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Customer Account Manager

Company Description

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

Responsibilities

  • Retain and grow your customer base that spreads from EMEA to APAC
  • Create strategic, long-term relationships with corporate leaders across your territory.
  • Nurture and expand the company's relationship with customer accounts in your defined territory.
  • Develop and execute sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities.
  • Develop and manage sales pipeline to consistently meet or exceed monthly, quarterly, and annual revenue quotas.
  • Conduct heavy prospecting of customers (phone, email, marketing campaigns, referrals, etc.) and coordinate with marketing department to qualify and identify leads.
  • Coordinate resources throughout the sales cycle including product support and sales engineering.
  • Meet with and present value propositions to key clients and senior-level executives to negotiate and close deals.
  • Manage and track customer information and provide regular reporting of pipeline and forecasts in Salesforce: The Customer Company .
  • Remain highly knowledgeable of company products and target industries to facilitate sales efforts.
  • Practice effective, excellent communication with management, customers, and support staff
  • Participate in team building and company-growth activities including strategy setting, sales training, marketing efforts, and customer care.
  • Develop and execute sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities.
  • Develop and manage sales pipeline to consistently meet or exceed monthly, quarterly, and annual revenue quotas.
  • Use a consultative approach to diagnose our customer's needs.
  • Remain highly knowledgeable of company products and target industries to facilitate sales efforts.
  • Practice effective, excellent communication with management, customers, and support staff
  • WIN – close deals and acquire new customers.

 

 

 

Qualifications

  • Experience selling software into the enterprise space
  • Experience selling embedded analytics, Business Intelligence and reporting tools
  • Bachelor's degree and/or relevant work experience
  • Ability to thrive in a fast-paced environment.
  • A disciplined approach to daily activity planning, setting goals, and achieving results.
  • Excellent written and verbal communication skills, including cold calls, proposal preparation, and presentation skills.
  • Must have energy, drive, commitment, and passion.
  • Can, by nature, work simultaneous parallel activities through the day.

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.

#LI-Remote

** 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. **

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.

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CEO of insightsoftware
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Michael Sullivan
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Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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What You Should Know About Customer Account Manager, insightsoftware

Are you ready to take your career to the next level? As a Customer Account Manager at insightsoftware in London, United Kingdom, you’ll play a key role in helping businesses unlock their full potential through our innovative reporting, analytics, and performance management solutions. Your main mission will be to retain and grow our diverse customer base across EMEA to APAC. You'll forge strategic relationships with corporate leaders, nurturing and expanding our presence within your territory. If you thrive in a fast-paced environment and are excited by the prospect of acquiring new customers, you'll love finding ways to exceed sales goals through innovative prospecting, conducting engaging presentations, and utilizing your excellent communication skills. With the support of an energetic team, you'll manage a robust sales pipeline, coordinate resources, and provide invaluable reporting insights using Salesforce. The position demands a disciplined approach to daily activities, but don’t worry; we’ll keep you engaged with strategy setting, sales training, and collaborative marketing efforts. Joining insightsoftware means being part of a company that empowers over 32,000 organizations to harness their data. So if you’re passionate about embedded analytics, business intelligence, and reporting tools, don’t miss out on this chance to make a significant impact on our business—and your career!

Frequently Asked Questions (FAQs) for Customer Account Manager Role at insightsoftware
What are the responsibilities of a Customer Account Manager at insightsoftware?

As a Customer Account Manager at insightsoftware, you'll be responsible for retaining and growing a diverse customer base from EMEA to APAC. You'll also create strategic relationships with corporate leaders, develop and execute sales plans, manage the sales pipeline, and conduct prospecting to exceed sales goals. Effective communication with management, customers, and support staff is essential as you present value propositions to key clients and negotiate deals.

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What qualifications do I need to become a Customer Account Manager at insightsoftware?

To excel as a Customer Account Manager at insightsoftware, you typically need experience selling software in the enterprise space, especially embedded analytics, business intelligence, and reporting tools. A Bachelor's degree or relevant work experience is preferred, along with strong written and verbal communication skills. The role requires a passionate individual who can thrive in a fast-paced environment and manage multiple activities effectively.

