insightsoftware

• Own and deepen insightsoftware’s strategic relationship with Microsoft, serving as the primary point of contact across Microsoft’s partner, marketplace, and co-sell teams. • Build a disciplined expansion roadmap for AWS and Google Cloud—identifying the right entry points, internal champions, and go-to-market opportunities given insightsoftware’s existing product footprint on each platform. • Develop executive-level relationships within each hyperscaler organization, understanding their partner program priorities, internal incentive structures, and co-sell mechanics—and using that knowledge to position insightsoftware for maximum visibility and deal flow. • Stay closely informed on changes to hyperscaler partner programs, marketplace policies, and co-sell requirements, and ensure insightsoftware remains optimally positioned within each ecosystem. • Represent insightsoftware at hyperscaler conferences, partner summits, and industry events—building the relationships and presence needed to be seen as a preferred partner. • Own and actively manage insightsoftware’s listings in the Microsoft Azure Marketplace and other hyperscaler marketplaces—ensuring offerings are accurate, optimized, and positioned to convert. • Drive awareness and adoption of marketplace listings across insightsoftware’s direct and indirect sales teams, equipping them to position marketplace transactions as a compelling contracting vehicle for customers. • Identify and pursue opportunities where customers can benefit from transacting insightsoftware solutions through a hyperscaler marketplace—leveraging customer cloud committed spend, procurement preferences, and enterprise agreements to accelerate deal closure. • Track, report on, and actively grow marketplace-sourced and marketplace-influenced revenue, establishing clear KPIs and holding yourself accountable to them. • Collaborate with Product leadership to identify insightsoftware products hosted on or deeply integrated with hyperscaler platforms—and develop targeted partnership strategies that activate those relationships commercially. • Design and execute joint marketing programs with active hyperscaler partners, including co-branded campaigns, webinars, digital content, and field events that generate pipeline and increase awareness of insightsoftware’s solutions within each hyperscaler’s customer and partner base. • Leverage “event-in-a-box” programs for regional sales teams across NA, EMEA, and APAC deploy independently to drive local hyperscaler-aligned demand without requiring central resources for every execution. • Attend and represent insightsoftware at key hyperscaler conferences and partner events—using these moments to build relationships, generate pipeline, and strengthen insightsoftware’s brand within each ecosystem. • Develop and maintain the backend systems, workflows, and documentation needed to support how hyperscaler deals are initiated, tracked, contracted, and recognized—working closely with ISW Finance and the Quote-to-Cash team to ensure deals flow correctly and efficiently. • Partner with Revenue Operations to ensure hyperscaler pipeline and bookings are accurately captured, reported, and attributed within insightsoftware’s CRM and financial systems. • Build a repeatable deal motion for hyperscaler-transacted opportunities, including clear rules of engagement, approval workflows, and handoff protocols between the hyperscaler team, direct sales, and channel sales. • Proactively identify and resolve friction points in the commercial process—approaching every workflow inefficiency as a problem worth fixing, not a reality to accept. • Work closely with insightsoftware’s direct and indirect sales organizations to identify opportunities where hyperscaler relationships and marketplace transactions can accelerate deal velocity or expand deal size—serving as a trusted resource, not a competing channel. • Partner with Product leadership to understand the roadmap for insightsoftware products hosted in hyperscaler environments and develop go-to-market plans that activate those integrations commercially. • Collaborate with Partner Enablement to ensure sales teams have the training, tools, and collateral needed to leverage hyperscaler relationships effectively in their day-to-day selling motions. • Provide the SVP, Global Channel & Partnerships with regular reporting on hyperscaler pipeline, marketplace performance, co-marketing ROI, and strategic relationship health.

• Lead and evolve platform architecture and end-to-end delivery operations • Own the technical vision for the platform and set standards for software delivery • Champion integration of AI-powered development tools into engineering workflows • Own and refine the engineering delivery lifecycle • Lead, mentor, and grow a high-performing organization of engineering managers and contributors

• Own and evolve the embedded analytics design system • Establish user interaction models for complex analytics surfaces • Partner with Product Management to establish a scalable user research practice • Collaborate with engineering teams to translate design intent into solutions • Leverage AI-powered design tools to accelerate workflows • Influence product strategy and roadmap prioritization • Mentor and coach other designers

