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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 within B2B SaaS environments, focusing on procurement and vendor management. Proficient in utilizing data-driven metrics to enhance customer engagement and satisfaction while fostering strong relationships across various business functions.
Highest-signal resume keywords
Customer Success ManagementProcurement ExperienceB2B SaaS ExpertiseProject Management SkillsInterpersonal Skills
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-Driven MetricsBusiness Process OrientationWorkflow EfficiencyCreative Problem-SolvingImplementation ManagementVendor ManagementSourcing ExperiencePayments Software ExperienceLow-Code/No-Code Configuration
Soft Skills
Interpersonal SkillsProactive Team-Player MindsetAttention to Detail
Tools & Technologies
ERP (Netsuite, Coupa)HRIS (Workday)CLMGRCJIRAServiceNow
Certifications & Qualifications
MBA
Industry Keywords
Customer SuccessAccount ManagementStrategic ConsultingProcurement Best PracticesStakeholder Engagement
Tech Stack
Tools & technologiesERPServiceNow
About the role
Key responsibilities & impact- Help the largest customers drive procurement success on the Zip platform
- Define customer business outcomes and partner with customers to deliver those outcomes continuously
- Act as a trusted procurement advisor and thought partner, educating and enabling customers on Zip’s platform and procurement best practices
- Identify champions and build relationships with stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance
- Maintain high customer engagement and satisfaction, focusing on adoption and loyalty
- Manage customer health using data-driven adoption metrics
- Partner with product and engineering to translate business needs into customer solutions while managing expectations
- Train and empower customers to become product specialists and increasingly self-sufficient
- Partner with the renewals team to achieve target NRR
- Continuously improve Customer Success assets and processes
Requirements
What you’ll need- 8+ years of relevant work experience in customer-facing customer success, account management, or strategic consulting
- B2B SaaS experience in a high-paced environment is a benefit
- 1+ year in an implementation role, such as Solutions Consultant or Implementation Manager
- Procurement, sourcing, or vendor management experience
- Familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday, etc.), CLM, GRC, JIRA, and ServiceNow workflow management tools
- Excellent interpersonal skills and ability to establish quick rapport and trust with customers
- Strong project management skills
- Creative problem-solving ability and attention to detail
- Business process orientation and ability to think about workflow efficiency, including diagrams and conditionally based logic
- Proactive team-player mindset and willingness to help wherever needed
- Payments software experience and experience working with CFOs, Controllers, and Accounts Payable/Accounts Receivable roles are nice to have
- Experience with SaaS workflow management tools and low-code/no-code configuration is nice to have
- Experience at a top-tier consulting firm or an MBA is nice to have
- Must be legally authorized to work in the US
- Must be willing and able to come into the NYC office 3 days per week
Benefits
Comp & perks- Start-up equity
- Full health, vision & dental coverage
- Team building events
- Flexible PTO
- Apple equipment plus home office budget
- 401k plan
