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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full post-sale customer journey, including onboarding, activation, and renewals, while leveraging marketing automation tools and CRM systems to drive customer success and engagement. Proficient in utilizing data analysis and AI tools to enhance customer interactions and optimize performance metrics.
Highest-signal resume keywords
Customer Success ManagementOnboarding Process ExecutionMarketing Automation FamiliarityGoogle Workspace ProficiencyCRM Data Flow Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
OnboardingActivationRenewalsSystem IntegrationsData AnalysisAPI LogicCampaign SetupUsage Metrics TrackingDirect-Mail ManagementWorkflow Diagnosis
Soft Skills
Emotional IntelligenceInterpersonal CommunicationUrgency in ExecutionResilienceProfessional Pushback
Tools & Technologies
Google WorkspaceHubSpotSalesforceShopifyKlaviyoZapierClaudeSlackConfluenceAsynchronous Communication Platforms
Industry Keywords
Customer JourneyAccount ManagementSaaS PlatformsMarketing AutomationCross-Platform Workflows
About the role
Key responsibilities & impact- Own the full post-sale customer journey, including onboarding, activation, renewals, and growth
- Drive customer activation and usage by monitoring utilization, identifying dormant or at-risk accounts, and re-engaging them
- Manage automations, audience/list setup, tracking, and suppression to drive direct-mail sending
- Diagnose and resolve technical, workflow, and buy-in blockers
- Execute onboarding against integration setup, automated campaign setup, and first direct-mail send milestones
- Build and improve repeatable onboarding playbooks and mutually agreed launch timelines
- Help customers expand send volume, use cases, list growth, and campaign cadence
- Partner with Sales on upsell and cross-sell opportunities
- Track book-of-business performance against contracted value and address underperformance
- Maintain usage-based health scoring and account-specific success plans
- Escalate systemic blockers to product, operations, and data teams
- Coordinate with product, design, operations, and data teams
- Use Claude and other AI tools to surface usage trends, draft customer communications, and generate reports
Requirements
What you’ll need- 5-8 years in Customer Success, Onboarding, or Account Management with full life-cycle ownership (onboarding, activation, renewals)
- Track record of hitting usage, adoption, or activation-style metrics
- Ability to run onboarding with urgency, set timelines, hold customers accountable, and unblock technical issues
- High emotional intelligence and excellent interpersonal and communication skills
- Familiarity with marketing automation or SaaS platforms
- Ability to prioritize, manage deadlines, and push back professionally
- Comfort navigating ambiguity and change in a startup environment
- Resilient, action-oriented, and able to thrive under pressure
- Working knowledge of system integrations, including Zapier, webhooks, and cross-platform workflows
- Proficient or expert-level in Google Workspace, including manipulating large datasets and generating dashboards/pivot tables
- Understanding of CRM data flows and ability to operate in HubSpot and Salesforce
- Familiarity with Shopify and Klaviyo
- Understanding of API logic and data flow mapping sufficient to diagnose integration issues
- Daily use of AI tools such as Claude
- Expert-level communication across email, Slack, Confluence, and other asynchronous platforms
Benefits
Comp & perks- Medical, dental, and vision coverage
- Equity in a fast-growing company
- 401(k) plan
- Flexible PTO and paid holidays
