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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, focusing on retention and renewal strategies for Bankruptcy Risk accounts. Proven ability to lead executive-level engagements and collaborate with cross-functional teams to enhance customer relationships and drive growth opportunities.
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 Workflow ImplementationCustomer Education
Soft Skills
Relationship BuildingTeam LeadershipInfluenceCollaborationProblem 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 major 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
- Align internal partners around outcomes that strengthen customer relationships
- Monitor customer health, identify risk, and lead 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 to improve the customer experience
- Provide tailored customer education connecting platform capabilities to bankruptcy workflows and business goals
- Coordinate resolution of customer questions and service issues while keeping customers informed
- Lead and motivate the team, set priorities, and hold people accountable
- Evaluate processes, workflows, and tools and drive improvements in 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