reporting to the Director of Product Marketing, and collaborate closely with Product, Growth Marketing, Customer Success, and Sales teams to optimize every aspect of the customer journey from initial trial through expansion. What Makes This Role Unique insightsoftware's reconciliation solution represents a rare opportunity to apply PLG expertise to disrupt a traditional B2B market with truly differentiated AI technology. You'll be launching an autonomous reconciliation solution while executing a sophisticated freemium model in an industry dominated by complex enterprise sales cycles. This role combines the strategic thinking of competitive displacement with the tactical execution of PLG optimization, all within the context of revolutionary AI technology that genuinely transforms how finance teams work. If you're passionate about PLG strategies and energized by the opportunity to drive growth in financial automation, we'd love to meet you. Join us and be the strategic force behind insightsoftware's market disruption in financial reconciliation! Key Responsibilities Product-Led Growth Strategy & Execution Design and optimize PLG conversion funnel from free signup through paid conversion, targeting strong conversion rates from free to paid users Provide strategic guidance for usage-based nurture campaigns by analyzing reconciliation volume patterns and engagement metrics to inform Growth Marketing's campaign development Develop in-product messaging and onboarding flows that drive activation within the free tier experience A/B test pricing strategies, trial experiences, and upgrade prompts to maximize conversion rates and revenue per customer Build PLG metrics dashboards tracking activation rates, time-to-value, product-qualified leads (PQLs), and trial-to-paid conversion Collaborate with Product team to instrument product analytics and identify friction points in the user journey Competitive Displacement & Market Positioning Design and execute targeted competitive strategy against incumbent reconciliation management solutions, positioning agentic AI as the next evolution in financial automation Develop messaging frameworks highlighting autonomous reconciliation capabilities and consumption-based value versus traditional per-user pricing models Create ROI calculators and battle cards demonstrating significant cost reduction versus manual processes and competitive solutions Build competitive intelligence program to track market positioning, pricing changes, and product developments Advocate for customers by building case studies, reference programs, and customer success stories that fuel organic growth and market credibility. Financial Software Domain Expertise Leverage deep understanding of reconciliation workflows and financial close processes to craft compelling messaging for Controllers, CFOs, and Staff Accountants Translate technical agentic AI capabilities into business benefits that resonate with finance decision-makers Create content addressing specific reconciliation pain points: bank reconciliation, intercompany eliminations, balance sheet reconciliation Develop Excel-native positioning that reduces switching friction and addresses audit workflow requirements Growth Marketing Collaboration & Customer Intelligence Partner with Growth Marketing team to provide customer insights, messaging, and conversion optimization recommendations Lead customer journey mapping from awareness through expansion, identifying key messaging and positioning needs at each stage Provide strategic input on customer segmentation based on usage patterns, company size, and reconciliation complexity Deliver market intelligence and competitive insights to inform Growth Marketing's campaign strategy and channel optimization Sales Enablement Partnership & Revenue Support Collaborate with Sales