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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, focusing on Tier-1 account strategy, retention, and expansion. Proficient in data analysis, stakeholder communication, and cross-functional collaboration to drive product adoption and customer satisfaction.
Highest-signal resume keywords
Customer Success ManagementData AnalysisAccount ManagementB2B SaaS ExperienceExceptional Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisHealth ScoringUsage TrackingCustomer Success PlansOnboarding Project ManagementRetention MetricsExpansion OpportunitiesTechnical AptitudeCRM ManagementChange Management
Soft Skills
Customer-Centric MindsetProblem-SolvingInfluencing SkillsCollaborationAdaptability
Industry Keywords
B2B SaaSFinTechTier-1 AccountsExecutive PresenceStakeholder Communication
About the role
Key responsibilities & impact- Serve as trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts
- Conduct regular check-ins and executive/strategic business reviews
- Cultivate referenceable customer advocates
- Advocate for customers’ product, technology, and service needs internally
- Develop and execute tailored, multi-year customer success plans
- Identify and mitigate churn risks using data analysis, health scoring, usage tracking, and early intervention
- Partner with customers on best practices, change management, roadmap alignment, adoption, and value realization
- Identify expansion and upsell opportunities and collaborate with Sales on account planning
- Support commercial conversations with value narratives, use cases, and success metrics
- Program-manage complex Tier-1 onboarding projects and implementations
- Drive product adoption through training, enablement resources, and best practices
- Coordinate with customer project teams and Eltropy implementation resources on timelines, milestones, and success criteria
- Communicate customer needs and feedback to Product, Engineering, Support, and Marketing
- Identify and nurture customer stories, case studies, and speaking opportunities
- Track and report customer health, retention, expansion, and other key metrics
- Maintain accurate CRM/customer success platform records
- Communicate account status, risks, and growth opportunities to stakeholders and leadership
Requirements
What you’ll need- 5+ years of customer-facing experience in account management or customer success
- Experience ideally in B2B SaaS and/or FinTech
- Proven track record supporting complex, Tier-1 or enterprise-level customers
- Willingness and ability to travel to customer sites up to 25%
- Customer-centric mindset and ability to understand business, technical, and operational needs
- Strong analytical and problem-solving skills
- High technical aptitude and ability to quickly learn new software and tools
- Exceptional communication and executive presence
- Ability to influence and build trust at all levels of a customer’s organization
- Ability to collaborate effectively across sales, product, support, implementation, and leadership teams
- Adaptability and resilience in a fast-paced startup environment
Benefits
Comp & perks- Total cash compensation of $145,000–$175,000
- Remote work within the South Central US region
- Opportunity to travel to customer sites up to 25%
