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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success management, focusing on onboarding, account retention, and upselling within high-growth SaaS, healthcare technology, or fintech environments. Proven ability to achieve high customer satisfaction and build strong relationships with clients and stakeholders.
Highest-signal resume keywords
Customer Success ManagementOnboarding LeadershipAccount ManagementRetention MetricsUpselling Experience
About the role
Key responsibilities & impact- Convert signed proposals into Closed Won-Paid deals from signature to first invoice paid
- Onboard new clients through kickoff, role scoping, talent matching, first-week ramp, and value confirmation
- Get every new client to value within 30 days
- Coordinate recruiting, training, and finance for a cohesive customer experience
- Maintain CSAT of 95% or higher and improve underperforming steps
- Manage a book of client accounts and own retention, renewals, and account health
- Advise Customer Business Owners on their businesses and teams
- Identify and close upsells, involving sales when needed
- Track talent performance and client sentiment to identify and resolve risks early
- Build repeatable onboarding and expansion playbooks and processes
- Share customer insights with founders, sales, and recruiting
- Take over assigned accounts, meet Customer Business Owners, and run onboarding from signed proposal to paying customer
Requirements
What you’ll need- Customer Success Manager experience at an early-stage, high-growth SaaS, healthcare technology, or fintech company, owning a book end to end
- Onboarding or implementation leadership experience getting customers live quickly and then managing and expanding accounts
- Account management experience at a services or staffing business, retaining clients and growing larger accounts
- Experience owning retention at an early-stage, high-growth company
- Ability to provide retention metrics and examples of accounts saved
- Experience onboarding new customers in 30 days or less at 95% CSAT or higher
- Experience identifying and closing upsells independently
- Ability to build trust quickly with founders and business owners
- Ability to close loops without being chased
- Clear writing and strong CRM record-keeping
- Experience in Software as a Service, Healthcare Technology, or Financial Technology
- Venture-backed startup experience is a plus
- Familiarity with healthcare technology is a strong plus
Benefits
Comp & perks- Opportunity to step into leadership early and own decisions that shape company growth
- Fully remote work
- Unlimited PTO
- Global retreats
- Ambitious and kind team environment with a low-ego, no-assholes policy
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingAccount RetentionUpsellingCustomer Satisfaction TrackingPerformance Metrics
Soft Skills
Relationship BuildingClear WritingTrust BuildingProblem Solving
Tools & Technologies
CRM Software
Industry Keywords
SaaSHealthcare TechnologyFintechVenture-Backed Startup