Enablement team to develop compelling messaging frameworks and value propositions for different customer segments Provide product positioning and competitive intelligence to support sales enablement program development Partner on customer case study creation by identifying success stories and providing strategic messaging guidance Support Sales Enablement's partner channel initiatives with ERP vendor and accounting firm positioning materials Cross-Functional Collaboration & Project Management Product Partnership: Serve as the voice of the market within Product Management to influence roadmap based on customer feedback and competitive analysis Sales Collaboration: Work directly with Sales teams to refine targeting, improve win rates, and accelerate sales cycles. Coordinate with User Enablement team to create onboarding experiences that drive product adoption Work with Customer Success to understand adoption patterns, identify expansion opportunities and reduce churn Manage complex product launches and positioning updates across multiple channels and customer segments Qualifications Required Experience Education: Bachelor's degree in Marketing, Business, or related field Overall Experience: 5-10 years of marketing experience, with 3-5 years focused on product marketing PLG Expertise: 3+ years hands-on experience with Product-Led Growth strategies, including freemium/trial models and usage-based pricing B2B SaaS Background: Proven track record in B2B SaaS, preferably in financial software, ERP systems, or business applications Domain Knowledge Financial Software Experience: Understanding of financial close processes, reconciliation workflows, and accounting automation challenges Competitive Landscape: Knowledge of reconciliation management solutions and their limitations in the current market Enterprise Software: Experience marketing to finance personas including CFOs, Controllers, and Staff Accountants Core Competencies Executive Storytelling: Exceptional ability to create compelling narratives that resonate with senior executives and technical decision-makers. Analytical Skills: Proficiency with product analytics tools (Mixpanel, Amplitude, Pendo) to drive data-driven marketing decisions Conversion Optimization: Proven ability to optimize trial-to-paid conversion rates and reduce time-to-value Pricing Strategy: Experience with consumption-based and usage-based pricing models Cross-Functional Influence: Proven ability to drive alignment and action across Product, Sales, Marketing, and Customer Success teams. Project Management: Strong organizational skills with ability to manage multiple complex initiatives simultaneously Technical Skills Marketing Technology: Experience with marketing automation, CRM systems, and product analytics platforms Content Creation: Ability to create compelling content for various stages of the buyer journey A/B Testing: Hands-on experience designing and analyzing conversion experiments Success Metrics In this role, you will be measured on: PLG Conversion: Achieve strong conversion rates from free to paid customers through optimized funnel performance Revenue Growth: Drive significant ARR through combined PLG and direct sales motions Customer Acquisition Cost: Maintain efficient CAC through PLG optimization and channel effectiveness Product Adoption: Achieve high customer satisfaction scores while scaling user base Competitive Wins: Demonstrate measurable displacement of incumbent solutions in target market segments User Engagement: Drive activation rates and feature adoption within free tier to increase conversion likelihood Additional Information All your information will be kept confidential according to EEO guidelines. insightsoftware is unable to provide visa sponsorship at this time. #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.

