Customer Success Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $79k - $99k / 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

• 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