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Most recent job postings at Insightly Inc
via LinkedIn
posted_at: 13 days agoschedule_type: Full-timework_from_home: 1
Insightly CRM is looking for a highly motivated and experienced Manager for their Customer Success Team. . The Manager of the Customer Success Team will be responsible for hiring, developing, coaching and leading a team of Customer Success Managers (CSMs) focussed on building long lasting relationships with Insightly customers. Your team will deliver predictable outcomes of success for customers... at every stage of their journey (land, onboard, adopt,
Insightly CRM is looking for a highly motivated and experienced Manager for their Customer Success Team. . The Manager of the Customer Success Team will be responsible for hiring, developing, coaching and leading a team of Customer Success Managers (CSMs) focussed on building long lasting relationships with Insightly customers. Your team will deliver predictable outcomes of success for customers... at every stage of their journey (land, onboard, adopt, expand, renew, and advocate), helping our customers stay longer, grow happier, and thrive.
At Insightly our Customer Success organization is full of dynamic, motivated and creative people who have an empathetic and highly consultative customer approach. Our CSM’s are all enthusiastically involved in working closely and strategically with Insightly customers to help drive their success. We are all team players, everyone leaning in and working very closely in collaboration, with our CSM leadership being extremely supportive of their teams. We pride ourselves in having fantastic training and a development path that can help you progress in your career for years to come.
• Please note: We are asking that this candidate reside in the Pacific or Central Time Zones.
Essential Job Functions (or “Job Duties”)
• Lead a team of CSM’s that is dedicated to delivering a remarkable total customer experience across every stage of their journey (onboard, adopt, renew, expand, advocacy)
• Interact with cross-functional account teams to predictably deliver outcomes that meet customer requirements, working collaboratively with the marketing, product, sales, and customer support teams to develop and execute Insightly initiatives that improve customer retention (dollar and logo).
• Serve as a coach and a referent leader, helping to develop and reinforce the skills of your team as they grow in their career
• Act as a trusted advisor and point of escalation for customer issues within your team
• Manage day-to-day operations of your team including: maintaining an accurate forecast, managing escalations from your direct reports, ensuring the delivery of high quality engagements throughout the customer lifecycle, and ensuring teams properly document activities in a timely manner
• History of maintaining and managing world class CSAT, NPS, and Net Retention Rates across your teams' books of business
• Analyze customer and performance data to make informed decisions about operational and process changes
• Support the creation, implementation and reinforcement of broader customer experience team initiatives such as playbooks, gong call reviews, best practices, journey mapping, CRM hygiene, reporting, performance management, etc.
• Help refine the team culture, sharing wins, defining what “good” looks like, demonstrating it, documenting and reinforcing it, and participate in activity that institutes change in areas for improvement
• Develop and oversee the execution of customer success plans that define the outcomes our customers wish to achieve, what it looks like when they do, the value that it will create for them relative to the status quo (personally and professionally)
• Occasionally serve as escalation for your team members, leading complex technical conversations, through phone and email, with clients who have previous CRM and Marketing Automation experience
Job Requirements
• 3+ years of management experience
• Significant experience within the software industry and command of the B2B SaaS business model
• Proven track record of successfully managing a team of Customer Success Managers (demonstrated by repeat individual or team quota achievement of gross renewal and net retention rates)
• Command of what world class customer experience looks like at every stage of the customer journey (onboard, adopt, renew, expand, advocate)
• Demonstrated effectiveness in customer facing engagements and in developing senior executive relationships at key accounts
• Experience handling customer escalations
• Technical proficiency in learning SaaS applications and helping unpack and deliver outcomes that meet customer requirements
• Excellent leadership, organizational, problem solving, project management, time management, performance management, and decision-making skills
• Deep understanding of marketing, sales and customer service best practices
• Experience using data in a CRM to analyze results and make decisions
• Ability to communicate effectively in small and large groups
• Strong experience with Zendesk, Jira, or other SAAS reporting tools
Physical Demands
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is $120,000 to $139,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position is also eligible for an annual performance based variable compensation of up to $30,000. Insightly complies with applicable law regarding pay transparency.
What else?
• Career : We offer a comprehensive employer sponsored health plan as part of a well rounded rewards package, including equity for all employees, career learning & growth opportunities.
• Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
• A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
• Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand).
• One-time ergonomics stipend for all employees to set up their home office for success and comfort.
• Monthly remote work stipend to help you with your remote work needs.
• Monthly virtual, instructor led, self-care sessions
• Annual stipend for fitness membership
• Virtual team and company events to keep the party going
• Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiatives such as:
• Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc.
• Insightly C.A.R.E.S. (Culture, Action, React, Energize and Synergize) which fosters a positive and inclusive workplace by taking action through activities and events that celebrate diversity, promote team building and encourage collaboration.
• Continual company-wide Diversity, Inclusion and belonging training with expert speakers and instructors.
• Company matched donations to support diverse charities including, but not limited to, the NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more.
Our Mission
To empower companies to build lasting relationships with their customers.
Core Values
• We play as a team.
• We are ambitious and think big.
• We strive to make customers happy.
• We build with simplicity not complexity.
Insightly is a very spirited CRM company. We provide customer relationship management Software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others. With more than 1.5 millions users in 195 countries and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Anyone can grow and scale their business with our simply robust and integrated CRM solution.
Insightly was founded in 2009. We are a 100% remote company that is backed by $50 million in funding from leading venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures. Insightly is on a significant growth trajectory with a solid track record.
Insightly is committed to respecting and upholding employees individual rights. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender perception or identity, genetic information, national origin, age, marital status, protected veteran status, disability status or any other protected characteristic under applicable law.
