Job Description
Application and Interview Impersonation Notice: Impersonating another individual when applying for employment, and/or participating in an interview process to assist another individual in obtaining employment, with Precisely Software Incorporated (“Precisely”) is unlawful. If Precisely identifies such fraudulent conduct, then as applicable and to the extent permitted by law, the application will be rejected, an offer (if made) will be rescinded, or the employment will be terminated, and legal action may be taken against the impersonators.
Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. What does this mean to you? For starters, it means joining a company focused on delivering outstanding innovation and support that helps customers increase revenue, lower costs and reduce risk. In fact, Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely’s 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a “work from anywhere” culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it’s an exciting time to join Precisely!
Precisely is an AI-first organization. All employees are expected to demonstrate proficiency in applying AI tools to accelerate their work, improve output quality, and eliminate low-value tasks. Candidates should be comfortable using generative AI tools (e.g., Microsoft Copilot, ChatGPT) in their day-to-day workflows, able to evaluate AI-generated outputs critically, and open to continuously adopting new AI capabilities as they emerge.
Overview:
As a Customer Success Manager, you’ll be responsible for the support of 40+ accounts and have three primary functions – Customer Retention, Engagement and Expansion, ensuring the highest customer satisfaction. The ideal candidate must have experience in consultative, product-oriented software account management, polished communication skills and a strong understanding of both technical solutions and business drivers.
What you will do:
- Drive engagement through a consistent cadence of communication with strategic stakeholders and business users to ensure they have the resources, training, and skills needed to use product(s) effectively, ensuring strong client retention at time of renewal.
- Own and drive the renewal process with customer– beginning 120 days in advance to structure renewal options, identify product add-ons/upsell opportunities: including negotiations with procurement and budget stakeholders to close renewal on time. This may require a close collaborative partnership with Director of Contracts & Renewals and assigned Account Executive.
- Facilitate CORs (Customer Objective Reviews) and other strategic partnership planning conversations with client and assigned Precisely account team and leadership.
- Accurately forecast upcoming renewal risk for territory – typically 12-18 months out.
- Identify Upsell and Expansion leads by leveraging the existing footprint and relationship at each customer to expand the current license(s), add new products and/or professional services, cross-sell into new areas of the organization (different division, line of business, etc.) where new relationships needed to be established. This will be done in direct coordination and partnership with assigned Account Executive.
- Coordinate the onboarding of new clients or lines of business within existing accounts, for clients of our Precisely Data Integrity Suite only.
- Monitor or advocate priority escalation on open support/enhancement tickets for prompt resolution.
What we are looking for:
- Bachelor’s degree in business or related field. Equivalent experience will be accepted in place of the education requirement.
- 5+ Years’ experience managing “land-and-expand” account strategies in a customer interaction role.
- Previous experience in the enterprise data and analytics market; data catalog, metadata management, data quality and/or data analytics markets preferred.
- Skilled in communicating with C-level suite of organizations.
- Strong interpersonal skills and ability to work in matrixed organizations.
- Experience leading and executing customer meetings and events.
- Travel is required: Yes – Approximately 15%
AI Skills/Knowledge:
- Apply generative AI tools to analyze customer health, usage patterns, and risk signals to drive proactive engagement, retention, and expansion.
- Use AI to efficiently create, summarize, and tailor customer deliverables (e.g., QBRs/CORs, renewal messaging, executive updates) while ensuring accuracy and professionalism.
- Leverage AI to synthesize feedback, support trends, and adoption insights at scale, translating data into actionable recommendations for customers and internal stakeholders.
Preferred Skills:
- Experience in Insurance vertical a plus but not required.
This position is 100% remote anywhere in the US
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