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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex customer relationships and driving adoption and expansion within a B2B SaaS environment. Proficient in strategic planning, upsell strategies, and leveraging customer success platforms to enhance client engagement and satisfaction.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementB2B SaaS ExperienceSalesforce ProficiencyStrategic Planning
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 ManagementConsultative Selling TechniquesProject Plan DevelopmentRevenue ForecastingComplex Problem Solving
Soft Skills
Excellent CommunicationNegotiation SkillsCross-Functional CollaborationProactive ThinkingMentoring
Tools & Technologies
SalesforceChurnZeroGainsightERP SolutionsCRM Solutions
Industry Keywords
ArchitectureEngineeringConstructionB2BCustomer Success
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the relationship with a book of Unanet's most strategic customers
- Drive adoption, retention, expansion, and net revenue retention within the assigned book of business
- Manage strategic and complex accounts and build relationships with decision-makers and key stakeholders
- Achieve upsell and expansion revenue targets using consultative selling techniques
- Maintain a thorough understanding of customer status, satisfaction, business condition, projections, requirements, personnel and leadership changes, system configuration, and partner relationships
- Investigate account organizational landscapes and build relationships that expand Unanet's footprint and drive revenue
- Lead strategic program development, including project plan development and internal and external progress communication
- Manage client expectations and assess platform adoption across client project teams
- Identify new revenue opportunities and increase engagement for new and existing clients
- Provide best practices, coaching, and training to help customers maximize value from Unanet
- Leverage domain and product knowledge to drive adoption and expansion opportunities
- Forecast and communicate at-risk customers and define retention strategies
- Prioritize customer requests and coordinate cross-functional commitments using subject matter experts
- Provide customer updates and follow-ups on outstanding issues, requests, and escalations
- Coordinate regular account reviews, present customer goals, issues, and roadmap requests, and produce value reports
- Document and drive customer success plans and create customer advocates
- Develop creative solutions for complex customer requirements
- Mentor newer team members and promote a customer-centric attitude
- Handle complex requests and nuanced situations with professionalism, quick execution, and urgency
- Complete Customer Success onboarding in the first 30 days; establish account relationships and identify expansion opportunities within 60 days; lead value-based customer calls, manage at-risk customers, and implement strategic account plans within 90 days
Requirements
What you’ll need- 8+ years of experience in Customer Success or Account Management in a B2B SaaS environment
- 5+ years of experience managing enterprise or strategic accounts
- Proven experience managing complex customer relationships, including C-level executives, to drive adoption, renewals, and expansion
- Experience working with executives internally and externally; comfortable facilitating meetings and strategy sessions with multiple departments and stakeholders
- Proactive and strategic thinker capable of identifying upsell opportunities and mitigating risks early in the customer lifecycle
- Excellent communication, negotiation, and presentation skills
- Ability to collaborate cross-functionally, including with remote teams
- Proficient with Salesforce and other Customer Success platforms such as ChurnZero and Gainsight
- Strong organizational and strategic planning abilities, focused on upsell and expansion strategies
- Ability to travel 25–30%
- Bachelor's degree preferred, but relevant experience will be considered in lieu of a degree
- Experience in the Architecture, Engineering & Construction (AEC) vertical, with an understanding of its unique challenges and opportunities
- Prior experience with ERP and/or CRM solutions
Benefits
Comp & perks- Eligible to earn commissions subject to commission plans and policies
- Eligible for employee equity
- Eligible to participate in Unanet's employee benefits plans and programs
