Customer Success Analyst

3 Months ago • 2-4 Years • Customer Service

Job Summary

Job Description

This Customer Success Analyst position at insightsoftware in Hyderabad involves handling 'At Risk' customers, updating customer health information, creating renewal offers, and managing renewal forecasting. Responsibilities include negotiating contract terms, maintaining account information in CRM, referring expansion opportunities to the Sales team, and sharing customer feedback. The role requires maintaining customer relationships and preventing churn, with a focus on customer success and satisfaction.
Must have:
  • Experience in Renewals or Account Management in the software industry
  • Knowledge of CRM systems, preferably Salesforce
  • Ability to work in a fast-paced environment
  • Excellent interpersonal and written communication skills.
Good to have:
  • Knowledge of CPQ, SalesLoft, NetSuite, and other related tools a plus
  • Salesforce or any CRM experience
  • Experience working for a software company in renewals or customer success.

Job Details

Company Description

 

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial

data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

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

    Qualifications

    2 to 4 years’ experience in 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

    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. **

    insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

    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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