What does your role as customer success manager at HG Insights entail?

Being in Customer Success at HG Insights extends beyond the typical customer success role, as I’m also a conduit between our customers and all our different departments. While customer engagement is the primary focus, I then work with our sales, marketing, data, product, and engineering teams to help develop our products and ensure a valuable customer experience.

What are the different ways you help onboard new customers?
With each customer having a unique use case, business need, and ultimate objective, every customer is a bit different, which is great, as no two days are the same for me. Most of my days are spent getting customers started with data solutions, answering questions, and following through on the strategy we outline together. I also help demonstrate our product when customers want to extend the footprint of our data to other groups and departments within their organizations.

What do you enjoy most about your role?
The daily variety, and working as a liaison between our customers and internal teams to achieve our customers’ goals. Working with customers as they develop their ABM strategy, while we concurrently develop the data offering to help them implement that strategy, is a satisfying process to be a part of. It’s great to set out on a journey with our customers, working to make progress each day, and then looking back to see what we accomplished together, and what we learned along the way.

What do you do for fun?
If I’m not at work, you’ll find me making the most of Santa Barbara, be it cycling through our mountains, off on a morning run, or testing and tuning for lap time at the karting track. I balance it out by kicking back with family and friends or a good book.

Andres (middle) poses with teammates and one of HG Insights’ many furry mascots.