Senior Manager, Customer Success

About Us

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.

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We are seeking a dynamic and experienced Senior Manager, Customer Success to lead our customer success team  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 and success plays based on customer behavior
• Drive a proactive NPS, at‑risk program, and other initiatives and measures to prevent customer attrition
• Sponsor 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
• Be a customer champion through collaboration with other organizational leaders to incorporate customer needs and requests into insightsoftware’s defining business objectives
• Partner with peers to scale processes in onboarding, training, success management, support, and customer advocacy
• Increase opportunities for expansion and upsells by creating a bridge between Account Management, Direct Sales, Professional Services, and Customer Success teams
• Develop and present metrics to measure the effectiveness of Customer Success in meeting company and team goals
• Ensure team adherence to governance policies and effective use of internal CRM systems to accurately reflect the status of customer accounts, thereby influencing downstream reporting requirements
• Regularly extract and analyze data to generate renewal forecasts, identify issues, and proactively implement corrective action plans

• Enthusiastic about making clients successful
• 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 clients
• 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
• Willingness to lead conversations internally and externally to drive toward outcomes

• Experience in Customer Success at a SaaS company in a management capacity
• Bachelor’s degree in a related field or equivalent experience
• Experience integrating acquired companies and teams into a 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 executive presence with the ability to present data clearly and concisely
• Demonstrates a hands‑on approach to ensuring tasks are completed effectively
• Willingness to roll up your sleeves to get the job done
• Experience in…