Principal Product Manager - Equity

About This Role

As the market and customer expert for the Equity Management product segment, you will own the end-to-end product lifecycle, from technical feasibility assessment and architectural alignment to commercial execution and customer adoption. Working closely with Engineering, UX, and cross-functional teams, you will ensure our equity management solutions are technically scalable, performant, and aligned with evolving financial reporting and accounting standards.

Our Equity Management solutions empower business users to gain deeper insights and make faster, data-driven decisions about their equity plans; driving continuous improvement, ensuring regulatory compliance, and enabling HR teams to effectively manage their equity compensation programs.

Key Responsibilities

1. Strategic Product Leadership

• Define and drive the technical product roadmap for Equity Management solutions, ensuring alignment with market needs, regulatory requirements, and modern enterprise technology strategies, including ASC 718 and IFRS2 reporting, Section 16 Forms 3, 4 and 5 filing requirements, Rule 144, and income tax implications resulting from equity compensation.
• Lead the development of high-performance, scalable equity management solutions that seamlessly integrate with existing financial systems.
• Validate, design and drive the product roadmap and portfolio for both short- and long-term growth
• Leverage external partnerships and innovative technologies to improve speed to market and create competitive advantages.
• Form strategic internal partnerships with other insightsoftware business units to drive cross-portfolio opportunities.

2. Business & Go-to-Market Execution

• Drive business metrics: bookings, revenue, margin, and gross retention for the Equity portfolio
• Translate technical innovations into customer-centric solutions
• Work closely with Sales, Marketing, and Customer Success to ensure effective positioning, pricing, and value articulation of Equity products.
• Execute product launch plans, partnering with Product Marketing and Sales Enablement to provide product education, demonstrations, and expertise to internal and external customers.
• Drive and support ongoing sales and customer education programs to ensure full understanding of product features, benefits and comparisons to competitive products and promote value-based selling propositions.

3. Product Development & Execution

• Drive delivery of market and customer requirements, including definition, prioritization, trade-offs, and execution of release goals.
• Work with Agile Scrum teams to develop comprehensive user stories and maintain a strategic product backlog.
• Develop detailed product requirements and functional specifications, ensuring engineering teams build high-impact, customer-focused features.
• Ensure acceptance criteria are met with current releases and conduct sprint reviews from a business/customer perspective.
• Negotiate backlog priorities effectively with engineers and senior leadership.
• Drive highly effective customer experiences as measured by NPS, understanding and improving the end-to-end customer journey.

4. Market & Customer Engagement

• Develop a deep understanding of customer usage, competitor products, and equity management market trends, and translate that intelligence into detailed product requirements.
• Serve as a thought leader for equity management software, participating in industry conferences, webinars, and advisory boards.
• Track industry trends, regulatory changes, and competitive landscape, ensuring our solutions stay ahead of the curve.
• Identify customer and market requirements and priorities through market analysis, win/loss calls, and voice-of-customer interviews.

Technical & Domain Expertise

• Deep knowledge of equity plan management software and processes.
• Experience with equity plan management software (private and public), broker operations, and data integrations.
• Strong understanding of financial reporting, accounting principles, and regulatory requirements related for equity plans.
• Experience with brokerage connectivity products and broker partnerships within capital management solutions.
• Experience with software development practices (e.g., Agile, Scrum, Lean) and tools (e.g., JIRA, Confluence, Smartsheets)
• Experience leveraging AI with software development / product management (e.g., Claude, Lovable)

Product & Business Acumen

• 7+ years of experience in B2B software Product Management, with at least 3 years focused on financial, capital management, or equity management solutions.
• Proven ability to bridge technical and business needs, ensuring equity management solutions drive measurable business value.
• Experience in SaaS/cloud-based product management, with a focus on equity management analytics and reporting.
• Strong ROI-driven mindset, making product investment decisions based on technical feasibility and market demand.
• Proven ability to engage with C-level executives, finance leaders, and IT stakeholders to drive adoption and business outcomes.

Leadership & Communication

• Proven ability to influence cross-functional teams without formal authority.
• Excellent verbal and written communication and presentation skills, with the ability to effectively communicate at all levels of the organization.
• Ability to balance conflicting priorities and make critical decisions.
• Experience in partnering with Product Marketing to commercialize product offerings.
• Experience in partnering with UX teams to design usable, accessible solutions.
• Demonstrated ability to lead and drive execution across Engineering, Sales, Marketing, Support, and Customer Success.

Education & Certifications

Required:

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

Preferred:

• Master's degree in Business, Finance, or related field preferred.
• Certifications: CSPO, CEP (Certified Equity Professional), or Broker Operations Certificate.

Additional Requirements

• Detail Oriented - Highly organized and attentive to detail.
• Strategic/Tactical Balance - Ability to balance the market and product vision with disciplined tactical execution.
• Drive and Grit - Operate in a demanding environment with a focus and determination to achieve high-quality results.

Engaging Presence - Ability to effectively engage with prospects, customers, and partners getting them excited to speak with you and learn more about their product use case.

** 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. **

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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.

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.