Senior Manager, Customer Success

Posted 2 Days Ago
Hiring Remotely in USA
Remote
Senior level
Fintech
The Role
The Senior Manager of Customer Success will lead the customer success team, focusing on customer satisfaction and retention. Responsibilities include developing customer success strategies, mentoring the team, leveraging data to drive insights, managing customer escalations, and collaborating with various teams for customer advocacy and growth opportunities.
Summary Generated by Built In

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

We are seeking a dynamic and experienced 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 on customer behavior
  • Drive a proactive NPS, at risk program, and other initiatives and measures to prevent customer attrition.
  • Act as a sponsor in 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.
  • 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 share metrics to measure the effectiveness of Customer Success in meeting company and team goals.
  • Track, analyze, and report on Customer Success metrics across the organization
  • Be a customer champion internally
  • Collaborate with other organizational leaders to incorporate customer needs and requests into insightsoftware’s defining business objectives

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

Qualifications

  • 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 communication and presentation skills, both verbal and written
  • Bachelor’s Degree in related field or equivalent experience
  • 5+ years of management experience in Customer Success
  • 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%

Additional Information

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. **

#LI-Remote

** 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. **

Learn more about our high-energy, high-performance global team. Work With Us »

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.

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.

Similar Jobs

Atlassian Logo Atlassian

Manager, Enterprise Customer Success

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Remote
New York, NY, USA
11000 Employees
121K-194K Annually

DailyPay, Inc. Logo DailyPay, Inc.

Senior Client Success Manager (Enterprise)

Fintech • HR Tech • Payments • Social Impact • Financial Services
Remote
United States
850 Employees
82K-120K Annually

Instacart Logo Instacart

Manager, Customer Success - Eversight

eCommerce • Food • Software
Remote
United States
3000 Employees
147K-163K Annually

Cox Enterprises Logo Cox Enterprises

Territory Sales Manager

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Remote
NJ, USA
50000 Employees
62K-136K Annually

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account