Product-Led Growth (PLG)
Financial Software
B2B SaaS
Competitive Displacement
Marketing Automation
CRM Systems
Product Analytics
A/B Testing
Executive Storytelling
Project Management
Direct Apply
Posted 3 months ago
IN

Vice President, Global Sales Enablement and Business Development

insightsoftwareAnywhereFull-time
View Job
Compensation$200K - 200K a year

Lead global sales enablement and BDR teams to design and deliver customer and partner training programs, drive pipeline generation, and improve sales performance. | 15+ years professional experience including 5+ years in B2B SaaS sales, proven leadership of global sales and training teams, and expertise in creating measurable training programs. | 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 The VP of Global Sales Enablement will manage a multi-team organization, strategy, and execution for all customer and partner training programs run by insightsoftware. The primary focus for the role is to ensure that insightsoftware's employees, customers, and partners are equipped with the resources, tools, and skills necessary to effectively position, deploy, and leverage insightsoftware's products effectively. You are responsible for defining and leading the customer facing training, enablement programs, and platforms needed to accelerate the onboarding of our customers and to continually sharpen the knowledge and skills of insightsoftware's end users. Additionally, this role will manage and lead our global Business Development Representative (BDR) team to drive pipeline generation and qualification. In this critical role, you will also partner with our community of insightsoftware's sales executives to ensure they are equipped with the skills, collateral, and support needed to improve win rates and grow revenue. In addition, your organization will enable our customers to learn and adopt our platform quickly and easily. Your team will partner with business leaders across the company to define course curriculum, educational tools, and lead our worldwide team of trainers to deliver these courses to our sales teams, customers, and partners. This role requires business intuition, team management experience, and a deep knowledge of education best practices. You will report to the Chief Operating Officer and will be a remote first position with global travel required. What You'll Do • Design, create and implement a comprehensive product and customer education program to include training and development, coaching, and online training tools and resources, knowledge documentation, and supporting processes, programs, and badges. • Develop and deploy programs and initiatives that enable customer-facing teams to execute the core aspects of their jobs more effectively, especially as it relates to selling and revenue performance. • Manage and lead the global BDR team, including hiring, training, coaching, and performance management to drive pipeline generation and lead qualification. • Lead and orchestrate a sales enablement team of content creators, technical writers, and field partners to empower our sales organization to deliver insightsoftware messaging and solutions to customers and prospects. • Lead and orchestrate a team of experts who will educate customers on the use and benefits of our products to drive value realization and adoption. • Create and own a program to manage technical documentation, delivery mechanisms of the documentation, and content creation and update cadences. • Work with customers to ensure they are utilizing insightsoftware's products effectively and finding value with our products to support the retention of our customers. • Work closely with Sales, Success, and technical teams to ensure an exceptional customer experience is being delivered. • Develop and implement BDR training programs, playbooks, and performance metrics to optimize prospecting effectiveness and conversion rates. • You will create and continuously improve learning programs using an array of creative approaches that inspire learners and drive productivity and quality. • Partner with commercial management to identify core knowledge and skills gaps across the customer base, conduct regular needs assessments, and roll-out appropriate targeted training to customers. • Define, manage, and execute learning strategies for customers and their organizations, including ongoing formal training roadmaps and skills workshops. • Create, manage, and drive the logistics and operational needs of all customer training activities across all internal, customer, and partner engagement channels. • Work with leadership to design, implement and refine metrics to ensure consistent evaluation and measurement of employee, customer, and partner training programs. Qualifications • Bachelor's degree in Education, Instructional Design, Communication, Business Management, or equivalent • 15+ years' professional experience, including 5+ in B2B SaaS Sales • Experience managing and developing BDR teams with proven track record of pipeline generation and team performance • Experience successfully creating and delivering training programs with measurable results in a fast-paced, performance-driven SaaS environment • Strong background in conducting sales enablement and customer product trainings • Experience and skill with delivering complex concepts in a simplified way • Experience creating content and presenting in both a 1:1 and group settings • Experience leading, retaining, and growing high-performing teams • Experience leading a multi-layered, global organization • You are fearless, allowing you to keep pace with our fast-moving markets while advancing us in the Customer Experience revolution. • You possess a growth mindset. You demonstrate a desire to learn and embrace coaching to continuously adapt and evolve. • You have a strong sense of responsibility to those around you, owning your responsibilities while supporting others in theirs. You desire to lead, not just manage. You desire to mentor, not just direct. • You strive to empower the people you lead by creating an environment of high-performance, accountability, and empathy. • You can move quickly with excellent judgment while gathering informed input, valuing progress over perfection but never sacrificing quality or outcomes. Additional Information All 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.

Sales Enablement
BDR Team Management
Customer Training Programs
SaaS Sales
Content Creation
Sales Coaching
Global Team Leadership
Instructional Design
Customer Experience
Verified Source
Posted 3 months ago
IN

Enterprise Account Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$90K - 130K a year

