Equity Specialist for Product Engineering

insightsoftware is a global provider of reporting, analytics, and performance management solutions. They are seeking a highly skilled Certified Equity Professional (CEP) Level 3 to serve as the subject matter expert for equity compensation and management within their technology organization, ensuring that product requirements reflect the complexities of equity plans, compliance, and reporting standards.

Responsibilities:

• Serve as the equity domain expert for engineering and product teams, ensuring accurate representation of equity compensation concepts in system design
• Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting
• Translate complex equity plan rules and regulatory requirements into clear, actionable specifications for software development
• Validate technical designs and workflows to ensure compliance with accounting standards (ASC 718), tax regulations, and global equity plan requirements
• Partner with QA teams to develop test cases that accurately reflect equity scenarios and edge cases
• Act as a liaison during sprint planning and backlog grooming, ensuring equity-related features are prioritized and implemented correctly
• Provide guidance on data structures, integration points, and reporting needs related to equity plans
• Monitor industry trends and regulatory changes to advise on product roadmap adjustments
• Conduct training sessions for engineering and product teams on equity concepts and compliance requirements

Requirements:

• Certified Equity Professional (CEP) Level 3 required
• 5+ years of experience in equity compensation administration or consulting
• Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718)
• Experience working with software development teams or technology platforms related to equity management
• Familiarity with Agile methodologies and tools (e.g., Jira, Confluence)
• Excellent written and verbal communication skills
• Ability to create detailed functional specifications and acceptance criteria
• SQL – Ability to write queries for data validation and reporting
• Data Modeling – Understanding of relational database design and equity-related data structures
• API Familiarity – Knowledge of RESTful APIs for integration with external systems
• BI Tools – Experience with reporting and visualization tools (e.g., Power BI, Tableau)
• SaaS Platforms – Exposure to equity management software (e.g., Shareworks, Carta, Certent)
• Basic Programming Knowledge – Familiarity with scripting languages (Python or similar) for data analysis or automation
• Version Control – Understanding of Git-based workflows for collaboration with engineering teams