Customer Success Manager II

Responsibilities

• Customer Success and Value Realization
• Own onboarding for new accounts, driving customers through key milestones and ensuring early value is realized and documented.
• Build and maintain value realization plans tied to each customer's GTM objectives, with measurable KPIs and a clear link between platform usage and business outcomes.
• Conduct regular working sessions (1:1 and 1:many) with customer stakeholders across Sales, Marketing, and Revenue Ops to review progress, surface new use cases, and deepen adoption.
• Track platform engagement weekly, identify usage gaps, and proactively intervene before disengagement becomes a risk.
• Account Health and Risk Management
• Maintain a clear, up-to-date picture of account health across your entire book, leveraging signals from platform usage, support tickets, Slack activity, and stakeholder sentiment.
• Own weekly pulse checks for all active opportunities, documenting sentiment trends and escalating risks with a clear diagnosis and mitigation plan.
• Lead difficult conversations head-on: renewals with pricing pushback, executive escalations, and at-risk accounts where the relationship needs to be rebuilt. You don't avoid these; you run toward them.
• Manage the full renewal motion for your accounts in close partnership with your AE, including negotiation support and executive alignment.
• Strategic GTM Advisory
• Act as a trusted advisor on how HG data integrates into customers' existing GTM workflows, including ICP definition, territory design, account scoring, ABM campaigns, and pipeline generation.
• Coach customers on operationalizing HG data in tools like Salesforce, 6sense, or Outreach. You don't need to admin these systems, but you must speak the language fluently.
• Deliver executive-ready insights that connect platform usage to commercial outcomes, and present to senior stakeholders confidently.
• Expansion and Cross-Functional Orchestration
• Proactively identify whitespace and expansion opportunities within your book by understanding the customer's full GTM footprint, not just the current contract scope.
• Collaborate with AEs to build a shared account strategy, acting as the customer's internal advocate.
• Loop in Product, Solutions, and Data Science teams when customer initiatives require it, and follow through to make sure those commitments are met.

Requirements

• Must-Have Traits
• GTM domain fluency. You have genuine experience in B2B go-to-market. You understand how revenue teams are built, how they use data, and what "good" looks like across demand gen, sales ops, and account-based strategy. Without this, ramp time is too long.
• Strategic orientation. You find ways to help customers succeed rather than waiting to be asked. You come to meetings with a point of view, not just an agenda.
• Persistence. You don't accept "no" and move on. You dig deeper, find another angle, and come back with something better. You're tenacious without being pushy.
• Comfort with hard conversations. Renewals with budget pressure, executive escalations, at-risk accounts: these don't rattle you. You handle them with composure and directness.
• Execution discipline. You're reliable. You don't let situations stall. You track your own commitments, ask for help when you need it, and follow through.
• Interpersonal range. You build trust with technical operators and C-suite executives alike. You read the room and adjust your style accordingly.
• Adaptability. You're energized by change, not d

Benefits

Additional Information

Job Title- Customer Success Manager II About HG Insights HG Insights delivers the world's most powerful technology intelligence for B2B go-to-market teams. Our platform helps customers identify high-value accounts, optimize territory coverage, and prioritize prospects based on real tech spend, install base, and intent signals. We don't guess; our customers win by using real data. Role Overview As a Customer Success Manager II on the Growth team, you'll own a portfolio of accounts and serve as the primary relationship, strategic advisor, and accountability partner for each customer. You're not a ticket-taker or a check-in coordinator. You're the person who helps customers connect HG's data to real GTM outcomes: better targeting, more pipeline, stronger territory coverage. This role requires deep GTM domain fluency. You need to speak the language of sales ops, demand gen, and revenue leadership. Not just understand it conceptually, but use it to build trust quickly and deliver meaningful guidance. You'll navigate renewals, escalations, and difficult conversations with confidence, and you'll proactively surface expansion opportunities before anyone asks. Every employee is expected to approach AI as a strategic collaborator that can 10x individual output, accelerate decision-making, and unlock new ways to solve problems. Whether you're optimizing workflows, analyzing data, drafting communications, or supporting customers, AI should be your first instinct, not your last resort.

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