Manage and grow existing enterprise accounts across North America by prospecting, qualifying, demonstrating solutions, closing deals, and maintaining customer success. | Undergraduate degree, strong software sales experience preferably to finance professionals, CRM proficiency, proven hunter mentality, sales methodology experience, and excellent communication and time management skills. | 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 If you enjoy building and cultivating relationships with current customers and are able to proactively manage multi-state geographic territory, then you're who we're looking for to grow our team! With uncapped earning potential, the Enterprise Account Manager will be part of our dynamic sales organization, responsible for maintaining and growing existing clients. You will identify opportunities within our existing customer base to grow and introduce new products/tools. As a new Enterprise Account Manager, you'll receive great training and development with a tremendous opportunity for advancement for top performers! Summary of the role: You will be responsible for the achievement of a target of revenue from a territory of Account Management and cross sell across North America. Sourcing own leads through prospecting, networking while working leads from other sources to create a pipeline of business. Understanding and uncovering prospects' business challenges and articulating insightsoftware's relevant value proposition to those challenges. For the right candidate who proves successful, at this role, there will be an opportunity to continue your career development by joining the company's management training & mentoring program. Specific responsibilities: Territory planning and prioritization Account research and value hypothesis Prospecting into the sales territory Providing guidance to BDRs for additional prospecting activity Qualification and requirements definition of business challenges Dependent on solution, providing high-level demonstrations Working with Solution Engineers to provide comprehensive solution options to prospect requirements Building business cases in conjunction with the prospect and internal stakeholders Completion of RFPs Multi-stakeholder engagement, including services team, to define project scope and costing Closing of opportunities Post-sales handover to services team Account management and customer success engagement 90% accurate forecasts of deal completion dates and deal values Weekly, monthly, quarterly and annual achievement of KPIs Weekly reporting and discussion of KPIs to line manager Keeping Salesforce up to date with recent engagements, MEDDIC and the like Correct use of business applications e.g. Salesloft, Zoominfo, LinkedIn, Conference facilities, mutual action plans, online university and the like Attendance and certification in ongoing sales enablement Qualifications Are you a fit? Qualifications: Undergraduate Degree Technical Skills: CRM (preferably Salesforce), Power-point, Excel, Word, Outlook Experience required: Strong experience of successful achievement of targets in a Software Sales role preferably to Finance professionals. Three Pillars: Finance, ERP, Sales methodology Career experience which includes a solid grounding as a BDR (or recruitment). Proven Hunter mentality that looks for creative methods to open up dialogue with accounts. Ability to recognize tactical and strategic opportunities at organizations (business acumen). Proven to be coachable to new methodologies. Adaptable to a constantly changing internal (M&A) and external environment. Accustomed to working to a sales methodology (e.g. Miller Heiman; Challenger; SPIN, Medic, Scotsman, etc). Working to High Activity Numbers and accustomed to building own pipeline. Ability to present and recognize business value to an organization. Ability to converse with mostly finance oriented prospects and other operational staff (Accounting background preferable, but sales to the office of the CFO acceptable). Successfully selling for a company with a lesser known or new brand in the marketplace. Personal Skills Board-level communication skills The emotional intelligence to work with multiple stakeholders across the organization (including partners) and with ISW stakeholders. Time-management skills to ensure enough time is spent across: Enablement Outbound Prospecting Territory Management Opportunity Management/ Progression Administration Preparation for Calls and Meetings Self-evaluation and reporting Additional Information #LI-Remote 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 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.

Account Management
Salesforce CRM
Territory Planning
Prospecting
Sales Methodologies (e.g. MEDDIC, SPIN, Challenger)
Cross-functional Collaboration
Revenue Growth
Customer Success
Presentation Skills
Pipeline Management
Direct Apply
Posted 3 months ago
insightsoftware

