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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 strong focus on retention strategies, upselling opportunities, and data-driven decision-making. Proficient in utilizing generative AI tools and CRM systems to enhance client engagement and streamline processes.
Highest-signal resume keywords
Customer Success ManagementRetention Strategy DevelopmentGenerative AI IntegrationHubSpot CRM ManagementC-Level Presentation Creation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementChurn Rate AnalysisNPS MeasurementUsage Data AnalysisAutomated Reporting
Soft Skills
Client CommunicationPresentation SkillsProblem-Solving
Tools & Technologies
HubSpotTrusttClaudeChatGPT
Industry Keywords
B2B SaaSAccount ManagementRetention TargetQBR PreparationStakeholder Engagement
About the role
Key responsibilities & impact- Monitor actual platform usage on an account-by-account basis and identify signs of disengagement
- Initiate retention actions before churn occurs
- Lead QBRs, create presentation decks, present performance results to marketing leadership, and co-develop an action plan
- Drive expansion alongside Sales by identifying upsell and plan-change opportunities
- Prepare renewals and identify new stakeholders within client organizations
- Scale and streamline the role with AI: usage analysis, QBR preparation, meeting notes, and training materials
- Relay needs and issues identified in the field to Product, Marketing, and Customer Care
- Deliver a risk segmentation of the portfolio by week four
- Maintain account plans and the QBR cadence for strategic accounts
- Produce automated weekly usage reporting through HubSpot and Trustt’s back office
- Deploy three AI automations within the role
- Secure a first signed upsell or plan change
- Maintain retention above 95% and increase NRR to 100% and beyond
- Measure NPS using a representative customer base and maintain clean CRM data
Requirements
What you’ll need- 3–5 years of experience in Customer Success, Account Management, or B2B SaaS account management
- Experience managing a portfolio with a quantified retention target
- Ability to track and understand NRR or churn rate
- Daily use of generative AI (Claude, ChatGPT, or equivalent), integrated into actual workflows
- Professional working proficiency in English: able to lead a client meeting in English without preparation
- Daily CRM management, ideally in HubSpot
- Comfortable working with usage data and translating it into recommendations
- Ability to create C-level presentation decks
- Experience in an organization with fewer than 50 employees
Benefits
Comp & perks- Quarterly variable compensation based on NRR
- Variable compensation tied to customer satisfaction, CRM data quality, and completed QBRs
- Commissions on new ARR shared with Sales
- Team-based retention bonus for the CSM team
- Unlimited training and coaching
- Reimbursement for books
- Client expense reimbursement
- Genuine autonomy over the portfolio
- Direct access to the founder
- Hybrid SaaS startup environment in Paris