• Define and own the overall web platform architecture, making key decisions around frontend frameworks, design patterns, performance strategy, and scalability • Actively participate in hands-on design and code reviews, prototyping critical systems and setting the standard for implementation quality • Drive the evolution of the core platform including rendering patterns (SSR/SSG/CSR), design implementation and micro-frontend architecture • Establish and enforce standards for accessibility (WCAG), performance budgets, and cross-browser compatibility • Own technical debt decisions — identifying , prioritizing, and resolving systemic engineering issues • Architect and lead development of embedded web experiences including in-app webviews , iFrame -based integrations, embedded SDKs, and white-label platforms • Ensure embedded platform solutions meet strict performance, security, and sandboxing requirements across a variety of host environments • Define communication protocols between embedded web layers and native or third-party host applications • Drive standardization of web components and design system integration for use across embedded contexts • Define and own the engineering quality framework — including testing strategy (unit, integration, e2e, visual regression), CI/CD pipelines, and release processes • Establish SLOs/SLAs for web platform reliability, performance, and availability; lead incident response and blameless post-mortems • Champion a culture of documentation, observability, and operational readiness • Implement and iterate on engineering practices including code review standards, sprint rituals, and technical planning processes • Lead, mentor, and grow a team of senior engineers, tech leads, and engineering managers across web engineering disciplines • Own hiring for the web engineering organization, setting the bar for technical assessment and cultural fit • Partner with engineering leadership on roadmap planning, headcount strategy, and cross-functional OKRs • Represent web engineering in executive forums, communicating technical strategy and trade-offs to non-technical stakeholders

• Define and own the CEM UX research roadmap, aligning research priorities with product strategy, migration planning, and the highest-impact customer experience opportunities across the platform • Identify and scope multi-domain research programs that address systemic usability challenges spanning administration, ESPP, batch processing, broker integrations, admin reporting, financial reporting, and participant experiences • Partner with the UX Manager and Director of Product to ensure research investment is directed toward the decisions that carry the most risk, ambiguity, or customer consequence • Lead the design and execution of complex, high-stakes research initiatives — including foundational studies that define user segments, multi-phase evaluative programs that span discovery through post-launch validation, and longitudinal studies that track experience quality over time • Select and apply advanced research methodologies based on the question at hand — including contextual inquiry, ethnographic observation, participatory design, concept testing, unmoderated and moderated usability testing, diary studies, surveys, conjoint analysis, and comparative benchmarking • Design research studies that account for the complexity and specificity of equity compensation workflows • Recruit and manage participant panels across relevant user segments, including equity plan administrators, finance and accounting teams, HR stakeholders, plan participants, broker operations contacts, and Professional Services consultants • Lead research sessions with senior-level customer stakeholders — including VP-level administrators, controllers, and CFO-office contacts

• Define, plan, and own the roadmap for Simba Intelligence. • Oversee end-to-end execution of roadmap items, proactively identifying and resolving blockers before they become crises. • Act as the internal and external expert for Simba Intelligence. • Manage the business metrics of the Simba Intelligence (bookings, annual recurring revenue, gross retention). • Partner with multiple teams to translate complex technical capabilities into clear, value-based selling propositions. • Act as the primary bridge between customer needs and engineering.

• Own and maintain the sprint-level sustaining backlog across batch processing, admin, ESPP, admin reporting, and financial reporting domains • Write detailed user stories, bug reports, enhancement specifications, and acceptance criteria • Triage incoming defects and enhancement requests from Customer Support • Serve as the primary product point of contact for engineering teams during sprint execution • Collaborate with QA to define test scenarios, validate fix behavior, and ensure regression coverage

• Drive Customer Success outcomes • Lead your team to deliver outstanding experiences that drive strong customer retention, expansion, adoption, and referrals • Increase customer lifetime value through success plans, customer satisfaction, and overall health scores • Leverage reporting to develop data-driven insights and success plays based on customer behavior • Drive a proactive NPS, at risk program, and other initiatives and measures to prevent customer attrition • Sponsor customer escalations by working with the customer and teams across the company to address the issue in a mutually beneficial way. • Drive a standardized, proactive outreach and reactive interventions for various points in the journey by identifying opportunities to encourage feedback loops and continuous improvement. • Be a customer champion through collaboration with other organizational leaders to incorporate customer needs and requests into insightsoftware's defining business objectives • Partner with peers to scale processes in on boarding, training, success management, support, and customer advocacy • Increase opportunities for expansion and up-sells by creating a bridge between Account Management, Direct Sales, Professional Services, and Customer Success teams • Develop and present metrics to measure the effectiveness of Customer Success in meeting company and team goals. • Ensure team adherence to governance policies and effective use of internal CRM systems to accurately reflect the status of customer accounts, thereby influencing downstream reporting requirements. • Regularly extract and analyze data to generate renewal forecasts, identify issues, and proactively implement corrective action plans.

• Own the product strategy and multi-quarter roadmap for CEM's financial reporting capabilities • Define feature priorities based on accounting standards evolution • Serve as the internal subject matter authority on how ASC 718 and IFRS 2 requirements translate into CEM platform functionality • Write comprehensive PRDs with detailed functional specifications • Validate financial reporting outputs against expected results • Mentor Product Owners on financial reporting domain concepts • Collaborate with Customer Success on period-end readiness communications

• Lead corporate events end to end, managing scope, type, and scale • Collaborate with global events team for best outcomes • Develop integrated campaign plans leveraging AI • Own post-event activities including ROI analysis and recommendations