Director, Product Management – Data Solutions

insightsoftwareAnywhereFull-time
View Job
Compensation$120K - 160K a year

Lead end-to-end product ownership for enterprise data integration solutions, drive product vision and roadmap, manage business metrics, and collaborate cross-functionally to execute product launches and improve customer experience. | 8+ years product management with 3+ years in enterprise data integration or ERP, experience with Salesforce and Aha!, knowledge of cloud infrastructure, data governance, SaaS models, strong strategic and technical acumen, and ability to travel up to 20%. | Description: • insightsoftware is a global provider of comprehensive solutions for the Office of the CFO, transforming financial planning, accounting, and operations • Lead end-to-end product ownership for solutions that integrate mission-critical data between ERPs and insightsoftware financial products • Create and drive product vision, market strategy, business cases, and roadmap for data fabric and integration solutions • Study market trends and segmentation to evolve product offerings to meet customer and partner needs • Use data analytics and financial models to prioritize high-ROI work • Document business and product requirements and understand technical specifications • Work with Engineering to enforce standards, naming conventions, design principles, and consistent development methods for superior API experiences • Manage product business metrics (bookings, revenue, margin, gross retention) and recommend commercial improvements • Drive commercialization through packaging, pricing, and feature development • Improve customer experience (NPS) and end-to-end customer journey • Provide ongoing market analysis, win/loss insights, and VOC-driven action plans • Design and drive roadmap and portfolio for short- and long-term growth with cross-functional stakeholders • Execute product launches partnering with Product Marketing and Sales Enablement and support sales and customer education Requirements: • 8+ years of product management experience, with at least 3 years focused on enterprise data integration, ERP systems, or related technologies • Experience with data fabric architectures, API management, or middleware solutions • Experience with Salesforce and Aha! • Knowledge of data governance, compliance, and security requirements • Understanding of cloud infrastructure and modern data stack components • Prior experience in a SaaS environment with subscription-based business models • Experience with data visualization and business intelligence tools • Bachelor’s degree in Business Administration, Marketing, Engineering or in a related field • Working knowledge of cloud computing platforms (e.g., AWS, Azure) • Strong verbal and written communication and presentation skills • Strong strategic development mindset • Ability to travel up to 20% • Commercial product management expertise – Demonstrate a track record of success in B2B product management • Strategic/Tactical Balance – Ability to balance the market and product vision with disciplined tactical execution • Technical Acumen - Ability to work with engineers about technical design tradeoffs including platforms, frameworks, scalability, and performance • Market Focus – Analyze and understand market segmentation, trends, players, and the impact on product commercialization and strategy • Customer Focus – Analyze and understand the voice of the customer (win/loss, NPS, customer interviews) • Product Focus – Translate market and customer feedback into requirements, driving product delivery through an agile release process • Cross-functional leadership – Lead and drive execution across Development, Sales, Marketing, Support, and Customer Success • Drive & Grit – Operate in a fast-paced environment with a focus and determination to achieve high-quality results • Engaging Presence – Use your interpersonal skills to effectively engage with prospects and customers, getting them excited to speak with you and learn more about their product use case • Nice to have: Knowledge of AI/ML applications in data integration, including anomaly detection and predictive analytics • Nice to have: Experience with natural language processing for data classification and metadata enrichment • Nice to have: Understanding of large language models and their application in entity resolution and master data management • Nice to have: Familiarity with automated data quality frameworks and AI-driven data cleansing techniques • Nice to have: Pragmatic Marketing certified or related product management certification Benefits:

Product Management
Enterprise Data Integration
ERP Systems
Data Fabric Architectures
API Management
SaaS Subscription Models
Cloud Computing (AWS, Azure)
Data Governance and Compliance
Business Intelligence Tools
Cross-functional Leadership
Strategic Product Development
Customer Focus (NPS, VOC)
Commercial Product Management
Verified Source
Posted 3 months ago
IN

