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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, focusing on customer adoption, engagement, and value realization. Proficient in using CRM systems to manage account activities and drive operational excellence.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementCRM ExperienceAnalytical CuriosityRelationship 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 AdoptionEngagement ProgramsROI DevelopmentOperational Issue ManagementData Analysis
Soft Skills
Strong CommunicationRelationship BuildingProactive OwnershipAnalytical Problem SolvingCross-Functional Collaboration
Tools & Technologies
SalesforceCRM Systems
Industry Keywords
SaaSHealthcare TechnologyWorkforce ManagementCustomer Value Orientation
About the role
Key responsibilities & impact- Identify and drive opportunities for customers to realize greater value and measurable ROI from Smartlinx
- Execute account strategy and priorities established with the Strategic Account Manager
- Own ongoing customer cadence for assigned accounts and maintain relationships with stakeholders
- Monitor customer health, usage, adoption, engagement, health scores, and support activity
- Identify risks early and drive appropriate interventions
- Drive accountability and follow-up across Smartlinx and customers
- Coordinate internal resources across Support, Professional Services, Product, Training, and other teams
- Lead operational customer touchpoints and contribute to Executive Business Review preparation
- Gather data, develop ROI and value insights, plan actions, and track follow-up commitments
- Identify renewal and expansion signals and share opportunities with the Strategic Account Manager
- Manage operational issues and coordinate resolutions; escalate strategic, commercial, executive-level, or materially relationship-threatening issues
- Maintain accurate account activity, customer updates, opportunities, and account information in CRM systems
- Advocate for customers internally and provide product feedback and process improvement opportunities
Requirements
What you’ll need- Bachelor's degree or equivalent professional experience preferred
- 3 to 5 years of experience in Customer Success, Account Management, Client Services, SaaS, healthcare technology, or related customer-facing roles
- Experience supporting customer adoption, engagement, onboarding, or ongoing account management programs
- Strong communication and relationship-building skills
- Ability to establish credibility with operational and day-to-day client stakeholders
- Ability to manage multiple accounts, priorities, and follow-up items in a fast-paced environment
- Analytical curiosity and ability to connect customer goals, product usage, and operational data to opportunities for greater value and ROI
- Proactive ownership mindset and judgment to drive work independently while staying aligned to broader account strategy
- Experience using CRM platforms such as Salesforce or similar systems preferred
- Healthcare, workforce management, or SaaS industry experience a plus
- Interest in developing toward a future Strategic Account Manager role
- Customer value and ROI orientation
- Relationship building and customer advocacy
- Proactive risk identification and intervention
- Operational discipline and follow-through
- Analytical curiosity and problem solving
- Cross-functional collaboration
- Strong written and verbal communication
- Ownership, coachability, and continuous improvement mindset
Benefits
Comp & perks- Remote environments as applicable
- Medical insurance
- Dental insurance
- Vision insurance
- FSA
- HSA
- Life insurance
- Pet insurance
- 401(k)
- Skills and expertise development opportunities
