Customer Success Manager – AI SaaS
Toma
Client Success Manager
Open Dealer Exchange
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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.
Requirements
- 2+ years of experience in customer service or account management roles
- In-depth knowledge of the automotive industry
- Familiarity with dealership operations and the ability to train and implement best practices for 700 Credit products
- Strong organizational skills with attention to detail
- Excellent phone etiquette and customer service abilities
- Bachelor’s degree preferred, or equivalent professional experience
- Willingness to travel as needed
Benefits
- Excellent compensation/benefit package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client onboardingproduct implementationbusiness process analysiscustomer feedback analysisproduct auditsretention strategiescross-sellingSalesforce
Soft skills
relationship buildingtrainingcoachingproblem solvingcommunicationorganizational skillsattention to detailcustomer service
Certifications
Bachelor’s degree