Customer Community Manager

insightsoftwareAnywhereFull-time
View Job
Compensation$80K - 110K a year

Build and grow a customer community platform from inception, drive member engagement and advocacy, manage content and analytics, and collaborate cross-functionally to enhance customer experience. | 3-5+ years community management experience in B2B SaaS, proficiency with community platforms (Salesforce preferred), strong communication and strategic skills, and a bachelor's degree or equivalent experience. | 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 Position Summary We are seeking an experienced Customer Community Manager to launch and grow our customer community from the ground up. You'll create the vision, build the platform, and drive engagement through strategic communications to customers and the broader market. Your primary goals will be to make the community an invaluable resource for customers, integrate it seamlessly with our other customer platforms, and foster peer-to-peer connections while driving product adoption, customer retention, and advocacy. Reporting to the Director of Customer Success, you'll partner with Customer Success, Product, Marketing, and IT teams to enhance customer experience and accelerate business growth through community-driven insights and engagement Key Responsibilities Community Strategy & Development Develop and execute a comprehensive community strategy that aligns with business objectives and customer needs Build the community platform from inception, including design, structure, and governance models Define and track success metrics including member growth, engagement rates, content contributions, and support deflection Create a roadmap for community evolution and scaling as our customer base grows Member Engagement & Growth Drive community member acquisition, onboarding, and ongoing engagement through targeted campaigns and programs Build and optimize community content and creatively encourage members to create their own community content and to participate in community conversations and activities. Actively communicate in social media channels to engage in topical conversations with customers and key industry influencers to promote the community, to highlight happenings within the community, and to encourage third-party coverage of community activities. Develop and implement gamification strategies to encourage participation and recognize top contributors Create and manage customer advocacy and champion programs Respond to member inquiries and facilitate discussions within defined SLA Content & Knowledge Management Curate and create valuable content including best practices, use cases, and troubleshooting guides Connect the community to other key marketing and customer content programs such as our educational webinars and our new product launch announcements, creating synergies in both those programs and the community Manage the content calendar and ensure fresh, relevant information is consistently available Cross-functional Collaboration Serve as the voice of the customer, sharing community insights with Product, Sales, and Support teams Facilitate beta testing programs and gather product feedback from community members Partner with Customer Success to identify at-risk accounts and expansion opportunities through community engagement Collaborate with Marketing on community-driven campaigns and customer stories Actively shape and encourage community participation among the insightsoftware team and keep the internal team informed on our community strategy Platform & Analytics Management Administer the community platform, including user permissions, security settings, and technical configurations Monitor community health metrics and provide regular reports to stakeholders Implement automated workflows for member communications and engagement Ensure platform compliance with data privacy regulations and company policies Qualifications Experience 3-5+ years of experience in community management, preferably in B2B SaaS environment Proven track record of building and scaling online communities from inception Experience with enterprise software and understanding of B2B customer dynamics Demonstrated success in launching community initiatives (forums, ambassador programs, event series) Technical Skills Proficiency with community platforms (Salesforce Community Cloud preferred) Experience with social media management and monitoring tools Strong analytical skills with experience in community analytics and reporting Basic understanding of APIs and integrations Familiarity with CRM systems (Salesforce preferred) Core Competencies Customer-Centric Mindset: Deep empathy for customer needs and ability to translate feedback into action Communication Excellence: Outstanding written and verbal communication skills with ability to engage C-level executives Strategic Thinking: Ability to develop long-term strategies while managing day-to-day operations Collaboration: Proven ability to work cross-functionally and influence without authority Problem-Solving: Creative approach to challenges with strong troubleshooting capabilities Industry Knowledge: Understanding of B2B SaaS industry trends and customer success best practices Education Bachelor's degree in Marketing, Communications, Business, or related field Equivalent professional experience will be considered Preferred Qualifications Experience with our specific industry/vertical Community management certifications (e.g., CMGR, CMX) Experience with customer success platforms (Gainsight, Totango, ChurnZero) Experience managing communities of 5,000+ members Knowledge of SEO and content marketing best practices Additional Information All your information will be kept confidential according to EEO guidelines. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. ** At this time insightsoftware is not able to offer employment sponsorship ** #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.

Community management
Customer engagement
Strategic communications
Social media management
Analytics and reporting
Cross-functional collaboration
B2B SaaS knowledge
Salesforce Community Cloud
CRM systems
Direct Apply
Posted 4 months ago
insightsoftware

Global Enablement Program Manager

insightsoftwareAnywhereFull-time
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Compensation$120K - 160K a year

