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Customer Success Specialist
Pagefreezer. Build and nurture customer relationships to foster trust, engagement, satisfaction, retention, and joint success .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SaaS B2B account management, focusing on strategic revenue retention and growth while delivering exceptional customer experiences. Proficient in utilizing CRM tools and adapting to customer needs to drive product adoption and achieve retention targets.
Highest-signal resume keywords
SaaS B2B Account ManagementCustomer Relationship BuildingCRM Tools ProficiencyRevenue Growth StrategiesProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue RetentionUpsellingCross-SellingContract NegotiationAccount Health MonitoringSales Activity TrackingMarket ResearchSolution PitchingCustomer Success PlanningProcess Improvement
Soft Skills
Strong Communication SkillsAdaptabilitySelf-MotivationPositive AttitudeTeam Collaboration
Tools & Technologies
HubSpotLinkedInZoomCRM ToolsLegal Compliance Technologies
Industry Keywords
Customer EngagementCustomer SatisfactionChurn Risk IdentificationSales ForecastingInformation Security Standards
About the role
Key responsibilities & impact- Build and nurture customer relationships to foster trust, engagement, satisfaction, retention, and joint success
- Understand account goals and priorities so customers maximize their investment and achieve objectives
- Identify and pitch solutions addressing customer needs
- Facilitate regular customer check-ins, gather feedback, and address concerns
- Advocate for customers internally by sharing feedback, escalating issues, and collaborating with internal teams
- Develop success plans and apply usage strategies to enhance customer satisfaction and solution efficacy
- Monitor account health metrics, identify churn risks, and support customer retention
- Drive revenue growth through product adoption, upsell and cross-sell opportunities, and renewals
- Demonstrate value, negotiate contracts, and support timely payment processing
- Nurture accounts to achieve revenue, pipeline, and retention targets
- Research customer needs, market trends, and competitive dynamics to drive sales success
- Maintain detailed sales activity records in CRM tools to support forecasting and collaboration
- Participate in training and stay current with product releases and company initiatives
- Collaborate with team members on objectives, organizational goals, documentation, knowledge sharing, projects, and progress updates
- Follow organizational policies, legal requirements, and information security standards
- Suggest workflow, tool, policy, and process improvements
- Monitor industry trends, market conditions, regulatory changes, and best practices
- Travel as needed to represent the organization and support team initiatives
Requirements
What you’ll need- Proven success in a SaaS B2B account management role, responsible for strategic revenue retention and growth
- Able to deliver a positive customer experience while meeting or exceeding quotas
- Comfortable working in IT environments and using software tools
- Familiarity with CRMs such as HubSpot, LinkedIn, and Zoom
- Familiarity with legal, compliance, or records management technologies is a bonus
- Strong problem-solving skills and ability to build solutions and improve processes independently
- Adaptable to customer needs, with strong communication and presentation skills across live, phone, written, and online formats
- Skilled at leading renewals and renegotiations to mutually beneficial outcomes
- Able to strategize account management, identify opportunities, and close deals confidently
- Quick learner with a positive attitude towards challenges
- Open to coaching and feedback, continuously seeking to improve
- Self-motivated and competitive, motivated to learn, grow, and achieve success
- Capable of independently prioritizing projects and opportunities based on manager guidance
- Alignment with Pagefreezer's Core Values
Benefits
Comp & perks- Travel as needed to represent the organization, support team initiatives, and maintain alignment across departments
- Participation in training programs
- Coaching and feedback to support continuous improvement