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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and strategic accounts within a SaaS environment, focusing on client lifecycle management, risk mitigation, and value realization. Proficient in utilizing CRM tools and data analytics to enhance client engagement and drive renewal opportunities.
Highest-signal resume keywords
Client Success ManagementAccount ManagementCRM Platforms (Salesforce, Totango, Zendesk)Strategic CommunicationData-Driven Decision Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Lifecycle ManagementRisk MitigationValue RealizationContract NegotiationKPI Tracking
Soft Skills
Strong CommunicationNegotiation SkillsValue-Based Storytelling
Tools & Technologies
ChurnZeroSalesforceTotangoZendesk
Industry Keywords
SaaSTechnology-Driven EnvironmentClient StrategyHigh-Volume Portfolios
About the role
Key responsibilities & impact- Manage post-implementation client relationships across a high-volume, pooled book of business
- Monitor and manage outreach, check-ins, training sessions, escalations, and strategic business reviews
- Execute mid-contract value realization touchpoints using customized and scaled lifecycle-triggered outreach
- Capture and share client success stories, outcomes, and feedback
- Tailor outreach and engagement plans based on client segment, product mix, and account health indicators
- Connect clients to relevant self-service resources and success stories
- Monitor engagement, usage, and support data via ChurnZero, Salesforce, Zendesk, and other internal tools
- Track account health, flag risks, document blockers and remediation steps, and manage re-engagement strategies
- Handle inbound support and initiate outbound outreach based on lifecycle triggers or health indicators
- Monitor at-risk accounts and initiate follow-up or escalation paths
- Own renewal preparedness, including 6–12 month planning cycles and contract strategy alignment
- Manage renewal opportunities, including contract review, quoting, negotiation, and closure
- Partner with Sales on renewal opportunities with upsell/cross-sell potential
- Track KPIs including renewal rates, NRR, GRR, outreach activity, account recovery, response quality, and Salesforce/Totango data completeness
Requirements
What you’ll need- 3+ years of experience in client success, account management, or client strategy roles, preferably within a SaaS or technology-driven environment
- Proven ability to manage strategic accounts and high-volume, pooled portfolios using scalable methods
- Deep understanding of the client lifecycle, including proactive adoption planning, risk mitigation, and stakeholder retention
- Strong communication, negotiation, and value-based storytelling skills
- Experience with CRM or client success platforms such as Salesforce, Totango, and Zendesk
- Comfort using data to assess client needs, identify engagement opportunities, and manage multiple priorities
- Experience working with automation or scaled communication platforms is a strong bonus
- Bachelor's degree required
- Permanent residency in the United States; current and continued U.S. residency required to obtain and retain employment
Benefits
Comp & perks- Competitive benefits
- Professional development opportunities
- Collaborative culture built on partnership and purpose
- 100% fully remote employment
- Equal employment opportunity and reasonable accommodation for persons with disabilities or special needs
