Customer Success Manager II

<p class="p1"><strong>Job Title- Customer Success Manager II</strong></p> <p class="p1"><strong>About HG Insights</strong></p> <p class="p1">HG Insights delivers the world’s most powerful technology intelligence for B2B go-to-market&nbsp;teams. Our platform helps customers identify high-value accounts, optimize territory coverage,&nbsp;and prioritize prospects based on real tech spend, install base, and intent signals. We don’t&nbsp;guess—our customers win by using real data.</p> <p class="p1"><strong>Role Overview</strong></p> <p class="p1">You’ll operate as a Strategic RevOps Partner—a blend of customer advisor, revenue strategist,&nbsp;and GTM consultant. Customer Success experience not required. You’ll work directly with&nbsp;customers to ensure their GTM strategy is executed, measurable, data-driven, and cross-&nbsp;functionally aligned. This role requires a consultative mindset and background, GTM systems&nbsp;fluency, and RevOps depth, particularly in helping customers operationalize ideal customer&nbsp;profiles, account scoring, territory design, and sales motions.Every employee is expected to&nbsp;approach AI as a strategic collaborator that can 10x individual output, accelerate decision-&nbsp;making, and unlock new ways to solve problems. Whether you're optimizing workflows,&nbsp;analyzing data, drafting communications, or supporting customers, AI should be your first&nbsp;instinct, not your last resort. This is not about automation for the sake of efficiency, it’s about&nbsp;expanding your capability, your creativity, and your contribution.</p> <p class="p1"><strong>ResponsibilitiesStrategic GTM Execution</strong></p> <p class="p1"><span class="s1">•</span> Lead 1:1 and 1:Many working sessions with revenue leaders (Ops, Marketing, Sales) to&nbsp;design or refine their GTM operating model using HG’s data assets.</p> <p class="p1"><span class="s1">•</span> Translate customer initiatives (e.g., ABM, territory expansion, product launch) into clear&nbsp;execution plans with KPIs, milestones, and workflows.</p> <p class="p1"><span class="s1">•</span> Collaborate with AEs to expand footprint based on observed whitespace, organizational&nbsp;alignment, and business use cases.</p> <p class="p1">&nbsp;</p> <p class="p1"><strong>RevOps Advisory &amp; Enablement</strong></p> <p class="p1"><span class="s1">•</span> Build and own value realization plans aligned to customer operating cadences (e.g.,&nbsp;QBRs, Sales Kickoffs, Budget Planning).</p> <p class="p1"><span class="s1">•</span> Coach customers on operationalizing HG data in Salesforce, Outreach, 6sense, or&nbsp;similar systems—no need to admin, but you must speak the language.</p> <p class="p1"><span class="s1">•</span> Create executive-ready insights and recommendations that link usage patterns to&nbsp;commercial outcomes.</p> <p class="p1"><strong>Cross-Functional Orchestration</strong></p> <p class="p1"><span class="s1">•</span> Act as an internal leader for account strategy—looping in Product, Data Science, and&nbsp;Marketing to ensure customer initiatives succeed.</p> <p class="p1"><span class="s1">•</span> Run internal post-mortems on failed expansions or renewals; identify root causes&nbsp;related to GTM process gaps.</p> <p class="p1"><strong>Minimum Qualifications</strong></p> <p class="p1"><span class="s1">•</span> 6+ years in a Revenue Operations role</p> <p class="p1"><span class="s1">•</span> Nice to have: 2+ years in management consulting, GTM advisory, or a RevOps-focused&nbsp;consulting firm.</p> <p class="p1"><span class="s1">•</span> Hands-on experience working with B2B revenue teams on topics such as TAM/SAM/SOM&nbsp;ICP definition, territory optimization, lead scoring, and campaign performance analysis.</p> <p class="p1"><span class="s1">•</span> Familiarity with tools like Salesforce, Outreach, 6sense, (configuration not required, but&nbsp;workflow awareness is).</p> <p class="p1"><span class="s1">•</span> Proven ability to influence cross-functional teams without formal authority.</p> <p class="p1"><span class="s1">•</span> Strong storytelling and executive communication skills—can build a slide, a model, or a&nbsp;memo depending on the need.</p> <p class="p1"><span class="s1">•</span> Head first adoption of AI</p> <p class="p1"><strong>What Success Looks Like</strong></p> <p class="p1"><span class="s1">•</span> Customers treat you like a strategic advisor, not a ticket-taker.</p> <p class="p1"><span class="s1">•</span> Your accounts show increased usage of HG’s platform in strategic workflows, not just&nbsp;logins.</p> <p class="p1"><span class="s1">•</span> You identify expansion opportunities before the AE brings them up.</p> <p class="p1"><span class="s1">•</span> Internal teams come to you to understand what “best in class” GTM looks like in the&nbsp;field.</p> <p class="p1"><span class="s1">•</span> You deliver 100% of customer value plans tied to measurable GTM outcomes—pipeline&nbsp;acceleration, CAC reduction, segment lift, or coverage improvement.</p>