Design, develop, and execute global sales training and certification programs to improve sales competency and performance across multiple regions. | 7+ years in sales enablement or training within global SaaS, expertise in sales methodologies, LMS platforms, data-driven training measurement, and experience managing distributed teams. | 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! Job Description Position Overview We are seeking an experienced Global Enablement Program Manager to design, develop, and execute comprehensive training programs that drive sales excellence across our global organization. This role will report to the Sr. Director of Global Sales Enablement. This role will be responsible for creating scalable, impactful learning experiences for our sales teams in EMEA, North America, and APAC regions, while establishing and managing our internal sales certification program across all Business Units. Key Responsibilities: Program Architecture & Development • Design and build comprehensive, scalable training programs for global sales teams across multiple regions and time zones • AI focused and up to speed on how to leverage AI in the enablement environment. • Develop and implement our internal sales certification program, including curriculum design, assessment criteria, and ongoing maintenance for Global selling teams • Create competency models for various selling roles (BDRs, AEs, CSMs, Sales Managers) that align with business objectives and career progression paths • Establish and build learning pathways that support both new hire onboarding and continuous professional development for our teams. Training Delivery & Execution • Deliver high-impact training sessions and workshops, SKO’s; through multiple modalities (virtual, in-person, self-paced, blended learning) • Facilitate advanced sales methodology training including Value Selling, MEDDIC, and other proven selling frameworks to upskill the selling teams • Coordinate global training delivery across EMEA, NA, and APAC regions, ensuring consistent messaging and quality • Partner with regional sales leadership to customize content for local market needs while maintaining global standards Measurement & Optimization • Develop and implement comprehensive measurement frameworks to assess training effectiveness and business impact through dashboards and metrics • Track key performance indicators including certification completion rates, skill progression, and correlation to sales performance + rep ramp time. • Conduct regular assessments and competency evaluations to identify skill gaps and training opportunities • Continuously iterate and improve programs based on data insights, feedback, and business evolution Strategic Partnership & Collaboration • Collaborate closely with Sales Leadership, Revenue Operations, GTM Ops, and L&D to align training programs with business priorities • Partner with subject matter experts across the organization to ensure content accuracy and relevance • Work with external vendors and consultants when specialized expertise is required • Support sales managers in reinforcing training concepts and driving adoption What Does Success Look Like • Training program completion and certification rates across all regions • Improvement in sales competency assessments and skill progression • Correlation between training participation and sales performance metrics • Seller satisfaction scores and engagement with training content • Time-to-productivity for new hires and role transitions • Adoption rates of sales methodologies and frameworks in daily selling activities Qualifications Experience & Background • 7+ years of experience in sales enablement, sales training, or learning & development within global SaaS organizations • Proven track record of building and scaling training programs that drive measurable business impact • Extensive experience designing competency models and certification programs for multiple selling roles globally. • Demonstrated success working with global, distributed teams across multiple time zones and cultures Technical Expertise • Deep knowledge of modern selling methodologies including Value Selling, MEDDIC, Challenger Sale, or similar frameworks • Proficiency with learning management systems (LMS - Workday), training delivery platforms - Highspot, and assessment tools (PowerBi + SFDC) • Experience with training measurement and analytics platforms • Strong understanding of adult learning principles and instructional design best practices (ADDIE) Skills & Competencies • Exceptional presentation and facilitation skills with ability to engage diverse, global audiences • Strong project management capabilities with experience managing multiple complex initiatives simultaneously • Data-driven mindset with ability to translate training metrics into business insights • Excellent written and verbal communication skills in English; additional languages preferred • Cultural sensitivity and ability to adapt content for different regional markets Preferred Qualifications • Bachelor’s degree in business, Education, or related field. • Professional certifications in instructional design, adult learning, or sales methodology or equivalent experience preferred • Experience with sales technology stack including CRM systems, sales engagement platforms, and revenue intelligence tools • Background in B2B SaaS sales with understanding of complex, consultative selling environments and enterprise sales processes. • Experience building virtual and hybrid learning experiences optimized for remote global teams Additional Information What We Offer • Opportunity to shape the sales capability strategy for a high-growth global SaaS organization • Access to cutting-edge learning technologies and methodologies • Collaborative work environment with exposure to senior leadership • Professional development budget and support for continuous learning • Flexible work arrangements supporting global collaboration • Competitive compensation package including equity participation This role is part of the High Performing Sales Effectiveness Team and reports to the Sr. Director of Global Sales Enablement and works closely with regional sales leadership across EMEA, North America, and APAC. #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.

Sales Enablement
Training Program Development
Global Program Management
Sales Methodologies (Value Selling, MEDDIC)
Learning Management Systems (Workday, Highspot)
Data Analytics (Power BI, SFDC)
Instructional Design (ADDIE)
Project Management
Cross-cultural Communication
Verified Source
Posted 5 months ago

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