Job description

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. Learn more at insightsoftware.com. Job Description: Job Description The Customer Success Manager (CSM) is responsible for developing strong, trusted relationships with mid-market customers by serving as a strategic advisor and advocate. In this role, you will proactively engage with customers to ensure they realize measurable value from insightsoftware’s solutions, driving renewals, retention, and long-term account growth. You will own the customer relationship end-to-end — from onboarding and adoption through renewals and expansion — while acting as a key liaison between customers and internal teams. The ideal candidate is commercially minded, customer-obsessed, and experienced in managing mid-market accounts within a covered CSM model. What will you do? Serve as the primary point of contact and trusted advisor for assigned mid-market customers Build and nurture senior stakeholder relationships to influence business outcomes and long-term partnership value Drive product adoption, engagement, and value realization across the customer lifecycle Lead Quarterly Business Reviews (QBRs) and Success Reviews aligned to customer KPIs and strategic objectives Own the renewals process end-to-end, including pricing discussions, contract negotiations, and timely delivery of renewal quotes Partner closely with Sales, Legal, Finance, Product, and Support teams to ensure a seamless customer experience Identify expansion opportunities through usage insights and refer qualified upsell and cross-sell opportunities to Sales Forecast and track key account metrics including renewal pipeline, retention, NRR, and customer health scores Manage customer escalations and high-severity issues with a focus on solving business problems and protecting long-term value Act as the voice of the customer internally by sharing feedback and insights to influence product roadmap and success strategies Develop customer success stories, ROI narratives, references, and advocacy opportunities Lead or contribute to special projects that enhance Customer Success processes, reporting, or strategy To perform the job successfully, you will demonstrate: A strong customer-first mindset with passion for making customers successful Commercial acumen with confidence owning renewals and influencing revenue outcomes Excellent executive-level communication, presentation, and relationship-building skills Ability to operate autonomously in a fast-paced, global, matrixed environment Strong collaboration skills across Sales, Legal, Finance, Product, and Services teams Analytical thinking with the ability to interpret data, trends, and customer health indicators Qualifications Required: Bachelor’s degree in Business or a related field 3–5 years of experience in Customer Success, Account Management, or a similar customer-facing role Proven experience owning renewals and managing complex customer portfolios Strong experience with Salesforce and customer success platforms (e.g. Gainsight or similar) Demonstrated ability to communicate and influence effectively at all levels, including executive stakeholders Preferred: Experience with financial systems, analytics, or Office of the CFO solutions Background in SaaS or enterprise software environments Experience contributing to net revenue retention (NRR) through renewals and expansion Additional language skills are a plus Additional Information 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. Background checks are required for employment with insightsoftware, where permitted by country, state, or 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 any other class protected by applicable law. We are proud to be an equal opportunity workplace. The salary range in United States of America for this position is 79,000.00 to 99,000.00 USD Annual. Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don t hesitate to ask during the interview process. The salary range in United States of America for this position is 65,000.00 to 81,000.00 USD Annual. For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply. Your specific offer within this range will be determined by your skills, experience, and qualifications. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don t hesitate to ask during the interview process. Additional Information All your information will be kept confidential according to EEO guidelines. Learn more about our high-energy, high-performance global team: Work With Us insightsoftware About Us: Hear From Our Team 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.

Requirements

Must-haves

What will you do? Serve as the primary point of contact and trusted advisor for assigned mid-market customers
Build and nurture senior stakeholder relationships to influence business outcomes and long-term partnership value
Drive product adoption, engagement, and value realization across the customer lifecycle
Lead Quarterly Business Reviews (QBRs) and Success Reviews aligned to customer KPIs and strategic objectives
Own the renewals process end-to-end, including pricing discussions, contract negotiations, and timely delivery of renewal quotes
Partner closely with Sales, Legal, Finance, Product, and Support teams to ensure a seamless customer experience
Identify expansion opportunities through usage insights and refer qualified upsell and cross-sell opportunities to Sales
Forecast and track key account metrics including renewal pipeline, retention, NRR, and customer health scores
Manage customer escalations and high-severity issues with a focus on solving business problems and protecting long-term value
Act as the voice of the customer internally by sharing feedback and insights to influence product roadmap and success strategies
Develop customer success stories, ROI narratives, references, and advocacy opportunities
Lead or contribute to special projects that enhance Customer Success processes, reporting, or strategy
To perform the job successfully, you will demonstrate: A strong customer-first mindset with passion for making customers successful
Commercial acumen with confidence owning renewals and influencing revenue outcomes
Excellent executive-level communication, presentation, and relationship-building skills
Ability to operate autonomously in a fast-paced, global, matrixed environment
Strong collaboration skills across Sales, Legal, Finance, Product, and Services teams
Analytical thinking with the ability to interpret data, trends, and customer health indicators
Qualifications Required: Bachelor’s degree in Business or a related field
3–5 years of experience in Customer Success, Account Management, or a similar customer-facing role
Proven experience owning renewals and managing complex customer portfolios

Nice-to-haves

Preferred: Experience with financial systems, analytics, or Office of the CFO solutions
Additional language skills are a plus
Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long