Technical Support Engineer

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

insightsoftware’s Equity Management platforms have redefined the way companies manage and report on equity compensation and revolutionized the way financial disclosures are done. Our software provides controlled access to real time data for use by Brokers, Transfer Agents, Corporate Employees, Auditors, Corporate Tax, Accounting, Treasury, Finance, Payroll, Legal and HR representatives.

T he Technical Support Engineer is critical to the long-term satisfaction and retention of our corporate and broker clients . In this role you will be a point of contact interacting with insightsoftware Engineering and Product teams, responsible for reporting product defects on behalf of the support and services teams and our corporate clients . You will work collaboratively across those teams to prioritize features for inclusion in each product update and act as a subject matter expert for our engineers . You will also work with our corporate clients on questions and issues relating to data interfaces, file feeds, automated processes, and reporting needs.

Primary Responsibilities

Provide data analysis, report writing, file management, database auditing and technical support

Monitor daily file feeds for timeliness and accuracy and assist client in troubleshooting any issues

Learn the various ways our software meets the accounting, legal, tax and other regulatory requirements of our customers and assist them in the use of and proper set up of those features

Test, Document, and escalate unresolved customer cases that may be product defects or data issues to engineering and product management

Work closely with product and services teams on prioritizing items for each sprint release

Assist in responding to direct customer inquiries during peak volume

Prioritize and manage customer cases via Salesforce case tracking system

Document knowledgebase solutions for internal and possible external use

Required Skills and Experience

Fluent English speaker

Ability to work US based hours, specifically Pacific Standard Time

Proficiency and experience with SQL, FTP, data management, file interfaces

Familiarity with relational databases , including data analysis, report writing, auditing, and updating data via SQL scripting

Advanced Excel skills, including formulas and functions for data analysis is strongly desired

Exposure to, or experience with, agile methodologies and environments preferred but not required

Salesforce and Jira application knowledge a plus

Strong work ethic and time management expertise

Demonstrated success working in highly collaborative, team-centric environments

Well-developed problem-solving skills

Excellent written, phone, and conversation management skills needed to i nteract with external clients and internal stakeholders

Bachelor’s degree or equivalent experience in Mathematics, Engineering, Computer Science, Accounting, or Management Information Systems preferred but not required

Preference will be given to candidates with the following specific skills/experience:

Understanding of or experience with US based executive compensation, stock plan, and ESPP industries , including but not limited to software support, administrative support, consulting, or professional services

Knowledge of finance and accounting principles, specifically ASC 718 (Accounting for Stock Based Compensation) as published by the Financial Accounting Standards Board (FASB)

Certified Equity Professional designation

• The salary range in United States of America for this position is 65,000.00 to 81,000.00 USD Annual.
• For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.

Your specific offer within this range will be determined by your skills, experience, and qualifications.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.