Customer Success Manager

• Serve as the primary point of contact for clients and develop strong relationships with key stakeholders
• Understand clients' business objectives and help them achieve their goals by providing expert guidance and advice
• Conduct regular check-ins with clients to help them get ready for their compliance audit engagements
• Be able to identify needs for additional services
• Work closely with internal teams to ensure the timely delivery of services to clients
• Proactively identify and address client concerns and issues, and develop solutions to improve their experience
• Ensure clients are satisfied with our services, and identify opportunities for upselling

Customer Success Manager, UK

Account Manager

• Develop new qualified business opportunities via lead generation through current and new partner relationships
• Develop strategic pipelines to increase sales and market share through partner channels
• Promote consistent collaboration and planning between partners, sales, audit services, marketing, and business development teams
• Establish and execute sales strategies with sales management
• Report on pipeline, and progress towards company goals
• Oversee partner activities such as forecasts, marketing, and relationship development
• Collaborate with partners to identify leads and campaign for closing new businesses
• Create KPIs, metrics, dashboards, and performance accountability systems
• Meet monthly/quarterly/annual quotas
• Self-starter - demonstrate initiative in a dynamic environment
• Work within the sales and support team structure for the achievement of customer satisfaction, revenue generation, and long-term account goals in line with the company vision and values

Partnerships Manager, LATAM

Manager

• Lead daily IT support operations for 150+ users worldwide
• Manage full lifecycle of hardware provisioning (laptop procurement, shipping, setup, recovery) for employees worldwide
• Own IT ticketing systems; ensure timely, efficient resolution of technical requests and incident response
• Implement, manage, and continuously improve IT processes aligned with Agile practices
• Ensure compliance with IT policies, security standards, and best practices
• Collaborate with HR and Operations to ensure smooth onboarding/offboarding
• Serve as primary escalation point for IT-related issues and build a team for long-term support
• Manage vendor relationships for hardware, software, and IT services
• Oversee system administration and user management within Microsoft environments (Office 365, Azure AD, Intune)
• Administer and integrate Okta for SSO and identity management
• Create, manage, and integrate users across platforms to streamline access and workflows
• Monitor and optimize IT service performance; provide regular reporting and recommendations to leadership
• Lead and onboard new hires within 3–6 months; set expectations and guide team growth
• Enforce access controls and approval workflows; support security tightening efforts and policy compliance

Information Technology Manager

Account Executive

• Cultivate and maintain strong relationships with prospective clients, serving as a trusted advisor on security and compliance services.
• Identify and pursue new business opportunities through targeted prospecting, networking, and industry engagement.
• Conduct in-depth assessments of client security postures, compliance requirements, and security infrastructure to recommend tailored solutions.
• Collaborate closely with internal teams to ensure alignment between client needs and the implementation of appropriate security measures.
• Stay abreast of industry trends, regulations, and emerging threats to provide informed guidance and recommendations to clients.
• Meet and exceed sales targets while maintaining a high level of customer satisfaction and service delivery.

• Insight Assurance is a U.S. licensed CPA firm delivering cybersecurity audit services such as SOC 2, PCI QSA, and ISO 27001 Certification.
• Responsible for developing and maintaining relationships with clients and ensuring their satisfaction throughout the client lifecycle.
• Prospect and drive organic sales opportunities.
• Nurture sales pipeline and accurately forecast close dates.
• Identify and pursue new business opportunities.
• Coordinate with cross-functional teams to ensure delivery of excellent products and services.
• Maintain professional and technical knowledge by attending workshops and participating in professional societies.
• Meet or exceed sales targets including monthly/quarterly revenue quotas, partner introductions, and qualified opportunities created.
• Serve as primary point of contact for clients and develop relationships with key stakeholders and C-Level executives through their sales cycle.
• Understand clients' business objectives and provide expert guidance and advice.
• Conduct regular check-ins with clients to review progress and identify areas for improvement during the sales cycle.
• Identify needs for additional services that can be upsold by the Customer Success team after onboarding.
• Work closely with internal teams to ensure proper expectations about timely delivery of products and services.
• Proactively identify and address client concerns and develop solutions to improve their experience.
• Work with Business Development Representative and Manager to create prospecting strategy.
• Provide timely and accurate agreements/engagement letters to clients on account performance and ROI.
• Collaborate with the Go-to-Market team to identify and pursue new business opportunities.

ISG

Customer Success Manager, UK

Partnerships Manager, LATAM

Information Technology Manager

Account Executive

Inside Sales Associate/Account Executive