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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and customer success, with a focus on driving renewals, upsell opportunities, and maintaining organized account documentation. Strong communication skills and the ability to build relationships with stakeholders are essential for success in this role.
Highest-signal resume keywords
Account ManagementCustomer SuccessClient-Facing CommunicationAccount DocumentationSaaS Experience
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 StrategyRenewal ManagementUpsell Revenue GenerationQBR PreparationAccount Planning
Soft Skills
Proactive CommunicationRelationship BuildingAttention to DetailCuriosity About Generative AI
Tools & Technologies
Account TrackersQBR Decks
Industry Keywords
SaaSAdvertisingMarketing TechSubscription-Based Business Models
About the role
Key responsibilities & impact- Own the day-to-day commercial and strategic health of a portfolio of accounts
- Build trusted relationships with stakeholders who hold the budget and renewal decision
- Build and run account cadence including QBRs, roadmap conversations, and renewal timelines
- Bring a clear narrative on where the partnership is heading and why
- Partner closely with the CST counterpart so platform and account needs remain aligned
- Use support patterns to inform account plans and account strategy to shape CST priorities
- Keep account documentation, trackers, and materials complete, current, and client-ready
- Serve as the source of truth for assigned accounts
- Identify and pursue expansion and upsell opportunities by understanding client goals, usage patterns, and where Pencil can create more value
- Drive account retention, renewal, expansion, upsell revenue, QBR and account-plan quality, client satisfaction/NPS, documentation currency, and proactive stakeholder communication
Requirements
What you’ll need- Candidates must be located on the East Coast and within the Eastern Time Zone
- 3-6 years of experience in customer success, account management, or client-facing commercial roles, ideally in SaaS, advertising, or marketing tech
- Track record of owning renewals and growing accounts, with strong client-facing communication and presentation skills
- Comfortable operating one layer up from the tool — thinking in terms of account strategy, commercial structure, and stakeholder relationships rather than platform mechanics
- Experience building and maintaining clear, organized account documentation (trackers, QBR decks, account plans) that clients and internal teams can rely on
- Familiarity with subscription-based business models
- Genuine curiosity about how generative AI is changing marketing and creative workflows
- Commercially minded while focused on client success
- Ownership of accounts end-to-end
- Proactive and clear communication
- Attention to polished, complete client materials
- Ability to build working relationships with CST counterparts and agency partners
Benefits
Comp & perks- 25 days PTO plus public holidays, although we operate a Flexible Time Off scheme
- Health insurance / private medical cover
- Monthly stipend towards wellness, fitness, and learning and development
- Remote - work from anywhere in your home country
- Enhanced parental leave policies, whether you become a parent through birth, adoption or surrogacy
- Flexible working hours
