Accelerate your career.

Explore opportunities across TA's portfolio

Director, Customer Success



Customer Service, Sales & Business Development
Posted on Thursday, May 2, 2024

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're looking for a strategic and revenue-oriented Director of Customer Success to help lead a talented team of CS Leaders and CSM's. A highly collaborative and cross-functional leadership role, you'll have the opportunity to partner hand-in-hand with GM's and Product Owners to drive the overall retention and strategy needed to meet or exceed retention goals. You'll also partner to increase opportunities for expansion and up-sell by creating a bridge between Account Management, Direct Sales, Channel Sales, Professional Services, and the Customer Success teams.

What will you do?

  • You will mentor and manage a team of Managers and CSM's, and lead your team to deliver outstanding experiences that drive strong customer retention, expansion, adoption, and referrals. Your team will manage a diverse set of renewal motions - Spanning named accounts covered by CSMs, low touch uncovered accounts, partners, and self service customers.
  • You will conduct detailed analysis of the customer base to identify leading indicators for churn and expansion.
  • You will define and execute uplift strategies to optimize available price increases while minimizing customer churn.
  • You will organize and lead a retention forecasting process– Ensuring the execution of timely renewals including risk management with best case and worst-case forecasting scenarios.
  • You will help increase customer lifetime value through success plans, customer satisfaction, and overall health scores.

You will demonstrate:

  • That you excel and thrive in a fast-paced environment with a focus on achieving results.
  • That you possess an engaging executive presence – You can quickly establish rapport and build relationships with partners and communicate successfully with clients.
  • That you are highly collaborative– You work exceedingly well cross-functionally to achieve team and individual goals.



Minimum qualifications

  • 7+ years of management experience in customer success – including direct experience as a 2nd level manager for at least 1 year.
  • Experience with retention forecasting and management of a monthly process with a track record for accuracy and overachievement.
  • Experience segmenting customers, providing different levels of outreach, from tech touch to personalized interaction.
  • Strong communication and presentation skills, both verbal and written.
  • Bachelor's Degree in related field or equivalent experience.
  • Ability to travel up to 25%

Desired qualificaitons

  • Experience integrating acquired companies and teams into a success model.
  • Experience in both on-prem and cloud-based success models.
  • Experience in technical or commercial management of software support services, software development, or customer care around IT/Application services.

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. **

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.