insightsoftware

• Provide finance teams the insights required to navigate any economic climate. • Drive greater financial intelligence while increasing productivity, visibility, accuracy, and compliance.

• Assist in preparing and filing tax returns (income, VAT, sales and use, property, and more) accurately and on time • Prepare monthly general ledger account reconciliations and adjusting journal entries • Gather and analyze documentation for tax audits, and work directly with tax auditors • Research, resolve, and respond to tax notices • Maintain the company's tax compliance calendar so every filing and audit deadline is met on time • Contribute to internal control documentation and procedures • Support initiatives that reduce direct and indirect taxes, working closely with local teams and tax advisors alongside the Tax team

• Own and execute partner marketing plans, aligning with regional priorities and business objectives • Partner with Channel Account Managers to onboard partners, identify strategic accounts, and define joint marketing priorities • Build and leverage partner relationships to amplify brand awareness and generate leads through the partner community • Develop integrated co-marketing campaigns (co-branded assets, webinars, events, digital programs) that drive partner engagement and pipeline growth • Design and implement multilingual campaigns that respect regional market dynamics and partner capabilities • Identify opportunities for joint participation in regional events, trade shows, and partner-hosted activities • Collaborate with partners on joint marketing efforts and training programs to ensure alignment on product positioning and value propositions • Monitor and analyze partner engagement metrics, campaign performance, and revenue impact • Act as the administrator of the partner marketing rebate program, rewarding and reinforcing desired behavior from channel partners • Partner with marketing operations and sales teams on lead identification, attribution, routing, and partner-driven pipeline reporting

• Support end-to-end sourcing projects across all indirect spend categories including SaaS, software licensing, IT services, professional services, marketing, facilities, and corporate services • Co-ordinate RFx activities (RFI, RFP, RFQ) using the Coupa Sourcing Module or bespoke frameworks as directed by the Sourcing Lead • Gather, organise, and validate vendor responses for completeness and comparability • Maintain evaluation workbooks, pricing models, and commercial comparison tools • Conduct should-cost analysis and cost structure breakdowns to support negotiation strategy • Gather market benchmarking data and competitive pricing intelligence across domestic and international vendors • Perform spend analysis identifying trends, outliers, and savings opportunities • Support category reviews by preparing spend category reports, supplier landscape summaries, vendor concentration analysis, and contract expiry profiles to inform the Sourcing Lead’s category planning • Review vendor contracts (MSAs, SOWs, Order Forms, Amendments) and identify key commercial terms, deviations, and areas requiring the Sourcing Lead’s attention • Support commercial negotiations by preparing data packs, talking points, and scenario analyses

• Drive bookings for sales meetings • Sourcing, qualifying, and developing the sales pipeline • Develop and implement efficient lead routing and qualification strategies • Analyse lead data to identify patterns and opportunities for process improvement • Collaborate with sales teams to understand their needs and optimize handoff processes • Manage and prioritize a high volume of inbound leads • Conduct initial qualifications for high-potential leads • Outbound against tiered list to generate high-intent opportunities • Support the development and execution of strategic outbound initiatives • Provide data-driven insights to inform sales strategies and resource allocation • Continuously refine processes to improve efficiency and effectiveness

• Support administration of global compensation programs and processes • Conduct market pricing and job evaluations using established compensation frameworks • Support execution of annual compensation review, bonus planning, and mid-year compensation processes • Partner with HR Business Partners, Talent Acquisition, and business leaders to ensure consistent application of compensation guidelines and programs • Serve as primary administrator for U.S. and Canada benefits programs • Respond to employee and manager inquiries regarding benefits plans, programs, and enrollment processes • Assist with compliance activities, audits, and regulatory reporting requirements • Conduct compensation, benefits, and employee data audits to ensure data accuracy, consistency, and integrity • Leverage AI-enabled tools to improve efficiency, automate repetitive work, and enhance decision-making

• Develop sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities • Develop and execute territory sales plans focused on new logo pre-IPO, emerging growth, and small- to mid-cap public company prospects • Develop and manage sales pipeline to exceed monthly, quarterly, and annual revenue quotas • Uncover and partner with centers of influence in the equity management industry to drive referral pipeline opportunities through appropriate partners. • Use a consultative approach to diagnose our customer’s needs with structured sales methodologies such as MEDDIC, MEDDPICC, Challenger, SPIN, or equivalent. • Remain knowledgeable of company products and target industries to facilitate sales efforts • Have excellent communication with management, customers, and support staff and are comfortable engaging with executives, product, engineering, data, analytics, and technical stakeholders

• Own pricing strategy and value-metric model across the EPM portfolio • Design packaging and bundling architecture including the Lineos two-part, per-module model • Conduct commercial analysis: price realization, discount governance, deal economics, and elasticity studies • Inform the pricing inputs to annual and 2027 planning and new product launches • Establish pricing operations: rate cards, approval guardrails, and evidence-based pricing decisions

• Reconcile equity compensation financial reporting results between the customer’s prior results and NextGen. • Develop and deliver comparison reports for each reconciliation cycle. • Analyze comparison reports to identify and quantify calculation differences. • Provide clear reconciliation documentation that helps customers. • Reconcile participant- and grant-level equity data between the legacy platform and NextGen. • Validate share balances and grant lifecycle events. • Identify, quantify, and document administrative discrepancies and deltas. • Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.

• Work with emerging cloud technologies, taking advantage of a growing set of cloud services to assist the business in running critically important applications • Build and modernize a distributed, fault-tolerant, reliable, and reproducible cloud infrastructure according to best-practices by working with Terraform, Azure, AWS, Kubernetes, and other cloud-native tools • Act as domain specialist and provide mentorship to and partner with multi-functional teams around all aspects of the cloud • Provide PR review and architectural design guidance for developer-contributed Terraform PRs in our centralized Terraform mono repo • Respond to tickets in our service desk to provide operational assistance for customer requests • Assist in integrating cloud environments and systems from mergers and acquisitions • Act as a point of escalation for the other members of the team • Participate in an on-call rotation and perform additional duties, as assigned.