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insightsoftware logo
insightsoftware

Connected Solutions for the Office of the CFO

Senior Solutions Engineer – Equity

Solutions EngineerSolutions EngineerOtherRemoteSeniorTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

136 days ago

Salary

$139K - $174K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishERP

Job Description

Senior Solutions Engineer – Equity

insightsoftware

• Support the recruitment of new brokerage partners by leading product demonstrations and technical deep-dives that showcase Certent Equity Management’s broker integration capabilities. • Serve as the primary technical point of contact during broker partner evaluations, walking prospective partners through CEM’s broker implementation architecture, data flows, and integration touchpoints. • Partner with Account Executives to build compelling business cases, including ROI analyses and value positioning strategies. • Develop and deliver training programs for brokerage partner teams, enabling them to effectively navigate and utilize the CEM platform in their day-to-day operations. • Advise broker partners on best practices for leveraging CEM, drawing on insights from how our client base uses the platform across different equity plan structures and corporate actions. • Act as a hybrid Solutions Engineer and Relationship Manager for the broker partner channel, owning ongoing broker engagement to drive partner satisfaction, platform adoption, and incremental revenue growth.

Job Requirements

  • 5+ years of experience in Solution Engineering, presales, consulting, equity plan administration, or a related customer-facing role within enterprise software or financial services.
  • Strong knowledge of equity compensation plans (stock options, RSUs, ESPPs, SARs, performance shares) and their accounting treatment under ASC 718 and IFRS 2.
  • Experience with equity compensation as it relates to brokerage operations, including trade execution workflows, share settlement, and broker-platform integrations.
  • Demonstrated ability to deliver compelling software demonstrations to executive and technical audiences.
  • Experience navigating complex enterprise sales cycles with multiple stakeholders across Finance, HR, Legal, and IT.
  • Excellent communication and storytelling skills with the ability to translate technical capabilities into business outcomes for both enterprise clients and channel partners.
  • Self-starter mentality with the ability to manage multiple concurrent opportunities across direct sales and partner channels in a fast-paced environment.
  • Bachelor’s degree in Accounting, Finance, Economics, Human Resources, or a related field.
  • Nice to Have CEP (Certified Equity Professional) designation or active candidacy.
  • Direct experience working at or with a brokerage firm in an equity compensation capacity, such as partner onboarding, broker integrations, or trade settlement operations.
  • Experience with ERP, payroll, or HRIS integrations (Workday, ADP, SAP SuccessFactors) in the context of equity compensation.
  • Familiarity with IPO readiness, Section 16 reporting, or SOX compliance as it relates to equity administration.

Benefits

  • Remote-first culture with flexibility to work from anywhere in the US
  • Career development opportunities within a rapidly growing global software company

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