insightsoftware

Customer Success Analyst

In short

This role manages renewal forecasting, pricing negotiation, and "at risk" customer retention for a designated account portfolio at a global finance software provider. It requires experience in renewals or account management within the software industry, CRM knowledge (preferably Salesforce), and comfort reviewing contract terms. The position is office-based in Hyderabad with a fixed evening-to-night shift (5:30 pm–2:30 am India time).

About Us
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.
Job Description
Shift timings - 5.30 pm to 2.30 am
Work mode - Work from office (Hyderabad location)
Responsibilities
•Handling "At Risk" customers effectively is crucial for maintaining relationships and preventing churn
•Update customer health information when applicable based on negotiation and discussions with the customer
•Create renewal offers/quotes based on contract information, customer usage, and company direction
•Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio
•Negotiate contract terms and pricing with guidance from relevant internal departments and management
•Maintain and update account information in CRM
•Refer potential opportunities for expansion to our Sales team
•Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
•Gain a basic knowledge of insightsoftware solutions to better communicate value with customers
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
•Drive & Discipline – ability to focus and work hard to achieve the right results.
•Customer Focus - Enthusiastic about making clients successful.
•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
Qualifications
Renewals Management or Account Management in the software industry
•Knowledge of CRM systems, preferably Salesforce: The Customer Company
•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.
•Comfortable in a highly autonomous role with strong organizational skills
•Knowledge of CPQ, SalesLoft, NetSuite, and other related tools a plus
•Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
•Excellent interpersonal and written and oral communication skills.
Preferred qualifications:
•Salesforce: The Customer Company or any CRM experience
•Experience working for a software company in the renewals or customer success department.
Additional Information
Background checks are required for employment with insightsoftware, where permitted by country, state/province.

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