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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 B2B SaaS, focusing on customer retention, portfolio expansion, and strategic partnership with clients. Proficient in managing renewals, utilizing customer health metrics, and conducting Executive Business Reviews to drive growth and satisfaction.
Highest-signal resume keywords
Account ManagementCustomer SuccessRetention TargetsHubSpotB2B SaaS
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 Health MetricsRenewal ManagementGrowth StrategiesExecutive Business ReviewsData Analysis
Soft Skills
Relationship BuildingStrategic PartnershipProblem SolvingInfluencingCommunication
Tools & Technologies
HubSpotGainsightPlanhatExcelBI Dashboards
Industry Keywords
B2BSaaSCustomer RetentionPortfolio ExpansionStakeholder Management
About the role
Key responsibilities & impact- Own customer retention and portfolio expansion for a quota-carrying book of business
- Act as a strategic business partner and trusted advisor to clients
- Run regular Executive Business Reviews tied to client KPIs
- Build durable relationships with decision makers and executive stakeholders
- Lead the full renewal cycle, forecast risk, build proactive save strategies, and hit retention targets
- Identify and close organic growth opportunities, including increased seat count, platform adoption, and premium add-ons
- Build and maintain customer health frameworks
- Define and track leading indicators in HubSpot and the analytics stack
- Intervene early before issues become escalations
- Advocate for clients internally and partner with Product, Support, and Customer Engineering
- Resolve issues, surface feedback, influence the roadmap, and represent CloudTalk’s direction to accounts
Requirements
What you’ll need- Hands-on experience in Account Management or Customer Success in B2B SaaS
- Demonstrable track record of hitting retention and expansion targets
- Proven independent ownership of a book of business
- Experience managing renewals, running save plays, and growing accounts without heavy oversight
- Experience owning customer health metrics and using health score frameworks and leading indicators
- Comfortable running Executive Business Reviews and navigating multi-stakeholder accounts up to C-suite
- Highly commercial mindset
- Comfortable using Excel/Sheets, BI dashboards, and CRM reporting
- Technical aptitude and ability to learn SaaS products deeply
- Familiarity with HubSpot, Gainsight, Planhat, or similar CS/AM tooling
- Business fluency in English and Spanish
Benefits
Comp & perks- Unlimited PTO
- Recurring 1-on-1 sessions with a resident coach
- Transparent job-leveling framework and written career path
- Equity earned over time based on seniority, tenure, and consistent impact
- Flexible hours
- MacBook for work
- Home-office allowance for remote roles
- Recharge Fridays: 4 extra all-company days off per year
- Fitness allowance
- Up to €5,000 per referral
- Two company offsites per year
- Annual CloudTalk swag
- Private Health Insurance