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Product Expertise & Sales Support:

  • Maintain deep product expertise in financial reporting and data management solutions.
  • Promote assigned products through focused presentations to drive land and expand opportunities.
  • Provide technical and functional support during solution design and proposal development.

Financial Systems & Migrations:

  • Assess 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.

Cross-Functional Collaboration:

  • Work with BDRs during qualification of new opportunities and partner with Account Executives.
  • Collaborate with Customer Success Managers to identify additional use cases and drive expansion.
  • Enable hybrid sellers with product knowledge and competitive positioning.

insightsoftware

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock business data potential. With over 32,000 organizations served, we empower finance and data teams through comprehensive solutions spanning FP&A, Controllership, and Data and Analytics.

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