insightsoftware
1001 - 5000 employees
☁️ SaaS
💸 Finance
🏢 Enterprise
💰 $798.6M Private Equity Round - insightsoftware on 2021-07
SaaS • Finance • Enterprise
insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.
Customer Success Manager
🕒 July 15
🇺🇸 United States – Remote
💵 $79k - $99k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
insightsoftware
1001 - 5000 employees
☁️ SaaS
💸 Finance
🏢 Enterprise
💰 $798.6M Private Equity Round - insightsoftware on 2021-07
SaaS • Finance • Enterprise
insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.
📋 Description
• Serve as the primary point of contact and trusted advisor for assigned enterprise customers • Build and nurture senior stakeholder relationships to influence business outcomes and long-term partnership value • Drive product adoption, engagement, and value realization across the customer lifecycle • Lead Quarterly Business Reviews (QBRs) and Success Reviews aligned to customer KPIs and strategic objectives • Own the renewals process end-to-end, including pricing discussions, contract negotiations, and timely delivery of renewal quotes
🎯 Requirements
• Bachelor’s degree in Business or a related field • 3–5 years of experience in Customer Success, Account Management, or a similar customer-facing role • At least 2 years managing enterprise customers in a B2B SaaS or software environment • Proven experience owning renewals and managing complex customer portfolios • Strong experience with Salesforce and customer success platforms (e.g. Gainsight or similar)
🏖️ Benefits
• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements • Professional development
Apply NowSimilar Jobs
🕒 July 15
Customer Success Manager managing a portfolio of mid-market clients at Juniper Square. Building relationships and driving product adoption through strategic engagement and account health monitoring.
🇺🇸 United States – Remote
💵 $86k - $95k / year
💰 $75M Series C on 2019-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🕒 July 15
Senior Customer Success Manager responsible for managing Duck Creek OnDemand and OnPrem accounts. Acts as a primary contact for clients, ensuring successful software adoption and driving sales opportunities.
🇺🇸 United States – Remote
💵 $125.7k - $179.6k / year
💰 $230M Private Equity Round on 2020-06
⏰ Full Time
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
🕒 July 14
Lifecycle & CRM Marketing Manager at Mixam creating customer retention strategies through email, SMS, and loyalty programs. Personalized communication approaches enhancing lifetime value and customer engagement.
🕒 July 14
Seeking Client Engagement Specialist to manage prospective clients for a Family Law Firm. Building trust and guiding clients through consultations and retention processes remotely.
🕒 July 14
Senior Manager of CX Operations leading Technical Account Management at ClickUp. Driving strategies and leveraging AI for operational excellence in customer experience.
🇺🇸 United States – Remote
💵 $160k - $220k / year
💰 $400M Series C - ClickUp on 2021-10
⏰ Full Time
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
