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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, with a focus on driving client engagement and retention through tailored onboarding and training programs. Proficient in analyzing usage data to provide actionable insights and enhance customer value.
Highest-signal resume keywords
Customer Success ExperienceAccount Management SupportSalesforce ProficiencyData Analysis SkillsTraining and Presentation Delivery
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 OnboardingData InterpretationEngagement AnalysisClient ReportingUsage Dashboard Proficiency
Soft Skills
Strong Communication SkillsOrganizational SkillsAdaptabilityProactive ApproachCollaboration
Tools & Technologies
SalesforceCRM Software
Industry Keywords
B2B MediaPublishingSaaSFinancial ServicesInsurance
About the role
Key responsibilities & impact- Support strategic customer trials
- Deliver tailored onboarding programmes that drive adoption and convert prospects into engaged subscribers
- Build strong relationships with a portfolio of clients
- Act as a trusted advisor and ensure clients realise maximum value from subscriptions
- Monitor account health and platform usage
- Identify engagement opportunities, risks, and retention actions
- Partner with Account Managers to support renewals, growth opportunities, and high-value customer relationships
- Analyse and interpret usage data
- Provide actionable insights and client-ready reports demonstrating value and informing commercial conversations
- Deliver customer training sessions, webinars, and educational content
- Gather and act on customer feedback
- Champion the voice of the customer across Product, Editorial, and Commercial teams
- Collaborate cross-functionally to drive continuous improvement, customer success, retention, and commercial growth
Requirements
What you’ll need- Demonstrable experience in a customer success, client services, account management support, or customer enablement role — ideally within B2B media, publishing, data, or SaaS
- Strong written and verbal communication skills
- Ability to adapt communication style to different audiences, from individual users to senior stakeholders
- Comfort working with usage dashboards and interpreting engagement data
- Experience using Salesforce or a similar CRM
- Strong organisational skills and high attention to detail
- Ability to manage multiple priorities simultaneously
- Experience delivering training, presentations, or webinars
- Confidence presenting to groups and tailoring content to the audience
- Proactive, self-starting approach
- Familiarity with the insurance or financial services industry is advantageous but not required
- Ability to learn a specialist market quickly
- Ability to work collaboratively in a cross-functional environment
- 1-year fixed-term contract
Benefits
Comp & perks- Flexible hybrid working environment
- Flexible work arrangements, including work from anywhere for up to 8 weeks per year
- Flexible vacation
- Two company-wide Mental Health Days off
- Access to the Headspace app
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Two paid volunteer days off annually
- Opportunities to get involved with pro-bono consulting projects and ESG initiatives
- Career development and continuous learning through Grow My Way programming
- Flexible work-life balance policies through Flex My Way
- Employee inclusion and belonging initiatives