Digital Customer Success Manager

🕒 April 30

🇺🇸 United States – Remote

💵 $88k - $111k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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insightsoftware

WebsiteLinkedInAll Job Openings

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

• Lead the strategy and execution of digital-first customer engagement initiatives • Architect and execute lifecycle campaigns across multiple product families • Develop AI-powered customer success strategy (Agentic CSM) • Drive in-app adoption strategy across product portfolio • Continuously analyze campaign performance metrics and iterate based on data • Collaborate with cross-functional teams (Product, Marketing, Support, Sales) to ensure message consistency • Establish KPIs including reach, engagement, conversion, and business impact

🎯 Requirements

• 5+ years in digital customer success, customer marketing, or marketing automation in B2B SaaS • Proven track record designing and executing lifecycle campaigns at scale (1,000+ customers) • Deep hands-on experience with customer success platforms (Totango, Gainsight, ChurnZero, or similar) • Strong technical aptitude with ability to learn complex software products quickly • Experience integrating multiple systems (CRM, CS platforms, marketing automation, data warehouses) • Data-driven decision maker who uses analytics to drive program optimization • Ability to build customer segmentation strategies and personalized journeys • Strong project management skills with ability to manage multiple initiatives simultaneously • Strategic thinker who can envision how AI can delight customers and solve real problems • Excellent written communication skills

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses