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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 leadership, focusing on retention and expansion strategies, AI fluency, and technical depth in SaaS and security practices. Proven ability to build and scale teams while driving customer satisfaction and product adoption.
Highest-signal resume keywords
Customer Success LeadershipRetention And Expansion StrategiesAI Application In Customer SuccessTechnical Depth In SaaS And SecurityData-Driven Decision Making
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 Success ManagementRetention Metrics (GRR, NRR)SaaS Technical KnowledgeAI WorkflowsPredictive Health ScoringAPIs And IntegrationsData AnalysisCustomer Success PlatformsCRM ProficiencyBusiness Intelligence Tools
Soft Skills
Strong Executive PresenceCommunication SkillsTeam LeadershipCoaching And DevelopmentBuilder's Mindset
Tools & Technologies
Customer Success Technology StackCRM SystemsBusiness Intelligence Tools
Industry Keywords
B2B SaaSCISO EngagementSecurity OutcomesOnboarding And AdoptionCustomer Journey Management
About the role
Key responsibilities & impact- Own the post-sale customer journey: onboarding, adoption, renewal, and expansion
- Build the Customer Success function as an AI-native operation
- Report to the SVP, Customer Success, and lead a team of Customer Success Managers
- Hire, coach, and develop Customer Success Managers with clear goals, career paths, and a culture of ownership and technical curiosity
- Design coverage model, segmentation, and handoffs across Sales, Solutions Engineering, Support, and Product for enterprise and mid-market customers
- Make AI fluency a core competency in hiring, onboarding, and evaluation
- Own gross and net revenue retention, adoption, and expansion across the customer base
- Build success plans tied to security outcomes, including reduced shadow SaaS and shadow AI, faster remediation, and broader policy coverage
- Serve as executive sponsor and escalation point for strategic accounts
- Lead business reviews with CISOs and security leaders
- Partner with Sales on renewals, expansion, and customer references
- Coordinate with Support on escalations and critical customer issues
- Partner with Product and Engineering to bring customer feedback, integration needs, and feature requests into the roadmap
- Track and improve customer satisfaction, product adoption, and time to value
- Become fluent in Reco’s AI Agent Security, AI Governance, and Reco AI Agents capabilities
- Coach the team on agent discovery, governance policies, and response
- Own team metrics, forecasting, and reporting to the SVP and executive team
- Maintain the Customer Success technology stack and processes
Requirements
What you’ll need- 10+ years in customer success or post-sale leadership at a B2B SaaS company, including 5+ years leading customer success teams
- Track record of owning retention and expansion (GRR and NRR) and building and scaling a Customer Success team
- Credibility with CISOs and security practitioners
- Technical depth in SaaS, identity (SSO, IAM, OAuth), APIs, and integrations sufficient to lead technical conversations
- Hands-on experience applying AI to customer success, such as LLM-based workflows, predictive health scoring, or automated customer engagement; built and measured these solutions
- Data-driven approach and comfort with customer success platforms, CRM, and BI tools
- Strong executive presence and communication skills
- Experience leading a remote team
- Builder’s mindset and comfort with the pace and ambiguity of a high-growth company
