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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SaaS Customer Success, focusing on adoption, retention, and renewals while leveraging deep knowledge of commercial P&C insurance products to drive customer outcomes. Strong communication and organizational skills are essential for managing multiple accounts and collaborating with cross-functional teams.
Highest-signal resume keywords
SaaS Customer Success ExperienceCommercial P&C Insurance KnowledgeSalesforce ProficiencyZendesk ProficiencyJira Proficiency
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 Adoption StrategiesRenewal ManagementAccount Health MonitoringStrategic Solution PresentationCustomer Health Processes
Soft Skills
Excellent Communication SkillsStrong Organizational SkillsCollaborative Problem SolvingSense of Urgency
Tools & Technologies
SalesforceZendeskJira
Industry Keywords
Insurance Industry PracticesCustomer Success PlaybooksBusiness ObjectivesCross-Functional Collaboration
About the role
Key responsibilities & impact- Drive hands-on adoption of the Convr Platform, helping customers achieve their business objectives
- Own customer communication and account health, including adoption risk, renewal readiness, and expansion signals
- Apply knowledge of the Convr platform and insurance industry practices to present strategic solutions
- Partner with Business Development Executives on renewals, upsells, and cross-sells while achieving targeted renewal rates
- Represent the voice of the customer across cross-functional teams in product and strategic decisions
- Help build scalable Customer Success playbooks, adoption motions, and customer health processes
- Address customer challenges collaboratively and with a sense of urgency
- Serve as the primary link between Convr and its customers, helping them use the platform effectively and achieve strategic business goals
Requirements
What you’ll need- 5+ years of SaaS Customer Success experience, preferably with strategic or enterprise accounts, with accountability for adoption, retention, renewals, and measurable customer outcomes
- 3+ years of experience with, and deep knowledge of, commercial P&C insurance products, services, channels, functions, and processes
- Candidates must reside in the Central or Eastern time zone
- Experience using Salesforce, Zendesk and Jira
- Demonstrated ability to be hands on and truly understand how technology enables customer business objectives
- Strong organizational skills and ability to manage multiple customers with competing priorities
- Excellent written and verbal communication skills, with ability to adjust style to the audience and present to business executives
- Bachelor’s degree from an accredited college or university, or proven experience
Benefits
Comp & perks- Remote work opportunities
- Flexible paid time off
- Company paid holidays
- 401(k)
- Paid parental leave
- Comprehensive insurance coverage including medical, dental, vision, short-term and long-term disability, life, and accident insurance
- Work-life flexibility
- Growth opportunities