When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. (“Controller”), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing dpa-submissions@insightly.com . Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at dpa-submissions@insightly.com .
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority Show more details...
At Insightly our Customer Success organization is full of dynamic, motivated and creative people who have an empathetic and highly consultative customer approach. Our CSM’s are all enthusiastically involved in working closely and strategically with Insightly customers to help drive their success. We are all team players, everyone leaning in and working very closely in collaboration, with our CSM leadership being extremely supportive of their teams. We pride ourselves in having fantastic training and a development path that can help you progress in your career for years to come.
• Please note: We are asking that this candidate reside in the Pacific or Central Time Zones.
Essential Job Functions (or “Job Duties”)
• Lead a team of CSM’s that is dedicated to delivering a remarkable total customer experience across every stage of their journey (onboard, adopt, renew, expand, advocacy)
• Interact with cross-functional account teams to predictably deliver outcomes that meet customer requirements, working collaboratively with the marketing, product, sales, and customer support teams to develop and execute Insightly initiatives that improve customer retention (dollar and logo).
• Serve as a coach and a referent leader, helping to develop and reinforce the skills of your team as they grow in their career
• Act as a trusted advisor and point of escalation for customer issues within your team
• Manage day-to-day operations of your team including: maintaining an accurate forecast, managing escalations from your direct reports, ensuring the delivery of high quality engagements throughout the customer lifecycle, and ensuring teams properly document activities in a timely manner
• History of maintaining and managing world class CSAT, NPS, and Net Retention Rates across your teams' books of business
• Analyze customer and performance data to make informed decisions about operational and process changes
• Support the creation, implementation and reinforcement of broader customer experience team initiatives such as playbooks, gong call reviews, best practices, journey mapping, CRM hygiene, reporting, performance management, etc.
• Help refine the team culture, sharing wins, defining what “good” looks like, demonstrating it, documenting and reinforcing it, and participate in activity that institutes change in areas for improvement
• Develop and oversee the execution of customer success plans that define the outcomes our customers wish to achieve, what it looks like when they do, the value that it will create for them relative to the status quo (personally and professionally)
• Occasionally serve as escalation for your team members, leading complex technical conversations, through phone and email, with clients who have previous CRM and Marketing Automation experience
Job Requirements
• 3+ years of management experience
• Significant experience within the software industry and command of the B2B SaaS business model
• Proven track record of successfully managing a team of Customer Success Managers (demonstrated by repeat individual or team quota achievement of gross renewal and net retention rates)
• Command of what world class customer experience looks like at every stage of the customer journey (onboard, adopt, renew, expand, advocate)
• Demonstrated effectiveness in customer facing engagements and in developing senior executive relationships at key accounts
• Experience handling customer escalations
• Technical proficiency in learning SaaS applications and helping unpack and deliver outcomes that meet customer requirements
• Excellent leadership, organizational, problem solving, project management, time management, performance management, and decision-making skills
• Deep understanding of marketing, sales and customer service best practices
• Experience using data in a CRM to analyze results and make decisions
• Ability to communicate effectively in small and large groups
• Strong experience with Zendesk, Jira, or other SAAS reporting tools
Physical Demands
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is $120,000 to $139,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position is also eligible for an annual performance based variable compensation of up to $30,000. Insightly complies with applicable law regarding pay transparency.
What else?
• Career : We offer a comprehensive employer sponsored health plan as part of a well rounded rewards package, including equity for all employees, career learning & growth opportunities.
• Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
• A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
• Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand).
• One-time ergonomics stipend for all employees to set up their home office for success and comfort.
• Monthly remote work stipend to help you with your remote work needs.
• Monthly virtual, instructor led, self-care sessions
• Annual stipend for fitness membership
• Virtual team and company events to keep the party going
• Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiatives such as:
• Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc.
• Insightly C.A.R.E.S. (Culture, Action, React, Energize and Synergize) which fosters a positive and inclusive workplace by taking action through activities and events that celebrate diversity, promote team building and encourage collaboration.
• Continual company-wide Diversity, Inclusion and belonging training with expert speakers and instructors.
• Company matched donations to support diverse charities including, but not limited to, the NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more.
Our Mission
To empower companies to build lasting relationships with their customers.
Core Values
• We play as a team.
• We are ambitious and think big.
• We strive to make customers happy.
• We build with simplicity not complexity.
Insightly is a very spirited CRM company. We provide customer relationship management Software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others. With more than 1.5 millions users in 195 countries and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Anyone can grow and scale their business with our simply robust and integrated CRM solution.
Insightly was founded in 2009. We are a 100% remote company that is backed by $50 million in funding from leading venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures. Insightly is on a significant growth trajectory with a solid track record.
Insightly is committed to respecting and upholding employees individual rights. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender perception or identity, genetic information, national origin, age, marital status, protected veteran status, disability status or any other protected characteristic under applicable law.
When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. (“Controller”), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing dpa-submissions@insightly.com . Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at dpa-submissions@insightly.com .
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority Show more details...
via Employbl
posted_at: 18 days agoschedule_type: Full-timework_from_home: 1
Insightly CRM is looking for a highly motivated and experienced Senior Manager, Sales Development to join our fast-growing and spirited CRM company. The Sr. Manager of Sales Development will be responsible for driving the overall success of the Sales Development team, including SDR hiring, onboarding and training, SDR call coaching, and working with sales and marketing teams to execute sales... plays and drive outbound strategy. The ideal candidate
Insightly CRM is looking for a highly motivated and experienced Senior Manager, Sales Development to join our fast-growing and spirited CRM company. The Sr. Manager of Sales Development will be responsible for driving the overall success of the Sales Development team, including SDR hiring, onboarding and training, SDR call coaching, and working with sales and marketing teams to execute sales... plays and drive outbound strategy. The ideal candidate will also be responsible for managing Inbound lead volume and conversion rates by source, developing cadences for outbound email messaging, building high-performance teams, improving the sales process, setting expectations and accountability, career path development, inbound lead qualification, outbound prospecting and pipeline generation, and operational excellence.
