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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 management, focusing on onboarding, retention, and expansion within B2B SaaS environments. Proficient in utilizing data-driven insights and CRM tools to enhance customer relationships and drive business growth.
Highest-signal resume keywords
Customer Success ManagementRetention and Renewal StrategiesSalesforce ProficiencyData-Driven Decision MakingCybersecurity Knowledge
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 Lifecycle ManagementHealth Score AnalysisKPI ManagementCS Playbook DevelopmentExpansion Pipeline Generation
Soft Skills
Excellent CommunicationProactive OrganizationAccountability
Tools & Technologies
SalesforcePlanhatGainsightChurnZeroTotango
Industry Keywords
B2B SaaSFederalDefense Industrial BaseFinancial ServicesHealthcare
Tech Stack
Tools & technologiesCyber Security
About the role
Key responsibilities & impact- Own onboarding and adoption, building success plans with clear milestones for each customer
- Own gross and net retention for an assigned book of business
- Monitor health scores and usage to flag renewal risk early, and lead renewals with Account Executives
- Identify expansion opportunities and generate qualified expansion pipeline
- Build multi-threaded relationships from administrators to CISOs and CIOs, and run QBRs that show ROI
- Act as the voice of the customer to Product and Engineering, and partner with Support on escalations
- Keep account plans, renewal forecasts, and CS KPIs current in CRM
- Own the post-sale experience for commercial and regulated-industry customers, driving onboarding, adoption, renewals, and expansion
Requirements
What you’ll need- 5+ years in Customer Success, Account Management, or a similar post-sale role in B2B SaaS
- Proven track record of owning a book of business and exceeding retention, renewal, and expansion targets
- Experience managing the full customer lifecycle for enterprise or mid-market accounts
- Confident presenting to technical and executive audiences, including Security Architects, CISOs, and CIOs
- Data-driven, with experience using health scores and KPIs to manage a portfolio
- Proficiency with Salesforce and a Customer Success platform (e.g., Planhat, Gainsight, ChurnZero or Totango)
- Experience supporting Federal, Defense Industrial Base, Financial Services, or Healthcare customers
- Working knowledge of cybersecurity, mobile security, VDI, or zero-trust concepts
- Experience building CS playbooks and processes at a growth-stage company
- Proactive, organized, and accountable, with excellent written and verbal communication
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Parental leave
- Life insurance
- Disability packages
- 401(k) plan with employer-matching contributions vesting starting from the first day of employment
- Annual performance bonus primarily contingent upon company-wide performance
- Investment in tools and skills required to be strong, collaborative colleagues and people managers
- Reasonable accommodation for applicants with disabilities where appropriate
