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Job Description

We are seeking a dynamic and experienced Senior Manager, Customer Success to lead our customer success team at insightsoftware. In 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, forecasting, retention goal attainment, 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! 

  • Lead your team to deliver outstanding experiences that drive strong customer retention, expansion, adoption, and referrals as well as meet corporate targets
  • Increase customer lifetime value through success plans, customer satisfaction, and overall health scores 
  • Regularly extract and analyze data to generate renewal forecasts, identify issues, and proactively implement corrective action plans. 
  • Develop and present metrics to measure the effectiveness of Customer Success in meeting company and team goals. 
  • Leverage reporting to develop data-driven insights and success plays based on customer behavior 
  • 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. 
  • 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 on boarding, training, success management, support, and customer advocacy 
  • Increase opportunities for expansion and up-sells by creating a bridge between Account Management, Direct Sales, Professional Services, and Customer Success teams 

Qualifications

  • Bachelor’s Degree in related field or equivalent experience 
  • 7+ years of experience in Customer Success, preferably in software/SaaS environments, with 4+ years in a management capacity 
  • Ownership of $30M+ in ARR with 1K+ global customer accounts
  • Management of 5+ team members
  • Deep understanding of renewal forecasting and retention metrics (GRR) with demonstrated examples of forecast accuracy and achieving GRR targets
  • 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 ensure tasks are completed effectively. 
  • Willingness to roll up your sleeves to get the job done 
  • Experience in technical or commercial management of software support services, software development, or customer care around IT/Application services is highly preferred 
  • Ability to travel up to 25% 

Additional Information

Non-technical skills

  • Organised and self-motivated, willing to learn
  • Knowledge of financial services, banking or accounting concepts is a plus
  • Strong written and verbal communication skills with the ability to present technical information and negotiate trade-offs with a variety of audiences
  • Patience
  • Readiness to contribute to discussions and steer the team to continuously improve, both technically (how the code is designed, or how the product is architected) and process-wise (how we interact as a team)

** 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.

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Average salary estimate

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What You Should Know About Senior Manager, Customer Success , insightsoftware

Are you ready to take your career to the next level? insightsoftware is on the lookout for an enthusiastic Senior Manager, Customer Success to join our lively Raleigh team! As a Senior Manager, Customer Success, you’ll take the helm of our customer success team and play a crucial role in boosting customer satisfaction and retention. You'll be the driving force behind implementing innovative customer success strategies while managing a dedicated team of professionals. Your experience in customer success, particularly within the SaaS landscape, will be invaluable as you lead this passionate team to deliver outstanding customer experiences. You’ll analyze data to forecast renewals and identify trends, all while fostering a strong connection between our customers and teams across the company. If you thrive on building long-lasting relationships, leading with integrity, and creating data-driven success plays, we can't wait to meet you! Join us and turn those valuable insights into meaningful actions that keep our customers happy and engaged. And of course, have fun while achieving your goals together with a diverse, energetic team!

Frequently Asked Questions (FAQs) for Senior Manager, Customer Success Role at insightsoftware
What responsibilities does a Senior Manager, Customer Success at insightsoftware hold?

As a Senior Manager, Customer Success at insightsoftware, your main responsibilities include leading the customer success team to achieve high customer satisfaction and retention rates. You’ll develop customer success strategies, analyze data to extract insights, and present metrics that measure effectiveness. Additionally, fostering collaboration across various departments to ensure customer needs are met and addressing any escalations will be part of your daily duties.

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What qualifications are needed for the Senior Manager, Customer Success at insightsoftware?

To be considered for the Senior Manager, Customer Success role at insightsoftware, candidates should possess at least a Bachelor’s degree and 7+ years of experience in Customer Success, ideally in SaaS environments, including 4+ years in management. You should have a strong understanding of metrics like renewal forecasting and a proven track record in managing large customer accounts.

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How does insightsoftware support its Senior Manager, Customer Success in achieving goals?

At insightsoftware, we provide our Senior Manager, Customer Success with a collaborative environment and access to tools that drive data-driven decision-making. By developing success plans and identifying opportunities for improvement, you'll work alongside talented peers to enhance processes like onboarding and customer advocacy, ultimately scaling overall customer success.

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What is the company culture like for a Senior Manager, Customer Success at insightsoftware?

The company culture at insightsoftware is vibrant and results-oriented, promoting teamwork and individual initiative. As the Senior Manager, Customer Success, you'll find a supportive atmosphere that values feedback, continuous improvement, and innovation—allowing you to thrive in your career while fostering a positive experience for customers.

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What opportunities for career growth are available for Senior Managers, Customer Success at insightsoftware?

As a Senior Manager, Customer Success at insightsoftware, there are numerous opportunities for career growth within the organization. You can develop your leadership capabilities, explore advancements into executive roles, or expand your expertise in related fields, all while playing a pivotal role in shaping the future of customer success strategy.

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Common Interview Questions for Senior Manager, Customer Success
Can you describe your leadership style and how it aligns with the Senior Manager, Customer Success role?

In interviews, discuss your leadership approach, emphasizing your ability to inspire and mentor a team. Share specific examples where you’ve successfully guided team members to enhance customer satisfaction and retention, aligning your style with insightsoftware’s goal of delivering outstanding customer experiences.

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How do you measure success in a Customer Success team?

To effectively respond to this question, outline the key performance metrics you prioritize, such as customer retention rates, customer satisfaction scores, and engagement metrics. Explain how you use data to drive improvements, making sure to mention specific examples of how these metrics have influenced your past leadership experiences.

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How do you handle customer escalations?

When discussing customer escalations, explain your calm and systematic approach to conflict resolution. Illustrate your ability to empathize with customer concerns while rapidly coordinating with internal teams to reach effective solutions, highlighting any successful outcomes you've achieved.

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What strategies do you employ to foster customer relationships?

Share specific strategies you use to build and maintain strong customer relationships, such as regular check-ins, personalized communication, and feedback loops. Highlight how these approaches have positively impacted customer loyalty and overall satisfaction in your previous roles.

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What experience do you have with data analysis in Customer Success?

Discuss your proficiency in using data analysis to inform customer success strategies. Provide examples of how you have extracted insights from data to create proactive solutions that enhance customer experiences and drive retention.

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How do you approach onboarding new customers in a SaaS environment?

When answering, outline your onboarding process, emphasizing the importance of tailored onboarding experiences. Discuss any innovative techniques you’ve implemented to ensure customers quickly realize the value of your product, leading to higher retention rates.

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What do you consider the biggest challenge in Customer Success?

Acknowledge common challenges, such as managing diverse customer needs and aligning internal teams. Illustrate your proactive approach to overcoming these challenges, perhaps through stakeholder engagement, ongoing communication, and continuous improvement strategies.

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How do you ensure your team's adherence to company governance policies?

Explain your methods for fostering an understanding and compliance with governance policies within your team. Share how you incorporate training and regular check-ins to ensure that everyone is up-to-date and aligned with company standards.

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What role does feedback play in your approach to Customer Success?

Discuss your commitment to soliciting and utilizing customer feedback as a key ingredient in your Customer Success strategy. Talk about how you use feedback not only to improve processes but also to strengthen relationships with customers and team members.

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Why do you want to work as a Senior Manager, Customer Success at insightsoftware?

In your response, articulate your enthusiasm for the role and the company, highlighting how insightsoftware’s mission and values resonate with your professional aspirations. Share what specifically attracts you to contributing to excellence in Customer Success within the SaaS industry.

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March 29, 2025

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