At Insightly our sales organization is full of smart, motivated and creative people who are all enthusiastically involved in helping us lead the charge in the adoption of CRM across the world. Our strong sales team is hard charging, scrappy and competitive. We keep action-packed calendars and are extremely supportive of one another. We are team players, everyone leaning in and working very closely in collaboration. We pride ourselves on having fantastic training and a development path that can help you progress in your career for years to come.
Essential Job Functions (or “Job Duties”)
• Manage the Sales Development team by hiring, onboarding, mentoring and developing SDR’s
• Grow SDR’s into highly successful Account Executives
• Develop the sales, product and industry skills of each team member
• Develop career paths for team members to ensure that they are growing and advancing within the organization
• Deep relationship with Marketing and Sales Enablement
• to build out SDR career pathing
• Motivate team members to overachieve against their sales targets / educating SDR’s on their personal business identifying personal improvement areas
• Develop and execute SDR call coaching and mentorship programs to ensure the team is meeting or exceeding their performance targets and KPI’s
• Ownership of areas of the sales tech stack (ex: SalesLoft, Drift, Vidyard, LinkedIn Sales Navigator, Zoominfo)
• Provide daily, weekly and monthly reporting on volume statistics, lead pipeline, conversation of sales accepted opportunities and playbook effectiveness
• Identify and make recommendations for improvement in the areas of process, efficiency and productivity
• Partner with sales, marketing and other business partners to develop a successful GTM strategy
• Refine and evolve a scalable, measurable, and predictable process for running and growing the team
• Innovating, strategic direction of SDR team & sales pipeline
• Ensure operational excellence by managing the team’s technology and tools, and maintaining accurate and timely data
• Manage Inbound lead volume and conversion rates by source to ensure that the team is maximizing revenue and hitting targets
• Develop cadences for outbound email messaging to ensure that the team is executing consistent and effective outreach
Job Requirements
• 3+ years of sales development leadership in SAAS
• 5+ years of experience in sales development or sales operations
• Bachelor’s degree in Business Administration, Sales, Marketing or related field
• Experience with outbound prospecting and pipeline generation
• Ability to work in a fast-paced environment and prioritize multiple projects simultaneously
• Proven success managing a high performing team of SDR’s/BDR’s
• Ownership of outbound strategy in prior role
• Has a passion for coaching & development of SDR’s into Account Executive roles
• Inspiring motivator with high empathy
Physical Demands:
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is USD$135,000 to $169,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position may also be/is also eligible for an annual performance based variable compensation of up to USD$50,000. Insightly complies with applicable law regarding pay transparency.
What else?
• Career: We offer a comprehensive employer sponsored health plan as part of a well rounded rewards package, including equity for all employees, career learning & growth opportunities.
• Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
• A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
• Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand).
• One-time ergonomics stipend for all employees to set up their home office for success and comfort.
• Monthly remote work stipend to help you with your remote work needs.
• Monthly virtual, instructor led, self-care sessions
• Annual stipend for fitness membership
• Virtual team and company events to keep the party going
• Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiatives such as:
• Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc.
• Insightly C.A.R.E.S. (Culture, Action, React, Energize and Synergize) which fosters a positive and inclusive workplace by taking action through activities and events that celebrate diversity, promote team building and encourage collaboration.
• Continual company-wide Diversity, Inclusion and belonging training with expert speakers and instructors.
• Company matched donations to support diverse charities including, but not limited to, the NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more.
Our Mission:
To empower companies to build lasting relationships with their customers.
Core Values:
• We play as a team.
• We are ambitious and think big.
• We strive to make customers happy.
• We build with simplicity not complexity.
Insightly is a very spirited CRM company. We provide customer relationship management Software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others. With more than 1.5 millions users in 195 countries and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Anyone can grow and scale their business with our simply robust and integrated CRM solution.
Insightly was founded in 2009. We are a 100% remote company that is backed by $50 million in funding from leading venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures. Insightly is on a significant growth trajectory with a solid track record.
Insightly is committed to respecting and upholding employees individual rights. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender perception or identity, genetic information, national origin, age, marital status, protected veteran status, disability status or any other protected characteristic under applicable law.
When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. (“Controller”), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing dpa-submissions@insightly.com. Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at dpa-submissions@insightly.com.
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority Show more details...
At Insightly our sales organization is full of smart, motivated and creative people who are all enthusiastically involved in helping us lead the charge in the adoption of CRM across the world. Our strong sales team is hard charging, scrappy and competitive. We keep action-packed calendars and are extremely supportive of one another. We are team players, everyone leaning in and working very closely in collaboration. We pride ourselves on having fantastic training and a development path that can help you progress in your career for years to come.
