Senior Product Marketing Manager
insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.
Job Description
Are you a product marketing professional with proven expertise in Product-Led Growth (PLG) and financial software? Do you excel at converting free users to paid customers and executing competitive displacement strategies? If so, you could be the Senior Product Marketing Manager we're looking for to drive the launch and growth of insightsoftware's revolutionary agentic AI reconciliation solution.
The Senior Product Marketing Manager for insightsoftware's reconciliation solution is a pivotal role where your PLG expertise will directly impact our success in disrupting the multi-billion dollar financial reconciliation market. This is a rare opportunity to shape a category-defining product from day one, taking it from initial launch through rapid market expansion. You'll be the strategic architect behind positioning, messaging, and market penetration. As the voice of both the customer and the product, you'll own the go-to-market strategy for our reconciliation solution, building market awareness and driving conversion from our free tier to paid customers while executing a competitive displacement strategy against established reconciliation management solutions. This role combines deep financial software domain knowledge with modern PLG tactics to achieve ambitious growth targets in a rapidly evolving market.
Your work will directly influence product strategy and development, sales strategy, and market adoptions, making you a key driver of our product's success and growth.
You'll work within our EPM business unit, reporting to the Director of Product Marketing, and collaborate closely with Product, Growth Marketing, Customer Success, and Sales teams to optimize every aspect of the customer journey from initial trial through expansion.
insightsoftware's reconciliation solution represents a rare opportunity to apply PLG expertise to disrupt a traditional B2B market with truly differentiated AI technology. You'll be launching an autonomous reconciliation solution while executing a sophisticated freemium model in an industry dominated by complex enterprise sales cycles. This role combines the strategic thinking of competitive displacement with the tactical execution of PLG optimization, all within the context of revolutionary AI technology that genuinely transforms how finance teams work.
If you're passionate about PLG strategies and energized by the opportunity to drive growth in financial automation, we'd love to meet you. Join us and be the strategic force behind insightsoftware's market disruption in financial reconciliation!
Key Responsibilities
Product-Led Growth Strategy & Execution
- Design and optimize PLG conversion funnel from free signup through paid conversion, targeting strong conversion rates from free to paid users
- Provide strategic guidance for usage-based nurture campaigns by analyzing reconciliation volume patterns and engagement metrics to inform Growth Marketing's campaign development
- Develop in-product messaging and onboarding flows that drive activation within the free tier experience
- A / B test pricing strategies, trial experiences, and upgrade prompts to maximize conversion rates and revenue per customer
- Build PLG metrics dashboards tracking activation rates, time-to-value, product-qualified leads (PQLs), and trial-to-paid conversion
- Collaborate with Product team to instrument product analytics and identify friction points in the user journey
Competitive Displacement & Market Positioning
Design and execute targeted competitive strategy against incumbent reconciliation management solutions, positioning agentic AI as the next evolution in financial automationDevelop messaging frameworks highlighting autonomous reconciliation capabilities and consumption-based value versus traditional per-user pricing modelsCreate ROI calculators and battle cards demonstrating significant cost reduction versus manual processes and competitive solutionsBuild competitive intelligence program to track market positioning, pricing changes, and product developmentsAdvocate for customers by building case studies, reference programs, and customer success stories that fuel organic growth and market credibility.Financial Software Domain Expertise
Leverage deep understanding of reconciliation workflows and financial close processes to craft compelling messaging for Controllers, CFOs, and Staff AccountantsTranslate technical agentic AI capabilities into business benefits that resonate with finance decision-makersCreate content addressing specific reconciliation pain points : bank reconciliation, intercompany eliminations, balance sheet reconciliationDevelop Excel-native positioning that reduces switching friction and addresses audit workflow requirementsGrowth Marketing Collaboration & Customer Intelligence
Partner with Growth Marketing team to provide customer insights, messaging, and conversion optimization recommendationsLead customer journey mapping from awareness through expansion, identifying key messaging and positioning needs at each stageProvide strategic input on customer segmentation based on usage patterns, company size, and reconciliation complexityDeliver market intelligence and competitive insights to inform Growth Marketing's campaign strategy and channel optimizationSales Enablement Partnership & Revenue Support
Collaborate with Sales Enablement team to develop compelling messaging frameworks and value propositions for different customer segmentsProvide product positioning and competitive intelligence to support sales enablement program developmentPartner on customer case study creation by identifying success stories and providing strategic messaging guidanceSupport Sales Enablement's partner channel initiatives with ERP vendor and accounting firm positioning materialsCross-Functional Collaboration & Project Management
Product Partnership : Serve as the voice of the market within Product Management to influence roadmap based on customer feedback and competitive analysisSales Collaboration : Work directly with Sales teams to refine targeting, improve win rates, and accelerate sales cycles.Coordinate with User Enablement team to create onboarding experiences that drive product adoptionWork with Customer Success to understand adoption patterns, identify expansion opportunities and reduce churnManage complex product launches and positioning updates across multiple channels and customer segmentsQualifications
Required Experience :
Education : Bachelor's degree in Marketing, Business, or related fieldOverall Experience : 5-10 years of marketing experience, with 3-5 years focused on product marketingPLG Expertise : 3+ years hands-on experience with Product-Led Growth strategies, including freemium / trial models and usage-based pricingB2B SaaS Background : Proven track record in B2B SaaS, preferably in financial software, ERP systems, or business applicationsDomain Knowledge :
Financial Software Experience : Understanding of financial close processes, reconciliation workflows, and accounting automation challengesCompetitive Landscape : Knowledge of reconciliation management solutions and their limitations in the current marketEnterprise Software : Experience marketing to finance personas including CFOs, Controllers, and Staff AccountantsCore Competencies :
Executive Storytelling : Exceptional ability to create compelling narratives that resonate with senior executives and technical decision-makers.Analytical Skills : Proficiency with product analytics tools (Mixpanel, Amplitude, Pendo) to drive data-driven marketing decisionsConversion Optimization : Proven ability to optimize trial-to-paid conversion rates and reduce time-to-valuePricing Strategy : Experience with consumption-based and usage-based pricing modelsCross-Functional Influence : Proven ability to drive alignment and action across Product, Sales, Marketing, and Customer Success teams.Project Management : Strong organizational skills with ability to manage multiple complex initiatives simultaneouslyTechnical Skills :
Marketing Technology : Experience with marketing automation, CRM systems, and product analytics platformsContent Creation : Ability to create compelling content for various stages of the buyer journeyA / B Testing : Hands-on experience designing and analyzing conversion experimentsSuccess Metrics :
PLG Conversion : Achieve strong conversion rates from free to paid customers through optimized funnel performanceRevenue Growth : Drive significant ARR through combined PLG and direct sales motionsCustomer Acquisition Cost : Maintain efficient