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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex enterprise accounts and executing customized enablement strategies to drive scalable adoption. Proficient in project management, customer success processes, and maintaining CRM data hygiene.
Highest-signal resume keywords
Customer Success ManagementProject ManagementHubSpot ProficiencyEnterprise Account ManagementAnalytical 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
Customer SuccessAccount ManagementOnboarding ProjectsData InterpretationConsultative Sales Methodologies
Soft Skills
Relationship BuildingProblem SolvingAdaptabilityCommunication
Tools & Technologies
HubSpotMixpanelVitallyChurnZero
Industry Keywords
B2B SaaSLegal TechEnterprise ClientsC-Level Engagement
About the role
Key responsibilities & impact- Own a portfolio of enterprise accounts and ensure 97%+ gross revenue retention
- Lead complex, multi-phase onboarding projects with enterprise clients
- Align timelines, deliverables, and milestones across internal and client teams
- Conduct discovery into customers’ legal workflows and business goals
- Develop and execute customized enablement strategies to drive scalable adoption
- Build relationships with senior legal and executive stakeholders
- Run Quarterly Business Reviews, demonstrate ROI, and identify expansion opportunities
- Maintain accurate records and CRM data hygiene in HubSpot
- Anticipate customer needs and risks, proactively resolve issues, and escalate when appropriate
- Collaborate with product, engineering, and support teams to advocate for enterprise customers
- Support renewals by driving usage, demonstrating value, and identifying customer champions
- Refine playbooks, processes, and approaches for evolving enterprise customer needs
- Support large global customers, including occasional meetings outside standard working hours
- Support other responsibilities and projects as required
Requirements
What you’ll need- 3+ years of experience in customer success, account management, or consulting, preferably in a B2B SaaS environment
- Demonstrated success managing complex enterprise accounts with multiple stakeholders
- Experience running structured onboarding projects and ensuring successful implementation
- Comfortable interfacing with C-level executives and legal professionals
- Strong project management skills and ability to manage multiple moving pieces and meet deadlines
- Comfortable with change and ambiguity
- Strong analytical skills and ability to interpret usage data to drive adoption
- Proficient with HubSpot or similar CRM systems
- Experience in legal tech or working with legal teams (nice to have)
- Familiarity with Mixpanel and customer success platforms such as Vitally or ChurnZero (nice to have)
- Training in consultative sales methodologies such as Sandler or MEDDIC (nice to have)
- Prior involvement in building customer success processes (nice to have)
- Must be legally able to work and reside in Canada at the time of application
- Occasional meetings outside standard working hours may be required
Benefits
Comp & perks- Company-paid group benefits for you and your family
- $1,000 towards mental health support
- Holiday closure
- Generous time off policies throughout the year
- Monthly paid meals
- Annual wellness allowance
- Parental leave top-ups
- Competitive stock option grants
- Flexible work environment
- Autonomy and accountability