Product Owner, BI Reporting - Equity
insightsoftware · United States
- Hybrid
- Full-time
- $111,500 / year
- United States
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Job highlights
- Own product strategy for BI reporting in equity management.
- Define requirements for self-service reporting and dashboards.
- Collaborate with engineering, sales, and customer success.
- Engage customers to gather analytics and reporting needs.
- Deliver analytics features from concept to launch.
About the role
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
Job Summary
insightsoftware is seeking a Product Owner to join the BI reporting capabilities powered by Logi Symphony within the Equity product organization. This role is responsible for assisting with the product strategy, requirements, and delivery of self-service reporting, dashboards, and data visualization features within Certent Equity Management. You will serve as the connective tissue between the Equity product organization and the Logi platform — ensuring that embedded analytics capabilities meet the needs of equity plan administrators, HR teams, finance stakeholders, and participants. This is a hands-on role requiring both technical familiarity with embedded analytics platforms and a strong understanding of equity data and reporting use cases.
Key Responsibilities
Product Strategy & Roadmap
- Assist with the roadmap for embedded analytics and self-service reporting capabilities within Certent Equity Management, leveraging the Logi Symphony platform
- Partner with the Product Manager to define feature priorities based on customer demand, competitive positioning, platform capabilities, and technical dependencies
- Own the backlog, including sprint prioritization and engineering ceremonies
- Partner with Sales, Customer Success, and the Logi platform team to identify capability gaps and deliver best-in-class analytics experiences
Requirements Definition & Documentation
- Write comprehensive PRDs with detailed functional specifications, data model requirements, user workflows, visualization standards, and acceptance criteria
- Define report and dashboard templates, data set configurations, and user permission models appropriate for equity data
- Conduct technical review sessions with engineering and the Logi platform team to validate requirements and surface integration risks
- Ensure reporting capabilities meet data privacy, security, and access control requirements for sensitive equity and compensation data
Cross-Functional Collaboration
- Act as the primary liaison between the Equity product team and the Logi Symphony platform team at insightsoftware
- Partner with Financial Reporting and Admin Reporting Product Owners to ensure data availability, consistency, and alignment across reporting surfaces
- Work with Product Marketing on analytics feature positioning and release communications
Customer & Stakeholder Engagement
- Lead discovery sessions with equity administrators, HR, and finance stakeholders to identify analytics and reporting requirements
- Conduct demos and training on self-service reporting and dashboard capabilities for customers and internal teams
Experience
Required Qualifications
- 1+ years in product management or product owner roles, preferably in B2B SaaS environments
- 2+ years experience working with embedded analytics, business intelligence, or data visualization platforms
- Proven track record of delivering reporting or analytics product features from concept to launch
- Strong attention to detail, organization, and prioritization skills
- Exceptional communication and collaboration abilities across both technical and non-technical stakeholders
Technical & Domain Knowledge
- Familiarity with embedded analytics or BI platforms (Logi Symphony, Tableau, Power BI, or similar)
- Understanding of data modeling, report building, and dashboard design for enterprise SaaS applications
- Working knowledge of equity compensation concepts and data, including plan structures, participant transactions, and award types
- Experience with Agile/Scrum methodologies and product management frameworks
Education
Bachelor's degree in Business, Computer Science, Information Systems, or a related field required
Preferred Qualifications
- CEP (Certified Equity Professional) certification is a plus
- Hands-on experience configuring or administering Logi Symphony or a comparable embedded analytics platform
- Experience with equity administration platforms, such as Certent Equity Management
- Familiarity with data access and governance requirements in financial services or HR technology
Key skills/competency
- Product Owner
- BI Reporting
- Equity Management
- Logi Symphony
- Embedded Analytics
- Data Visualization
- SaaS
- Agile/Scrum
- Product Strategy
- Requirements Definition
Skills & topics
- Product Owner
- BI Reporting
- Equity Management
- Logi Symphony
- Embedded Analytics
- Data Visualization
- B2B SaaS
- Agile
- Scrum
- Product Strategy
- Requirements Definition
- Certent Equity Management
- Business Intelligence
How to get hired
- Tailor your resume: Highlight 1+ years in product ownership and 2+ years with BI/analytics platforms, emphasizing B2B SaaS experience.
- Showcase technical skills: Detail experience with embedded analytics tools like Logi Symphony, Tableau, or Power BI and data modeling.
- Demonstrate domain knowledge: Emphasize understanding of equity compensation data and reporting use cases.
- Prepare for interviews: Be ready to discuss your experience with Agile/Scrum, product roadmaps, and cross-functional collaboration.
- Highlight collaboration: Showcase your ability to communicate effectively with technical and non-technical stakeholders.
Technical preparation
Master Logi Symphony or similar BI tools.,Practice data modeling and dashboard design.,Understand equity compensation data structures.,Review Agile/Scrum best practices.
Behavioral questions
Describe a product roadmap challenge you faced.,How do you prioritize competing stakeholder needs?,Share an example of a successful feature launch.,How do you ensure data privacy and security?
Frequently asked questions
- What are the key responsibilities of a Product Owner, BI Reporting - Equity at insightsoftware?
- As a Product Owner for BI Reporting - Equity at insightsoftware, you will assist in defining the product strategy and roadmap for embedded analytics and self-service reporting within Certent Equity Management. This involves writing PRDs, prioritizing the backlog, collaborating with cross-functional teams, and engaging with customers to ensure reporting capabilities meet their needs.
- What technical skills are essential for the Product Owner, BI Reporting - Equity role at insightsoftware?
- Essential technical skills include familiarity with embedded analytics or BI platforms (e.g., Logi Symphony, Tableau, Power BI), understanding of data modeling, report building, and dashboard design. Experience with Agile/Scrum methodologies is also crucial.
- What domain knowledge is required for the Product Owner, BI Reporting - Equity position at insightsoftware?
- A strong working knowledge of equity compensation concepts and data is required, including plan structures, participant transactions, and award types. Familiarity with equity administration platforms like Certent Equity Management is a plus.
- How does insightsoftware approach compensation for Product Owner roles?
- insightsoftware is committed to pay transparency. The salary range for this Product Owner, BI Reporting - Equity position in the US is $99,000.00 to $124,000.00 annually, with the specific offer determined by skills, experience, and qualifications. Bonus eligibility may apply for non-sales roles.
- What is the work arrangement for the Product Owner, BI Reporting - Equity role at insightsoftware?
- While the job description doesn't explicitly state the work arrangement, Product Owner roles in B2B SaaS environments often involve a hybrid or remote setup. It's recommended to clarify this during the interview process.
- What is the educational requirement for the Product Owner, BI Reporting - Equity role at insightsoftware?
- A Bachelor's degree in Business, Computer Science, Information Systems, or a related field is required for the Product Owner, BI Reporting - Equity position at insightsoftware.
- How can I demonstrate my collaboration skills for the Product Owner, BI Reporting - Equity job at insightsoftware?
- To demonstrate collaboration skills, highlight instances where you've served as a liaison between different teams (e.g., product and engineering, sales and customer success), facilitated communication between technical and non-technical stakeholders, and contributed to shared goals in previous roles.