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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex, high-value partner relationships and executing tailored strategies for account health and growth. Proven ability to engage with executive stakeholders and achieve key performance indicators in customer success.
Highest-signal resume keywords
Account ManagementCustomer SuccessPipeline ManagementHubSpot CRMStrategic 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
Account Health ManagementRenewal ForecastingChurn-Save StrategiesExpansion StrategiesKPI Achievement
Soft Skills
Relationship BuildingIndependent JudgmentProblem-SolvingMentoringCommunication
Tools & Technologies
HubSpotCRM Software
Industry Keywords
Enterprise Customer SuccessExecutive StakeholdersChurch OperationsStewardshipGenerosity Consulting
About the role
Key responsibilities & impact- Serve as the named Enterprise Customer Success Manager for a focused book of complex, high-value partner organizations
- Act as a strategic partner to executive leadership and manage account health, retention, and growth
- Build relationships with Executive Pastors, CFOs, Finance Committees, Operations, IT, and Communications
- Host four structured giving reviews per year with executive stakeholders at each Enterprise partner
- Maintain monthly check-ins with each partner
- Visit partner accounts at or near launch and at least once a year thereafter
- Flag risks early, manage the renewal pipeline in HubSpot, and execute tailored churn-save strategies
- Develop and execute expansion strategies and identify strategic upsell opportunities
- Build annual partner strategies and contribute best-practice playbooks to the Customer Success team
- Mentor and support junior Customer Success Managers
- Share structured customer feedback, product gaps, trends, and innovation opportunities with Success leadership and Product
- Educate Enterprise partners on new product releases and roadmap developments
- Achieve KPIs of 110% NRR, 90% GRR, and 90% on-time renewal closure
Requirements
What you’ll need- 5+ years in account management, customer success, or a strategic sales role
- Proven experience managing large, complex, multi-stakeholder organizations
- Demonstrated ability to build and maintain relationships with executive-level stakeholders in churches, including in-person
- Strong independent judgment and ability to navigate difficult partner situations without close direction
- Strategic thinking and tailored problem-solving skills beyond playbook execution
- Strong pipeline management and renewal forecasting skills in HubSpot or comparable CRM
- Alignment with Overflow's mission and values
- Willingness and ability to travel to visit partner accounts
- Experience with HubSpot or comparable CRM
- Nice to have: background in church operations, stewardship, or generosity consulting at scale
- Nice to have: experience contributing to team playbooks or mentoring junior team members
Benefits
Comp & perks- Competitive base salary and equity
- Excellent medical, dental, and vision coverage for employees and dependents
- Generous paid time off and company holidays
- Paid parental leave
- 401(k) retirement plan
- Dedicated mental health and therapy stipend to support personal well-being
- Team retreats and intentional in-person gatherings throughout the year