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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and managing Customer Success organizations, with a focus on onboarding, retention, and customer satisfaction. Proficient in developing scalable processes, playbooks, and leveraging AI tools to enhance customer engagement and operational efficiency.
Highest-signal resume keywords
Customer Success ManagementTeam LeadershipOnboarding ExperienceRetention ImprovementAI and Automation Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data MigrationProduct ConfigurationCustomer TrainingPlaybook DevelopmentDashboard Creation
Soft Skills
Clear CommunicationCoachingTeam Building
Tools & Technologies
HubSpotPylonIntercomLinearClaudeZapier
Industry Keywords
B2B SaaSVertical SaaSCustomer SegmentationAccount ManagementRenewal-Risk Monitoring
About the role
Key responsibilities & impact- Design and build the Customer Success organization across Onboarding, Customer Success, and Support
- Grow the team from 5 to 10 people after the Series A
- Define team structure, roles, customer segments, account loads, and specialization sequence
- Hire, onboard, coach, and establish career paths for the team
- Define handoffs from Sales through Onboarding, Customer Success, and Support
- Improve the path from signed contract to go-live through kickoff, data migration, configuration, training, and launch
- Create repeatable onboarding playbooks, migration templates, and import tooling
- Define successful go-live criteria
- Establish post-launch account management, segmentation, health scores, adoption plays, and renewal-risk monitoring
- Own retention, run save plays for at-risk accounts, and partner with Sales on expansion
- Develop customer references and case studies
- Build dedicated Support with ticket triage, SLAs, escalation paths, and afternoon/evening coverage
- Use AI and automation to reduce repetitive support work
- Bring structured customer feedback and priorities to Product and Engineering
- Build CS reporting and manage the team using data
- Serve as the final escalation point for serious customer issues
- Carry a personal customer book during the first 90 days before transitioning to full-time management
- Report to the CEO and co-founder
Requirements
What you’ll need- 6+ years in customer success, onboarding/implementation, or support at a B2B SaaS company
- At least 3 years managing a team
- Experience building or rebuilding a CS function at a Seed to Series B startup
- Track record of improving retention and time-to-value for SMB customers at high account volume
- Hands-on technical onboarding experience, including data migrations, product configuration, and customer training
- Ability to build scalable playbooks, dashboards, and processes while remaining customer-facing
- Clear, warm communication with non-technical small-business owners
- Experience using AI and automation tools such as Claude and Zapier
- Vertical SaaS experience, especially in education, enrichment, fitness, or appointment- and lesson-based businesses (nice to have)
- Experience with payments or billing products (nice to have)
- Familiarity with HubSpot, Pylon, Intercom, or Linear (nice to have)
- Willingness to work in the New York City office in person 4 days a week
- Expected availability for 50–60-hour weeks, some late nights, and occasional weekends
Benefits
Comp & perks- Annual target bonus of 15–20% of base salary
- Meaningful stock option grant with 4-year vesting and a 1-year cliff
- Work with a mission-driven product supporting small-business owners, educators, and local communities
- Industry conferences and networking opportunities
- Customer Success team-building events
