insightsoftware is a global provider of comprehensive solutions for the Office of the CFO.
We believe an actionable business strategy begins and ends with accessible financial
data. With solutions across financial planning and analysis (FP&A), accounting, and
operations, we transform how teams operate, empowering leaders to make timely and
informed decisions. With data at the heart of everything we do, insightsoftware enables
automated processes, delivers trusted insights, boosts predictability, and increases
productivity. Learn more at insightsoftware.com.
Work Timings: 2:30PM- 11:30PM
Job Summary
• Manage Professional Services in accordance with established standards and guidelines.
• Monitor progress of Professional Services and /or site implementations to ensure on-time, successful schedules. Provide direction and guidance to staff
• Act as escalation point for issues with other departments. Acts as an escalation point for client concerns. Escalates issues to upper management as necessary.
• Regularly follow-up with clients to ensure that our service offerings are meeting their expectations.
• Demonstrate superior client service. Identify areas of poor client service or client dissatisfaction and take action to correct.
• Ensure proper client training materials are developed and readily available.
• Provide on-going development, feedback, coaching and mentoring to Professional Services team.
• Provide tactical leadership and support to the regional consultants and assist in planning and implementation.
• Maintain 25% billability (annual)
Roles and Responsibilities
• Mentor all Consultants to increase their skills and promote consistency
• Work cross-functionally to create and update internal and external documents that support the implementation.
• Develop and implement best practices that result in the more efficient implementation of the solution, primarily for the implementation consulting role but also in coordination with other business units as needed.
• Anticipate future resource requirements and assist with the hiring process.
• Assist with client projects where consultant issues have been escalated to Insight Software management.
Work Experience:
• 12+ years of experience in Consultancy and/or Project Management with a successful track record of working in a variety of customer-facing situations for either a Consultancy company or a Software and Services company.
• 5-6 years at the Senior level or equivalent
• Extensive experience in managing and optimizing Professional Services operations, ensuring adherence to delivery standards, methodologies, and financial targets.
• Demonstrated success in improving client satisfaction and retention, proactively addressing concerns and enhancing service quality.
• Proven ability to scale and enhance Professional Services teams, developing structured onboarding, training, and mentorship programs to improve consultant performance and consistency.
• Strong background in data-driven decision-making, using key performance indicators (KPIs) to track and improve project delivery, resource utilization, and financial performance.
• Ability to manage multiple complex implementations simultaneously, balancing client demands, consultant workloads, and project risks.
• Having a good work experience in one of these modules – SAP BPC, One Stream, CCH Tagetik, or Anaplan
Travel:
• International travel may be required
• Up to 10% travel may be required
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.