Senior Manager, Customer Success at insightsoftware

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

We are seeking a dynamic and experienced Senior Manager, Customer Success to lead our customer success team at insightsoftware. In this role, you will be responsible for driving customer satisfaction and retention by developing and implementing effective customer success strategies. You will manage a team of customer success professionals, providing mentorship, guidance, and support to ensure they deliver exceptional service. The ideal candidate will have a strong background in customer success, excellent leadership skills, and a passion for building lasting customer relationships. If you are a proactive problem-solver with a track record of success in the SaaS industry, we want to hear from you! 

• Drive Customer Success outcomes 
• Lead your team to deliver outstanding experiences that drive strong customer retention, expansion, adoption, and referrals 
• Increase customer lifetime value through success plans, customer satisfaction, and overall health scores 
• Leverage reporting to develop data-driven insights and success plays based on customer behavior 
• Drive a proactive NPS, at risk program, and other initiatives and measures to prevent customer attrition 
• Sponsor customer escalations by working with the customer and teams across the company to address the issue in a mutually beneficial way. 
• Drive a standardized, proactive outreach and reactive interventions for various points in the journey by identifying opportunities to encourage feedback loops and continuous improvement. 
• Be a customer champion through collaboration with other organizational leaders to incorporate customer needs and requests into insightsoftware’s defining business objectives 
• Partner with peers to scale processes in on boarding, training, success management, support, and customer advocacy 
• Increase opportunities for expansion and up-sells by creating a bridge between Account Management, Direct Sales, Professional Services, and Customer Success teams 
• Develop and present metrics to measure the effectiveness of Customer Success in meeting company and team goals. 
• Ensure team adherence to governance policies and effective use of internal CRM systems to accurately reflect the status of customer accounts, thereby influencing downstream reporting requirements. 
• Regularly extract and analyze data to generate renewal forecasts, identify issues, and proactively implement corrective action plans. 

Achievements/Goals 

• Improve the CSM relationship model with customers driving higher retention and happier customers 
• Create revenue and retention growth through solution selling to existing customers 
• Enable effective forecasting of open opportunities 
• Track Customer Success metrics and actively pursue improvements for managing customer relationships 

• 7+ years of experience in Customer Success with 4+ years in a management capacity 
• Bachelor’s Degree in related field or equivalent experience 
• Experience integrating acquired companies and teams into success model 
• Experience segmenting customers, providing different levels of outreach, from tech touch to personalized interaction 
• Experience in both on-prem and cloud-based success models 
• Strong executive presence with the ability to present data clearly and concisely  
• Demonstrates a hands-on approach to ensure tasks are completed effectively. 
• Willingness to roll up your sleeves to get the job done 
• 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% 

All your information will be kept confidential according to EEO guidelines.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.