insightsoftware · 1 day ago
Technical Support Engineer
United States
Full-time
Remote
Entry, Mid Levelinsightsoftware is a global provider of reporting, analytics, and performance management solutions that empower leaders to make intelligent decisions. The Technical Support Engineer plays a critical role in ensuring client satisfaction by providing technical support, data analysis, and collaborating with engineering and product teams to address client needs and product defects.
AccountingAnalyticsBusiness IntelligenceConsultingFinancial ServicesSoftware
Responsibilities
Provide data analysis, report writing, file management, database auditing and technical support to our Broker clients and partners
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
Act as subject matter expert for product and engineering teams on the features available within our system
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
Act as subject matter expert on equity compensation related questions and issues brought to us by our customers (equity compensation industry training will be provided, but prior experience in this field is ideal)
Qualification
Required
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
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 interact with external clients and internal stakeholders
Strong desire to learn and produce innovative solutions
Fluent English Speaker
Preferred
Exposure to, or experience with, agile methodologies and environments preferred but not required
Salesforce and Jira application knowledge a plus
Bachelor's degree or equivalent experience in Mathematics, Engineering, Computer Science, Accounting, or Management Information Systems preferred but not required
Understanding of or experience with the 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
Company
insightsoftware
insightsoftware is the most comprehensive provider of solutions for the Office of the CFO.
Founded in 2018
1001-5000 employees
H1B Sponsorship
insightsoftware has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (3)
2022 (4)
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Hg
2021-07-13Private Equity· $1B
2019-08-15Private Equity
2018-06-14Acquired
Leadership Team
Bernie Emsley
Chief Technology Officer
Joe Healey
Chief Operating Officer
Recent News
Business Wire
2025-12-09
Company data provided by crunchbase