Customer Success Analyst

Summary

Join insightsoftware as a key member of our team, driving project success in the post-implementation phase. You will leverage your expertise in Financial Planning and Analysis or accounting to present the value of our solutions to existing customers. Responsibilities include building strong customer relationships, staying updated on product enhancements, and collaborating with cross-functional teams. You will need strong communication, organizational, and presentation skills, along with a proven ability to execute plans and take ownership of tasks. This role requires 3+ years of experience in FP&A or accounting, a solid understanding of finance challenges, and the ability to explain complex business and technical issues. The position offers the opportunity to contribute creative ideas and perspectives within a high-energy, entrepreneurial team.

Requirements

• 3+ years of experience in Financial Planning and Analysis or accounting standards and practices, with a solid understanding of the challenges faced by finance and the broader business
• Ability to understand and explain business and technical issues related to customer solutions
• Excellent communication (written and oral), organizational, and time management skills
• Demonstrated ability to execute plans and take ownership of tasks
• Strong executive presence and presentation skills
• Ability to prioritize opportunities and tasks effectively

Responsibilities

• Drive project success during the post-implementation phase by presenting industry and domain expertise to existing customers
• Demonstrate the business benefits and value of ISW solutions
• Stay updated on new product enhancements, best practices, and offerings to maintain product competence
• Bring high energy and an entrepreneurial spirit to the team, contributing creative ideas and perspectives
• Build and nurture strong customer relationships, ensuring their needs are met and their feedback is heard
• Utilize knowledge in Financial Consolidation or Financial Planning & Analysis to provide strategic insights and drive business growth
• Apply technical skills to lead discovery sessions and create impactful solutions
• Collaborate with project team members and cross-functional teams to develop and implement innovative solutions
• Provide regular updates to senior management, highlighting project milestones and achievements