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
Roles & Responsibilities:
Customer Support & Problem Resolution
- Respond to customer inquiries related to budgeting, planning, and financial consolidation processes.
- Troubleshoot technical issues and resolve customer problems using both manual and AI-assisted diagnostics.
- Guide customers through product features, configurations, and best practices.
- Investigate and resolve data integration issues between our solutions and customers ERP systems.
- Leverage AI tools such as Forethought to enhance support efficiency, automate ticket routing, and surface relevant solutions.
Product Expertise & Strategic Guidance
- Build deep expertise in insightsoftware's Budgeting, Planning, and Consolidation solutions.
- Understand customer data flows and business processes to deliver relevant, high-impact support.
- Apply knowledge of Financial Consolidation and FP&A to offer strategic recommendations.
- Contribute to the training and optimization of AI models used in support workflows
Qualifications
Qualifications:
Experience & Knowledge
- Overall experience between 4-6 years with minimum 3+ years in Financial Consolidations, Planning & Analysis, or accounting standards and practices.
- Experience in customer-facing support or consulting roles within the Finance domain.
- Strong understanding of finance challenges in large organizations.
Technical Skills
- Proficient in Microsoft Excel and Office Suite.
- Experience writing SQL Statements (Basic Level)
- Experience with Corporate Performance Management tools (e.g., Anaplan, OneStream, CCH Tagetik).
- Understanding of multi-dimensional architecture and ERP systems.
- Hands-on experience with Forethought or similar AI-enhanced support platforms is preferred.
- Ability to interpret AI-generated insights and apply them to improve customer experience.
Core Competencies
- Excellent written and verbal communication Skills
- Excellent troubleshooting and problem-solving abilities.
- Strong financial modeling and analytical skills.
- Clear and effective communication, both written and verbal.
- Ability to explain complex technical and business concepts simply.
- Strong multi-tasking and prioritization skills.
- Adaptability to evolve technologies and AI tools.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
insightsoftware About Us: Hear From Our Team
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
