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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in enterprise account management and client success, with a strong focus on Net Revenue Retention (NRR) and leading renewal negotiations. Proficient in building and maintaining executive relationships while managing multi-account portfolios independently.
Highest-signal resume keywords
Enterprise Account ManagementNet Revenue Retention (NRR)SaaS Industry FluencySalesforce ProficiencyClient Relationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementRenewal NegotiationExpansion MotionsCommercial Terms LeadershipAccount PlanningChurn AnalysisSuccess Metrics DevelopmentImplementation SupportResolution PlanningClient-Sponsor Touchpoints
Soft Skills
Trust BuildingIndependent Portfolio ManagementExecutive CommunicationEscalation ManagementProblem Solving
Tools & Technologies
SalesforceCS/Account-Health Platform
Industry Keywords
Financial Services TechnologyClient SuccessCross-SellUpsellNet-New Builds
About the role
Key responsibilities & impact- Serve as primary relationship owner for all assigned accounts from deal close forward, accountable for NRR, renewal, and expansion revenue
- Own Tier 1 accounts end to end, including renewal decision memos, early capture, and expansion motions through signed dollars
- Carry Tier 3 accounts through implementation and graduate them to Tier 1 or Tier 2
- Receive and use full context handoffs at deal close before becoming the permanent client point of contact
- Run business reviews and build Director- and VP-level relationships within client accounts
- Provide executive liaison support during implementation through bi-weekly client-sponsor touchpoints
- Develop and maintain account plans with success metrics and 90-day health targets
- Serve as internal escalation sponsor and author resolution plans within five business days
- Author renewal decision memos and secure signed terms ahead of notice deadlines
- Identify and advance expansion opportunities at least two quarters ahead of expected close
- Execute remediation plans when quarterly reference status drops
- Author churn postmortems within 30 days of account loss or material contraction
Requirements
What you’ll need- 8–12 years of experience in enterprise account management, client/customer success, or client-partner roles in SaaS or financial-services technology, with financial-institution industry fluency
- Demonstrated ownership of NRR at the book level and end-to-end leadership of negotiated renewals, including commercial terms
- Track record running expansion motions (cross-sell, upsell, net-new builds) through to signed dollars
- Experience stepping into client relationships mid-cycle and building trust quickly, without having been present from first contact
- Ability to run a multi-account portfolio independently with minimal oversight
- Proficiency with Salesforce and a CS/account-health platform; strong commercial instinct without being transactional
- Applicants must be legally authorized to work in the United States
Benefits
Comp & perks- Annual cash bonus and equity eligibility, if applicable
- Remote Work Environment
- Health, dental, and vision insurance, including HSA/FSA/DCA
- 401(k) plan
- Flexible time-off and company holidays
- Additional paid volunteer day
- Supplemental Insurance Programs, including voluntary Life, Accident, Critical Illness, Pet Insurance
- Employee Assistance Programs [EAP]
- Wellness programs
- Growth and development programs
