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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B SaaS customer success, focusing on account management, customer engagement, and value realization. Proficient in configuring customer success platforms and driving revenue growth through upselling and expansion strategies.
Highest-signal resume keywords
B2B SaaS Customer SuccessAccount ManagementCustomer Success Platform ConfigurationRevenue Growth StrategiesData Flow 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 Success ManagementValue Realization TrackingWorkshop FacilitationHealth Score ConfigurationLifecycle Stage Understanding
Soft Skills
Commercial AcumenAutonomySystems ThinkingStakeholder EngagementCommunication
Tools & Technologies
GainsightChurnZeroTotangoHubSpotTrig
Industry Keywords
B2B SaaSCustomer EngagementUpsell OpportunitiesValue DriversCustomer Health
About the role
Key responsibilities & impact- Own the recurring cadence for a book of live customers: weekly touchpoints, QBRs, monthly value reports, training and follow-ups
- Configure new Trig instances with customers: jobs, objectives, lifecycle stages, signals and value drivers - through hands-on workshops (on top of connected data; you won't build integrations)
- Own first-90-day success for new customers: kickoff → configured → first value → steady cadence
- Track value realised vs promised for every account, and put a number on the gap
- Spot expansion and upsell opportunities from signals, usage and stakeholder change, before the customer asks
- Build the expansion case (evidence, champion, ROI, sizing) and work it jointly with sales to close
- Feed customer and configuration friction back into product and playbooks
Requirements
What you’ll need- 4+ years in B2B SaaS customer success or account management with real ownership of a book: renewals, health, expansion
- A builder on a CS or automation platform (Gainsight, ChurnZero, Totango, HubSpot or similar) - you've configured health scores, journeys and playbooks yourself, not just used them
- Commercially comfortable: you've carried or directly influenced a revenue number and can talk money with a customer - position an upsell, value unrealised ROI, hold your ground
- A systems thinker: fluent in data flows, lifecycle stages and triggers without needing to code
- Senior enough to run a workshop with a Head of CS or CRO solo, and to work with high autonomy
- Excited by AI-agent tooling - you'd genuinely use Trig on your own book.
Benefits
Comp & perks- Health insurance
- Professional development opportunities
- Flexible working hours
