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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing enterprise accounts, driving growth through tailored account plans, and fostering strategic relationships. Proficient in utilizing data to inform decision-making and enhance client satisfaction while coordinating cross-functional teams for impactful outcomes.
Highest-signal resume keywords
Customer Success ManagementEnterprise SaaS ExperienceAccount Data AnalysisCross-Functional Team CoordinationStakeholder Relationship Management
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 ManagementProject ManagementData AnalysisUtilization ReportingClient Needs Assessment
Soft Skills
Organizational SkillsInterpersonal CommunicationRelationship BuildingDetail-OrientedProblem Solving
Tools & Technologies
HubSpotGongSlackMonday.com
Industry Keywords
Enterprise AccountsClient RetentionSocial ImpactPartnership StrategySales Management
About the role
Key responsibilities & impact- Strategically manage and nurture enterprise accounts to drive account growth and increase service utilization
- Develop tailored account plans aligned with client goals, ROI metrics, and Visit.org capabilities
- Support or lead client off-site meetings to deepen needs understanding, co-create value, and strengthen strategic relationships
- Lead and project-manage key client initiatives and strategic programs
- Coordinate cross-functional teams, timelines, and deliverables for high-quality business and social-impact outcomes
- Support the Sales team with client renewals and negotiations
- Maintain high retention and minimize churn within enterprise accounts
- Advise executive stakeholders on social impact and partnership strategy
- Build relationships with decision makers, economic buyers, influencers, and champions
- Serve as a product and program expert, connecting Visit.org capabilities to client objectives
- Own account reporting, including impact and utilization reporting, executive business reviews, and end-of-program recaps
- Pull and analyze account data and communicate progress against client goals and partnership risks
- Identify and resolve enterprise account issues to ensure client satisfaction and service delivery
- Inform Supply, Content, Product, Marketing, and Sales about enterprise client needs and opportunities
- Advocate for product changes required by enterprise clients
- Lead cross-functional improvement projects, best-practice development, and scalable operating procedures
Requirements
What you’ll need- 4+ years of experience in Customer Success, Account Management, Sales, Partnerships, or another client-facing, quota-responsible role
- Experience working in a fast-paced startup environment, particularly enterprise SaaS
- Fluency in demonstrating value through customer stories, data, and unique insights
- Strong organizational skills and ability to create structure in ambiguous situations
- Detail-oriented while maintaining the ability to drive toward overarching goals
- Ability to learn quickly and grasp different processes and/or systems
- Excellent written, verbal, and presentation communication and interpersonal skills
- Ability to foster relationships and communicate effectively across departments
- Competence using HubSpot, Gong, Slack, Monday.com, and other sales management and internal communication tools
- Genuine desire to satisfy client needs
- Passion for the mission and desire to make an impact through technology
- Comfortable pulling, analyzing, and visualizing account data
- Ability to build a utilization view or EBR narrative independently
- Experience working across internal teams without direct authority
- Track record of driving improvement projects beyond own accounts
- Experience managing relationships with multiple stakeholders inside an account
Benefits
Comp & perks- Unlimited PTO
- Holiday off
- Birthday off
- Unlimited Social Impact Time Off (SITO)
- Company-wide annual paid holiday break between Christmas and New Year’s Eve
- Competitive salary
- Mission-aligned company events/volunteering
- Inclusive, exciting start-up culture
- Accelerated career & personal growth
- Culture Club and more