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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer engagement and portfolio management, focusing on driving satisfaction, retention, and growth through effective communication and strategic account management.
Highest-signal resume keywords
Customer EngagementPortfolio ManagementPipeline DevelopmentKPI AchievementSegmentation Analysis
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 SatisfactionCross-SellingUpsellingForecastingAccount CoverageDigital MarketingProposal Follow-UpRisk MonitoringCampaign ExecutionRevenue Growth
Soft Skills
CollaborationCommunicationProactive EngagementProblem-SolvingCustomer Focus
Tools & Technologies
CCRISCRM
Industry Keywords
Segmentation CriteriaAccount ManagementVolume-Based GrowthProfitability ManagementCustomer Retention
About the role
Key responsibilities & impact- Manage a portfolio of customers allocated through established segmentation criteria
- Deliver proactive customer engagement through phone, email, and digital channels
- Drive customer satisfaction, retention, and portfolio growth
- Identify cross-sell, upsell, and reactivation opportunities
- Build and maintain a pipeline across assigned accounts
- Focus on small to mid-sized deals, repeat business, and volume-based growth
- Use segmentation metrics including financial value, profitability, opportunity, and momentum to prioritize activity
- Maintain accurate customer discussions and forecasting
- Deliver low-cost-to-serve account coverage using rules-based segmentation and engagement models
- Collaborate with Account Managers on escalations, account transitions, and growth opportunities
- Conduct outbound calls, digital marketing, and email outreach
- Follow up on proposals, discussions, and opportunities
- Monitor account conduct and portfolio trends for early risk signals
- Maintain customer interactions, pipeline progress, and forecast updates in CCRIS or CRM
- Process inbound enquiries and provide quick turnaround responses
- Review portfolio segmentation monthly and prioritize activities
- Conduct pipeline reviews and forecasting updates
- Execute targeted campaigns such as vendor programs, seasonality, and new product lines
- Meet KPIs including revenue growth, share of wallet, conversion rates, contribution margin improvement, and profitability management
Requirements
What you’ll need- Experience, qualifications, certifications, software proficiency, and language requirements are not specified in the posting
- Successful completion of a background check is required
- Must apply online via the career website; applications via email will not be reviewed
Benefits
Comp & perks- Two working days per year volunteering for a local charity
- Health and Wellness program including healthy food, free health checks, fun health & vitality activities
- Flexible hours with possibility to work from home
- Career development opportunities: online learning, member development programs
- DLL’s wellbeing program covering connection, mental, emotional, physical, and financial wellness
- DLL’s referral program applies
