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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex customer relationships and driving the full renewal lifecycle within a SaaS environment. Proficient in utilizing customer success methodologies and technologies to enhance customer engagement and satisfaction.
Highest-signal resume keywords
Customer Success ManagementSaaS Platform ExperienceRenewal Strategy ExecutionData Analysis and InsightsCSM Certification
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 Relationship ManagementLifecycle ManagementValue RealizationTechnical AptitudeComplex Problem Solving
Soft Skills
Executive PresenceInfluencing SkillsStrategic ThinkingCommunication SkillsAutonomy and Accountability
Tools & Technologies
SalesforcePlanhatGrants Management SystemsFluxx Platform
Certifications & Qualifications
CSM CertificationFormal Customer Success Training
Industry Keywords
Mid-Market CustomersEnterprise CustomersUpsell and Cross-SellCustomer HealthCustomer Experience
About the role
Key responsibilities & impact- Independently own a diverse portfolio of Mid-Market and Enterprise customers, including high-value and complex accounts
- Provide round-robin coverage for the broader customer base through reactive inquiries, renewals, go-lives, webinars, and reference outreach
- Develop and execute strategic success plans aligned with customer goals, risk signals, and growth opportunities
- Own new customers at go-live and partner with Implementation on handoff and early adoption
- Advise executive and operational customer stakeholders, multithreading across decision-makers, influencers, and end users
- Lead renewal strategy and execution, including pricing conversations, contract alignment, and multi-year negotiations
- Identify and drive upsell and cross-sell opportunities with Sales and Account Management
- Use technology, automation, and AI-assisted workflows to manage customers at scale
- Analyze usage data, sentiment, and engagement trends to anticipate needs and risks
- Lead interventions to mitigate churn and improve customer health
- Resolve escalated customer situations by coordinating Support, Engineering, and Technical Enablement
- Diagnose configuration, workflow, and integration issues and connect technical details to customer strategy
- Lead executive-level health checks and business reviews with data-driven materials and tailored messaging
- Advocate for customers internally across Product, Support, Engineering, Integrations, and Marketing
- Collaborate cross-functionally to resolve complex issues and improve customer experience
- Contribute to scalable processes, playbooks, workflows, and best practices
- Coach and mentor Associate and peer CSMs
- Use Salesforce, Planhat, and other customer success technologies
- Use data to prioritize accounts and communicate customer insights
- Deliver tailored customer guidance, training, and strategic recommendations
- Facilitate Advanced Services, professional services, and training opportunities
Requirements
What you’ll need- 5+ years of experience in Customer Success, Account Management, or a related customer-facing role
- Proven success managing complex customer relationships and driving the full renewal lifecycle, along with expansion
- Deep understanding of customer success methodologies, lifecycle management, and value realization
- Strong technical aptitude and experience working in complex SaaS platforms
- Experience in the grants management space or with Grants Management Systems (GMS) preferred
- Strong executive presence and ability to influence and build trust at all levels
- Excellent written and verbal communication skills
- High degree of autonomy, accountability, and strategic thinking
- Ability to independently manage a diverse book of business, prioritizing across renewals, escalations, and proactive engagement
- Ability to lead through ambiguity and drive outcomes in a fast-paced SaaS environment
- Knowledge of the Fluxx platform, including backend structure and configuration capabilities, a plus
- Experience with Planhat, Salesforce, or similar CS platforms
- CSM certification or formal customer success training
Benefits
Comp & perks- Medical, dental, and vision insurance
- Flexible time off
- Paid sick leave
- 12 weeks of fully-paid parental leave
- Annual learning and development stipend
- Internet stipend
- One-time home office set-up stipend
- 401(k) retirement plan with company match
- Incentive stock options, subject to the terms of Fluxx’s applicable stock plans
- Combined target-based bonus/commission eligibility
