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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Enterprise Account Management and Customer Success, with a strong focus on retention, renewal strategies, and executive relationship leadership. Proficient in analyzing account health data and leading strategic customer engagements within regulated financial institutions.
Highest-signal resume keywords
Enterprise Account ManagementCustomer SuccessRenewal StrategyExecutive CommunicationB2B SaaS Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Analytical CapabilityForecastingAccount Health MonitoringComplex Product ImplementationStrategic Account Management
Soft Skills
Relationship BuildingTeam LeadershipInfluenceProblem Solving
Tools & Technologies
SalesforceHubSpotCustomer Success Technologies
Industry Keywords
BankruptcyCollectionsConsumer LendingMortgage ServicingFinancial Services
About the role
Key responsibilities & impact- Own retention and renewal for a portfolio of Bankruptcy Risk accounts, including strategic customers
- Set renewal strategy and lead commercial discussions and contract changes with Sales and Legal
- Develop account strategies based on customer priorities, adoption, risks, and opportunities
- Monitor customer health, identify risk, and execute mitigation and recovery plans
- Partner with Sales to identify and develop growth opportunities across bankruptcy solutions
- Build trusted relationships from day-to-day users to senior decision-makers
- Lead senior-level customer engagements and strategic business reviews
- Lead onboarding and implementation with Business Operations, Product, and Engineering
- Bring customer feedback and emerging needs to Product and Operations
- Help customers use solutions effectively through tailored education
- Coordinate resolution of customer questions and service issues
- Lead and motivate the team, set priorities, and hold people accountable
- Improve processes, workflows, and tools to increase efficiency and quality
Requirements
What you’ll need- Enterprise account management and executive relationship leadership with senior stakeholders at regulated financial institutions
- Commercial acumen, including renewal strategy, identifying and developing growth opportunities with Sales, and working with the broader commercial team on complex renewals
- Ability to master complex, workflow-driven products and customer-specific implementations and to discuss them credibly with customer leaders
- Analytical and forecasting capability, using usage, renewal, and account health data to identify risk and opportunity
- Executive communication and influence across a matrixed organization, with independent ownership of a portfolio
- 5 or more years in Customer Success, Strategic Account Management, Enterprise Account Management, or a related customer-facing role with enterprise customers
- Demonstrated success managing strategic or enterprise portfolios with accountability for retention and renewals, and partnering with Sales on growth
- Experience leading executive-level customer engagements and navigating complex stakeholder environments
- Experience in bankruptcy, collections, consumer lending, mortgage servicing, or financial services strongly preferred
- Experience in B2B SaaS, technology, data, or information services preferred
- Experience with Salesforce, HubSpot, and customer success technologies preferred
- Bachelor's degree preferred