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Insightful

Customer Success Manager

Insightful

Customer Success Manager managing Premier accounts focusing on client engagement and retention for Insightful's workforce analytics platform. Collaborating with internal teams to enhance customer productivity and business processes.

Posted 6/24/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own a substantial book of existing Premier accounts requiring varying levels of engagement — delivering reliable service, multi-threaded relationships, and high revenue retention across the book.
  • Apply a differentiated engagement model: maintain a steady cadence with actively managed accounts, keep light-touch/reactive accounts healthy and responsive, and run proactive outreach to re-open relationships with dormant accounts.
  • Own the renewal and forecasting process for your book, including proactive churn prevention and timely, accurate renewal forecasting.
  • Drive product adoption and ensure each customer's solution is configured for maximum value and aligned to best practices.
  • Identify accounts that show genuine expansion or strategic signals, and graduate them to the appropriate senior Premier or Strategic CSM rather than leaving growth on the table.
  • Onboard customers entering your book — including accounts promoted in from the Core segment — through kickoff, use-case discovery, and product training, scaled appropriately to account size.
  • Build long-term relationships and grow customer advocacy through case studies, testimonials, reviews, and references.
  • Understand each customer's pain points and how Insightful solves them, and funnel that feedback to Product and other internal stakeholders.
  • Monitor and analyze product usage across your book to spot risk and opportunity early.
  • Be an Insightful product expert and stay current on the roadmap and upcoming releases.
  • Act as the liaison between customers and internal teams (Sales, Support, Product, Billing).
  • Support customers day to day over email, phone, online presentations, and screen-share — including efficient, scaled and one-to-many formats where they serve the customer well.
  • Stay on top of every open issue or challenge a customer is experiencing with the product through to resolution.
  • Manage customer subscriptions and billing in Insightful's payment system.
  • Keep all customer information accurate and current in the CRM — essential discipline for a high-volume book.
  • Carry out other related duties as directed by the Company's leadership.

Requirements

What you’ll need
  • 3+ years in customer success, account management, or a comparable client-facing role in B2B SaaS.
  • Demonstrated ability to manage a mid-size (40-50) book of accounts without letting things slip — strong organization, prioritization, and follow-through.
  • Clear, professional written and verbal communication, including the ability to run a crisp customer call or screen-share.
  • Proficiency with a CRM and customer success tooling; comfort working from data and usage signals.
  • Self-directed and process-oriented — someone who can run playbooks consistently and improve them over time.
  • Bonus points: Familiarity with CRM’s, Customer Success, and Product-analytics tooling (We use Hubspot, Vitally, and Pendo).

