Customer Success 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.

The Customer Success Manager is responsible for developing strong relationships with customers by serving as a trusted advisor and advocate. You will proactively engage with our customers to ensure they realize value from our products and solutions, leading to both revenue retention and new revenue opportunities. You will also liaise between our customers and cross-functional internal teams, ensuring the timely and successful delivery of our solutions according to customer needs and improving the entire customer experience. Our ideal candidate is able to identify needs, communicate effectively, and ultimately exceed client expectations.

• Develop trusted advisor relationships with assigned customers, advocating on their behalf with internal functional partners as needed
• Drive product adoption and usage of insightsoftware products and solutions to retain and grow revenue  
• Craft effective strategies for customer retention and negotiate and secure renewal agreements and cross-sell contracts  
• Create and deliver customer business reviews and prepare reports on account status as needed 
•  Forecast and track key account metrics (e.g. quarterly retention and growth results and annual forecasts) and clearly communicate progress to internal stakeholders 
• Manage customer relationships and escalations, including high severity requests, with a focus on solving business problems and creating value through insightsoftware’s solutions 
• Drive a seamless customer experience by working cross-functionally with our product and services team to ensure each new customer can quickly adopt and gain value from our solutions 
• Lead one or more special projects to enhance Customer Success goals and processes
• Participate in cross-functional reviews of product lines
• Train and mentor on-demand talent
• Other duties as assigned

What will you do? 

To perform the job successfully, an individual should demonstrate the following competencies:

• Enthusiastic about making clients successful
• Work Ethic – operate in a fast-paced environment with a focus on achieving results  
• Engaging Presence – quickly establish rapport and build relationships with partners and communicate successfully with clients  
• Teamwork – work cross-functionally to achieve team and individual goals  
• Communication – communicate effectively with customers and internal cross-functional partners, creating promoters at every touch point
• Willingness to lead conversations internally and externally to drive toward outcomes

Successful candidates will demonstrate:

• Bachelor’s Degree, preferably in business or related field 
• Salesforce experience
• 2+ years as a CSM in the software/SaaS space
• Experience improving customer experience and driving increased customer retention and growth 
• Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive 
• High level of agility and ability to manage change 
• Ability to work proactively and constructively in a fast-paced, collaborative, matrixed team environment 
• Ability to travel up to 20% 

Preferred qualifications: 

• Working knowledge with reporting and analytics solution 
• Experience that included resolution and escalation management

Non-technical skills

• Organized and self-motivated, willing to learn
• Knowledge of financial services, banking or accounting concepts is a plus
• Strong written and verbal communication skills with the ability to present technical information and negotiate trade-offs with a variety of audiences
• Patience
• Readiness to contribute to discussions and steer the team to continuously improve, both technically (how the code is designed, or how the product is architected) and process-wise (how we interact as a team)

** 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. **

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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.