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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise client success and account management, with a strong focus on revenue retention and expansion within the fintech and financial services sectors. Proficient in utilizing Salesforce for forecasting and monitoring client health metrics to drive product adoption and long-term partnerships.
Highest-signal resume keywords
Enterprise Client SuccessRevenue Retention ManagementSalesforce ProficiencySaaS ExperienceConsultative Discovery
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementRevenue Growth StrategiesPerformance Data InterpretationRecurring Revenue ModelsPilot Conversion
Soft Skills
Relationship BuildingInitiativeCollaborationConsultative SellingLeadership Without Authority
Tools & Technologies
SalesforceClient Health Monitoring Platforms
Industry Keywords
FintechFinancial ServicesPaymentsDebt CollectionsGross Revenue RetentionNet Revenue Retention
About the role
Key responsibilities & impact- Serve as the strategic and commercial owner of a portfolio of approximately 15 enterprise clients across fintech and major financial institutions
- Drive portfolio retention and expansion through strategic account plans
- Maximize Gross and Net Revenue Retention, prevent logo churn, and identify opportunities to scale account placement volumes
- Convert pilots into long-term commercial agreements by aligning clients on success criteria and tracking performance metrics
- Conduct monthly and quarterly business reviews
- Use consultative discovery to understand client business models and demonstrate measurable ROI
- Build trusted relationships with executive, technical, operational, and procurement stakeholders
- Collaborate with Product, Engineering, Sales, Operations, Legal, and Compliance
- Monitor portfolio health metrics and identify renewal risks
- Maintain accurate forecasts for revenue, expansions, and pilot conversions in Salesforce
- Drive product adoption, manage renewals, convert pilots into long-term partnerships, and deliver durable revenue growth
Requirements
What you’ll need- 5+ years of enterprise client success or account management experience
- Experience within SaaS, fintech, financial services, payments, or debt collections
- Strong understanding of recurring revenue models
- Proven success managing retention, expansion revenue, GRR, NRR, and pilot conversions
- Ability to interpret complex performance data
- Ability to build value-driven recommendations
- Ability to lead discussions with technical operators and C-suite executives
- Ability to orchestrate internal teams without formal authority
- Hands-on experience using Salesforce and client health monitoring platforms
- Initiative in fast-paced environments
Benefits
Comp & perks- Flexible vacation
- Medical, dental, and vision insurance
- Traditional and Roth retirement savings options
- Company-paid disability and life insurance
- Flexible Spending Account and Limited FSA
- Family-friendly parental leave
- Volunteer and voting time off
- On-demand wellness platform access for you and 5 friends and family
- PerkSpot discount program for 900+ merchants nationwide
- Remote-first work environment
- Reasonable accommodations for individuals with disabilities