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Job Summary

insightsoftwareis seeking a Product Owner to support the administrative reporting domain within theCertentEquity Management (CEM) platform. Administrative reporting is a core capability that equity plan administrators, HR teams, and compliance stakeholders rely on daily to manage participant data,monitorplan activity, fulfill internal audit requirements, and support operational decision-making. This roleis responsible fortranslating reporting needs into well-defined requirements, managing the backlog, and ensuring engineering teams have the clarity they need to deliver. The Product Owner will work hands-on with engineering, QA, Professional Services, and Customer Support to drive admin reporting features, enhancements, and defect resolution from requirements through delivery - while partnering with the Senior Product Manager on strategic direction and roadmap alignment.

Key Responsibilities

Backlog Management & Requirements

• Own andmaintainthe administrative reporting backlog, ensuring stories are groomed, prioritized, and ready for sprint planning in alignment with the broader CEM reporting roadmap

• Write detailed user stories, acceptance criteria, and functional specifications for new admin reports, report enhancements, filters, scheduling capabilities, export formats, and data presentation improvements

• Define edge cases, data boundary conditions, and output validation rules for reports spanning participant demographics, grant activity, vesting schedules, transaction history, plan status, tax withholding, and corporate actions

• Triage and prioritize incoming admin reporting defects and enhancement requests from Customer Support, Professional Services, and direct customer escalations

• Partner with the Senior Product Manager to align admin reporting priorities with broader platform strategy and cross-domain dependencies

Execution & Delivery

• Serve as the primary product point of contact for the engineering team during sprint execution on admin reporting workstreams

• Participate in all Agile ceremonies - sprint planning, daily standups, backlog refinement, sprint reviews, and retrospectives

• Accept or reject completed work against defined acceptance criteria, ensuring delivered reports meet accuracy, performance, and usability standards expected of a financial services SaaS platform

• Validate report output against source data, confirming calculation integrity, filtering behavior, sort logic, and export fidelity across formats (PDF, Excel, CSV)

• Track delivery progress and flag risks, blockers, or scope changes to the Senior Product Manager promptly

Reporting Domain Ownership

• Develop andmaintaindeepexpertisein CEM's administrative reporting capabilities - understanding the full inventory of existing reports, their underlying data sources, user workflows, and known limitations

• Identifyreporting gaps by analyzing customer requests, support ticket patterns, and competitive offerings to build a prioritized enhancement pipeline

• Define reporting standards and conventions for consistency across the admin reporting suite - including naming conventions, default filter behavior, column ordering, date handling, and pagination

• Partner with the Financial Reporting Product Owner to ensure alignment on shared data models, terminology, and reporting infrastructure where admin and financial reporting intersect

• Evaluate and recommend improvements to report generation performance, particularly for large-scale batch reports and high-volume participant datasets

Cross-Functional Collaboration

• Coordinate with QA to define test scenarios andvalidateadmin reporting output across plan types, participant populations, grant configurations, and edge case data conditions

• Partner with other CEM Product Owners (Admin, ESPP, Batch Processing, Broker) to ensure admin reports accurately reflect upstream data changes and new platform capabilities

• Collaborate with Professional Services to understand customer reporting configurations, common customization requests, and implementation pain points that can be addressed through product improvements

• Work with Customer Support to review recurring reporting-related tickets,identifyroot causes, and prioritize fixes that reduce support volume

• Support Product Marketing with release notes, feature documentation, and reporting capability summaries for sales enablement and customer communications

Required Qualifications

Experience

• 1+ years in a product owner, business analyst, or junior product management role, preferably in B2B SaaS environments

• 2+ years of experience in equity management, equity compensation, or financial services platforms

• Demonstrated experience writing detailed user stories, acceptance criteria, and functional specifications for reporting or analytics features

• Strongtrack recordof working directly with engineering teams in Agile/Scrum environments

• Excellent attention to detail, analytical skills, and written communication abilities - particularly around data accuracy and output validation

Technical & Domain Knowledge

• Solid understanding of equity compensation principles, including stock options, RSUs, RSAs, ESPP, performance awards, and participant lifecycle events

• Familiarity with administrative reporting needs in equity plan management - participant rosters, grant summaries, vesting schedules, transaction logs, tax withholding reports, and plan activity dashboards

• Working knowledge of report design concepts - filters, parameters, grouping, sorting, drill-down, scheduled delivery, and export formatting

• Ability to engage credibly with engineering on data models, query logic, and reportrenderingconsiderations

• Familiarity with JIRA or similar backlog management tools

Education

• Bachelor's degree in Business, Finance, Information Systems, or a related fieldrequired

Preferred Qualifications

• CEP (Certified Equity Professional) certification, any level, is a plus

• MBA or similar advanced degree preferred

• Direct experience with theCertentEquity Management platform or comparable equity administration platforms

• Experience in a high-growth, fast-paced SaaS company