Essential Job Functions (or “Job Duties”)
• Manage the Sales Development team by hiring, onboarding, mentoring and developing SDR’s
• Grow SDR’s into highly successful Account Executives
• Develop the sales, product and industry skills of each team member
• Develop career paths for team members to ensure that they are growing and advancing within the organization
• Deep relationship with Marketing and Sales Enablement
• to build out SDR career pathing
• Motivate team members to overachieve against their sales targets / educating SDR’s on their personal business identifying personal improvement areas
• Develop and execute SDR call coaching and mentorship programs to ensure the team is meeting or exceeding their performance targets and KPI’s
• Ownership of areas of the sales tech stack (ex: SalesLoft, Drift, Vidyard, LinkedIn Sales Navigator, Zoominfo)
• Provide daily, weekly and monthly reporting on volume statistics, lead pipeline, conversation of sales accepted opportunities and playbook effectiveness
• Identify and make recommendations for improvement in the areas of process, efficiency and productivity
• Partner with sales, marketing and other business partners to develop a successful GTM strategy
• Refine and evolve a scalable, measurable, and predictable process for running and growing the team
• Innovating, strategic direction of SDR team & sales pipeline
• Ensure operational excellence by managing the team’s technology and tools, and maintaining accurate and timely data
• Manage Inbound lead volume and conversion rates by source to ensure that the team is maximizing revenue and hitting targets
• Develop cadences for outbound email messaging to ensure that the team is executing consistent and effective outreach
Job Requirements
• 3+ years of sales development leadership in SAAS
• 5+ years of experience in sales development or sales operations
• Bachelor’s degree in Business Administration, Sales, Marketing or related field
• Experience with outbound prospecting and pipeline generation
• Ability to work in a fast-paced environment and prioritize multiple projects simultaneously
• Proven success managing a high performing team of SDR’s/BDR’s
• Ownership of outbound strategy in prior role
• Has a passion for coaching & development of SDR’s into Account Executive roles
• Inspiring motivator with high empathy
Physical Demands:
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is USD$135,000 to $169,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position may also be/is also eligible for an annual performance based variable compensation of up to USD$50,000. Insightly complies with applicable law regarding pay transparency.
What else?
• Career: We offer a comprehensive employer sponsored health plan as part of a well rounded rewards package, including equity for all employees, career learning & growth opportunities.
• Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
• A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
• Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand).
• One-time ergonomics stipend for all employees to set up their home office for success and comfort.
• Monthly remote work stipend to help you with your remote work needs.
• Monthly virtual, instructor led, self-care sessions
• Annual stipend for fitness membership
• Virtual team and company events to keep the party going
• Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiatives such as:
• Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc.
• Insightly C.A.R.E.S. (Culture, Action, React, Energize and Synergize) which fosters a positive and inclusive workplace by taking action through activities and events that celebrate diversity, promote team building and encourage collaboration.
• Continual company-wide Diversity, Inclusion and belonging training with expert speakers and instructors.
• Company matched donations to support diverse charities including, but not limited to, the NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more.
Our Mission:
To empower companies to build lasting relationships with their customers.
Core Values:
• We play as a team.
• We are ambitious and think big.
• We strive to make customers happy.
• We build with simplicity not complexity.
Insightly is a very spirited CRM company. We provide customer relationship management Software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others. With more than 1.5 millions users in 195 countries and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Anyone can grow and scale their business with our simply robust and integrated CRM solution.
Insightly was founded in 2009. We are a 100% remote company that is backed by $50 million in funding from leading venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures. Insightly is on a significant growth trajectory with a solid track record.
Insightly is committed to respecting and upholding employees individual rights. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender perception or identity, genetic information, national origin, age, marital status, protected veteran status, disability status or any other protected characteristic under applicable law.
When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. (“Controller”), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing dpa-submissions@insightly.com. Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at dpa-submissions@insightly.com.
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority Show more details...
via CareerBuilder
posted_at: 21 days agoschedule_type: Full-time
Insightly CRM is looking for a highly motivated and experienced Manager for their Customer Success Team. . The Manager of the Customer Success Team will be responsible for hiring, developing, coaching and leading a team of Customer Success Managers (CSMs) focussed on building long lasting relationships with Insightly customers. Your team will deliver predictable outcomes of success for customers... at every stage of their journey (land, onboard, adopt,
Insightly CRM is looking for a highly motivated and experienced Manager for their Customer Success Team. . The Manager of the Customer Success Team will be responsible for hiring, developing, coaching and leading a team of Customer Success Managers (CSMs) focussed on building long lasting relationships with Insightly customers. Your team will deliver predictable outcomes of success for customers... at every stage of their journey (land, onboard, adopt, expand, renew, and advocate), helping our customers stay longer, grow happier, and thrive.
At Insightly our Customer Success organization is full of dynamic, motivated and creative people who have an empathetic and highly consultative customer approach. Our CSM's are all enthusiastically involved in working closely and strategically with Insightly customers to help drive their success. We are all team players, everyone leaning in and working very closely in collaboration, with our CSM leadership being extremely supportive of their teams. We pride ourselves in having fantastic training and a development path that can help you progress in your career for years to come.
• Please note: We are asking that this candidate reside in the Pacific or Central Time Zones.
Essential Job Functions (or "Job Duties")
• Lead a team of CSM's that is dedicated to delivering a remarkable total customer experience across every stage of their journey (onboard, adopt, renew, expand, advocacy)
• Interact with cross-functional account teams to predictably deliver outcomes that meet customer requirements, working collaboratively with the marketing, product, sales, and customer support teams to develop and execute Insightly initiatives that improve customer retention (dollar and logo).
• Serve as a coach and a referent leader, helping to develop and reinforce the skills of your team as they grow in their career
• Act as a trusted advisor and point of escalation for customer issues within your team
• Manage day-to-day operations of your team including: maintaining an accurate forecast, managing escalations from your direct reports, ensuring the delivery of high quality engagements throughout the customer lifecycle, and ensuring teams properly document activities in a timely manner
• History of maintaining and managing world class CSAT, NPS, and Net Retention Rates across your teams' books of business
• Analyze customer and performance data to make informed decisions about operational and process changes
• Support the creation, implementation and reinforcement of broader customer experience team initiatives such as playbooks, gong call reviews, best practices, journey mapping, CRM hygiene, reporting, performance management, etc.
