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!

Summary  

Our Customer Success Associate (CSA) will learn and engage with a variety of Customer Success professionals to gain a well-rounded understanding of our business and products, the customer lifecycle in a SaaS organization and how to effectively utilize metrics and data to improve customer experience.  

What will you do?  

• Manage and update key data points within Salesforce, our CRM platform, to help the organization better leverage data to gain meaningful insight and better execute business strategy 

• Review Renewal Contracts for clients to ensure accurate billing and proper relationship management 

• Create proposals to maintain recurring revenue 

• Co-Develop and Co-Execute on customer growth strategies to increase client retention and customer satisfaction  

• Assisting Account Executives, Renewal Managers, and Senior Leaders with gaining visibility on client health 

How will you do it? 

To perform the job successfully, an individual should demonstrate the following competencies: 

• 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 

• Drive & Discipline – ability to focus and work hard to achieve the right results  

• Integrity – high ethical standards and doing the right thing even when others aren’t looking  

• Mental agility – a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems 

• Detail-orientation – be thorough and consistently deliver high quality work 

Minimum qualifications: 

• Junior/Senior/Recent graduate pursuing careers in: Marketing, Finance, Business Administration, International Relations, Language, General Business, Economics or related degrees. 

• OR Individuals looking to make a career transition into Corporate Tech role 

Preferred qualifications:  

• Previous experience in working in a customer relations capacity 

• Professional Proficiency in English, additional language fluency is a plus. 

• Familiarity with BI and CRM tools - PowerBI, Salesforce preferred 

• Experience that included resolution and escalation management 

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 stated work location. **