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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 ensuring customer satisfaction through proactive engagement and support. Proficient in managing renewals, migrations, and leveraging CRM tools to track account health and customer feedback.
Highest-signal resume keywords
Customer Success ManagementPortfolio ManagementClear CommunicationCRM Tools ProficiencySaaS Subscription Models
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 ManagementCustomer AdvocacyRenewal ProcessesProduct MigrationsLead Generation
Soft Skills
Relationship BuildingActive ListeningThoughtful QuestioningCoordination with StakeholdersProblem Solving
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 how they use SymPro products
- Confirm customers are receiving value from the platform
- Monitor customer sentiment, usage patterns, open items, renewal timing, risks, and opportunities
- Support renewal processes and coordinate next steps for long-term retention
- Coordinate customer needs across Implementation, Support, Sales, and leadership
- Route, track, and help resolve questions, concerns, 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 of 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 stay close to account health
- Clear communication with customers and internal teams
- Ability to ask thoughtful questions and follow up reliably
- Ability to listen to concerns, clarify next steps, coordinate with appropriate stakeholders, and represent customer needs
- Ability to support renewals, expand relationships, introduce product migrations, generate leads, and contribute to revenue goals
- Ability to balance customer advocacy with company priorities and business outcomes
- Comfort building rapport with finance, treasury, accounting, investment, and operational stakeholders
- Ability to learn software products and understand how technology supports 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
- Must be based in the United States or Canada
Benefits
Comp & perks- Full-time remote work
- Opportunity to take ownership of customer relationships and shape customer success practices
- Career development opportunities across customer success, account management, sales, and leadership roles
- Exposure to renewals, account expansion, and inside sales
- Collaboration with Sales, Support, Implementation, Product, and leadership
- Virtual interview process
- Equal employment opportunities
- Accommodations available on request for people with disabilities