- Develop trusted advisor relationships with assigned customers, advocating on their behalf with internal functional partners as needed
- Drive product adoption and usage of insightsoftware products and solutions to retain and grow revenue
- Craft effective strategies for customer retention, negotiate and secure renewal agreements, and facilitate the expansion of the use of our solutions within your customer base.
- Organize and execute and communication strategy for assigned customers, including emails, one on one meetings, monthly update calls and quarterly business reviews focus on overall customer health and adoption statistics, product reviews, and contractual status checks.
- Forecast and track key account metrics (e.g. quarterly retention and growth results and annual forecasts) and clearly communicate progress to internal stakeholders
- Manage customer relationships and escalations, including high severity requests, with a focus on solving business problems and deriving customer value from insightsoftware’s solutions
- Drive a seamless customer experience by working cross-functionally with our product and services team to ensure each new customer can quickly adopt and gain value from our solutions
- Lead one or more special projects to enhance Customer Success goals and processes
- Participate in cross-functional reviews of product lines
- Train and mentor on-demand talent
- Bachelor’s Degree, preferably in business or related field
- At least 1 year in a customer-facing or Customer Success role within a software or software-as-a-service organization ideally focused on Close, Planning and/or Tax solutions.
- Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive
- High level of agility and ability to manage change
- Ability to work proactively and constructively in a fast-paced, collaborative, matrixed team environment
- Ability to travel up to 20%
- Work Ethic – operate in a fast-paced environment with a focus on achieving results
- Engaging Presence – quickly establish rapport and build relationships with partners and communicate successfully with them
- Teamwork – work cross-functionally to achieve team and individual goals
- Communication – communicate effectively with customers and internal cross-functional partners, creating promoters at every touch point
- Curiosity – propensity for new challenges and learning about our customers, our products, our processes, and industry best practices.
- Customer Focus – a passion for customer engagement and a customer service mentality
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.
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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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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.
