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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, account retention, and relationship building with strategic customers. Proficient in utilizing tools like Salesforce and Power BI to monitor performance and drive product adoption.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSalesforce ProficiencyStrong Communication SkillsKPI Monitoring
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 ServiceProject ManagementAccount ManagementData AnalysisPerformance Reporting
Soft Skills
Organizational SkillsTime ManagementRelationship BuildingConflict ResolutionAdaptability
Tools & Technologies
SalesforcePower BIExcelRepair EngineTrainual
Industry Keywords
Customer RetentionLifecycle ManagementStakeholder EngagementService AdoptionFleet Sustainability
About the role
Key responsibilities & impact- Manage a portfolio of CDW Lifecycle repair customers
- Serve as the primary connection between customers and internal teams
- Lead onboarding of new customers, host kickoff meetings, validate scope, set expectations, and demonstrate software application use
- Guide customers through product and service adoption to support intended use and value realization
- Serve as the primary point of contact for assigned customer accounts
- Build and maintain productive relationships with customer stakeholders
- Coordinate with internal teams to address customer needs, questions, and issues
- Proactively communicate updates, risks, and next steps to stakeholders
- Monitor KPIs and customer sentiment daily to identify risks and support retention
- Compile and share weekly reports using internal systems, escalated tickets, and service-related data
- Conduct regular account meetings focused on performance, open items, and improvement areas
- Partner with sales to support contract renewals
- Identify opportunities for additional products or services aligned with customer needs and usage
- Gather, document, and follow up on customer feedback
- Share trends and insights to support service and product improvements
- Provide fleet sustainability feedback and recommendations
- Track tasks, update status, and provide daily updates in an internal work tracking system
- Collaborate with Customer Success Managers and Project Managers on Customer Success initiatives
- Guide and mentor other Customer Success Managers
Requirements
What you’ll need- Minimum of 5 years of experience in customer service, customer success, or customer-facing project management; technology-related experience preferred
- Experience with customer escalations, navigating difficult conversations, and operating proficiently in heightened stress environments
- Experience managing accounts or services engagements for strategic or enterprise customers
- Strong verbal and written communication skills
- Experience supporting customer retention, renewals, or account management activities
- Proficiency with standard office productivity tools
- Strong organizational and time management skills
- Ability to manage multiple customer accounts and priorities concurrently
- Willingness to travel up to 10% during peak periods
- Working knowledge of Salesforce, Power BI, Excel, Repair Engine, Trainual, and other systems as required
- Readiness to explore, adapt to, and grow with evolving technology and AI tools
Benefits
Comp & perks- 10% annual bonus
- Benefits package (benefits overview provided)
- Remote work arrangement
- Travel up to 10% during peak periods
