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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 management, focusing on building trusted relationships, driving product adoption, and leveraging data insights to enhance customer value. Proficient in collaborating across functions to achieve strategic customer outcomes in a SaaS environment.
Highest-signal resume keywords
Customer Success ManagementRelationship ManagementProduct DemonstrationsData-Driven Account StrategyAI-Enabled Tools
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 ManagementTechnical AcumenProduct ConfigurationsChange ManagementStrategic EngagementsRisk ManagementValue RealizationConsultative GuidanceComplex Service Engagements
Soft Skills
Interpersonal SkillsCommunication SkillsCritical ThinkingProblem-SolvingOrganization
Tools & Technologies
AI-Enabled ToolsAutomation SystemsCustomer Insights Platforms
Industry Keywords
SaaSCustomer EngagementStakeholder ManagementBusiness ReviewsUpsell Opportunities
About the role
Key responsibilities & impact- Serve as the primary Customer Success partner for a portfolio of high-value and strategically important customers
- Build trusted relationships across complex customer organizations, including senior and executive stakeholders
- Develop customer success plans and measurable outcomes aligned with business objectives
- Conduct strategic customer engagements and Business Reviews
- Advise customers on Agiloft capabilities, functionality, best practices, configurations, and technical setups
- Guide feature adoption, onboarding, and change management
- Monitor usage, engagement, account health, risks, and opportunities
- Develop strategies to improve adoption, address challenges, and strengthen value realization
- Partner with Account Managers on renewal and growth strategy
- Identify and qualify upsell, cross-sell, and expansion opportunities
- Maintain accurate account information, risks, opportunities, and activity in relevant systems
- Coordinate with Implementation, Support, Sales, Product, Engineering, partner implementers, and other stakeholders
- Represent the customer voice internally and contribute to product, process, and customer experience improvements
- Leverage AI-enabled tools to improve productivity and streamline Customer Success workflows
- Perform other duties as assigned
Requirements
What you’ll need- 5+ years of experience in Customer Success, Account Management, Relationship Management, or a related customer-facing role within a SaaS or technology environment
- Experience managing high-value, complex, or strategically important customer relationships
- Experience supporting complex service engagements and working across multiple customer stakeholders, priorities, or use cases
- Proven experience building and maintaining trusted customer relationships while driving adoption, retention, value realization, and growth
- Strong product and technical acumen, including ability to conduct product demonstrations and provide consultative guidance on product configurations
- Strong interpersonal and communication skills for engaging stakeholders at varying levels of seniority, including senior and executive stakeholders
- Strong critical thinking and problem-solving skills
- Ability to use data, customer insights, and business context to inform account strategy and recommendations
- Strong organization and prioritization skills; ability to independently manage multiple complex customer relationships and competing objectives
- Demonstrated ability to collaborate and influence across functions to drive customer outcomes
- Adaptability and comfort operating in a fast-paced, remote environment
- Experience using AI-enabled tools, automation, or other advanced systems to support productivity and day-to-day work
Benefits
Comp & perks- Healthy work/life balance
- Floating holidays
- Quarterly, no-questions-asked wellness day
- Employee Resource Groups (ERGs)