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Insightful

Strategic Customer Success Manager

Insightful

Strategic Customer Success Manager at Insightful handling high-value enterprise accounts. Building relationships and tailoring success plans for strategic clients in SaaS.

Posted 7/29/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $145,000 - $160,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic account management and customer success within B2B SaaS, with a focus on building multi-threaded relationships and effectively communicating value to C-suite stakeholders. Proficient in identifying risks and opportunities, and developing tailored success plans that align with customer objectives.

Highest-signal resume keywords
Strategic Account ManagementC-Suite Relationship BuildingBusiness AcumenRisk IdentificationExcellent Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Enterprise ConsultingCustomer SuccessAccount Hygiene ManagementStakeholder MappingValue-Add Conversations
Soft Skills
Proactive Working StyleCommercial InstinctsMulti-Threaded Relationship Building
Tools & Technologies
VitallyHubSpot
Industry Keywords
B2B SaaSHigh-Value PortfoliosExecutive Business ReviewsCustomer AdvocacyStrategic Customer Segment

About the role

Key responsibilities & impact
  • Own a concentrated portfolio of Insightful's highest-value accounts as the senior strategic relationship holder — accountable for retention, health, and the long-term trajectory of each account
  • Build and maintain deliberate, multi-threaded relationships across every strategic account, developing meaningful points of contact at the executive, operational, and end-user level so that no relationship hinges on a single stakeholder
  • Operate with a C-suite and VP-level presence within each account; own the executive relationship, lead senior business reviews, and hold the kind of credibility that earns access to strategic conversations — not just renewal calls
  • Deeply understand each customer's business: their organizational priorities, growth plans, workforce challenges, competitive environment, and the metrics their leadership uses to measure success; use that knowledge to position Insightful's value in the language their executives actually care about
  • Identify and pursue value-add conversations opportunistically — reading signals across usage data, stakeholder feedback, business updates, and product roadmap to surface the right conversation at the right moment, whether that's a deeper use case, an untapped workflow, or an expansion that genuinely serves the customer's goals
  • Lead bespoke, account-specific success planning — not templated cadences, but tailored roadmaps built around each customer's business objectives, maturity trajectory, and internal adoption dynamics
  • Act as an early warning system for risk across the strategic book; connect the dots across stakeholder signals, usage trends, and commercial conversations to surface concerns before they become escalations, and own the resolution path when they do
  • Partner closely with the Account Management team on commercial planning; CSM owns the health, depth, and strategic relationship — AM owns the commercial motion; the handoff between the two should be seamless and well-timed, driven by signals the CSM originates
  • Translate Insightful's product roadmap into customer-specific value narratives; position upcoming capabilities in the context of each account's stated priorities and bring the right stakeholders into the conversation early
  • Represent the strategic customer segment internally with specificity — bring forward product gaps, competitive intelligence, and use-case evolution in a way that influences roadmap decisions and cross-functional priorities
  • Build customer advocacy across the strategic book; identify and develop reference customers, executive sponsors, and case study opportunities that reflect genuine mutual value
  • Maintain meticulous account hygiene in Vitally and HubSpot — health scores, stakeholder maps, success plans, and activity logs should reflect real account state at all times, not just renewal-window snapshots
  • Contribute to the development of strategic CS frameworks — EBR formats, executive engagement playbooks, stakeholder mapping templates — that raise the standard of engagement across the Premier tier
  • Carrying out all other tasks as requested by leadership

Requirements

What you’ll need
  • At least 6 years of experience in enterprise consulting, strategic account management, or customer success within B2B SaaS, including significant tenure managing complex, high-value portfolios.
  • Proven ability to establish and maintain senior-tier partnerships, ensuring consistent impact and strategic sway with VP and C-level stakeholders at large organizations - particularly when they are not involved in the initial hand-off.
  • Demonstrated expertise in building multi-threaded account relationships — navigating complex stakeholder environments to uncover engagement gaps and proactively expanding influence beyond the initial point of contact.
  • Sharp commercial instincts – you know how to read a conversation for growth or risk signals, how to sequence a value-add discussion, and how to work hand-in-hand with an Account Management team without blurring the lines of ownership.
  • Strong business acumen: you can speak the language of your customers’ leadership teams, connect Insightfuls’ value to their strategic priorities, and position the product in the context of real business outcomes.
  • A proactive, anticipatory working style. You can identify risk and opportunity before they’re brought to you by the customer, and you take action without being asked, and without requiring input at every step.
  • Excellent written and verbal communication: Clear, confident, and calibrated to the audience, whether that’s a Slack message to a day-to-day contact, or a prepared business review for a CEO.

