Full-Time
Account Executive
Posted on 9/26/2025
insightsoftware
1,001-5,000 employees
Provides financial reporting and EPM software
No salary listed
Raleigh, NC, USA
Remote
 Sales & Account Management (5) |
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- 2+ years of financial technology sales experience to mid-size public companies required
- Outstanding verbal and written communication skills with the ability to clearly and concisely articulate thought is required
- Demonstrated strength in negotiation, financial and analytical skills required
- Proven track record of selling to key audience of financial professionals required
- Demonstrated strength in cold calling to create a pipeline of companies, negotiation, financial and analytical skills required
- Proven history of securing new accounts, as well as growing sales across various other channels required
- Bachelor's degree or equivalent relevant experience
- Develop and maintain strong contacts, and networks both within and outside of the Company
- Report into the Divisional Vice President of Software Sales, New Logo NA
- Manage entire sales cycle from identification through to close, including presentation, request for proposal responses, contract negotiations and transition to other departments for future servicing as either a software or outsourcing client
- Understand and articulately communicate feedback on market condition, new opportunities, product penetration strategies and successes
- Oversee, maintain and update sales forecast and CRM system
- Be available to travel for occasional conferences and a one-time insightsoftware offsite
- Attend a 5-week Sales Boot Camp, incorporating MEDDIC sales and qualification methodology, along with an emphasis on understanding the customer's journey
- Develop and execute sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities
- Develop and manage sales pipeline to consistently meet or exceed monthly, quarterly, and annual revenue quotas
- Use a consultative approach to diagnose our customer's needs
- Remain highly knowledgeable of company products and target industries to facilitate sales efforts
- Practice effective, excellent communication with management, customers, and support staff
- WIN – close deals and acquire new customers
- Results Orientation – Demonstrate a track record of success in bringing in new customers, exceeding quotas, and maximizing revenue
- Engaging Presence – Use your interpersonal skills to effectively engage with prospects and customers, getting them excited to speak with you and learn more about our product
- Drive & Grit – Operate with a focus and determination to achieve high-quality results
Insightsoftware provides financial reporting and enterprise performance management (EPM) software that connects with more than 140 ERP and other enterprise systems. It helps finance and accounting teams automate and accelerate processes such as financial reporting, budgeting, forecasting, consolidation, analytics, tax reporting, and data management. The product suite works by integrating with a company’s ERP data to give real-time visibility into financial and operational performance, enabling faster, more informed decisions. What sets Insightsoftware apart is its broad ERP integration reach and comprehensive set of modules that cover the entire financial close and planning cycle, serving a wide range of customers from small businesses to large enterprises. The company aims to improve financial data management and decision-making by providing scalable, license- and subscription-based software that centralizes reporting, analytics, and planning across the organization.
Company Size
1,001-5,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$1.1B
Headquarters
Raleigh, North Carolina
Founded
2000
Simplify's Take
What believers are saying
- JustPerform acquisition adds AI predictive analytics and Excel integration.
- LeaseAccelerator enhances lease accounting and emissions reporting since July 2024.
- ESG solution supports CSRD compliance with XBRL tagging and GRI templates.
What critics are saying
- Workday native EPM erodes Simba Drivers demand by Q4 2026.
- OneStream AI planning captures JustPerform market share in 2026.
- Hg Capital forces sale in 2026 due to acquisition debt overload.
What makes insightsoftware unique
- Integrates with 140+ ERPs for real-time Excel-native financial reporting.
- 29 acquisitions in six years expand EPM, lease, and ESG capabilities.
- AI-powered Lineos unifies data from ERP, CRM, and sustainability systems.
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dbSeer is partnering with Insight Software to help customers migrate from Logi Info, Exago and Izenda to Logi Symphony.
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insightsoftware has acquired JustPerform, a cloud-native enterprise performance management platform, to enhance its portfolio with AI-driven predictive analytics and automated insights. This acquisition aims to unify EPM processes, streamline financial operations, and improve decision-making. JustPerform's platform offers seamless ERP integration and deep Excel integration, enabling agile, process-driven decision-making. This marks insightsoftware's 29th acquisition in six years.