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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer accounts, driving retention and revenue growth through proactive engagement and strategic remediation. Proficient in utilizing Salesforce for pipeline management and reporting while effectively collaborating with cross-functional teams to enhance customer satisfaction.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSalesforce ProficiencyCloud/SaaS Product KnowledgeRetention Strategy Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementRevenue Target AchievementContract NegotiationCustomer Relationship RecoveryData Analysis for Usage Trends
Soft Skills
Organizational SkillsIndependent OperationPressure ManagementDirect CommunicationProblem-Solving
Tools & Technologies
SalesforceCloud ProductsSaaS Platforms
Industry Keywords
Customer RetentionChurn Risk ManagementAccount Health MonitoringRemediation PlanningCustomer Voice Representation
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Actively manage a portfolio of customer accounts, tracking usage, health, and commercial status, and prioritizing effort where risk or opportunity is greatest.
- Identify pay-as-you-go customers ready to move to committed annual agreements, build the business case using usage trends and value delivered, and close it.
- Diagnose why struggling accounts are at risk, build remediation plans, coordinate resources, and track them back to healthy status.
- Proactively monitor early signs of decline and intervene before accounts become churn risks.
- Partner with technical, support, and product teams to resolve issues, represent the customer voice internally, and escalate when deeper commercial or technical expertise is needed.
Requirements
What you’ll need- Demonstrable experience managing a portfolio in customer success, account management, or renewals/sales, with a track record of hitting retention or revenue targets.
- Experience walking a customer through a pricing or contract change and closing it.
- Comfortable with cloud/SaaS products and able to diagnose why a customer is struggling without needing an engineer in the room.
- Track record of recovering a dissatisfied or at-risk customer relationship.
- Fluent in Salesforce or equivalent, including pipeline hygiene, forecasting, and reporting.
- Organized under volume, direct with customers when it counts, operates independently with minimal hand-holding, and steady under pressure with frustrated or churn-risk accounts.
Benefits
Comp & perks- Company Equity
- 25 days PTO
- 5 days paid volunteering leave
- Health Insurance
- Life Insurance
- Access to mental health support
- 401k
- Variable pay in the form of sales commissions
