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insightsoftware

Provides financial reporting and EPM software

Customer Success Analyst

Account ManagementConfirmed live in the last 24 hours
Full-timeHyderabad, Telangana, IndiaNo salary listed

About the Job

Requirements

  • Experience in renewals management or account management in the software industry.
  • Knowledge of CRM systems, preferably Salesforce.
  • Knowledge and experience reviewing and comprehending contract terms, preferably in software.
  • Ability to work in a fast-paced environment.
  • Ability to work cross-functionally with other departments and team members.
  • Comfort working autonomously with strong organizational skills.
  • Availability to work the eastern shift, 5:30 pm to 2:30 am India time.
  • Experience with Salesforce or another CRM system is preferred.
  • Experience working for a software company in a renewals or customer success department is preferred.

Responsibilities

  • Handle at-risk customers effectively to maintain relationships and prevent churn.
  • Update customer health information when applicable based on negotiations and discussions with customers.
  • Create renewal offers and quotes based on contract information, customer usage, and company direction.
  • Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for the designated account portfolio.
  • Negotiate contract terms and pricing with guidance from relevant internal departments and management.
  • Maintain and update account information in the customer relationship management system.
  • Refer potential expansion opportunities to the Sales team.
  • Share customer feedback with appropriate internal departments, including Customer Success, Support, and Management.
  • Gain basic knowledge of insightsoftware solutions to communicate value to customers.

Desired Qualifications

  • Knowledge of CPQ, SalesLoft, NetSuite, and other related tools.

About the Company

insightsoftware

Provides financial reporting and EPM software

Insightsoftware provides financial reporting and enterprise performance management (EPM) software that connects with more than 140 ERP and other enterprise systems. It helps finance and accounting teams automate and accelerate processes such as financial reporting, budgeting, forecasting, consolidation, analytics, tax reporting, and data management. The product suite works by integrating with a company’s ERP data to give real-time visibility into financial and operational performance, enabling faster, more informed decisions. What sets Insightsoftware apart is its broad ERP integration reach and comprehensive set of modules that cover the entire financial close and planning cycle, serving a wide range of customers from small businesses to large enterprises. The company aims to improve financial data management and decision-making by providing scalable, license- and subscription-based software that centralizes reporting, analytics, and planning across the organization.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$1B
Headquarters
Raleigh, NC
Founded
2000

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