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Partner Customer Success Manager



Customer Service, Sales & Business Development
Posted on Tuesday, June 11, 2024

Company Description

insightsoftware is a growing, dynamic computer software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

Job Description

  • Serve as a trusted advisor and advocate responsibly to proactively ensure value and product adoption
  • Develop and maintain strong relationships with partners on various levels, from key decision makers to day-to-day users.
  • Communicate effectively with cross-functional teams to enable effective delivery of products and services
  • Collect feedback and work with internal teams (product, sales, engineering) to deliver product improvements
  • Collaborate to identify and recommend solutions for complex business needs
  • Forecast, track, and report key account metrics and clearly communicate progress to internal stakeholders
  • Advocate on behalf of the partners with internal functional teams as needed
  • Craft effective strategies to drive revenue growth and retention, negotiate and secure renewal agreements, and identify opportunities for upselling and cross-selling our software solutions
  • Organize and execute communication strategies, including emails, one on one meetings, monthly update calls, and quarterly business reviews focusing on overall customer health and adoption statistics, product reviews, and contractual status checks
  • Manage escalations, including high severity requests, with a focus on solving business problems and deriving customer value from insightsoftware’s solutions
  • Monitor customer health scores and identify risk of churn. Implement strategies and action plans to reduce churn
  • 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
  • Other duties as assigned

Achievements/ Goals

  • 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


  • 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.
  • Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including the Executive and C-Suite levels
  • Experience working with Fortune 500 companies as end customers
  • 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%

Preferred qualifications:

  • 1-3+ years customer-facing or Customer Success role within a software or software-as-a-service organization.
  • Experience with equity compensation products
  • Working knowledge with reporting and analytics solution
  • Experience that included resolution and escalation management

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.