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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client success lifecycle management, including onboarding, success planning, and ongoing engagement. Proven ability to drive platform adoption and manage client relationships effectively within a SaaS or consulting environment.
Highest-signal resume keywords
Client Relationship ManagementPayment Card Industry Professional (PCIP) CertificationCross-Functional CollaborationData-Driven Decision MakingStrategic Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Success ManagementProject ManagementSaaS ExperienceCompliance ManagementRisk Mitigation Strategies
Soft Skills
Influence and CommunicationAdaptability
Certifications & Qualifications
Payment Card Industry Professional (PCIP)
Industry Keywords
Client Success LifecycleEngagement DataPlatform UtilizationExecutive-Level Business ReviewsHigher Education Experience
About the role
Key responsibilities & impact- Lead the end-to-end client success lifecycle, including onboarding, success planning, ongoing engagement, and renewal support
- Develop and maintain documented client success plans with defined outcomes, milestones, and adoption goals
- Monitor and assess client health using engagement data, sentiment, compliance status, and platform utilization
- Identify risks, changes, or barriers to success and implement mitigation strategies
- Facilitate executive-level business reviews communicating progress, insights, and delivered value
- Serve as the primary strategic point of contact for clients and build trusted, long-term relationships
- Coordinate cross-functional delivery with internal teams for timely, high-quality client engagement execution
- Drive platform adoption through proactive outreach, training coordination, and usage reviews
- Identify expansion opportunities and partner with Sales using contextual client insights
Requirements
What you’ll need- Bachelor’s degree in Business, Project Management, Information Security, or a related field, or equivalent professional experience
- Payment Card Industry Professional (PCIP) certification required within the first 12 months of employment
- 3–5 years of experience in client success, customer success, account management, or project management within a SaaS, consulting, or professional services environment
- Demonstrated experience managing client relationships and driving measurable outcomes
- Experience coordinating work across cross-functional teams
- Must already be authorized to work in the United States without the need for current or future sponsorship
- Preferred: Coursework or certification related to customer success, project management, or information security
- Preferred: Experience supporting compliance-driven, security, or regulated environments
- Preferred: Experience working with higher education or similarly complex client organizations
- Client Relationship Management
- Strategic Thinking
- Cross-Functional Collaboration
- Data-Driven Decision Making
- Influence and Communication
- Adaptable
Benefits
Comp & perks- medical insurance
- dental insurance
- vision insurance
- HSA and FSA
- generous earned time off
- 401K/student loan repayment
- life insurance & AD&D insurance
- employee assistance program
- employee stock purchase program
- tuition reimbursement
- performance-based incentive pay
- short- and long-term disability
- robust wellness program