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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving product adoption and customer retention through data-driven insights and proactive engagement strategies. Skilled in managing complex customer portfolios and fostering relationships with stakeholders to ensure long-term value realization.
Highest-signal resume keywords
Customer Success ManagementData-Driven InsightsSalesforce ExperienceOnboarding and TrainingAccount Growth Strategies
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 Health ManagementUsage Telemetry AnalysisSuccess Plan DevelopmentRisk MitigationBusiness Outcome Tracking
Soft Skills
Relationship BuildingCoaching and MentoringInfluencing StrategyFeedback Loop ManagementExecutive Communication
Tools & Technologies
Customer Success Management PlatformSalesforce
Industry Keywords
SaaSCustomer EngagementValue RealizationChange ManagementOperational Leadership
About the role
Key responsibilities & impact- Drive product adoption, value realization, and retention across a broad and complex customer portfolio
- Proactively manage customer health and engagement using usage telemetry, adoption signals, and actionable insights
- Co-create success plans aligned with customer goals, lifecycle maturity, and long-term value realization
- Deliver executive-ready, telemetry-driven insights on adoption, usage, and whitespace
- Maintain engagement through feedback loops, sentiment tracking, and milestone alignment
- Anticipate renewal, expansion, modernization, and risk inflection points
- Coach peers on account planning and success plan quality
- Create onboarding plans, lead onboarding, facilitate training, and drive early adoption for complex or strategic customers
- Deliver 30/90-day check-ins and engage executive sponsors when needed
- Surface blockers, collect feedback, and drive resolution across internal teams
- Act as the internal voice of the customer and influence product and success strategy
- Transition customers to steady state using scalable metrics, repeatable playbooks, and hand-off documentation
- Build trusted relationships with users, champions, business leaders, operational leaders, and executive stakeholders
- Identify and nurture customer champions and advocacy opportunities
- Track usage, adoption, health, business outcomes, ROI, gaps, opportunities, and risks
- Lead high-severity escalations to resolution
- Deliver executive-level CBR-ready scorecards, success metrics, and future-state recommendations
- Support renewals with data-driven product value and usage-health insights
- Own monthly health reviews and renewal risk mitigation plans
- Identify churn signals and implement turnaround and recovery plays
- Identify unmet use cases and business needs to drive account growth
- Collaborate with Account Directors on expansion opportunities
- Support modernization initiatives through usage data, quantified business impact, change management, and risk mitigation
- Mentor and coach CSMs on complex accounts, executive conversations, value storytelling, and risk management
- Contribute to the evolution of success frameworks, playbooks, and tooling
Requirements
What you’ll need- Bachelor’s degree in related field or equivalent combination of education and experience
- 5–8 years of experience in Customer Success, Account Management, or related customer-facing roles, ideally in SaaS or technology environments
- Experience with Salesforce
- Experience with a Customer Success Management platform is a plus
Benefits
Comp & perks- Remote work with intentional opportunities to collaborate and connect with colleagues asynchronously and in person
- Global Gratitude and Recharge Days
- Flexible, paid time off policy
- Employee wellness programs and counseling resources
- Meaningful peer recognition and awards
- Paid parental leave
- Invention/patenting assistance
- Community impact, paid volunteer time, and opportunities
- Intercultural learning and celebration
- Multiple tools through which to learn and grow, and an incredible global community
- Twelve paid holidays
- 401(k) with employer match
- Competitive benefits package
- E-Verify work authorization participation
- Equal Employment Opportunity organization
