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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer accounts through effective monitoring of health scores, engagement levels, and lifecycle milestones. Proficient in utilizing customer success platforms like Gainsight to drive customer retention and expansion strategies.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementGainsight ProficiencyCustomer Lifecycle UnderstandingData-Driven Decision Making
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 Success ManagementAccount ManagementCustomer Lifecycle UnderstandingData AnalysisEngagement Tracking
Soft Skills
Clear CommunicationJudgmentCollaboration
Tools & Technologies
GainsightCustomer Success Platforms
Industry Keywords
SaaSHealthcare TechnologyRenewal MotionsExpansion SupportVoice of Customer Programs
About the role
Key responsibilities & impact- Manage a large portfolio of digitally supported customer accounts
- Monitor customer health, product usage, engagement levels, and lifecycle milestones
- Execute trigger-based outreach in response to risk indicators, adoption gaps, or growth opportunities
- Ensure customer expectations align with the digital engagement model and available support channels
- Meet with high-value customers to define success and verified outcomes
- Monitor health score changes, usage trends, and engagement signals
- Execute playbooks addressing declining adoption or engagement, renewal and retention risk, and post-onboarding stabilization issues
- Document risks clearly and escalate appropriately when intervention is required
- Partner with the manager on complex or high-risk scenarios
- Identify expansion, cross-sell, and upsell signals
- Surface qualified opportunities to Sales or Account teams with context and supporting data
- Support renewal readiness by ensuring customers receive value and meet success milestones
- Use customer success platforms such as Gainsight to manage health scores, CTAs, success plans, and engagement tracking
- Maintain accurate and timely documentation of customer activity, risks, and outcomes
- Follow standardized processes across the digitally managed portfolio
- Contribute feedback to improve playbooks, triggers, and engagement workflows
- Partner with Product, Support, and CXOps teams to resolve issues and improve outcomes
- Share insights on recurring risks, customer trends, and product feedback
- Participate in team reviews, enablement sessions, and process improvements
Requirements
What you’ll need- 2-4 years of experience in Customer Success, Account Management, or a related customer-facing role
- Experience managing multiple accounts or portfolios in a scaled or digital engagement model
- Strong understanding of customer lifecycle, adoption, and retention concepts
- Comfort working from data, dashboards, and health signals to guide prioritization
- Proven ability to follow structured processes while exercising sound judgment
- Clear, concise written and verbal communication skills
- Experience with Gainsight or similar customer success platforms is nice to have
- Familiarity with SaaS or healthcare technology environments is nice to have
- Exposure to renewal motions, expansion support, or VoC programs (NPS, CSAT) is nice to have
- Experience working in digitally led or tech-touch customer models is nice to have
- Must be legally authorized to work in the United States or Canada
- Visa sponsorship is not offered for this position
Benefits
Comp & perks- Holidays
- Vacation
- Medical insurance
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Retirement savings
- Professional development opportunities
- Hybrid work arrangement with expectation of 2 days per week in the office
