insightsoftware · 1 day ago
Solution Success Manager
United States
Full-time
Hybrid
Mid, Senior Levelinsightsoftware is a global provider of reporting, analytics, and performance management solutions that empower leaders from over 32,000 organizations. The Solution Success Manager will work closely with customers to drive successful adoption and retention of software, ensuring timely delivery and improving the customer experience.
AccountingAnalyticsBusiness IntelligenceConsultingFinancial ServicesSoftware
Responsibilities
Build trusted product specialist relationships with assigned customers, advocating with their CSM and internal partners as needed
Drive product adoption and usage to retain and grow revenue
Craft adoption strategies for product retention and work with CSMs to ensure retention and renewal execution
Create and deliver customer experience reviews and adoption reports to provide feedback to Product and CS teams
Forecast and track key product metrics (e.g. quarterly retention, growth results, annual forecasts) and communicate progress to stakeholders
Manage customer relationships and escalations, including high severity requests, focusing on solving business problems and creating value through our solutions
Drive seamless customer experience by working cross-functionally with CS, Product, Support, and Professional Services teams to ensure quick adoption and value realization
Lead special projects to enhance Solution Success goals and processes
Participate in cross-functional product line reviews
Leverage telemetry data, Support history, and client interactions to drive higher adoption, faster time-to-value, and increased feature utilization
Act as product adoption specialist within the CS organization
Other duties as assigned
Qualification
Required
Bachelor's Degree, preferably in business or related field
Salesforce experience
Strong experience as CSM, Consultant or pre-sales Solutions Engineer
Experience improving customer experience and driving increased product retention and growth
Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive
High level of agility and ability to manage change
Ability to travel up to 20%
Ability to work proactively and constructively in a fast-paced, collaborative, matrixed team environment
Preferred
Working knowledge of Account reconciliation and general accounting principles
Experience with escalation management and resolution
Familiarity with account reconciliation software (FloQast, Blackline, etc.)
Familiarity with ERP systems (Oracle, NetSuite, SAP S/4HANA, etc.)
Ability to occasionally work flexibly across multiple time zones (North America, EMEA, APAC)
Benefits
Opportunity to work with cutting-edge agentic AI technology
Impact on transforming how finance teams work globally
Collaborative culture within insightsoftware's established organization
Professional development and career growth opportunities
Company
insightsoftware
insightsoftware is the most comprehensive provider of solutions for the Office of the CFO.
Founded in 2018
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Hg
2021-07-13Private Equity· $1B
2019-08-15Private Equity
2018-06-14Acquired
Leadership Team
Bernie Emsley
Chief Technology Officer
Joe Healey
Chief Operating Officer
Recent News
Business Wire
2025-12-09
Company data provided by crunchbase