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Pivot + Edge
Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer success initiatives, driving retention, and optimizing client engagement through strategic consulting and project management. Proficient in utilizing data-driven insights to enhance student journeys and improve enrollment processes.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementData AnalysisProject ManagementStrategic Consulting
About the role
Key responsibilities & impact- Own the full life-cycle of assigned accounts, driving retention and customer success
- Manage quarterly renewals, Net Revenue Retention, and upsell quota
- Serve as the primary point of contact for strategic school and state-system accounts
- Identify and prioritize client needs and objectives
- Provide strategic consulting for student engagement, targeted outreach, lead generation, and application management
- Oversee contract implementation and management across participating schools
- Lead day-to-day client project execution with Customer Success Managers and Engagement Strategists
- Monitor project activities, resourcing, timelines, KPIs, NPS, and product usage
- Develop and manage project plans with client teams
- Conduct discovery sessions and configure the Element451 platform, including student journeys, communication workflows, AI tools, and system integrations
- Document current processes and map best practices aligned with industry standards and regulatory requirements
- Optimize student journeys, communication plans, and enrollment processes
- Assess recruitment and enrollment business processes and identify improvements
- Provide progress reports and presentations to stakeholders
- Collaborate with sales, product development, customer support, and leadership
- Develop Managed Services documentation, processes, and playbooks
Requirements
What you’ll need- Minimum of 7 years in a customer-facing role, ideally in SaaS environments
- Proven track record of success in managing and growing high-value, strategic accounts
- Strong analytical and problem-solving skills with the ability to translate data into actionable insights
- Excellent communication, relationship management, and presentation skills
- Experience with customer success methodologies and tools such as Salesforce and Gainsight is a plus
- Strategic thinking and ability to develop and execute customer success plans
- Passion for building trust and exceeding customer expectations
- Bachelor’s degree required
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 Success MethodologiesData AnalysisProject PlanningProcess OptimizationContract Management
Soft Skills
Communication SkillsRelationship ManagementProblem-Solving SkillsStrategic ThinkingPresentation Skills
Tools & Technologies
SalesforceGainsightElement451 PlatformAI ToolsCommunication Workflows
Industry Keywords
SaaSClient EngagementRetentionKPI MonitoringEnrollment Processes