Equity Platform Lead for Product & Engineering

insightsoftware, LLC; North Carolina; Hybrid; USD 120,000 - 180,000; Full time

Job summary

insightsoftware, LLC is seeking a Certified Equity Professional (CEP) Level 3 to serve as the equity domain expert within our technology organization. You will bridge Product Management and Software Engineering to ensure equity plan requirements are accurately reflected in design, compliance, and reporting.

You will translate complex rules into precise technical specs, validate designs for ASC 718 and tax compliance, and collaborate with QA, sprint planning, and data teams.

Qualifications

• CEP Level 3 certification required.
• 5+ years experience in equity compensation administration or consulting.
• Knowledge of global equity plan structures and ASC 718.
• Ability to translate complex rules into technical specifications.

Responsibilities

• Serve as equity domain expert for engineering and product teams.
• Define functional requirements for equity management features, including grant administration, vesting, tax, and reporting.
• Translate complex equity plan rules and regulatory requirements into clear specifications for development.
• Validate designs and workflows for ASC 718, tax compliance, and global equity plans.
• Partner with QA to develop test cases reflecting equity scenarios and edge cases.
• Act as liaison during sprint planning and backlog grooming for equity features.
• Provide guidance on data structures, integration points, and reporting needs for equity plans.
• Monitor industry trends and regulatory changes to advise on roadmap adjustments.
• Conduct training sessions for engineering and product teams on equity concepts.

Skills

Equity Expertise

Analytical Thinking

Communication

Attention to Detail

Collaboration

Education

Certified Equity Professional (CEP) Level 3

5+ years equity compensation experience

Tools

Jira

Confluence

Job description

insightsoftware, LLC is seeking a Certified Equity Professional (CEP) Level 3 to serve as the equity domain expert within our technology organization. You will bridge Product Management and Software Engineering to ensure equity plan requirements are accurately reflected in design, compliance, and reporting.

You will translate complex rules into precise technical specs, validate designs for ASC 718 and tax compliance, and collaborate with QA, sprint planning, and data teams.