Jobs Companies insightsoftware Product Owner, BI Reporting - Equity

Über diese Product Owner, BI Reporting - Equity Stelle bei insightsoftware

insightsoftware · Remote · USA - Remote

About Us:


insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

Job Summary 

insightsoftware is seeking a Product Owner to join the BI reporting capabilities powered by Logi Symphony within the Equity product organization. This role is responsible for assisting with the product strategy, requirements, and delivery of self-service reporting, dashboards, and data visualization features within Certent Equity Management. You will serve as the connective tissue between the Equity product organization and the Logi platform — ensuring that embedded analytics capabilities meet the needs of equity plan administrators, HR teams, finance stakeholders, and participants. This is a hands-on role requiring both technical familiarity with embedded analytics platforms and a strong understanding of equity data and reporting use cases. 

 

Key Responsibilities 

Product Strategy & Roadmap 

  • Assist with the roadmap for embedded analytics and self-service reporting capabilities within Certent Equity Management, leveraging the Logi Symphony platform 

  • Partner with the Product Manager to define feature priorities based on customer demand, competitive positioning, platform capabilities, and technical dependencies 

  • Own the backlog, including sprint prioritization and engineering ceremonies 

  • Partner with Sales, Customer Success, and the Logi platform team to identify capability gaps and deliver best-in-class analytics experiences 

 

Requirements Definition & Documentation 

  • Write comprehensive PRDs with detailed functional specifications, data model requirements, user workflows, visualization standards, and acceptance criteria 

  • Define report and dashboard templates, data set configurations, and user permission models appropriate for equity data 

  • Conduct technical review sessions with engineering and the Logi platform team to validate requirements and surface integration risks 

  • Ensure reporting capabilities meet data privacy, security, and access control requirements for sensitive equity and compensation data 

 

Cross-Functional Collaboration 

  • Act as the primary liaison between the Equity product team and the Logi Symphony platform team at insightsoftware 

  • Partner with Financial Reporting and Admin Reporting Product Owners to ensure data availability, consistency, and alignment across reporting surfaces 

  • Work with Product Marketing on analytics feature positioning and release communications 

 

Customer & Stakeholder Engagement 

  • Lead discovery sessions with equity administrators, HR, and finance stakeholders to identify analytics and reporting requirements 

  • Conduct demos and training on self-service reporting and dashboard capabilities for customers and internal teams 

 

Required Qualifications 

Experience 

  • 1+ years in product management or product owner roles, preferably in B2B SaaS environments 

  • 2+ years experience working with embedded analytics, business intelligence, or data visualization platforms 

  • Proven track record of delivering reporting or analytics product features from concept to launch 

  • Strong attention to detail, organization, and prioritization skills 

  • Exceptional communication and collaboration abilities across both technical and non-technical stakeholders 

 

Technical & Domain Knowledge 

  • Familiarity with embedded analytics or BI platforms (Logi Symphony, Tableau, Power BI, or similar) 

  • Understanding of data modeling, report building, and dashboard design for enterprise SaaS applications 

  • Working knowledge of equity compensation concepts and data, including plan structures, participant transactions, and award types 

  • Experience with Agile/Scrum methodologies and product management frameworks 

 

Education 

  • Bachelor's degree in Business, Computer Science, Information Systems, or a related field required 

 

Preferred Qualifications 

  • CEP (Certified Equity Professional) certification is a plus 

  • Hands-on experience configuring or administering Logi Symphony or a comparable embedded analytics platform 

  • Experience with equity administration platforms, such as Certent Equity Management 

  • Familiarity with data access and governance requirements in financial services or HR technology 

 

 

 

The salary range in United States of America for this position is 99,000.00 to 124,000.00 USD Annual.

Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

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

Learn more about our high-energy, high-performance global team: Work With Us

insightsoftware About Us: Hear From Our Team

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.

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Über insightsoftware

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

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