Product Owner, BI Reporting – Equity

Role Overview

• 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

Requirements

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

Tech Stack

• Tableau

Benefits

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