Customer Success Manager II

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.

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.

What We're Looking For

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 drained by it. As the team and product evolve, you evolve with them.

Minimum Qualifications

• 4+ years in a Customer Success, account management, or GTM advisory role in a B2B SaaS environment.
• Demonstrated experience supporting customers with go-to-market strategy, including topics like ICP definition, account prioritization, territory coverage, or pipeline generation.
• Familiarity with tools like Salesforce, 6sense, Outreach, or similar GTM systems (workflow awareness required; configuration not required).
• Proven ability to manage a book of business through renewals, expansion conversations, and at-risk situations.
• Strong written and verbal communication skills. You can build a brief, lead an executive meeting, and send a tight follow-up email, all in the same day.
• Demonstrated head-first adoption of AI tools in day-to-day work.

Nice to Have

• Prior experience in a data intelligence, ABM, or intent data category.
• Background supporting Revenue Ops or demand generation teams as part of your CS work.
• Exposure to CS platforms such as Vitally, Gainsight, or Totango.

What Success Looks Like

• Your customers treat you like a strategic advisor. They bring you into budget conversations, planning cycles, and cross-functional initiatives.
• Your book is healthy: usage is up, pulse checks reflect genuine engagement, and you can articulate the business value each account is realizing.
• You identify renewal risks and expansion opportunities before your AE does.
• You've delivered documented value plans for 100% of your accounts, tied to measurable GTM outcomes: pipeline acceleration, coverage improvement, CAC reduction, or segment lift.
• Difficult conversations happened on your watch, and you owned them, recovered where possible, and learned from the ones you didn't.