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-marketteams. 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’tguess—our customers win by using real data.

Role Overview

You’ll operate as a Strategic RevOps Partner—a blend of customer advisor, revenue strategist,and GTM consultant. Customer Success experience not required. You’ll work directly withcustomers to ensure their GTM strategy is executed, measurable, data-driven, and cross-functionally aligned. This role requires a consultative mindset and background, GTM systemsfluency, and RevOps depth, particularly in helping customers operationalize ideal customerprofiles, account scoring, territory design, and sales motions.Every employee is expected toapproach 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 firstinstinct, not your last resort. This is not about automation for the sake of efficiency, it’s aboutexpanding your capability, your creativity, and your contribution.

ResponsibilitiesStrategic GTM Execution

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Lead 1:1 and 1:Many working sessions with revenue leaders (Ops, Marketing, Sales) todesign or refine their GTM operating model using HG’s data assets.

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Translate customer initiatives (e.g., ABM, territory expansion, product launch) into clearexecution plans with KPIs, milestones, and workflows.

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Collaborate with AEs to expand footprint based on observed whitespace, organizationalalignment, and business use cases.

RevOps Advisory & Enablement

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Build and own value realization plans aligned to customer operating cadences (e.g.,QBRs, Sales Kickoffs, Budget Planning).

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Coach customers on operationalizing HG data in Salesforce, Outreach, 6sense, orsimilar systems—no need to admin, but you must speak the language.

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Create executive-ready insights and recommendations that link usage patterns tocommercial outcomes.

Cross-Functional Orchestration

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Act as an internal leader for account strategy—looping in Product, Data Science, andMarketing to ensure customer initiatives succeed.

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Run internal post-mortems on failed expansions or renewals; identify root causesrelated to GTM process gaps.

Minimum Qualifications

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6+ years in a Revenue Operations role

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Nice to have: 2+ years in management consulting, GTM advisory, or a RevOps-focusedconsulting firm.

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Hands-on experience working with B2B revenue teams on topics such as TAM/SAM/SOMICP definition, territory optimization, lead scoring, and campaign performance analysis.

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Familiarity with tools like Salesforce, Outreach, 6sense, (configuration not required, butworkflow awareness is).

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Proven ability to influence cross-functional teams without formal authority.

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Strong storytelling and executive communication skills—can build a slide, a model, or amemo depending on the need.

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Head first adoption of AI

What Success Looks Like

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Customers treat you like a strategic advisor, not a ticket-taker.

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Your accounts show increased usage of HG’s platform in strategic workflows, not justlogins.

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You identify expansion opportunities before the AE brings them up.

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Internal teams come to you to understand what “best in class” GTM looks like in thefield.

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You deliver 100% of customer value plans tied to measurable GTM outcomes—pipelineacceleration, CAC reduction, segment lift, or coverage improvement.