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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing high-value enterprise accounts, focusing on customer success, retention, and expansion strategies. Proficient in cross-functional collaboration and data analysis to drive account strategy and stakeholder engagement.
Highest-signal resume keywords
Customer Success ManagementEnterprise Account ManagementCross-Functional Team CoordinationData Analysis and Business InsightsValue-Based Selling
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 PlanningRenewal StrategiesCustomer Health MonitoringExecutive EngagementQuota Driven Success
Soft Skills
Relationship BuildingCommunicationStrategic EnablementProblem Solving
Industry Keywords
SaaSFintechHealthcareBenefits SpaceMulti-Stakeholder Engagement
About the role
Key responsibilities & impact- Own a portfolio of 15–20 high-value enterprise accounts through onboarding, renewal, and expansion
- Build multi-threaded relationships with executive sponsors, People/HR, Finance, and administrators
- Drive adoption through strategic enablement and best-practice guidance
- Develop and execute account plans, success plans, and renewal and expansion strategies with Sales
- Monitor customer health, renewal risk, and value realization
- Lead mitigation plans for at-risk accounts
- Represent enterprise customer feedback, business needs, and market insights to Product and Engineering
- Create and iterate enterprise Customer Success playbooks, executive business review content, and scalable internal processes
- Coordinate cross-functional resources across product, sales, engineering, support, and strategic alliances teams
- Report directly to the Head of Customer Operations
Requirements
What you’ll need- 5+ years of experience in customer success or account management in SaaS, fintech, healthcare, or the Benefits space; enterprise experience strongly preferred
- Direct experience working in the Benefits space and/or with complex, multi-stakeholder enterprise customers
- Proven success in quota driven roles, with a focus on retention and expansion
- Proven track record of managing and growing high-value enterprise accounts, including renewals, executive engagement, and expansion
- Demonstrated ability to analyze customer data and business insights to shape account strategy and influence stakeholder decision-making
- Ability to engage customer teams at varying levels of technical and non-technical depth, from end users and administrators through C-level stakeholders
- Experience orchestrating cross-functional teams and communicating customer needs, risks, and opportunities to Sales, Marketing, Product, and Engineering
- Experience with enterprise account planning, executive business reviews, and value-based selling
Benefits
Comp & perks- 95% coverage of medical, dental, and vision
- $250 WFH setup (one time)
- $500/year Learning & Development Benefit
- $150/month cell phone + internet
- $100/month Wellness
- $100/month Co-working and Commuter Benefit
- Several team onsites a year
- Flexible PTO
- Equity
- Variable compensation