• Help refine the team culture, sharing wins, defining what "good" looks like, demonstrating it, documenting and reinforcing it, and participate in activity that institutes change in areas for improvement
• Develop and oversee the execution of customer success plans that define the outcomes our customers wish to achieve, what it looks like when they do, the value that it will create for them relative to the status quo (personally and professionally)
• Occasionally serve as escalation for your team members, leading complex technical conversations, through phone and email, with clients who have previous CRM and Marketing Automation experience
Job Requirements
• 3+ years of management experience
• Significant experience within the software industry and command of the B2B SaaS business model
• Proven track record of successfully managing a team of Customer Success Managers (demonstrated by repeat individual or team quota achievement of gross renewal and net retention rates)
• Command of what world class customer experience looks like at every stage of the customer journey (onboard, adopt, renew, expand, advocate)
• Demonstrated effectiveness in customer facing engagements and in developing senior executive relationships at key accounts
• Experience handling customer escalations
• Technical proficiency in learning SaaS applications and helping unpack and deliver outcomes that meet customer requirements
• Excellent leadership, organizational, problem solving, project management, time management, performance management, and decision-making skills
• Deep understanding of marketing, sales and customer service best practices
• Experience using data in a CRM to analyze results and make decisions
• Ability to communicate effectively in small and large groups
• Strong experience with Zendesk, Jira, or other SAAS reporting tools
Physical Demands:
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is $120,000 to $139,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position is also eligible for an annual performance based variable compensation of up to $30,000. Insightly complies with applicable law regarding pay transparency.
What else?
• Career : We offer a comprehensive employer sponsored health plan as part of a well rounded rewards package, including equity for all employees, career learning & growth opportunities.
• Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
• A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
• Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand).
• One-time ergonomics stipend for all employees to set up their home office for success and comfort.
• Monthly remote work stipend to help you with your remote work needs.
• Monthly virtual, instructor led, self-care sessions
• Annual stipend for fitness membership
• Virtual team and company events to keep the party going
• Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiatives such as:
• Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc.
• Insightly C.A.R.E.S. (Culture, Action, React, Energize and Synergize) which fosters a positive and inclusive workplace by taking action through activities and events that celebrate diversity, promote team building and encourage collaboration.
• Continual company-wide Diversity, Inclusion and belonging training with expert speakers and instructors.
• Company matched donations to support diverse charities including, but not limited to, the NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more.
Our Mission:
To empower companies to build lasting relationships with their customers.
Core Values:
• We play as a team.
• We are ambitious and think big.
• We strive to make customers happy.
• We build with simplicity not complexity.
Insightly is a very spirited CRM company. We provide customer relationship management Software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others. With more than 1.5 millions users in 195 countries and over 25,000 companies worldwide, Insightly is the world's most popular CRM software for Google and Office 365 users. Anyone can grow and scale their business with our simply robust and integrated CRM solution.
Insightly was founded in 2009. We are a 100% remote company that is backed by $50 million in funding from leading venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures. Insightly is on a significant growth trajectory with a solid track record.
Insightly is committed to respecting and upholding employees individual rights. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender perception or identity, genetic information, national origin, age, marital status, protected veteran status, disability status or any other protected characteristic under applicable law.
When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. ("Controller"), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing [Email available when viewing the job] . Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller's behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at [Email available when viewing the job] .
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority Show more details...
At Insightly our Customer Success organization is full of dynamic, motivated and creative people who have an empathetic and highly consultative customer approach. Our CSM's are all enthusiastically involved in working closely and strategically with Insightly customers to help drive their success. We are all team players, everyone leaning in and working very closely in collaboration, with our CSM leadership being extremely supportive of their teams. We pride ourselves in having fantastic training and a development path that can help you progress in your career for years to come.
• Please note: We are asking that this candidate reside in the Pacific or Central Time Zones.
Essential Job Functions (or "Job Duties")
• Lead a team of CSM's that is dedicated to delivering a remarkable total customer experience across every stage of their journey (onboard, adopt, renew, expand, advocacy)
• Interact with cross-functional account teams to predictably deliver outcomes that meet customer requirements, working collaboratively with the marketing, product, sales, and customer support teams to develop and execute Insightly initiatives that improve customer retention (dollar and logo).
• Serve as a coach and a referent leader, helping to develop and reinforce the skills of your team as they grow in their career
• Act as a trusted advisor and point of escalation for customer issues within your team
• Manage day-to-day operations of your team including: maintaining an accurate forecast, managing escalations from your direct reports, ensuring the delivery of high quality engagements throughout the customer lifecycle, and ensuring teams properly document activities in a timely manner
• History of maintaining and managing world class CSAT, NPS, and Net Retention Rates across your teams' books of business
• Analyze customer and performance data to make informed decisions about operational and process changes
• Support the creation, implementation and reinforcement of broader customer experience team initiatives such as playbooks, gong call reviews, best practices, journey mapping, CRM hygiene, reporting, performance management, etc.
