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[Remote] Product Sales Specialist

Remote, USA Full-time Posted 2026-06-16

Note: The job is a remote job and is open to candidates in USA. insightsoftware is a global provider of reporting, analytics, and performance management solutions that empower leaders to make timely decisions. The Product Sales Specialist will maintain deep product expertise in financial reporting solutions, assist in landing new business, and expand relationships with existing customers through effective sales support and collaboration with cross-functional teams.


Responsibilities

  • Maintain deep product expertise in assigned financial reporting and data management solutions
  • Promote assigned product(s) through focused solutions presentations to drive land and expand opportunities
  • Engage proactively in the sales process when opportunities are identified by BDR, Account Executive, or Account Manager teams
  • Provide technical and functional support during solution design and proposal development
  • Deliver compelling product demonstrations that showcase value for finance and accounting teams
  • Lead assessment of legacy financial reporting systems and execute migration strategies
  • Support customers transitioning from legacy ERP, EPM, or financial consolidation platforms
  • Develop migration roadmaps that minimize business disruption while maximizing product adoption
  • Provide expertise in financial close, consolidation, reporting, planning, and forecasting workflows
  • Work closely with BDRs during qualification of new opportunities
  • Partner with Account Executives and Account Managers to deliver value propositions and validate product fit
  • Collaborate with Account Managers and Customer Success Managers to identify additional use cases and drive expansion within existing accounts
  • Support Solutions Engineers in providing comprehensive technical expertise
  • Enable Hybrid Sellers with product knowledge and competitive positioning

Skills

  • Deep expertise in financial reporting solutions including financial close, consolidation, management reporting, and regulatory reporting
  • Strong understanding of financial systems architecture and data flows
  • Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, etc.) and their reporting limitations
  • Knowledge of EPM/CPM platforms and financial data integration
  • Familiarity with financial data governance, controls, and audit requirements
  • Understanding of finance and accounting business processes, including month-end close, consolidation, and variance analysis
  • Ability to speak the language of CFOs, Controllers, and Finance Directors
  • Experience articulating ROI and business value for financial transformation initiatives
  • Knowledge of regulatory reporting requirements (SOX, IFRS, GAAP)
  • 5+ years of experience in financial systems, reporting solutions, or related roles
  • Proven track record supporting enterprise software sales cycles
  • Experience with complex B2B sales processes in financial technology
  • Background in consulting, implementation, or product management for financial solutions preferred
  • Excellent presentation and communication skills
  • Ability to translate technical capabilities into business outcomes
  • Strong problem-solving and analytical abilities
  • Self-motivated with ability to work independently in an overlay quota-carrying role
  • Collaborative mindset with cross-functional teams

Company Overview

  • insightsoftware is the most comprehensive provider of solutions for the Office of the CFO. It was founded in 2018, and is headquartered in Raleigh, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is https://www.insightsoftware.com.

  • Company H1B Sponsorship

  • insightsoftware has a track record of offering H1B sponsorships, with 1 in 2025, 3 in 2024, 3 in 2023, 4 in 2022. Please note that this does not guarantee sponsorship for this specific role.

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