Customer Success Analyst

6 Minutes ago • 2-4 Years
Customer Service

Job Description

This role is for a Customer Success Analyst based in Hyderabad, India, requiring 2-4 years of experience in customer success or account management. The analyst will be responsible for managing "At Risk" customers, updating customer health, creating renewal offers, forecasting, and negotiating contracts. Key duties include maintaining CRM data, identifying expansion opportunities, and sharing customer feedback. The position demands strong organizational skills, cross-functional collaboration, and a readiness to work eastern shift timings. Knowledge of CRM systems like Salesforce and experience with contract terms are essential for success in this fast-paced environment.
Good To Have:
  • Knowledge of CPQ, SalesLoft, NetSuite, and other related tools
  • Experience working for a software company in the renewals or customer success department
Must Have:
  • Handling "At Risk" customers effectively
  • Updating customer health information
  • Creating renewal offers/quotes
  • Reporting and maintaining accurate forecasts
  • Managing renewal forecasting meetings
  • Negotiating contract terms and pricing
  • Maintaining and updating account information in CRM
  • Referring potential opportunities for expansion to Sales team
  • Sharing customer feedback with internal departments
  • Gaining basic knowledge of insightsoftware solutions
  • 2 to 4 years’ experience in Customer success or Account Management
  • Knowledge of CRM systems, preferably Salesforce
  • Knowledge and experience reviewing and comprehending contract terms
  • Ability to work in a fast-paced environment
  • Ability to work cross-functionally
  • Comfortable in a highly autonomous role with strong organizational skills
  • Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
  • Excellent interpersonal and written and oral communication skills
  • Drive & Discipline
  • Customer Focus
  • Integrity
  • Mental agility
  • Detail-orientation

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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

Qualifications

2 to 4 years’ experience in Customer success or Account Management.

  • 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

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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Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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