Strategic Customer Success Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Business
Client Relationship Management, Business Development, Customer Success Management -
Sales
Client Relationship Management, Business Development, Customer Success Management
Job Description & How to Apply Below
- 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 Hub Spot — 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 — E 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
- 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…
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