Customer Success Analyst(B2B,Global Exposure)

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Hyderabad, Telangana, IND
In-Office
Fintech
The Role

Company Description

Insightsoftware is a growing, dynamic software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At Insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future Insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team.

Job Description

Job Description

Shift timings - 5.30 pm to 2.30 am

Work mode - Work from office (Hyderabad location)

Responsibilities

  • Proactively work with our Renewals Managers to renew customer’s software maintenance agreements and subscriptions.
  • Create renewal offers/quotes based on contract information, customer usage, and company direction.
  • Deliver renewal offers/quotes on time to appropriate customer contacts.
  • Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio.
  • Negotiate contract terms and pricing with guidance from relevant internal departments and management.
  • Process renewal orders.
  • Maintain and update account information in CRM.
  • Update customer health information when applicable based on negotiation and discussions with the customer.
  • Refer potential opportunities for expansion to our Sales team.
  • Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
  • Gain a basic knowledge of insightsoftware solutions to better communicate value with customers.

Competencies

  • To perform the job successfully, an individual should demonstrate the following competencies:
  • Drive & Discipline – ability to focus and work hard to achieve the right results.
  • Customer Focus - Enthusiastic about making clients successful.
  • Integrity – high ethical standards and doing the right thing even when others aren’t looking.
  • Mental agility – a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems.
  • Detail-orientation – be thorough and consistently deliver high-quality work.
  • Proactively work with our Renewals Managers to renew customer’s software maintenance agreements and subscriptions
  • Create renewal offers/quotes based on contract information, customer usage, and company direction
  • Deliver renewal offers/quotes on time to appropriate customer contacts
  • Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio
  • Negotiate contract terms and pricing with guidance from relevant internal departments and management
  • Process renewal orders
  • Maintain and update account information in CRM.
  • Update customer health information when applicable based on negotiation and discussions with the customer.
  • Refer potential opportunities for expansion to our Sales team.
  • Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
  • Gain a basic knowledge of insightsoftware solutions to better communicate value with customers.


    Qualifications

    Qualifications

    Qualifications

    2 to 4 years’ experience in Renewals Management or Account Management in the software industry

    • Knowledge of CRM systems, preferably Salesforce: The Customer Company 
    • Knowledge and experience reviewing and comprehending contract terms, preferably in software.
    • Ability to work in a fast-paced environment.
    • Ability to work cross-functionally with other departments and team members.
    • Comfortable in a highly autonomous role with strong organizational skills
    • Knowledge of CPQ, SalesLoft, NetSuite, and other related tools a plus
    • Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
    • Excellent interpersonal and written and oral communication skills.
    • Preferred qualifications:
    • Salesforce: The Customer Company or any CRM experience
    • Experience working for a software company in the renewals or customer success department.

    Additional Information

    All your information will be kept confidential according to EEO guidelines.

    ** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

    insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

    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.

    insightsoftware Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about insightsoftware and has not been reviewed or approved by insightsoftware.

    • Healthcare Strength Medical, dental, vision, life/disability, and EAP coverage appear to be broadly available as part of the core package. Optional add-ons like critical illness/accident coverage, legal/ID theft protection, and pet insurance add depth beyond basics.
    • Retirement Support A retirement plan with a company match is part of the offering, alongside tax-advantaged FSA/HSA options. The presence of performance bonuses also adds an additional rewards component beyond base salary.
    • Wellbeing & Lifestyle Benefits Remote-first flexibility and wellness-oriented perks like fitness stipends and commuter benefits support day-to-day quality of life. Small in-office perks (such as snacks) and volunteer/recognition programs add supplementary non-cash value.

    insightsoftware Insights

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    The Company
    Raleigh, NC
    781 Employees
    Year Founded: 1993

    What We Do

    Reach a higher level of financial intelligence with finance-owned solutions that enable fast, accurate reporting, forecasting, planning, and close directly from your core financial systems. insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate.

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