• Help refine the team culture, sharing wins, defining what "good" looks like, demonstrating it, documenting and reinforcing it, and participate in activity that institutes change in areas for improvement
• Develop and oversee the execution of customer success plans that define the outcomes our customers wish to achieve, what it looks like when they do, the value that it will create for them relative to the status quo (personally and professionally)
• Occasionally serve as escalation for your team members, leading complex technical conversations, through phone and email, with clients who have previous CRM and Marketing Automation experience
Job Requirements
• 3+ years of management experience
• Significant experience within the software industry and command of the B2B SaaS business model
• Proven track record of successfully managing a team of Customer Success Managers (demonstrated by repeat individual or team quota achievement of gross renewal and net retention rates)
• Command of what world class customer experience looks like at every stage of the customer journey (onboard, adopt, renew, expand, advocate)
• Demonstrated effectiveness in customer facing engagements and in developing senior executive relationships at key accounts
• Experience handling customer escalations
• Technical proficiency in learning SaaS applications and helping unpack and deliver outcomes that meet customer requirements
• Excellent leadership, organizational, problem solving, project management, time management, performance management, and decision-making skills
• Deep understanding of marketing, sales and customer service best practices
• Experience using data in a CRM to analyze results and make decisions
• Ability to communicate effectively in small and large groups
• Strong experience with Zendesk, Jira, or other SAAS reporting tools
Physical Demands:
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is $120,000 to $139,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position is also eligible for an annual performance based variable compensation of up to $30,000. Insightly complies with applicable law regarding pay transparency.
What else?
• Career : We offer a comprehensive employer sponsored health plan as part of a well rounded rewards package, including equity for all employees, career learning & growth opportunities.
• Work-life balance: We offer a generous flexible time off policy in addition to paid company holidays.
• A company that cares! Insightly is now a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
• Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand).
• One-time ergonomics stipend for all employees to set up their home office for success and comfort.
• Monthly remote work stipend to help you with your remote work needs.
• Monthly virtual, instructor led, self-care sessions
• Annual stipend for fitness membership
• Virtual team and company events to keep the party going
• Culture and Values: Diversity, Inclusion, and Support for all employees is vital to Insightly. To do so we have fantastic initiatives such as:
• Company wide Women in Tech group which focuses on having female speakers from all backgrounds come and have "fireside chats" with the company on their careers, backgrounds, advice, etc.
• Insightly C.A.R.E.S. (Culture, Action, React, Energize and Synergize) which fosters a positive and inclusive workplace by taking action through activities and events that celebrate diversity, promote team building and encourage collaboration.
• Continual company-wide Diversity, Inclusion and belonging training with expert speakers and instructors.
• Company matched donations to support diverse charities including, but not limited to, the NAACP, BLM, ACLU, George Floyd Memorial Fund, Compassion Oakland, Asian Americans Advancing Justice, and more.
Our Mission:
To empower companies to build lasting relationships with their customers.
Core Values:
• We play as a team.
• We are ambitious and think big.
• We strive to make customers happy.
• We build with simplicity not complexity.
Insightly is a very spirited CRM company. We provide customer relationship management Software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, non-profit, technology and others. With more than 1.5 millions users in 195 countries and over 25,000 companies worldwide, Insightly is the world's most popular CRM software for Google and Office 365 users. Anyone can grow and scale their business with our simply robust and integrated CRM solution.
Insightly was founded in 2009. We are a 100% remote company that is backed by $50 million in funding from leading venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures. Insightly is on a significant growth trajectory with a solid track record.
Insightly is committed to respecting and upholding employees individual rights. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender perception or identity, genetic information, national origin, age, marital status, protected veteran status, disability status or any other protected characteristic under applicable law.
When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. ("Controller"), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing [Email available when viewing the job] . Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller's behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at [Email available when viewing the job] .
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority Show more details...
via San Francisco - Geebo
posted_at: 2 days agoschedule_type: Full-timesalary: 20–28 an hour
Insightly is looking for a Community Manager who is passionate, driven, and a self-starter to manage our online community of amazing small businesses. If you're a team player who wants to help us continue to aggressively grow Insightly, we'd love to talk to you.
The Insightly online community will serve to grow and mobilize the Insightly Community globally â ¬â helping customers resolve... customer support issues, answer how-to questions, providing
Insightly is looking for a Community Manager who is passionate, driven, and a self-starter to manage our online community of amazing small businesses. If you're a team player who wants to help us continue to aggressively grow Insightly, we'd love to talk to you.
The Insightly online community will serve to grow and mobilize the Insightly Community globally â ¬â helping customers resolve... customer support issues, answer how-to questions, providing relevant content, and building online relations. You'll launch the community, and strategize ways to drive new users to it, as well as how to encourage them to return. You'll also identify and engage with power users in the community to drive deeper engagement.
Description
Work together with Support, Marketing, and Engineering to create and deliver relevant content, resolve community issues, and promote the Insightly brand
Manage Support team's daily communication with the community on support questions
Enable the Product team to collect feature requests from our customers, and help them communicate important feature releases and product improvements
Engage with members of our community on topics relevant to small businesses
Grow the Insightly Community's activity through various education, outreach, development, and support efforts
Network with community members and identify MVPs/Community Heroes
Train and empower MVPs/Community Heroes to participate in the Insightly Community on a more significant engagement level
Oversee all technical and system administration aspects of the community, including working with the community platform vendor to address, resolve, and communicate any issues related to the features and functionality of the community
Gather, summarize and share product feedback to inform product, engineering, sales, and marketing strategies
Develop and maintain community training, including acceptable usage guidelines and policies.
Establish and drive interactive strategies for community engagement and return visitors
Comb through all Insightly content, determining what should be shared with community members, and how to do so in a way that that not only engages the members, but inspires them, too
Provide technical community support to members and staff and implement new community features as necessary. Identify important trends and collaborate with Customer Success and Marketing to create content to nurture our customers and drive people back to the community
Monitor, measure, and report on the success of community engagement (i.e. number of power users, number of discussions, etc.).