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. Strategic Customer Success Manager 🔥 0 minutes ago 🏢 New York City – Onsite 💵 $145k - $160k / 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 concentrated portfolio of Insightful's highest-value accounts as the senior strategic relationship holder — accountable for retention, health, and the long-term trajectory of each account
  • Build and maintain deliberate, multi-threaded relationships across every strategic account, developing meaningful points of contact at the executive, operational, and end-user level so that no relationship hinges on a single stakeholder
  • Operate with a C-suite and VP-level presence within each account; own the executive relationship, lead senior business reviews, and hold the kind of credibility that earns access to strategic conversations — not just renewal calls
  • Deeply understand each customer's business: their organizational priorities, growth plans, workforce challenges, competitive environment, and the metrics their leadership uses to measure success; use that knowledge to position Insightful's value in the language their executives actually care about
  • Identify and pursue value-add conversations opportunistically — reading signals across usage data, stakeholder feedback, business updates, and product roadmap to surface the right conversation at the right moment, whether that's a deeper use case, an untapped workflow, or an expansion that genuinely serves the customer's goals
  • Lead bespoke, account-specific success planning — not templated cadences, but tailored roadmaps built around each customer's business objectives, maturity trajectory, and internal adoption dynamics
  • Act as an early warning system for risk across the strategic book; connect the dots across stakeholder signals, usage trends, and commercial conversations to surface concerns before they become escalations, and own the resolution path when they do
  • Partner closely with the Account Management team on commercial planning; CSM owns the health, depth, and strategic relationship — AM owns the commercial motion; the handoff between the two should be seamless and well-timed, driven by signals the CSM originates
  • Translate Insightful's product roadmap into customer-specific value narratives; position upcoming capabilities in the context of each account's stated priorities and bring the right stakeholders into the conversation early
  • Represent the strategic customer segment internally with specificity — bring forward product gaps, competitive intelligence, and use-case evolution in a way that influences roadmap decisions and cross-functional priorities
  • Build customer advocacy across the strategic book; identify and develop reference customers, executive sponsors, and case study opportunities that reflect genuine mutual value
  • Maintain meticulous account hygiene in Vitally and HubSpot — health scores, stakeholder maps, success plans, and activity logs should reflect real account state at all times, not just renewal-window snapshots
  • Contribute to the development of strategic CS frameworks — EBR formats, executive engagement playbooks, stakeholder mapping templates — that raise the standard of engagement across the Premier tier
  • Carrying out all other tasks as requested by leadership 🎯 Requirements
  • At least 6 years of experience in enterprise consulting, strategic account management, or customer success within B2B SaaS, including significant tenure managing complex, high-value portfolios.
  • Proven ability to establish and maintain senior-tier partnerships, ensuring consistent impact and strategic sway with VP and C-level stakeholders at large organizations - particularly when they are not involved in the initial hand-off.
  • Demonstrated expertise in building multi-threaded account relationships — navigating complex stakeholder environments to uncover engagement gaps and proactively expanding influence beyond the initial point of contact.
  • Sharp commercial instincts – you know how to read a conversation for growth or risk signals, how to sequence a value-add discussion, and how to work hand-in-hand with an Account Management team without blurring the lines of ownership.
  • Strong business acumen: you can speak the language of your customers’ leadership teams, connect Insightfuls’ value to their strategic priorities, and position the product in the context of real business outcomes.
  • A proactive, anticipatory working style. You can identify risk and opportunity before they’re brought to you by the customer, and you take action without being asked, and without requiring input at every step.
  • Excellent written and verbal communication: Clear, confident, and calibrated to the audience, whether that’s a Slack message to a day-to-day contact, or a prepared business review for a CEO. 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 CTIO – Activation & Customer Success – Experienced Associate 🔥 1 hour ago PwC 10,000+ employees 💸 Finance 💼 Consulting ☁️ SaaS Website LinkedIn All Job Openings CTIO Associate engaging with clients to understand needs and drive satisfaction with PwC products. Collaborating with teams to deliver innovative software solutions and consistently add value. 🏢 New York City – Onsite 💵 $50.5k - $140k / year 💰 Grant on 2023-09 ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🦅 H1B Visa Sponsor Customer Success Manager 🕒 Yesterday Alpaca Health 2 - 10 🏥 Healthcare 👥 B2C Website LinkedIn All Job Openings Customer Success Manager at Alpaca Health supporting autism care practices by advising and optimizing their operations. Building relationships and driving practice growth in a fast-paced startup environment. 🏢 New York City – Onsite 💵 $80k - $160k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Senior Director, Client Success – Strategic Accounts 🕒 July 21 FIS 10,000+ employees 💼 Consulting 📦 Logistics 🛡️ Insurance Website LinkedIn All Job Openings Lead Customer Success Management teams at FIS supporting strategic enterprise accounts in North America. Focus on driving client satisfaction, retention, and revenue growth through executive relationships. 🏢 New York City – Onsite 💵 $208.7k - $354.8k / year ⏰ Full Time 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Client Success Manager, Commercial Lending – Asset Financing 🕒 February 24 FIS 10,000+ employees 💼 Consulting 📦 Logistics 🛡️ Insurance 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, 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 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 Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume 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