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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 and Account Management, with a strong focus on relationship-building, customer engagement, and technology solutions within the B2B SaaS environment. Proficient in developing scalable processes and metrics to enhance customer experience and drive account growth.
Highest-signal resume keywords
Customer Success ManagementB2B SaaS ExperienceRelationship BuildingAnalytical Problem-SolvingCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Highly OrganizedProactive MindsetCuriosity About Technology
Tools & Technologies
Sagetap Platform
Industry Keywords
Customer EngagementAccount GrowthEnterprise TechnologyStakeholder ManagementCustomer Check-InsQBRsOnboardingCustomer Health MetricsCross-Functional CollaborationCustomer Experience Processes
About the role
Key responsibilities & impact- Own customer relationships from onboarding through ongoing engagement, adoption, renewal, and expansion
- Support approximately 70 existing customer relationships during parental leave coverage
- Develop understanding of customers’ business objectives, technology priorities, and software evaluation processes
- Lead customer onboarding and help users maximize value from the Sagetap platform
- Build trusted relationships with senior technology leaders and key stakeholders
- Monitor customer engagement and identify opportunities to increase adoption and demonstrate value
- Conduct customer check-ins, QBRs, and strategic conversations
- Help customers identify relevant technology solutions and facilitate connections with vendors
- Represent customer feedback internally and translate insights into recommendations
- Identify account growth and expansion opportunities with Sales
- Track customer health, engagement, and success metrics; proactively address risks
- Develop scalable customer-experience processes, resources, and best practices
- Work cross-functionally to resolve customer issues
- Help build Customer Success processes, playbooks, metrics, and tooling
Requirements
What you’ll need- 3+ years of experience in Customer Success, Account Management, Consulting, Sales, or another customer-facing role
- Experience ideally within B2B SaaS or enterprise technology
- Experience managing relationships with enterprise customers and senior stakeholders
- Excellent written and verbal communication skills for technical and business audiences
- Strong relationship-building skills
- Highly organized and able to manage multiple customer relationships and priorities simultaneously
- Proactive, ownership-oriented mindset
- Strong analytical and problem-solving skills
- Comfortable working in a fast-paced startup environment
- Commercially aware and able to identify customer growth and expansion opportunities
- Curious about enterprise technology and software
Benefits
Comp & perks- Up to an additional $25,000 in variable pay based on performance
- Meaningful early-stage equity options
- Competitive healthcare coverage
- 401(k) plan
- Direct engagement with executive leadership and cross-functional visibility
- True ownership in creating a platform that shapes the future of software buying
- Opportunity to collaborate with an energetic, dedicated team in an early-stage environment