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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 within a SaaS B2B environment, focusing on client retention, upselling, and cross-selling strategies. Proven ability to build strong client relationships and effectively communicate across all organizational levels to drive revenue growth.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSaaS B2B ExperienceUpselling and Cross-SellingStakeholder Relationship 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
Client Data AnalyticsContract RenewalsRetention StrategiesCustomer Feedback GatheringSuccess Metrics Monitoring
Soft Skills
Consultative ApproachEffective CommunicationRelationship BuildingDynamic PrioritizationCross-Functional Collaboration
Industry Keywords
Customer Pain PointsRevenue GrowthKPI ManagementClient PortfoliosC-Suite Communication
About the role
Key responsibilities & impact- Build and maintain strong relationships with key stakeholders within client accounts
- Act as a trusted advisor guiding clients in leveraging the CX platform for maximum impact
- Own the post-sale lifecycle for assigned accounts
- Ensure timely contract renewals, drive retention strategies, and mitigate churn risks
- Identify and execute upselling and cross-selling opportunities across existing client portfolios
- Use client data and analytics to track account health and tailor customer-success strategies
- Monitor adoption rates, usage patterns, and other success metrics
- Work cross-functionally with sales, product, and support teams
- Identify new contacts and departments within existing accounts to expand product adoption
- Gather customer feedback and communicate customer needs across product, sales, and marketing teams
Requirements
What you’ll need- 4-7 years of experience in customer success, account management, or client-facing sales roles
- Direct responsibility for renewals, retention, and expansion within a SaaS B2B environment
- Ability to build long-lasting client relationships and provide value-added solutions
- Consultative approach to advising on business process improvements through technology
- Deep understanding of customer pain points and ability to navigate complex client relationships
- Success identifying upsell and cross-sell opportunities
- Understanding of leveraging customer relationships to drive revenue growth and meet KPIs
- Ability to communicate effectively with all organizational levels, including C-suite executives, verbally and in writing
- Ability to manage multiple priorities and consistently deliver results in a dynamic environment
- Ability to work cross-functionally in team settings
Benefits
Comp & perks- Excellent healthcare package for you and your family
- Savings and Investment – 401(k) match
- Unlimited Paid Time Off
- Paid Parental Leave
- Online Legal Services (Rocket Lawyer)
- Financial Planning Services (Origin)
- Discounted Pet Insurance (Embrace Pet Insurance)
- Corporate Benefit Program (Working Advantage), offering exclusive travel and entertainment offers and special discounts
- Health and Wellness Reimbursement Program
- Travel Discounts
- Educational Resources - Career & Personal Development Program
- Employee Referral Bonus Program
- Many opportunities to learn, excel and grow your career
