Customer Success Associate

Insightsoftware is a leading provider of reporting, analytics, and performance management solutions. Over 30,000 organizations worldwide rely on us to support business needs in the areas of accounting, finance, operations, supply chain, tax, budgeting, planning, HR, and disclosure management. We enable the Office of the CFO to connect to and make sense of their data in real time so they can proactively drive greater financial intelligence across their organization. Our best-in-class solutions provide customers with increased productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Responsibilities

• Proactively work with our Renewals Managers to renew customer’s software maintenance agreements and subscriptions.
• Create renewal offers/quotes based on contract information, customer usage, and company direction.
• Deliver renewal offers/quotes on time to appropriate customer contacts.
• 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.
• Process renewal orders.
• Maintain and update account information in CRM.
• Update customer health information when applicable based on negotiation and discussions with the customer.