Insight Assurance is a global audit firm on a mission to transform how organizations achieve cybersecurity and compliance. Founded by former Big 4 (EY) professionals, we deliver next-generation audit services across SOC 2, ISO 27001, PCI DSS (QSA), HITRUST, CMMC (C3PAO), and FedRAMP (3PAO) frameworks. 
 
We’re not your traditional audit firm — we’re tech-enabled, leveraging compliance automation and advanced collaboration tools to make audits faster, smarter, and more impactful for our clients. 
 
Recognized on the Inc. 5000 and Fast 50 lists, Insight Assurance is one of the fastest-growing global audit firms, with 170+ professionals supporting nearly 2,000 clients across the Americas, EMEA, and APAC.

JOB PURPOSE

The role of Staff or Experienced IT Auditor includes the execution of client engagements and internal activities related to SOC 1, SOC 2, and SOC 3 examinations, HIPAA assessments, and external audits of other security and privacy frameworks/standards.

DUTIES AND RESPONSIBILITIES

• Perform the day-to-day activities of IT audit engagements (SOC 1, SOC 2, HIPAA), and readiness assessments under the direction of a member of the management team.
• Evaluate the design and effectiveness of technology controls
• Identifies and communicates IT audit findings to management
• Help identify performance improvement opportunities for assigned clients
• Communicate effectively with the clients and team members
• Lead client meetings and foster client relationships through proactive communication
• Provide weekly status reports to management
• Proactively communicate to management regarding any potential issues

SKILLS

• Excellent oral and written communication skills in English.
• Ability to work individually as well as collaboratively.
• A high degree of motivation.
• Spanish is a plus.

EDUCATION

Bachelor’s degree in accounting, business, cybersecurity, or management information systems.

EXPERIENCE

• At least 1 year of experience performing IT audit engagements at a Big 4 or other audit/consulting firm.
• Experience using GRC and compliance automation tools (Vanta, Drata, Secureframe) is a plus.

TRAINING AND CERTIFICATIONS

Candidates with an active or working towards CISA, CPA, CISSP, ISO27001 Lead Auditor, or PCI QSA certification.

BENEFITS

• Flexible Paid Time Off and paid holidays
• Performance Bonuses
• 100% Remote

Privacy Notice CCPA: 

• Insight Assurance shares your personal data/information with Greenhouse recruiting because this is the tool we use for the recruitment process.
• Insight Assurance does not sell personal data/information under any circumstances.
• You may exercise your rights under personal data protection legislation by reaching out to us via: HR@insightassurance.com or submit a request via mail at 400 N Tampa St. 15th Floor Suite 122, Tampa, FL 33602

Privacy Notice GDPR:

This notice informs you about the categories of Personal Data/ Information and the Purpose and Scope of Processing Activities to be undertaken by Insight Assurance (we, us, our), under its job application and recruitment process.

We resort to Greenhouse.com as the platform that supports our recruitment process, and therefore your Personal Data/ Information will be Processed on this tool (hosted, shared with, cross-referenced, accessed by our team); we have in place contractual terms and the commitment of Greenhouse.com that ensures the Security and Confidentiality plus Purpose limitation with regards to the Processing of your Personal Data.

When you reply to one of your job postings, you voluntarily and freely submit your Personal Data to us; this, allied with the fact that the Processing by us (and over Greenhouse.com) of that Personal Data has the sole Purpose of validating your application and proceeding with the inherent scrutiny and decision, allows us to argue having Legitimate Interest as the applicable Legal Basis to undertake the Processing of your Personal Data under this scope.

We are a U.S. based company, hence some or all Personal Data pertaining to you will be hosted in the U.S.

The categories of Personal Data under Processing consist of:

• Identification
• Contact
• Education and Professional
• Interview performance
• Evaluation

You may exercise several Rights as determined under applicable Personal Data Protection legislation, in short:

• Right of Access – meaning getting information about the Personal Data under Processing by us, except for the information you already know;
• Right of Erasure – you may ask for us to erase all Personal Data pertaining to you under Processing; this may imply you being excluded from the recruitment process, for without information we cannot proceed with it;
• Right of Opposition or Restriction of Processing – you may ask us to stop some Processing or restrict the Processing of some Personal Data, this may imply you being excluded from the recruitment process, at our sole discretion also for without information we cannot proceed with it;
• Rectification – you can rectify your Personal Data at anytime 

Position Overview

The Customer Success Manager (CSM) oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, net revenue retention, referrals and product usage indicators.

As the key contact point for the customer relationship on Diligent products. The CSM will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction.

Key Responsibilities

• Renew and grow a set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage.
• Increase overall client satisfaction with Diligent measured through Net Promoter Score.
• Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s.
• Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and operations teams.
• Be heavily intertwined with the Expansion Sales team in spotting, qualifying and passing on expansion leads.
• Facilitation alongside the Implementation team of the core Boards product and modules with senior stakeholders to the client including C-Suite and Directors.
• Build and maintain strong direct client relationships with key stakeholders & retain those relationships.
• Seek out client advocacy related initiatives.