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Insightful Website LinkedIn All Job Openings 51 - 200 employees ☁️ SaaS ⚡ Productivity SaaS
  • Productivity Insightful is a productivity software company that enables teams to optimize their workflows and increase efficiency. The company offers a range of features including employee monitoring, time and attendance tracking, and productivity insights powered by AI. By analyzing activities in real time, Insightful helps organizations streamline operations, prevent employee burnout, and foster an accountable and efficient work environment. With tools designed for remote, hybrid, and in-office setups, Insightful provides valuable data insights that increase team productivity and support flexible work arrangements. The software integrates seamlessly with over 50 technology tools, and aims to support sustainable productivity through detailed analytics and reports. Customer Success Manager 🔥 25 minutes ago 🏢 New York City – Onsite 💵 $110k - $140k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • Own a substantial book of existing Premier accounts requiring varying levels of engagement — delivering reliable service, multi-threaded relationships, and high revenue retention across the book.
  • Apply a differentiated engagement model: maintain a steady cadence with actively managed accounts, keep light-touch/reactive accounts healthy and responsive, and run proactive outreach to re-open relationships with dormant accounts.
  • Own the renewal and forecasting process for your book, including proactive churn prevention and timely, accurate renewal forecasting.
  • Drive product adoption and ensure each customer's solution is configured for maximum value and aligned to best practices.
  • Identify accounts that show genuine expansion or strategic signals, and graduate them to the appropriate senior Premier or Strategic CSM rather than leaving growth on the table.
  • Onboard customers entering your book — including accounts promoted in from the Core segment — through kickoff, use-case discovery, and product training, scaled appropriately to account size.
  • Build long-term relationships and grow customer advocacy through case studies, testimonials, reviews, and references.
  • Understand each customer's pain points and how Insightful solves them, and funnel that feedback to Product and other internal stakeholders.
  • Monitor and analyze product usage across your book to spot risk and opportunity early.
  • Be an Insightful product expert and stay current on the roadmap and upcoming releases.
  • Act as the liaison between customers and internal teams (Sales, Support, Product, Billing).
  • Support customers day to day over email, phone, online presentations, and screen-share — including efficient, scaled and one-to-many formats where they serve the customer well.
  • Stay on top of every open issue or challenge a customer is experiencing with the product through to resolution.
  • Manage customer subscriptions and billing in Insightful's payment system.
  • Keep all customer information accurate and current in the CRM — essential discipline for a high-volume book.
  • Carry out other related duties as directed by the Company's leadership. 🎯 Requirements
  • 3+ years in customer success, account management, or a comparable client-facing role in B2B SaaS.
  • Demonstrated ability to manage a mid-size (40-50) book of accounts without letting things slip — strong organization, prioritization, and follow-through.
  • Clear, professional written and verbal communication, including the ability to run a crisp customer call or screen-share.
  • Proficiency with a CRM and customer success tooling; comfort working from data and usage signals.
  • Self-directed and process-oriented — someone who can run playbooks consistently and improve them over time.
  • Bonus points: Familiarity with CRM’s, Customer Success, and Product-analytics tooling (We use Hubspot, Vitally, and Pendo). Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Customer Success Lead 🕒 April 8 Adobe 10,000+ employees Website LinkedIn All Job Openings Customer Success Operating Model Lead defining Adobe's customer engagement strategy, driving cross-functional alignment, and establishing global execution standards. Own the Expectations & Strategy layer of the Customer Success operating model. 🏢 New York City – Onsite 💵 $135.2k - $234.2k / year ⏰ Full Time 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Client Success Manager, Commercial Lending – Asset Financing 🕒 February 24 FIS 10,000+ employees 💳 Fintech 💸 Finance 🏦 Banking Website LinkedIn All Job Openings Client Success Manager responsible for driving client satisfaction and solution adoption in fintech solutions. Collaborating across teams to deliver value and minimize churn risk. 🏢 New York City – Onsite 💵 $79.8k - $159.6k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Customer Success Manager 🕒 September 25, 2025 StarBridge Advisors 1 - 10 ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Lead Customer Success from the ground up for a data-driven B2B SaaS platform; drive onboarding, adoption, renewals, and product feedback. 🏢 New York City – Onsite 💵 $110k - $140k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Customer Success Manager, Housing 🕒 September 19, 2025 EliseAI 51 - 200 🤖 Artificial Intelligence 🏠 Real Estate ☁️ SaaS Website LinkedIn All Job Openings Customer Success Manager at EliseAI driving adoption and retention of AI-enabled housing products, owning strategic customer relationships and cross-functional technical advocacy. 🏢 New York City – Onsite 💵 $90k - $120k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🚫👨‍🎓 No degree required Customer Success Manager 🕒 September 7, 2025 Demo Computer 51 - 200 Website LinkedIn All Job Openings Customer Success Manager ensuring high customer satisfaction through operational efficiency and cross-department collaboration at Demo Company. Requires 3+ years' related experience and strong organizational skills. 🏢 New York City – Onsite ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools
customer successaccount managementrenewal forecastingchurn preventionproduct adoptiononboardingdata analysisproduct trainingsubscription managementbilling management
Soft Skills
organizationprioritizationfollow-throughcommunicationrelationship buildingproblem-solvingself-directedprocess-orientedcustomer advocacyliaison