Open Dealer Exchange

Customer Success Manager

• Manage an assigned group of clients : Build and maintain strong relationships with dealerships and dealership groups to ensure their success and satisfaction.
• Identify business opportunities : Analyze existing client accounts and identify opportunities to drive revenue growth.
• Implement Quick Products : Guide clients through the onboarding and implementation process of Quick Products, ensuring seamless integration.
• Act as a trainer and coach : Provide ongoing training, support, and coaching to clients, helping them maximize the value of 700 Credit products.
• Resolve client issues : Address and resolve client concerns, working to ensure that all issues are effectively handled.
• Assist in product launches : Support Affiliate and 700 Credit product launches, including post-launch evaluation and gathering client feedback to ensure a positive customer experience.
• Analyze business processes : Review client business processes related to the usage of 700 Credit Quick Products and provide recommendations for improvement.
• Conduct impactful meetings and presentations : Lead meetings with key dealership personnel, focusing on the value of 700 Credit products and continuous process improvement.
• Engage clients regularly : Schedule and lead regular virtual and in-person meetings with clients to discuss product usage, identify new product opportunities, and foster strong relationships.
• Communicate new product features : Keep clients informed of new product features and updates, ensuring they are aware of new capabilities.
• Develop retention strategies : Create and implement strategies to enhance customer retention and drive increased engagement.
• Perform product audits : Conduct regular audits of client product usage to identify areas for improvement and optimization.
• Gather and analyze customer feedback : Collect and analyze customer feedback to develop new techniques and strategies that improve retention and satisfaction.
• Provide exceptional customer service : Ensure a high level of customer service is consistently provided to clients, maintaining satisfaction and loyalty.
• Generate cross-sell opportunities : Work closely with the sales team to identify and create opportunities to introduce additional products and services to clients.
• Document client interactions in Salesforce : Ensure all client interactions, communications, and updates are accurately documented in Salesforce for tracking and reporting purposes.

Client Success Manager