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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, focusing on relationship health, value realization, and operational improvements. Proficient in driving product adoption and managing renewals while effectively communicating and collaborating with stakeholders at all levels.
Highest-signal resume keywords
Customer Success ManagementCRM Platform ExperienceRelationship BuildingOperational ImprovementSaaS Industry Experience
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 Success ManagementAccount ManagementOperational InsightsPerformance Target ManagementTraining and EnablementData AnalysisBusiness Review PresentationOKR ManagementWorkflow AdoptionRisk Escalation
Soft Skills
Effective CommunicationRelationship BuildingOrganizational SkillsTime ManagementCross-Functional Collaboration
Tools & Technologies
CRM PlatformsHubSpotGoogle WorkspaceMicrosoft Excel
Industry Keywords
SaaSTechnologyFitness IndustryWellness Industry
About the role
Key responsibilities & impact- Own the customer relationship from day one as the primary partner and advocate
- Be accountable for relationship health, value realisation, assigned OKRs, and performance targets
- Develop and maintain Success Plans covering customer goals, operating models, and milestones
- Establish and execute engagement cadences, including regular touchpoints, portfolio reviews, and QBRs
- Drive adoption of Hapana workflows across memberships, payments, scheduling, communications, and reporting
- Own the customer experience during expansion events such as new location openings
- Deliver training, enablement, and adoption outcomes across new sites
- Inspect customer operations across booking flows, assessments, marketing, payments, and reporting
- Translate operational insights into actionable improvements
- Monitor customer health through usage, sentiment, and engagement signals
- Escalate risks early while maintaining ownership of resolution
- Partner with Growth Account Executives on renewal preparation and renewal signals
- Maintain complete and accurate CRM records, including notes, tasks, health indicators, and renewal timelines
- Participate in onsite visits, immersion days, and continuous learning
- Build trusted customer partnerships, drive product adoption, improve customer satisfaction and operational outcomes, manage renewals, reduce preventable churn, and achieve OKRs
Requirements
What you’ll need- Minimum of 4–5 years' experience in Customer Success or Account Management
- Ability to communicate effectively across all organisational levels
- Ability to build relationships with day-to-day stakeholders and lead executive-level conversations with senior leaders and CEOs
- Experience collating, delivering, and presenting client business reviews
- Outstanding communication and relationship-building skills
- Strong organisation, time management, and follow-through skills
- Experience using CRM platforms, ideally HubSpot
- Intermediate proficiency with Google Workspace or Microsoft Excel
- Experience within SaaS, technology, or the fitness and wellness industry is highly regarded
- Commercial mindset with ability to identify opportunities and solve customer problems
- Confidence working cross-functionally and influencing stakeholders at all levels
Benefits
Comp & perks- Remote Working – The flexibility to do your best work remotely
- Health, Dental & Vision Coverage – Supporting you and your wellbeing
- Helping you plan and invest for your future offering 401k
- Summer Fridays – Finish at 3pm during summer and start your weekends early
- Birthday Leave – Take your birthday off, on us
- Wellness Days – Two additional wellbeing days each year, separate from annual leave
- Work From Anywhere – Spend up to two weeks each year working from anywhere in the world
- Home Office Allowance – Create a workspace you'll genuinely enjoy
- Paid Parental Leave – Supporting both primary and secondary carers
- Employee Assistance Program (EAP) – Confidential support when you need it
- Equal opportunity employer committed to an inclusive environment
