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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management, focusing on building trust and maintaining account health while effectively coordinating with internal teams. Proficient in managing renewals, migrations, and leveraging CRM tools to enhance customer value and drive revenue growth.
Highest-signal resume keywords
Customer Relationship ManagementAccount ManagementRenewals CoordinationCRM Tools ProficiencyCommercial Awareness
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account AdministrationCustomer Feedback AnalysisProduct MigrationSaaS Subscription ModelsInvoicing Management
Soft Skills
Clear CommunicationEffective CoordinationTrust BuildingListening SkillsStakeholder Management
Tools & Technologies
CRM ToolsTicketing SystemsAI-Enabled Workflow Tools
Industry Keywords
Public SectorFinancial ServicesTreasuryInvestmentAccounting-Adjacent Software
About the role
Key responsibilities & impact- Own and strengthen relationships with an assigned portfolio of SymPro customers
- Serve as the consistent point of contact after implementation
- Proactively check in with clients and understand product usage and customer value
- Monitor customer sentiment, usage patterns, open items, renewal timing, and account risks
- Support renewals and coordinate next steps to improve long-term retention
- Coordinate customer needs across Implementation, Support, Sales, and leadership
- Route, track, and drive resolution of customer questions, invoicing needs, contract details, billing changes, and account administration issues
- Guide customers through migrations to newer SymPro products
- Identify opportunities for additional products, modules, and services
- Own smaller add-on conversations and partner with Account Executives on larger opportunities
- Maintain accurate CRM records covering customer conversations, account activity, renewal status, risks, opportunities, and next steps
- Gather customer feedback, identify patterns, and share insights with Sales, Support, Implementation, Product, and leadership
- Inform product, pricing, process, renewal, reference, and case study opportunities
Requirements
What you’ll need- Experience building trust with customers in a relationship-focused role such as customer success, account management, client services, inside sales, banking, software, public sector, financial services, or a related environment
- Ability to manage a portfolio of customers and maintain a consistent outreach rhythm
- Ability to track open items and monitor account health
- Clear communication and effective coordination with customers and internal teams
- Ability to listen to concerns, clarify next steps, coordinate stakeholders, and follow up reliably
- Commercial awareness to support renewals, expand relationships, introduce product migrations, generate leads, and contribute to revenue goals
- Comfort building rapport with finance, treasury, accounting, investment, and operational stakeholders
- Ability to learn software products and understand technology-supported customer workflows
- Experience with public sector organizations, treasury, investment, debt, cash management, accounting-adjacent software, SaaS subscription models, renewals, migrations, CRM tools, ticketing systems, or AI-enabled workflow tools is an asset
- Role must be based in the United States or Canada
Benefits
Comp & perks- Full-time remote work
- Opportunities for career advancement into customer success, account management, sales, or leadership roles
- Autonomy to be creative and curious
- Virtual interview process
- Equal employment opportunity and reasonable accommodations for applicants with disabilities