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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 management, focusing on client satisfaction, risk management, and project execution. Proficient in analyzing customer needs and delivering tailored solutions to enhance product commitment and minimize churn.
Highest-signal resume keywords
Customer Success ManagementProject ManagementAnalytic MethodologiesPhishing Threat Landscape KnowledgeCISSP or Security+ Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Analytic MethodologiesProject ManagementRisk ManagementCustomer Portfolio ManagementPhishing Defense ProgramsEmail Products KnowledgeCofense SolutionsClient Deliverables PreparationROI PresentationChurn Management
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationDetail-OrientedAnalytical MindsetGoal-Completion Motivation
Tools & Technologies
Csm ToolsMicrosoft WordMicrosoft ExcelAI ToolsPowerPointChurnZero
Certifications & Qualifications
CISSPSecurity+PMP
Industry Keywords
Information SecurityCyber Threat ManagementManaged ServicesConsultant ExperienceClient Lifecycle Management
Tech Stack
Tools & technologiesLinuxPMPSMTP
About the role
Key responsibilities & impact- Manage a portfolio of customers and maintain client satisfaction
- Support all Cofense products used by assigned clients
- Serve as the customer's trusted advisor and subject matter expert
- Coordinate onboarding, product implementation, and the full customer lifecycle
- Perform risk management to minimize churn
- Demonstrate product and service value and present ROI information to stakeholders
- Identify concerns and risks and share them with internal account partners and leadership
- Develop get-well plans to minimize risk and increase customer satisfaction
- Maintain comprehensive account documentation and perform administrative tasks in CSM tools
- Coordinate internal resources and third-party vendors for project execution
- Ensure tasks are delivered on time, within scope, and within budget
- Assist with project scope and objective definition and ensure technical feasibility
- Manage service profitability and increase customer product commitment
- Identify revenue expansion opportunities within assigned accounts
- Own customers' simulated phishing defense programs and meet contractual requirements
- Recommend customized phishing programs aligned with best practices, threat landscape, and customer goals
- Produce client-ready analytic deliverables
- Share analytics and make operational and strategic recommendations based on security goals and success indicators
- Run simulated phishing programs for Managed Training clients using Cofense solutions
- Deliver monthly remediation reports and personalized meetings for assigned Managed Remediation clients
- Travel to client sites as necessary
- Train newer team members and collaborate on cross-training and process improvements
- Perform other duties as assigned
Requirements
What you’ll need- Strong verbal and written communication skills
- Intermediate knowledge of the phishing threat landscape and organizational risk
- Analytical and process-focused mindset
- Project and program management skills
- Ability to work independently to prepare and present client deliverables
- Fundamental understanding of messaging, SMTP, and email products
- Experience with Microsoft Word, Excel, AI tools, and PowerPoint
- Previous experience supporting customers in a consultant, managed services, or technical account management capacity
- 2–4 years of experience applying analytic methodologies and principles related to cyber threat management and/or client portfolio management
- 2–4 years of experience supporting customers in a consultant, managed services, or technical account management capacity
- CISSP, Security+, or PMP certification a plus
- Information Security and Program Management experience preferred
- ChurnZero experience preferred
- Bachelor's degree preferred
- Travel to client sites may be required
- Communication proficiency listed as novice
- Detail-oriented behavior and goal-completion motivation preferred
Benefits
Comp & perks- Equal employment opportunity and nondiscrimination commitments
- At-will employment (as stated in the posting)
