Job Title- Customer Success Manager II
About HG Insights
HG Insights delivers the world’s most powerful technology intelligence for B2B go-to-market teams. Our platform helps customers identify high-value accounts, optimize territory coverage, and prioritize prospects based on real tech spend, install base, and intent signals. We don’t guess—our customers win by using real data.
Role Overview
You’ll operate as a Strategic RevOps Partner—a blend of customer advisor, revenue strategist, and GTM consultant. Customer Success experience not required. You’ll work directly with customers to ensure their GTM strategy is executed, measurable, data-driven, and cross- functionally aligned. This role requires a consultative mindset and background, GTM systems fluency, and RevOps depth, particularly in helping customers operationalize ideal customer profiles, account scoring, territory design, and sales motions.Every employee is expected to approach AI as a strategic collaborator that can 10x individual output, accelerate decision- making, and unlock new ways to solve problems. Whether you're optimizing workflows, analyzing data, drafting communications, or supporting customers, AI should be your first instinct, not your last resort. This is not about automation for the sake of efficiency, it’s about expanding your capability, your creativity, and your contribution.
ResponsibilitiesStrategic GTM Execution
• Lead 1:1 and 1:Many working sessions with revenue leaders (Ops, Marketing, Sales) to design or refine their GTM operating model using HG’s data assets.
• Translate customer initiatives (e.g., ABM, territory expansion, product launch) into clear execution plans with KPIs, milestones, and workflows.
• Collaborate with AEs to expand footprint based on observed whitespace, organizational alignment, and business use cases.
RevOps Advisory & Enablement
• Build and own value realization plans aligned to customer operating cadences (e.g., QBRs, Sales Kickoffs, Budget Planning).
• Coach customers on operationalizing HG data in Salesforce, Outreach, 6sense, or similar systems—no need to admin, but you must speak the language.
• Create executive-ready insights and recommendations that link usage patterns to commercial outcomes.
Cross-Functional Orchestration
• Act as an internal leader for account strategy—looping in Product, Data Science, and Marketing to ensure customer initiatives succeed.
• Run internal post-mortems on failed expansions or renewals; identify root causes related to GTM process gaps.
Minimum Qualifications
• 6+ years in a Revenue Operations role
• Nice to have: 2+ years in management consulting, GTM advisory, or a RevOps-focused consulting firm.
• Hands-on experience working with B2B revenue teams on topics such as TAM/SAM/SOM ICP definition, territory optimization, lead scoring, and campaign performance analysis.
• Familiarity with tools like Salesforce, Outreach, 6sense, (configuration not required, but workflow awareness is).
• Proven ability to influence cross-functional teams without formal authority.
• Strong storytelling and executive communication skills—can build a slide, a model, or a memo depending on the need.
• Head first adoption of AI
What Success Looks Like
• Customers treat you like a strategic advisor, not a ticket-taker.
• Your accounts show increased usage of HG’s platform in strategic workflows, not just logins.
• You identify expansion opportunities before the AE brings them up.
• Internal teams come to you to understand what “best in class” GTM looks like in the field.
• You deliver 100% of customer value plans tied to measurable GTM outcomes—pipeline acceleration, CAC reduction, segment lift, or coverage improvement.
Top Skills
What We Do
Technology companies are under continuous pressure to maintain aggressive year-over-year growth in an increasingly competitive global landscape. To hit these aggressive growth targets requires more than the best product, distribution, and people. It requires the best data.
For companies selling technology, there is no greater competitive advantage than having detailed, accurate, up-to-date intel on the global technology landscape, from which technologies are companies using, to how much they are spending on those technologies, to which technologies they’re actively researching, and which GSIs are influencing their purchase decisions.
Having this data enables you to make better decisions on which markets to prioritize, which products to build, where to allocate resources, who to partner with, how to design territories, and which accounts to prioritize, all the way down to what message to use.
Why Work With Us
We believe our people are crucial to our success. We work in an inclusive environment where different backgrounds and perspectives are valued and encouraged, regardless of any individual differences. We welcome new ideas and we believe our employees are the catalysts that spark innovation every day and we celebrate our successes along the way!
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