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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving customer success initiatives, managing a high volume of accounts, and leveraging data analysis to optimize client engagement and retention. Proficient in delivering training and support while collaborating with cross-functional teams to achieve strategic business objectives.
Highest-signal resume keywords
Customer Success ManagementData AnalysisSalesforce ProficiencyAccount ManagementCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisCustomer Success ManagementAccount ManagementUpselling StrategiesOnboarding Processes
Soft Skills
Time ManagementOrganizational SkillsProblem-SolvingPresentation SkillsInterpersonal Skills
Tools & Technologies
SalesforceGoogle SuiteLookerZoomAI Tools
Industry Keywords
Customer RetentionMid-Market SegmentClient EngagementCross-Functional CollaborationCustomer Health Metrics
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Drive scalable customer success initiatives across a pooled book of business, achieving targets for upsells, onboarding, and retention.
- Manage engagements with an average of ~30 accounts at any one time.
- Identify and execute upsell opportunities within the Mid-Market segment by leveraging Scaled Customer Success strategies.
- Analyze client data to identify optimization opportunities and mitigate risks for at-risk merchants.
- Collaborate with the implementation team to lead new merchant onboarding.
- Deliver initial product training and high-level guidance for inbound customer inquiries, escalating to specialized teams.
- Monitor customer health and adoption metrics to identify opportunities and risks.
- Engage merchants via phone, Zoom, and email to track progress and support their goals.
- Partner with Technical Support, Risk Intelligence, Data Science, Sales, Implementation, and other cross-functional teams.
- Conduct data analysis using AI, Looker, SFDC, and Google Suite.
- Develop and deliver business reviews covering successes, revenue growth opportunities, and strategic recommendations.
- Provide comprehensive customer support aligned with merchants' needs.
Requirements
What you’ll need- 1-3 years of experience in a customer-facing role such as Customer Success, Account Management, or Sales.
- Experience specifically managing a high volume of accounts in a scaled (1:Many) customer success model is highly preferred.
- Excellent verbal and written communication, and presentation skills, with a demonstrated comfort and preference for phone-based client interactions.
- Proven ability to analyze complex challenges, develop actionable strategies, and effectively lead teams to accomplish key objectives.
- Exceptional time management and prioritization skills, capable of effectively managing the diverse needs of a large customer base.
- A highly motivated, resourceful, and detail-oriented individual with strong organizational skills.
- A self-driven individual who thrives in the face of ambiguity within a fast-paced, deadline-oriented setting.
- Proficiency with Salesforce is advantageous.
- Bachelor's degree required.
- Occasional work outside typical business hours, including holidays, may be needed.
Benefits
Comp & perks- Discretionary Time Off Policy (Unlimited!)
- 401K Match
- Stock Options
- Annual Performance Bonus or Commissions
- Paid Parental Leave (12 weeks)
- On-Demand Therapy for all employees & their dependents
- Dedicated learning budget through Learnerbly
- Health Insurance
- Dental Insurance
- Vision Insurance
- Flexible Spending Account (FSA)
- Short Term and Long Term Disability Insurance
- Life Insurance
- Company Social Events
- Signifyd Swag
- Commission accelerators and additional variable compensation may apply
