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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 building relationships, improving retention, and driving customer satisfaction. Proficient in leveraging data to inform strategies that align business goals with software outcomes.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSaaS ExperienceSalesforce ProficiencyRelationship Building
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 EngagementData AnalysisRetention StrategiesUpselling TechniquesBusiness Reviews
Soft Skills
Strong CommunicationOrganizational SkillsProblem SolvingCustomer-First MindsetCollaboration
Tools & Technologies
SalesforceVitallyZoom
Industry Keywords
Small Business SupportHealthcare Industry ExperienceCustomer LoyaltyChurn ReductionCustomer Education
About the role
Key responsibilities & impact- Support a portfolio of single-location and small multi-location SMB accounts
- Help customers achieve results from Weave’s software
- Build lasting customer partnerships and grow relationships over time
- Solve customer challenges, help achieve goals, and maximize software value
- Proactively improve retention, reduce churn, and strengthen loyalty
- Identify and nurture upsell and growth opportunities
- Connect customers with solutions and new offerings
- Provide strategic guidance linking business goals to software outcomes
- Deliver ongoing customer education when new features launch
- Conduct regular business reviews highlighting customer wins and exploring next steps
- Collaborate with Sales, Support, Product, and Onboarding teams
- Handle escalations promptly and thoughtfully
- Capture success stories, gather testimonials, and encourage positive reviews
- Report to the Manager of Customer Success
Requirements
What you’ll need- 2+ years of experience in customer success, account management, or another client-facing role
- SaaS or tech experience is a plus
- Proven ability to keep customers engaged, happy, and achieving their goals
- Strong communication and relationship-building skills
- Confidence working with small business owners and internal teams
- Comfortable hosting on-camera meetings
- Skilled at reading account data and translating it into retention and success actions
- Highly organized with attention to detail while managing multiple accounts
- Experience using Salesforce, Vitally, or Zoom is a plus
- Background supporting customers in healthcare-related industries is beneficial
- Customer-first mindset and passion for helping small businesses succeed
- Comfort uncovering customer needs and partnering with Sales
- Successful completion of a background check
- Must be legally eligible to work in the US
- Must be within a commutable distance to the Lehi, Utah headquarters for the hybrid role
Benefits
Comp & perks- Optional work from home days on Thursday and Friday
- Equal opportunity and inclusive workplace
- Disability or special-needs accommodation