Associate Manager, Managed Services

  • Full-time

Company Description

 insightsoftware is a leading provider of reporting, analytics, and performance management solutions. Over 30,000 organizations worldwide rely on us to support business needs in the areas of accounting, finance, operations, supply chain, tax, budgeting, planning, HR, and disclosure management. We enable the Office of the CFO to connect to and make sense of their data in real time so they can proactively drive greater financial intelligence across their organization. Our best-in-class solutions provide customers with increased productivity, visibility, accuracy, and compliance. Learn more at

Job Description


The Associate Manager, Managed Services will be responsible for the MS team’s performance, prioritizing leadership requirements, and activities. You will proactively engage with our customers to ensure they realize value from our products and solutions, leading to both revenue retention and new revenue opportunities.  Our ideal candidate can identify needs, communicate effectively, and ultimately exceed client expectations. The successful candidate has a blend of visionary and analytical skills.



  • Coach and develop Managed Services team members. 
  • Performs day-to-day stock administration tasks and customer support for client companies
  • Processes equity grants, vesting, expiration and forfeiture actions for employees and directors
  •  Processes option exercises and stock award vesting and ESPP purchase events as they occur
  •   Manages and interfaces with applicable third-party vendors (brokers, transfer agents, etc.)
  • Assists Client Service Managers with client inquiries, requests for reports (outstanding equity and equity forfeitures, vesting and exercises, and other required compliance reports)
  • Imports data, monitors automatic data feeds, resolves data errors, runs and analyzes equity audit reports
  • Prepares monthly, quarterly and year-end stock transaction reconciliations Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services.
  • Create and deliver customer business reviews and prepare reports on account status as needed.
  • Forecast and track key account metrics (e.g. quarterly retention and growth results and annual forecasts) and clearly communicate progress to internal stakeholders.
  • Manage customer relationships and escalations, including high severity requests, with a focus on solving business problems and creating value through insightsoftware’s solutions



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

  • Team Management, Drive and Discipline – ability to manage a team of 10 associate and work hard to achieve the right results.
  • Passionate about coaching and developing a team.
  • Problem Solving – Strong critical thinking and problem-solving capabilities.
  • The successful candidate has a blend of visionary and analytical skills.
  • 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.
  • Escalate customer concerns or issues that may prevent a customer from renewing their maintenance contract.
  • Engaging Presence – quickly establish rapport and build relationships with partners and communicate successfully with clients.
  • Ready to work as per PST Time zone. 



Minimum qualifications:

  • Bachelor’s Degree, preferably in business or related field
  • 10+ years’ experience, or the equivalent training/degree, working in customer support, billing support, or customer success – ideally at a software company.
  • 3+ years’ experience in management or leadership role
  • Excellent analytical, critical thinking, problem-solving, interpersonal, and relationship-building skills
  • High level of attention to detail, working knowledge with reporting and analytics solution
  • High level of agility and ability to manage change.
  • Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive.
  • Experience improving customer experience and driving increased customer retention and growth.

Preferred qualifications:

  • or any CRM experience
  • Experience working for a software company in the renewals or customer success department.
  • Experience that included resolution and escalation management

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. **

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