
1001 - 5000 employees
âď¸ SaaS
đ¸ Finance
đ˘ Enterprise
đ° $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.
đĽ 0 minutes ago
đ˛ North Carolina â Remote
đľ $124k - $156k / year
â° Full Time
đ Senior
đ Customer Success
đŚ H1B Visa Sponsor
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1001 - 5000 employees
âď¸ SaaS
đ¸ Finance
đ˘ Enterprise
đ° $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.
⢠Lead the customer success team at insightsoftware ⢠Develop and implement customer success strategies to drive satisfaction and retention ⢠Lead the team in delivering experiences that drive retention, expansion, adoption, and referrals ⢠Increase customer lifetime value through success plans, customer satisfaction, and customer health scores ⢠Leverage reporting to develop data-driven insights and success plays based on customer behavior ⢠Drive proactive NPS, at-risk, and customer attrition-prevention initiatives ⢠Sponsor customer escalations and coordinate with customers and cross-company teams toward mutually beneficial resolutions ⢠Standardize proactive outreach and reactive interventions across the customer journey ⢠Identify opportunities for feedback loops and continuous improvement ⢠Champion customer needs by collaborating with organizational leaders and incorporating them into business objectives ⢠Partner with peers to scale onboarding, training, success management, support, and customer advocacy processes ⢠Create expansion and upsell opportunities by bridging Account Management, Direct Sales, Professional Services, and Customer Success ⢠Develop and present metrics measuring Customer Success effectiveness against company and team goals ⢠Ensure adherence to governance policies and accurate use of internal CRM systems ⢠Extract and analyze data to generate renewal forecasts, identify issues, and implement corrective action plans ⢠Mentor, guide, and support customer success professionals
⢠Experience in Customer Success at a SaaS company in a management capacity ⢠Bachelor's Degree in a related field or equivalent experience ⢠Experience integrating acquired companies and teams into a success model ⢠Experience segmenting customers and providing different levels of outreach, from tech touch to personalized interaction ⢠Experience in both on-premises and cloud-based success models ⢠Strong executive presence with the ability to present data clearly and concisely ⢠Hands-on approach to ensure tasks are completed effectively ⢠Experience in technical or commercial management of software support services, software development, or customer care around IT/Application services is highly preferred ⢠Ability to travel up to 25% ⢠Working knowledge of reporting and analytics solutions is preferred ⢠Experience in financial, accounting, or ERP software is preferred ⢠Experience with resolution and escalation management is preferred ⢠Organized and self-motivated, willing to learn ⢠Strong written and verbal communication skills, with the ability to present technical information and negotiate trade-offs with varied audiences ⢠Knowledge of financial services, banking, or accounting concepts is a plus ⢠Background check required where permitted by country or state/province
⢠Additional bonus eligibility may apply ⢠Remote work arrangement ⢠Equal employment opportunity ⢠Confidential handling of applicant information ⢠Background check process
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