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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 principles, including onboarding, product adoption strategies, and account management. Proficient in managing customer relationships, tracking project milestones, and facilitating effective communication across cross-functional teams.
Highest-signal resume keywords
Customer Success PrinciplesOnboarding Project ManagementAccount Health MonitoringSaaS ExperienceContract Renewal Management
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 OnboardingProduct Adoption StrategiesAccount ManagementRisk TrackingIssue ResolutionDocumentation ManagementMilestone TrackingCustomer RetentionImplementation WorkflowsSoftware Launch Support
Soft Skills
Excellent CommunicationInterpersonal SkillsSelf-MotivationOrganizationProblem-Solving
Tools & Technologies
AI ToolsCopilotClaudeChatGPT
Industry Keywords
SaaSB2B EnvironmentHigh-Value Enterprise CustomersTravel Industry ExperienceCustomer Training
About the role
Key responsibilities & impact- Serve as the primary point of contact for assigned customers from onboarding through ongoing account management
- Guide newly onboarding customers through structured onboarding and implementation workflows
- Coordinate GUIDEcx projects, track milestones, conduct weekly customer check-ins, and ensure go-live readiness
- Partner with Sales, Learning, Operations, Support, Product, Accounting, and business leadership
- Monitor customer health, product adoption, account activity, and customer requests
- Participate in account health reviews and document risks, opportunities, and follow-up actions
- Support renewal and contract calendar management
- Coordinate customer issues requiring escalation beyond standard troubleshooting
- Track issues through resolution, provide status updates, document outcomes, and complete follow-up actions
- Support cancellation, transfer-of-ownership, and administrative account-change requests
- Maintain accurate records of communications, onboarding progress, account changes, approvals, effective dates, issue outcomes, and resolutions
- Identify recurring issues, handoff challenges, and documentation needs to support process improvement
- Provide product guidance, best practices, and adoption strategies to maximize customer value
Requirements
What you’ll need- 2+ years of experience in a customer-facing role preferred
- Strong understanding of customer success principles, customer retention, and product adoption strategies
- Ability to manage structured customer onboarding projects, track milestones, document next steps, and drive implementation and go-live timelines
- Excellent communication and interpersonal skills
- Ability to manage multiple customer accounts and priorities simultaneously
- Self-motivation and organization
- Solid problem-solving skills
- Ability to recognize customer risk, summarize account trends, communicate next steps, and work cross-functionally
- Proficiency in AI tools such as Copilot, Claude, or ChatGPT
- Previous experience with contract renewals, expansion, and adoption opportunities
- SaaS or technology services experience highly desirable
- Bachelor's degree in business, marketing, or related field, or equivalent experience
- Experience in a B2B environment, particularly with high-value enterprise customers
- Experience supporting customer onboarding, implementation, software launch, or customer training in a SaaS or technology environment preferred
- Experience supporting customer escalations, retention risk tracking, account health conversations, renewals, cancellations, or account-change processes preferred
- Tour operator/travel industry experience in a customer success, support, trip planner, or sales/operations role preferred
Benefits
Comp & perks- 100% remote workforce
- Professional growth and development opportunities
- Inclusive workplace valuing diversity of thought, experience, and background
- Equal Opportunity/Affirmative Action workplace
