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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 B2B SaaS, focusing on customer retention, renewals, and account growth. Proficient in analyzing customer data to provide insights and recommendations while effectively communicating product features and business value.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementB2B SaaS ExperienceCustomer Retention StrategiesData Analysis and Insights
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 Relationship ManagementUpsell and Cross-Sell StrategiesTechnical Product KnowledgePerformance Data AnalysisBusiness Goal Alignment
Soft Skills
Strong Organisational SkillsInitiativeEffective CommunicationRelationship BuildingPrioritisation
Industry Keywords
KYCKYBAMLFraud PreventionFintechPaymentsCrypto
About the role
Key responsibilities & impact- Manage a portfolio of existing business customers as their main point of contact
- Understand customer business goals and build relationships with business and technical stakeholders
- Hold regular customer meetings and quarterly business reviews
- Discuss product usage, success metrics, future plans, and relationship-building next steps
- Manage renewals and identify potential churn risks
- Work with customers and internal teams to address churn risks
- Identify and develop upsell and cross-sell opportunities
- Explain relevant product features and guide customers through new functionality
- Collaborate with Sales, Solution Architects, Support, Product, and other internal teams to resolve customer issues
- Follow through on agreed actions
- Share customer feedback internally to improve products and customer experience
Requirements
What you’ll need- Relevant experience in customer success, account management, business development, or a similar client-facing role in B2B SaaS, fintech, payments, or crypto, involving ongoing customer relationships
- Understanding of customer retention, renewals, and account growth
- Ability to recognise relevant upsell and cross-sell opportunities
- Ability to learn a technical product and explain its features and business value clearly
- Ability to analyse customer usage and performance data and turn it into clear insights and recommendations
- Strong organisational skills, ability to prioritise across multiple accounts, take initiative, and follow through on commitments
- Advanced English, with ability to lead customer calls, present findings, and communicate clearly in writing
- Familiarity with KYC, KYB, AML, or fraud prevention is a plus
Benefits
Comp & perks- Remote-first, trust-based culture
- Work from the place that works best for you
- No mandatory office days and no attendance trackers
- Optional offices or coworking spaces in some locations
- Flexible working hours; no fixed 9-to-5 schedule
- Birthday as a holiday
- 10 personal days each year
- Seven sick days without paperwork
- Extra time off during Christmas and New Year
- Role-specific learning opportunities and covered role-specific events
- Fully covered team offsites several times a year
- Tools and hardware needed to do the work
- Equal opportunity, diverse and inclusive workplace