Required Experience/Skills:

• Fluency in additional languages to English are desirable.
• Build and maintain strong direct client relationships with key stakeholders & retain those relationships.
• Seek out client advocacy related initiatives.
• Some experience in enterprise level account management (preferably in SaaS).
• Some experience in sales CRM applications such as Salesforce.
• Excellent communication and presentation skills, with the ability to manage multiple stakeholders.
• Strong problem-solving ability, with a natural curiosity around the client’s business needs.
• High level of resilience and a positive attitude when faced with adversity.
• Passionate about technology with a solution-centric mindset.

Position Overview:

As a Customer Training Specialist your mission is to ensure that our customers have a superior experience every time they interact with our suite of products and services, and especially during the initial training following the sale and ongoing coaching for all levels of users throughout their relationship with Diligent. 

As a member of the Customer Success team, you will join a group that is passionate about living Diligent’s corporate values and which has a friendly, positive attitude. We have a real passion for interacting and helping others, ensuring our customers have an excellent, memorable experience, leading them to purchase more valued Diligent services and to recommend our services and support to friends and colleagues.

Key Responsibilities

• Experience creating, managing, and delivering training using online training tools.
• Aptitude in creating customer facing training videos.
• Ability to deliver individual, group, webinar and face-to-face training.
• Ability to convert training conversation to a potential lead generation as appropriate.
• Focus on educating users and driving adoption.  
• Occasional travel for professional development, customer user workshops or corporate meetings required.
• Experience with administrative processes.

Required Experience/Skills 

• Customer focused with a real passion for providing excellent customer service.
• Excellent interpersonal communication and presentation skills with a high level of energy and an ability to be assertive yet respectful.
• Resourceful, organized, and professional.
• Appreciation for the change management aspects of delivery including driving adoption and adherence.

Position Overview:
As an Onboarding Specialist , you will work as part of the global Customer Success Team, with the expectation to deliver outstanding experiences during the client’s onboarding journey. You will collaborate cross functionally with Customer Success, Marketing, Sales, and Product and own the critical early phase of the client lifecycle. You will oversee the client’s technical enablement and deliver initial training to ensure early product adoption. You will be responsible for understanding each client’s business requirements and tailoring their onboarding and training, with the goal of helping them realize the quickest time-to-value and a strong return on their investment.

This is a fantastic opportunity to develop your career in rewarding and meaningful ways as you interface directly with Directors, Executives, Administrators, Corporate Legal Counsel, and IT teams at top global companies and Federal, State & Local Government agencies.

Key Responsibilities:

• Manage the Client Onboarding Experience: Serve as primary contact, develop tailored onboarding plans, coordinate with cross-functional teams, monitor progress, and address challenges.
• Provide Initial Product Training: Provide product instruction during the initial stage of the client’s onboarding process in coordination with the account’s Customer Success Manager.
• Drive Early Product Adoption: Assess client requirements, customize onboarding/training sessions, provide insights, and iterate strategies based on feedback.
• Manage Product Setup and Configuration: Guide clients through the initial setup process, including configuring accounts and software settings to align with their requirements.
• Understand and Document Client Milestones: Fully understand client objectives, document milestones, and collaborate with Customer Success Managers and Training Specialists to help ensure seamless client journey progression.
• Provide Subject Matter Expertise and Deliver Best Practices: Act as a subject matter expert for best- practice product usage during client onboarding, aligning common governance-related tasks with product capabilities to help drive full value realization.
• Provide Ongoing Client Support During Onboarding: Address questions, concerns, and technical issues via email and phone, troubleshoot problems, and escalate complex issues.
• Seek, Monitor, and Escalate Feedback: Monitor client survey feedback to assess the effectiveness of the onboarding experience, leverage the feedback to continuously improve the experience, and relay client product suggestions to help the company continue to enhance its product offerings.

Required Experience/Skills

• 1-3 years of technical or account management experience in client-facing roles, such as SaaS/software onboarding, Customer Success, or Customer Support.
• Bachelor’s degree or equivalent experience in a relevant discipline preferred.
• Experience in strategic planning, goal setting, and performance measurement frameworks.
• Resilience in adapting to change and ability to thrive in a fast-paced environment with tight deadlines and complex challenges.
• Proven dedication to project ownership, collaboration, and follow-through.
• Strong focus on the client experience with a commitment to delivering exceptional client satisfaction.
• Excellent personal organizational skills to ensure client commitments are consistently met.
• Self-motivated, with the ability to function in core responsibilities with minimal guidance, while setting priorities among competing objectives.
• Strong English language proficiency with outstanding written communication and verbal communication skills.

Desired Experience/Skills:

• Experience with corporate governance, corporate legal teams, or entity management as a plus.