Job Description
The Success Planner acts as the bridge from Customer Success to the Sales Organization. They will live in Customer Success but operate in Sales. This role will work with Sales to proactively identify a prospect or client’s business needs and recommend innovative strategies or solutions to achieve their desired outcomes. They will work as the technical lead for the Account team, be a liaison to the core Customer Success team, and coordinate with both parties for the flawless implementation of our products and services.
Success Planning is the bridge from Customer Success to the Sales Organization. This role will be of Customer Success but operate in Sales. They will work closely with Sales to proactively identify a prospect or client’s technical business needs and recommend innovative strategies or solutions to achieve their desired outcomes.
This role will act as a liaison to the Customer Success team by ensuring the successful hand-off from Sales to Customer Success. They will coordinate with both parties for the flawless implementation of our products and services. Thus, breaking down the silos and aligning the Pre with the Post sales teams.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 5+ years Customer Service
• 3+ years Customer Success or Sales
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.