Customer Success Manager, insightsoftware
More information about location
Connected solutions for the office of the CFO
Job no longer available
Connected solutions for the office of the CFO
1001+ employees
Job no longer available
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 1 year in a customer-facing or Customer Success role within a software or software-as-a-service organization ideally focused on Close, Planning and/or Tax solutions
- 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%
- 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 them
- 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
- Curiosity – propensity for new challenges and learning about our customers, our products, our processes, and industry best practices
- Customer Focus – a passion for customer engagement and a customer service mentality
- Background checks are required for employment with insightsoftware, where permitted by country, state/province
What the job involves
- 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, negotiate and secure renewal agreements, and facilitate the expansion of the use of our solutions within your customer base
- Organize and execute and communication strategy for assigned customers, including emails, one on one meetings, monthly update calls and quarterly business reviews focus on overall customer health and adoption statistics, product reviews, and contractual status checks
- 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 deriving customer value from 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
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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