At a Glance
- Tasks: Build strong customer relationships and ensure they get the most from our products.
- Company: Join insightsoftware, a global leader in financial solutions for CFOs.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: Make a real impact by helping clients succeed and enhancing their experience.
- Qualifications: Fluent in French, with a degree in business and experience in customer success.
- Other info: Remote work options available; background checks required.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com
Job Description
The Customer Success Manageris responsible for developing strong relationships with customers by serving as a trusted advisor and advocate. You will proactively engage with our customers to ensure they realize value from our products and solutions, leading to both revenue retention and new revenue opportunities. You will also liaise between our customers and cross-functional internal teams, ensuring the timely and successful delivery of our solutions according to customer needs and improving the entire customer experience. Our ideal candidate is able to identify needs, communicate effectively, and ultimately exceed client expectations.
- Develop trusted advisor relationships with assigned customers, advocating on their behalf with internal functional partners as needed
- Drive product adoption and usage of insightsoftware products and solutions to retain and grow revenue
- Craft effective strategies for customer retention and negotiate and secure renewal agreements and cross-sell contracts
- Create and deliver customer business reviews and prepare reports on account status as needed
- Forecast and track key account metrics (e.g. quarterly retention and growth results and annual forecasts) and clearly communicate progress to internal stakeholders
- Manage customer relationships and escalations, including high severity requests, with a focus on solving business problems and creating value through insightsoftware’s solutions
- Drive a seamless customer experience by working cross-functionally with our product and services team to ensure each new customer can quickly adopt and gain value from our solutions
- Lead one or more special projects to enhance Customer Success goals and processes
- Participate in cross-functional reviews of product lines
- Train and mentor on-demand talent
- Other duties as assigned
What will you do?
To perform the job successfully, an individual should demonstrate the following competencies:
- Enthusiastic about making clients successful
- Work Ethic – operate in a fast-paced environment with a focus on achieving results
- Engaging Presence – quickly establish rapport and build relationships with partners and communicate successfully with clients
- Teamwork – work cross-functionally to achieve team and individual goals
- Communication – communicate effectively with customers and internal cross-functional partners, creating promoters at every touch point
- Willingness to lead conversations internally and externally to drive toward outcomes
Qualifications
Successful candidates will demonstrate:
- Fluency in French essential
- Bachelor’s Degree, preferably in business or related field
- Salesforce experience
- Experience as a CSM
- Experience improving customer experience and driving increased customer retention and growth
- Demonstrable ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive
- High level of agility and ability to manage change
- Ability to work proactively and constructively in a fast-paced, collaborative, matrixed team environment
- Ability to travel up to 20%
Preferred qualifications:
- Working knowledge with reporting and analytics solution
- Experience that included resolution and escalation management
Additional Information
Non-technical skills
- Organised and self-motivated, willing to learn
- Knowledge of financial services, banking or accounting concepts is a plus
- Strong written and verbal communication skills with the ability to present technical information and negotiate trade-offs with a variety of audiences
- Readiness to contribute to discussions and steer the team to continuously improve, both technically (how the code is designed, or how the product is architected) and process-wise (how we interact as a team)
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
insightsoftware About Us: Hear From Our Team – InsightSoftware (wistia.com)
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
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Customer Success Manager (French Speaking) employer: Wealth Enhancement Group
Contact Detail:
Wealth Enhancement Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager (French Speaking)
✨Tip Number 1
Familiarise yourself with insightsoftware's products and solutions. Understanding how they work and the value they provide will help you engage confidently with potential customers and demonstrate your ability to advocate for their needs.
✨Tip Number 2
Brush up on your French communication skills, as fluency is essential for this role. Practising customer interactions in French can help you feel more comfortable and prepared for conversations with clients.
✨Tip Number 3
Network with current or former Customer Success Managers in similar industries. They can provide insights into best practices and challenges, which will help you understand what it takes to excel in this position.
✨Tip Number 4
Prepare to discuss your experience with Salesforce and how you've used it to improve customer relationships. Being able to share specific examples will showcase your expertise and readiness for the role.
We think you need these skills to ace Customer Success Manager (French Speaking)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer success management and showcases your fluency in French. Emphasise any previous roles where you improved customer retention or drove product adoption.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for helping clients succeed. Mention specific examples of how you've built strong relationships with customers and contributed to their success in past roles.
Showcase Communication Skills: Since effective communication is key for this role, provide examples in your application that demonstrate your ability to communicate complex information clearly and build rapport with clients and internal teams.
Highlight Relevant Qualifications: Ensure you mention your Bachelor's degree and any experience with Salesforce or similar tools. If you have knowledge of financial services or analytics solutions, be sure to include that as well.
How to prepare for a job interview at Wealth Enhancement Group
✨Showcase Your Language Skills
As a Customer Success Manager, fluency in French is essential. Be prepared to demonstrate your language skills during the interview, whether through conversation or by discussing how you've used your language abilities in previous roles.
✨Understand the Company’s Products
Familiarise yourself with insightsoftware's products and solutions. Be ready to discuss how these tools can benefit customers and how you would advocate for their use to drive customer success.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage customer relationships. Prepare examples from your past experiences where you successfully resolved issues or improved customer satisfaction.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently, and be ready to showcase how you’ve built relationships with clients and internal teams in the past.