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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Account Management, with a strong focus on relationship-building, customer training, and product adoption. Proficient in utilizing tools like Salesforce and Microsoft 365 to enhance customer engagement and retention strategies.
Highest-signal resume keywords
Customer Success ManagementRelationship BuildingSoftware TrainingProduct AdoptionCustomer Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SuccessAccount ManagementSoftware TrainingProduct AdoptionCustomer RenewalsCustomer RetentionCustomer Engagement MeasuresMid-Market Customer SupportEnterprise Customer SupportAI-Enabled Tools Familiarity
Soft Skills
Clear CommunicationPresentation SkillsOrganizational SkillsEmpathyAdaptability
Tools & Technologies
SalesforceGongMicrosoft 365ExcelOutlookWordPowerPoint
Industry Keywords
SaaSTechnologyInformation ServicesEnvironmental ComplianceB2B Software
About the role
Key responsibilities & impact- Develop trusted partnerships with customer stakeholders and understand their business priorities
- Help customers realize ongoing value from 3E solutions
- Guide customers through product capabilities and deliver training
- Support adoption of new features and workflows
- Create and execute customer success plans
- Lead proactive outreach and identify product usage and engagement opportunities
- Collaborate with two Account Managers to support retention, expansion, and renewals
- Monitor engagement, product usage, and customer feedback to identify risks
- Set expectations and coordinate solutions before issues escalate
- Work with Customer Success, Onboarding, Support, and Product teams to address customer needs
- Share customer insights and feedback with internal teams
- Build expertise in 3E's Protect and Insight products
Requirements
What you’ll need- 3+ years of experience in Customer Success, Account Management, client services, software training, or a related customer-facing role in a SaaS, technology, information services, or similar environment
- Strong relationship-building skills and ability to engage confidently and empathetically with customer stakeholders
- Experience helping customers learn software, adopt capabilities, and achieve outcomes
- Clear communication and presentation skills
- Strong organizational skills and ability to manage competing priorities
- Ability to navigate challenging conversations and set realistic expectations
- Curiosity and adaptability
- Working knowledge of Microsoft 365, including Excel, Outlook, Word, and PowerPoint
- Ability to travel 10–20%
- Experience supporting customer renewals, retention, or expansion is an advantage
- Familiarity with NRR, product adoption, and customer engagement measures is an advantage
- Experience with Salesforce, Gong, or similar platforms is an advantage
- Exposure to environmental, regulatory, compliance, chemical, or complex B2B software is an advantage
- Experience supporting mid-market or enterprise customers is an advantage
- Familiarity with AI-enabled tools is an advantage
Benefits
Comp & perks- Health, dental, and vision insurance
- Life insurance and disability coverage
- Open PTO and parental leave
- 401(k) plan with company matching
- Employee assistance program
- Voluntary supplemental benefits (Accident, Hospital Indemnity, Critical Illness)
- Performance-based incentives and/or equity may apply depending on the position
- Fully remote work arrangement
- Hybrid arrangement option near a 3E office
- 30% of base OTVE paid quarterly
- Commission and bonus eligibility