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What skills are essential for a Customer Account Manager at insightsoftware?

Essential skills for a Customer Account Manager at insightsoftware include excellent communication abilities for cold calls and presentations, a disciplined approach to daily task planning, and the ability to diagnose customer needs using a consultative sales approach. You should also have a robust understanding of our products and target industries, as well as the competitive drive needed to win new customers.

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What does the sales pipeline management involve for a Customer Account Manager at insightsoftware?

As a Customer Account Manager at insightsoftware, managing the sales pipeline involves developing and overseeing a structured flow of leads from initial prospecting through to closing deals. You'll track customer information, forecast sales based on current data, and ensure consistent performance to meet or exceed monthly and quarterly revenue quotas. Efficiently navigating this pipeline is crucial for your success in the role.

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What does teamwork look like for a Customer Account Manager at insightsoftware?

Teamwork for a Customer Account Manager at insightsoftware centers around collaboration with marketing, product support, and other teams. You’ll participate in strategy-setting meetings, engage in sales training sessions to improve your skills, and take part in marketing initiatives to identify and qualify leads effectively. A strong team-oriented spirit will help you reach your goals while contributing to the company’s growth.

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Common Interview Questions for Customer Account Manager
How do you manage and prioritize your customer accounts?

To effectively manage and prioritize customer accounts, I focus on understanding their unique needs and value propositions. This allows me to categorize accounts based on their potential for growth and urgency of needs. I use a mix of sales tools like Salesforce to track progress and ensure I dedicate the right amount of time to each account.

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Can you describe a time you successfully closed a challenging deal?

In my previous role, I encountered a challenging deal where the client had significant reservations. I took the time to understand their concerns and presented tailored solutions, reinforcing the value of our offerings. Through persistent follow-up and addressing their doubts, I successfully closed the deal, which turned into a long-term partnership.

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What strategies do you use for prospecting new clients?

My prospecting strategy includes a combination of market research, referrals, and leveraging social media platforms to identify potential leads. I also collaborate closely with the marketing team to utilize targeted campaigns that align with the interests of prospective clients, ensuring effective outreach and engagement.

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How do you handle objections from clients during sales pitches?

Handling objections is about listening first. I encourage clients to express their concerns fully, then clarify and provide contextual insights that address those objections. This approach builds trust and often leads to a more constructive conversation about finding solutions together.

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What is your experience with CRM software, specifically Salesforce?

I have extensive experience using Salesforce for account management, reporting, and sales forecasting. I appreciate its capability to centralize customer information and analyze sales trends, enabling me to make informed decisions and follow up effectively with leads and existing accounts.

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Describe a time you collaborated with a marketing team.

In my last position, I worked closely with the marketing team to launch a new campaign aimed at increasing leads. By sharing insights on customer feedback and preferences, we tailored our messaging, which resulted in a significant uptick in qualified leads and successful conversions.

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How do you keep yourself motivated in a sales role?

I keep myself motivated by setting specific, measurable, and attainable goals. I also celebrate smaller wins along the way, which keeps my energy high. Additionally, I stay connected with my team to share successes and challenges, fostering a culture of support and encouragement.

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What do you know about our products and how they benefit our clients?

I understand that insightsoftware provides cutting-edge reporting and analytics solutions that allow finance teams to derive actionable insights from data. These products help optimize financial processes, enhance visibility, and ultimately drive better decision-making, which aligns perfectly with current business needs.

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How do you ensure excellent communication with clients?

Excellent communication stems from maintaining an open dialogue and being responsive to clients' needs. I prioritize regular check-ins and updates, encouraging feedback to ensure that I fully understand their expectations and provide ongoing support.

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Why do you want to work as a Customer Account Manager at insightsoftware?

I am drawn to the Customer Account Manager role at insightsoftware because I admire the company's commitment to innovation in analytics and reporting. I believe my skills align perfectly with your mission, and I am eager to contribute to empowering businesses through insightful data solutions while helping drive our growth.

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Full-time, remote
DATE POSTED
March 16, 2025

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