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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 digital customer journey, leveraging automation and AI to enhance customer success and engagement. Proven ability to lead cross-functional programs, utilizing data fluency and strong communication skills to drive adoption and risk reduction.
Highest-signal resume keywords
Digital Customer SuccessLifecycle MarketingProgram ManagementAI-Driven AutomationData Fluency
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 Journey MappingAutomation ConfigurationData AnalysisRisk ManagementProgram LaunchStakeholder EngagementTelemetry MetricsSignal-Based TriggersAI Agent SolutionsNo-Code/Low-Code Development
Soft Skills
Consultative ApproachStrong CommunicationBuilder MentalityPrioritization SkillsComfort with Ambiguity
Tools & Technologies
CRM PlatformsMarketing Automation ToolsAI AgentsLLM-Based WorkflowsCustomer Success Software
Industry Keywords
B2B SaaSCloud ComputingMicrosoft EcosystemPartner SuccessSupport Operations
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Own the digital customer journey from onboarding through adoption, value realization, renewal, and expansion readiness
- Build, launch, monitor, and iterate customer-success plays and automations
- Build triggers and handoffs that engage CAMs or TAMs based on health thresholds, renewal risk, expansion signals, escalations, champion changes, and customer requests
- Deliver against current and future-state journey maps
- Identify and remove friction in the customer journey using automation and agentic AI
- Lead discovery with Customer Success teams through ticket analysis, stakeholder interviews, and data review
- Recommend and build automation, signal-based triggers, and agentic AI solutions
- Lead the transition from static plays to adaptive, agentic journeys
- Equip CAMs and TAMs with agentic insights
- Evaluate tools, run pilots, and establish guardrails for AI-driven customer interactions
- Manage programs and projects from discovery through launch and iteration, including scope, planning, sequencing, roadmap, status, and dependencies
- Partner with Marketing, RevOps, Product, Support, and Sales on lifecycle communications, segmentation, metrics, telemetry, messaging, ticket signals, and expansion
- Tie programs to NRR, adoption, and risk reduction; run test-and-learn cycles and share results
Requirements
What you’ll need- 5+ years of experience in digital customer success, lifecycle or adoption marketing, CS operations, or program management for a scaled customer segment
- Track record of leading cross-functional programs from idea to launch and influencing partners without direct authority
- Consultative approach, including running discovery, facilitating working sessions, and turning findings into a prioritized plan
- Hands-on experience with CS, marketing automation, or CRM platforms
- Ability to build or configure automated journeys
- Practical experience with, or strong curiosity about, AI agents and LLM-based workflows
- Sound judgment on where AI should and should not act
- Data fluency using product telemetry, health scores, and attribution
- Strong prioritization and risk management
- Strong written and verbal communication for audiences from CAMs to executives
- Builder mentality and comfort with ambiguity
- Preferred: Experience in B2B SaaS, cloud, or the Microsoft and MSP ecosystem
- Preferred: Experience with Partner Success or Support operations
- Preferred: Hands-on use of no-code or low-code agent builders and prompt design
Benefits
Comp & perks- Competitive Base and Incentive Plan
- Stock Options
- Health and Welfare Plans*
- Life and Disability Plans*
- Retirement Plan*
- Unlimited Flexible Paid Time Off, including your birthday off!
- Collaborative Team Culture
- Benefits for international employees, outside the US, vary by country.
