Customer Success Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $81k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Serve as the primary point of contact and trusted advisor for assigned mid-market 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 • Partner with Sales, Legal, Finance, Product, and Support teams to ensure a seamless customer experience • Identify expansion opportunities through usage insights and refer qualified upsell and cross-sell opportunities to Sales • Forecast and track renewal pipeline, retention, NRR, and customer health scores • Manage customer escalations and high-severity issues • Share customer feedback and insights internally to influence product roadmap and success strategies • Develop customer success stories, ROI narratives, references, and advocacy opportunities • Lead or contribute to special projects enhancing Customer Success processes, reporting, or strategy

🎯 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 • Proven experience owning renewals and managing complex customer portfolios • Strong experience with Salesforce and customer success platforms (e.g. Gainsight or similar) • Demonstrated ability to communicate and influence effectively at all levels, including executive stakeholders • Strong customer-first mindset • Commercial acumen with confidence owning renewals and influencing revenue outcomes • Excellent executive-level communication, presentation, and relationship-building skills • Ability to operate autonomously in a fast-paced, global, matrixed environment • Strong collaboration skills across Sales, Legal, Finance, Product, and Services teams • Analytical thinking with the ability to interpret data, trends, and customer health indicators • Experience with financial systems, analytics, or Office of the CFO solutions preferred • Background in SaaS or enterprise software environments preferred • Experience contributing to net revenue retention (NRR) through renewals and expansion preferred • Additional language skills are a plus • Must be eligible to work in the United States; sponsorship is not available to candidates who are not eligible to work in the country where the position is located • Background checks are required for employment, where permitted by country, state, or province

🏖️ Benefits

• Bonus eligibility may apply for non-sales roles • Equal employment opportunity workplace • Confidential handling of application information