Desired Skills and Experience
Bachelor's degree
3
years of experience in community management or customer advocacy
Active member of any community who creates and engages community members
A connector - engaging and inspiring
Experience building communities and cultivating advocates
Entrepreneurial thinking and the ability to act effectively with high-level direction
Passionate about helping small businesses
A self- starter
About Us
Insightly is a well-funded VC-backed startup that provides cloud-based Customer Relationship Management (CRM) and Project Management software to small businesses. Insightly is the most widely deployed CRM application on the Google Apps Platform with more than 250,000 businesses located in over 200 countries worldwide using our software. Our paying customers pay from $12 to $99 per user per month. We also have a freemium business model.
Insightly is on a significant growth trajectory with a solid track record and reputable investors. We recently concluded a Series B financing round and is backed by Emergence Capital Partners, Cloud Apps Management LC, Sozo Ventures, and TrueBridge Capital Partners.
Company Perks
We're not only a super successful and fast growing start-up but also a fun place to work. Here are just some of the perks we offer:
Awesome office in SOMA, San Francisco close to Caltrain, BART, and MUNI
Flexible working arrangements
Generous medical, vision and dental cover coverage
Free snacks, drinks, and fruits
Weekly massages from professional massage therapists
Insightly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications Show more details...
The Insightly online community will serve to grow and mobilize the Insightly Community globally â ¬â helping customers resolve... customer support issues, answer how-to questions, providing relevant content, and building online relations. You'll launch the community, and strategize ways to drive new users to it, as well as how to encourage them to return. You'll also identify and engage with power users in the community to drive deeper engagement.
Description
Work together with Support, Marketing, and Engineering to create and deliver relevant content, resolve community issues, and promote the Insightly brand
Manage Support team's daily communication with the community on support questions
Enable the Product team to collect feature requests from our customers, and help them communicate important feature releases and product improvements
Engage with members of our community on topics relevant to small businesses
Grow the Insightly Community's activity through various education, outreach, development, and support efforts
Network with community members and identify MVPs/Community Heroes
Train and empower MVPs/Community Heroes to participate in the Insightly Community on a more significant engagement level
Oversee all technical and system administration aspects of the community, including working with the community platform vendor to address, resolve, and communicate any issues related to the features and functionality of the community
Gather, summarize and share product feedback to inform product, engineering, sales, and marketing strategies
Develop and maintain community training, including acceptable usage guidelines and policies.
Establish and drive interactive strategies for community engagement and return visitors
Comb through all Insightly content, determining what should be shared with community members, and how to do so in a way that that not only engages the members, but inspires them, too
Provide technical community support to members and staff and implement new community features as necessary. Identify important trends and collaborate with Customer Success and Marketing to create content to nurture our customers and drive people back to the community
Monitor, measure, and report on the success of community engagement (i.e. number of power users, number of discussions, etc.).
Desired Skills and Experience
Bachelor's degree
3
years of experience in community management or customer advocacy
Active member of any community who creates and engages community members
A connector - engaging and inspiring
Experience building communities and cultivating advocates
Entrepreneurial thinking and the ability to act effectively with high-level direction
Passionate about helping small businesses
A self- starter
About Us
Insightly is a well-funded VC-backed startup that provides cloud-based Customer Relationship Management (CRM) and Project Management software to small businesses. Insightly is the most widely deployed CRM application on the Google Apps Platform with more than 250,000 businesses located in over 200 countries worldwide using our software. Our paying customers pay from $12 to $99 per user per month. We also have a freemium business model.
Insightly is on a significant growth trajectory with a solid track record and reputable investors. We recently concluded a Series B financing round and is backed by Emergence Capital Partners, Cloud Apps Management LC, Sozo Ventures, and TrueBridge Capital Partners.
Company Perks
We're not only a super successful and fast growing start-up but also a fun place to work. Here are just some of the perks we offer:
Awesome office in SOMA, San Francisco close to Caltrain, BART, and MUNI
Flexible working arrangements
Generous medical, vision and dental cover coverage
Free snacks, drinks, and fruits
Weekly massages from professional massage therapists
Insightly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications Show more details...
via Jooble
posted_at: 7 days agoschedule_type: Full-time
Insightly CRM is looking for a highly motivated and experienced Manager for their Customer Success Team. . The Manager of the Customer Success Team will be responsible for hiring, developing, coaching and leading a team of Customer Success Managers (CSMs) focussed on building long lasting relationships with Insightly customers. Your team will deliver predictable outcomes of success for customers... at every stage of their journey (land, onboard, adopt,
Insightly CRM is looking for a highly motivated and experienced Manager for their Customer Success Team. . The Manager of the Customer Success Team will be responsible for hiring, developing, coaching and leading a team of Customer Success Managers (CSMs) focussed on building long lasting relationships with Insightly customers. Your team will deliver predictable outcomes of success for customers... at every stage of their journey (land, onboard, adopt, expand, renew, and advocate), helping our customers stay longer, grow happier, and thrive.
At Insightly our Customer Success organization is full of dynamic, motivated and creative people who have an empathetic and highly consultative customer approach. Our CSM’s are all enthusiastically involved in working closely and strategically with Insightly customers to help drive their success. We are all team players, everyone leaning in and working very closely in collaboration, with our CSM leadership being extremely supportive of their teams. We pride ourselves in having fantastic training and a development path that can help you progress in your career for years to come.
• Please note: We are asking that this candidate reside in the Pacific or Central Time Zones.
