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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success within the SaaS industry, focusing on strategic account management, customer retention, and cross-functional collaboration. Proven ability to build executive-level relationships and leverage data-driven insights to drive customer advocacy and business growth.
Highest-signal resume keywords
Customer Success ManagementStrategic Account ManagementCross-Functional CollaborationData-Driven Strategic ThinkingExecutive-Level 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
Customer Retention StrategiesOnboarding and IntegrationPlatform ConfigurationChange ManagementRisk Identification and MitigationUpsell and Expansion ExecutionProcurement ExpertiseAP Automation KnowledgeSpend ManagementSaaS Experience
Soft Skills
Excellent CommunicationNegotiation SkillsPresentation SkillsCustomer-Centric MindsetProblem-Solving Attitude
Industry Keywords
FintechCustomer AdvocacyBusiness ObjectivesMulti-Stakeholder ImplementationsCustomer Engagement
About the role
Key responsibilities & impact- Own and grow a strategic book of business valued at $2M+
- Ensure customer retention, expansion, and long-term success
- Build and nurture executive-level relationships
- Drive customer advocacy, adoption, and expansion opportunities
- Provide strategic guidance across onboarding, integrations, platform configuration, and ongoing engagement
- Act as a trusted advisor using data-driven insights to help customers achieve business objectives
- Improve customer health by demonstrating value, identifying and mitigating risks, managing escalations, and implementing retention strategies
- Drive cross-functional collaboration with Product, Sales, and Support teams
- Identify and execute upsell and expansion opportunities
- Advocate for customer needs while balancing business objectives
- Serve as a subject matter expert on procurement, AP automation, and spend management
Requirements
What you’ll need- 5+ years of Customer Success experience in SaaS
- Track record of managing and growing a high-value book of business
- Proven ability to build executive-level relationships and influence across customer organizations and internal teams
- Experience leading multi-stakeholder implementations, rollouts, and change management initiatives
- Ability to navigate ambiguity and adapt to a changing culture
- Ability to work cross-functionally with Product, Sales, and Support teams
- Comfortable managing escalations and turning challenges into growth opportunities
- Data-driven strategic thinking with the ability to identify risks and opportunities for retention and expansion
- Excellent communication, negotiation, and presentation skills
- Customer-centric mindset and problem-solving attitude
- Experience in procurement, AP automation, or fintech industries is a plus
- Maintain an up-to-date LinkedIn profile and refresh it upon joining
Benefits
Comp & perks- Flexible working hours
- Remote work anywhere within Canada
- Unlimited responsible time off
- Extended health, vision, and dental benefits
- Employee Assistance Program (EAP)
- Health and wellness spending account
- Regular volunteer days
- Donate Your Day program
- Education lunch and learns
- Stock options
- Diversity, equity, and inclusion initiatives