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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and customer success within a SaaS environment, focusing on retention, upselling, and building relationships with executive stakeholders. Proficient in leveraging data to drive strategic decisions and enhance customer advocacy.
Highest-signal resume keywords
Client-Facing ExperienceRetention/Renewal ManagementUpselling StrategiesExecutive CommunicationSaaS Industry Knowledge
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 ManagementSales ExperienceRevenue Target AchievementCustomer Success StrategiesData AnalysisNegotiation SkillsBusiness Review LeadershipForecast ReportingCustomer Advocacy GenerationOrganizational Mapping
Soft Skills
Interpersonal SkillsOrganizational SkillsPresentation SkillsRelationship BuildingCreative Problem Solving
Tools & Technologies
Marketing Performance Metrics Tools
Industry Keywords
SaaSHigh-TechExecutive SponsorsC-Level EngagementGrowth-Phase Business
About the role
Key responsibilities & impact- Own a portfolio of enterprise accounts and meet or exceed quarterly and annual renewal and expansion goals
- Establish and grow relationships with executive sponsors and decision makers through account planning, business reviews, and sustained engagement
- Lead commercial conversations, executive business reviews, and negotiations for multi-product renewals and upsells
- Maintain strong knowledge of CHEQ’s products and services
- Develop organizational maps of customer deployments to expand relationships and drive continuous impact
- Co-manage strategic customers with cross-functional and technical customer success managers, serving as the commercial and strategic lead
- Report forecast numbers, opportunities, and challenges to Sales and Customer Success leadership
- Drive retention, development, and upselling of focused accounts
- Generate customer advocacy through references, referrals, and case studies
- Travel regularly to in-person meetings
Requirements
What you’ll need- 5+ years’ experience in a client-facing role, such as customer success, account management, or sales experience from a high-tech (SaaS) company
- Track record of exceeding revenue and retention targets; quota carrying experience strongly preferred
- Strong capabilities in retention/renewal, upsell, and general sales
- Comfortable talking to senior executive and C-level leaders and serving as a trusted resource
- Passion for learning, using, and pushing the limits of technology to find creative solutions for customers
- Ability to build trusted relationships with executive sponsors, marketing agencies, and end users
- Strong organizational, managerial, and interpersonal skills
- Previous experience working in a growth-phase SaaS business is a plus
- Superior verbal and written communication and strong presentation skills
- Ability to tell a compelling data story
- Experience with industry-leading tools for measuring, analyzing, and reporting on marketing performance metrics is an advantage
- Ability to work in the NY office twice a week
Benefits
Comp & perks- Hybrid work arrangement
- Opportunity to work with a global, technology-driven team
- Willingness to travel to in-person meetings on a regular basis