Associate Customer Success Analyst

Posted 20 Days Ago
Be an Early Applicant
Hyderabad, Telangana
Entry level
Fintech
The Role
The Associate Customer Success Analyst supports internal and external teams by managing CRM tasks, handling customer inquiries, and understanding financial documentation.
Summary Generated by Built In

Company Description

Company Description

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


Job Description

Responsibilities*
Work with internal and external teams using CRMs like Salesforce.
Ability to action on tickets based on severity and SLAs
Proactive approach to reach out to Stakeholders across multiple business units.
Basic understanding of Quotes, invoices, Pos, Renewals etc.
Achievements/Goals*
Work with internal and external teams using CRMs like Salesforce.
Ability to action on tickets based on severity and SLAs
Proactive approach to reach out to Stakeholders across multiple business units.
Basic understanding of Quotes, invoices, Pos, Renewals etc.

Qualifications

Qualifications / Requirements*
Freshers (2022- 2023 pass out) - (B.com/BBA (Finance)/MBA (Finance) background)
0-1 year of experience. Immediate joiners are most welcome.
Must have above 65% in all academic (10th, 12th and degree)
Analytical thinking, problem-solving, interpersonal, and relationship-building skills
High level of attention to detail
Work from office - Hyderabad location.
Ready to work as per eastern shift timings, (5:30 PM to 2:30 AM IST)

Additional Information

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

** 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. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

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.

Top Skills

Salesforce
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The Company
Raleigh, NC
781 Employees
On-site Workplace
Year Founded: 1993

What We Do

Reach a higher level of financial intelligence with finance-owned solutions that enable fast, accurate reporting, forecasting, planning, and close directly from your core financial systems. insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate.

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