Demo

Customer Success Manager (CSM) US EST (Remote)

Insight Assurance
Tampa, FL Remote Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/16/2025

COMPANY PROFILE

Insight Assurance is a licensed CPA firm, PCI Qualified Security Assessor (QSA), and ISO 27001 Certification Body founded by former Big-4 professionals (Former EY) looking to simplify the world of IT compliance.

With over 20 years of professional experience working with hundreds of organizations from startups to Fortune 500 companies on a variety of engagements; the team at Insight Assurance partners with organizations looking to meet their organizational and compliance goals.

POSITION DESCRIPTION

We are looking for an experienced Customer Success Manager to join our team. As a Customer Success Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction with our services, identifying additional needs, and helping them achieve their business and compliance goals.

RESPONSIBILITIES :

Serve as the primary point of contact for clients and develop strong relationships with key stakeholders

Understand clients' business objectives and help them achieve their goals by providing expert guidance and advice

Conduct regular check-ins with clients to help them get ready for their compliance audit engagements

Be able to identify needs for additional services

Work closely with internal teams to ensure the timely delivery of services to clients

Proactively identify and address client concerns and issues, and develop solutions to improve their experience

Ensure clients are satisfied with our services, and identify opportunities for upselling

REQUIREMENTS :

Must be in US Eastern Time Zone

Bachelor's degree

3 years of experience in a client-facing role, such as customer success, account management, or sales

Ability to quickly grasp the basics of various compliance frameworks and demonstrate a strong willingness to learn and deepen their expertise in the compliance industry.

Exceptional organizational and task management skills, with the ability to prioritize, multitask, and meet deadlines in a fast-paced environment.

Strong communication and interpersonal skills, with the ability to build strong relationships with clients and effectively communicate internally

Excellent problem-solving skills, with the ability to identify and address client concerns and issues

Ability to manage many clients and projects simultaneously

Experience working with SaaS products and services is a plus

Experience working with a compliance automation software solution is a plus

Experience with or knowledge of common compliance frameworks (i.e. SOC Examinations, ISO Certifications, PCI, HIPAA, GDPR, etc.) is a plus

Knowledge of CRM software and sales tools, such as Salesforce or HubSpot, is preferred

Bilingual in English and Spanish is a plus, but not required

If you are a highly motivated and results-driven individual who thrives in a fast-paced environment, we encourage you to apply for this exciting opportunity. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth and development.

Privacy Notice CCPA :

  • Insight Assurance shares your personal data / information with Greenhouse recruiting because this is the tool we use for the recruitment process.
  • Insight Assurance does not sell personal data / information under any circumstances.
  • You may exercise your rights under personal data protection legislation by reaching out to us via : HR@insightassurance.com or submit a request via mail at 400 N Tampa St. 15th Floor Suite 122, Tampa, FL 33602

Privacy Notice GDPR :

This notice informs you about the categories of Personal Data / Information and the Purpose and Scope of Processing Activities to be undertaken by Insight Assurance (we, us, our), under its job application and recruitment process.

We resort to Greenhouse.com as the platform that supports our recruitment process, and therefore your Personal Data / Information will be Processed on this tool (hosted, shared with, cross-referenced, accessed by our team); we have in place contractual terms and the commitment of Greenhouse.com that ensures the Security and Confidentiality plus Purpose limitation with regards to the Processing of your Personal Data.

When you reply to one of your job postings, you voluntarily and freely submit your Personal Data to us; this, allied with the fact that the Processing by us (and over Greenhouse.com) of that Personal Data has the sole Purpose of validating your application and proceeding with the inherent scrutiny and decision, allows us to argue having Legitimate Interest as the applicable Legal Basis to undertake the Processing of your Personal Data under this scope.

We are a U.S. based company, hence some or all Personal Data pertaining to you will be hosted in the U.S.

The categories of Personal Data under Processing consist of :

Identification

Contact

Education and Professional

Interview performance

Evaluation

You may exercise several Rights as determined under applicable Personal Data Protection legislation, in short :

Right of Access

  • meaning getting information about the Personal Data under Processing by us, except for the information you already know;
  • Right of Erasure

  • you may ask for us to erase all Personal Data pertaining to you under Processing; this may imply you being excluded from the recruitment process, for without information we cannot proceed with it;
  • Right of Opposition or Restriction of Processing

  • you may ask us to stop some Processing or restrict the Processing of some Personal Data, this may imply you being excluded from the recruitment process, at our sole discretion also for without information we cannot proceed with it;
  • Rectification

    you can rectify your Personal Data at anytime

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