Partner Success Manager, insightsoftware
More information about location
Connected solutions for the office of the CFO
Open for applications
Connected solutions for the office of the CFO
1001+ employees
Open for applications
More information about location
1001+ employees
Company mission
To empower organizations with the financial confidence to achieve greatness.
Role
Who you are
- Bachelor’s Degree, preferably in business or related field
- At least 2-3 years in a customer-facing or Customer Success role within a software or software-as-a-service organization
- Technical acumen
- Confident, articulate, and professional speaking and writing abilities (and experience)
- Ability addressing difficult conversations and frame messaging
- Demonstrable ability to influence credibly and effectively at all levels of the organization, including the Executive and C-Suite levels
- Experience working with Fortune 500 companies as end customers
- 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%
- History working with Channel or Alliance Partners
- Working knowledge with reporting and analytics solution
- Experience that included resolution and escalation management
What the job involves
- Our Partner Success Manager’s proactive efforts ensure growth by enabling our partners to drive adoption, expansion, and renewals
- Our PSM's work with our partners to lay out a clear path to success for each partner
- The PSM role is the main point of contact for case escalations, renewal management and forecasting, helping partners solve business problems, and deriving value from insightsoftware’s solutions
- Serve as a trusted advisor and advocate responsibly to proactively ensure value and product adoption
- Develop and maintain strong relationships with partners on various levels, from key decision makers to day-to-day users
- Forecast, track, and report key account metrics and clearly communicate progress to internal stakeholders
- Advocate on behalf of the partners with internal functional teams as needed
- Craft effective strategies to drive revenue growth and retention, negotiate and secure renewal agreements, and identify opportunities for upselling and cross-selling our software solutions
- Organize and execute communication strategies, including emails, one on one meetings, monthly update calls, and quarterly business reviews focusing on overall partner health and adoption statistics, product reviews, and contractual status checks
- Manage escalations, including high severity requests, with a focus on solving business problems and deriving customer value from insightsoftware’s solutions
- Monitor customer health scores and identify risk of churn. Implement strategies and action plans to reduce churn
- Drive a seamless partner 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
- Collect feedback and work with internal teams (product, sales, engineering) to deliver product improvements
- Collaborate to identify and recommend solutions for complex business needs
- Lead one or more special projects to enhance Partner Success goals and processes
- Other duties as assigned
- Comprehensive one-week onboarding program
- 90 Day Customer Success Training Program
- Establish relationships with assigned Partners and conduct regular business review and assessments
Our take
With a goal to support efficiency in the office of the CFO, insightsoftware delivers solutions for finance, accounting, and operations. Its extensive offerings help users turn information into insights so that they can more strategically drive the success of their organizations.
The company boasts a global footprint and a host of positive case studies from clients across industries - a clear indicator that it is doing something right. The trend towards data-led operations has no doubt helped the company grow, as more and more leaders look to streamline their operations and unlock those crucial, competitive insights.
Lately, insightsoftware has been enhancing its offerings through a list of acquisitions, integrating capabilities such as business intelligence, improved analytics and new automations. Most recently, it acquired LeaseAccelerator which enhances its lease accounting and administration solutions as well as bolstering its US presence.
Steph
Company Specialist
Insights
Few candidates hear
back within 2 weeks
Company
Funding (last 2 of 7 rounds)
Jul 2021
$1bn
GROWTH EQUITY VC
Nov 2017
$12m
SERIES D
Total funding: $1.1bn
Company values
- Results Orientation: I recognize results trump effort and drive successful outcomes
- Winning Attitude: I work hard, persevere, and get the job done with a positive attitude
- Be One Team: We are better together and win as a team
- Disciplined Execution: I always do what I say I’m going to do and demonstrate extreme ownership
- Growth Mindset: I always look for ways to challenge myself, learn, and find better ways to work
Company HQ
North Raleigh, Raleigh, NC
Articles
Leadership
Michael Sullivan
(CEO, not founder)Former CEO of Acquia. Was also the SVP and General Manager of SaaS and Information Management at Micro Focus as well as the CEO of Autonomy Protect at HP Autonomy.
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