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Customer Success Specialist
Rockwell Automation. Manage a portfolio of assigned accounts, driving adoption, retention, expansion, and renewal activities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer accounts, driving engagement, and ensuring renewals while leveraging CRM tools like Salesforce. Proficient in analyzing customer data to enhance satisfaction and support business outcomes.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSalesforce ProficiencyFluency In Spanish And EnglishAnnual Recurring Revenue (ARR) Familiarity
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 EngagementPortfolio ManagementBudgetary QuotationsService ConfigurationsData Analysis
Soft Skills
Relationship BuildingStrategic VisionProblem SolvingCommunication
Tools & Technologies
Salesforce
Industry Keywords
Customer LifecycleRenewalsUpsellCross-SellOperational Efficiency
About the role
Key responsibilities & impact- Manage a portfolio of assigned accounts, driving adoption, retention, expansion, and renewal activities
- Partner with customers and Rockwell Automation Authorized Distributors to maximize customer value, improve adoption, and support business outcomes throughout the customer lifecycle
- Build trusted relationships with customer stakeholders and key distributor contacts
- Monitor customer health indicators, product usage, and engagement trends to proactively identify risks and growth opportunities
- Conduct customer onboarding, health checks, business reviews, and value realization discussions
- Support customers with inquiries related to services, pricing, subscriptions, licensing, and technical information
- Provide budgetary quotations and service configurations according to regional requirements
- Ensure on-time renewals and achievement of individual and team performance goals
- Identify and support upsell, cross-sell, and expansion opportunities within existing accounts
- Collaborate with Sales, Customer Care, Business Units, and Channel Partners to resolve customer issues and improve customer satisfaction
- Utilize Salesforce to effectively manage customer opportunities, forecasting, and account activities
- Analyze customer and business data to support decision-making and portfolio management
- Drive continuous improvement initiatives to enhance customer experience and operational efficiency
- Communicate the value of Rockwell Automation solutions and help customers achieve measurable business outcomes
- Report to the Customer Success Team Leader
Requirements
What you’ll need- Bachelor's degree in Business, Engineering, Information Technology, or a related field
- Experience in Customer Success, Account Management, Renewals, Sales Support, or customer-facing roles
- Experience managing a portfolio of customers and driving customer engagement activities
- Experience with CRM tools such as Salesforce
- Fluency in Spanish and English
- Familiarity with Annual Recurring Revenue (ARR) processes
- Ability to address complex commercial issues and develop solutions
- Strategic vision for the future of the brand and the company
- Holistic approach to understanding interconnected systems
Benefits
Comp & perks- Comprehensive mindfulness programs with a premium membership to Calm
- Volunteer Paid Time off available after 6 months of employment for eligible employees
- Company volunteer and donation matching program
- Employee Assistance Program
- Personalized wellbeing programs through our OnTrack program
- On-demand digital course library for professional development
- Other local benefits