Essential Job Functions (or “Job Duties”)
• Lead a team of CSM’s that is dedicated to delivering a remarkable total customer experience across every stage of their journey (onboard, adopt, renew, expand, advocacy)
• Interact with cross-functional account teams to predictably deliver outcomes that meet customer requirements
• Serve as a coach and a referent leader, helping to develop and reinforce the skills of your team as they grow in their career
• Act as a trusted advisor and point of escalation for customer issues within your team
• Manage day-to-day operations of your team including: maintaining an accurate forecast, managing escalations from your direct reports, ensuring the delivery of high quality engagements throughout the customer lifecycle, and ensuring teams properly document activities in a timely manner
• Analyze customer and performance data to make informed decisions about operational and process changes
• Support the creation, implementation and reinforcement of broader customer experience team initiatives such as playbooks, gong call reviews, best practices, journey mapping, CRM hygiene, reporting, performance management, etc.
• Help refine the team culture, sharing wins, defining what “good” looks like, demonstrating it, documenting and reinforcing it, and participate in activity that institutes change in areas for improvement
• Develop and oversee the execution of customer success plans that define the outcomes our customers wish to achieve, what it looks like when they do, the value that it will create for them relative to the status quo (personally and professionally)
• Manage a selective book of business for top tier accounts and facilitate executive business reviews with Insightly leadership team and customer sponsors
Job Requirements
• 3+ years of management experience
• Significant experience within the software industry and command of the B2B SaaS business model
• Proven track record of successfully managing a team of Customer Success Managers (demonstrated by repeat individual or team quota achievement of gross renewal and net retention rates)
• Command of what world class customer experience looks like at every stage of the customer journey (onboard, adopt, renew, expand, advocate)
• Demonstrated effectiveness in customer facing engagements and in developing senior executive relationships at key accounts
• Experience handling customer escalations
• Technical proficiency in learning SaaS applications and helping unpack and deliver outcomes that meet customer requirements
• Excellent leadership, organizational, problem solving, project management, time management, performance management, and decision-making skills
• Deep understanding of marketing, sales and customer service best practices
• Experience using data in a CRM to analyze results and make decisions
• Ability to communicate effectively in small and large groups
Physical Demands:
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is $120,000 to $139,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position is also eligible for an annual performance based variable compensation of up to $30,000. Insightly complies with applicable law regarding pay transparency Show more details...
At Insightly our Customer Success organization is full of dynamic, motivated and creative people who have an empathetic and highly consultative customer approach. Our CSM’s are all enthusiastically involved in working closely and strategically with Insightly customers to help drive their success. We are all team players, everyone leaning in and working very closely in collaboration, with our CSM leadership being extremely supportive of their teams. We pride ourselves in having fantastic training and a development path that can help you progress in your career for years to come.
• Please note: We are asking that this candidate reside in the Pacific or Central Time Zones.
Essential Job Functions (or “Job Duties”)
• Lead a team of CSM’s that is dedicated to delivering a remarkable total customer experience across every stage of their journey (onboard, adopt, renew, expand, advocacy)
• Interact with cross-functional account teams to predictably deliver outcomes that meet customer requirements
• Serve as a coach and a referent leader, helping to develop and reinforce the skills of your team as they grow in their career
• Act as a trusted advisor and point of escalation for customer issues within your team
• Manage day-to-day operations of your team including: maintaining an accurate forecast, managing escalations from your direct reports, ensuring the delivery of high quality engagements throughout the customer lifecycle, and ensuring teams properly document activities in a timely manner
• Analyze customer and performance data to make informed decisions about operational and process changes
• Support the creation, implementation and reinforcement of broader customer experience team initiatives such as playbooks, gong call reviews, best practices, journey mapping, CRM hygiene, reporting, performance management, etc.
• Help refine the team culture, sharing wins, defining what “good” looks like, demonstrating it, documenting and reinforcing it, and participate in activity that institutes change in areas for improvement
• Develop and oversee the execution of customer success plans that define the outcomes our customers wish to achieve, what it looks like when they do, the value that it will create for them relative to the status quo (personally and professionally)
• Manage a selective book of business for top tier accounts and facilitate executive business reviews with Insightly leadership team and customer sponsors
Job Requirements
• 3+ years of management experience
• Significant experience within the software industry and command of the B2B SaaS business model
• Proven track record of successfully managing a team of Customer Success Managers (demonstrated by repeat individual or team quota achievement of gross renewal and net retention rates)
• Command of what world class customer experience looks like at every stage of the customer journey (onboard, adopt, renew, expand, advocate)
• Demonstrated effectiveness in customer facing engagements and in developing senior executive relationships at key accounts
• Experience handling customer escalations
• Technical proficiency in learning SaaS applications and helping unpack and deliver outcomes that meet customer requirements
• Excellent leadership, organizational, problem solving, project management, time management, performance management, and decision-making skills
• Deep understanding of marketing, sales and customer service best practices
• Experience using data in a CRM to analyze results and make decisions
• Ability to communicate effectively in small and large groups
Physical Demands:
• Required to stand and/or sit for the workday
• Using a computer and/or devices, including typing and viewing screens frequently
• Communicating by phone and/or computer applications
The salary range for this role is $120,000 to $139,000 and final offers are determined using multiple factors including experience and level of expertise. The salary range may vary by geographic market and will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. This position is also eligible for an annual performance based variable compensation of up to $30,000. Insightly complies with applicable law regarding pay transparency Show more details...
via Upwork
posted_at: 26 days agoschedule_type: Contractorwork_from_home: 1
Need help with the insightly form creation for a client of mine,
both creation and then assistance with embed to the website and instructing the best options
Need help with the insightly form creation for a client of mine,
both creation and then assistance with embed to the website and instructing the best options Show more details...
both creation and then assistance with embed to the website and instructing the best options Show more details...
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