The Customer Success Partner is responsible for managing and nurturing relationships with existing dealer groups, ensuring their satisfaction, by aligning Safe-Guard with their mission and goals, and driving product adoption and usage. In this role, you will provide or facilitate training support, address client needs, and identify growth opportunities within current accounts. Additionally, you will generate and provide qualified leads for new business opportunities to the National Sales Manager. This position is integral to maintaining and expanding Safe-Guard’s partnerships with strategic dealer groups while supporting the company’s business development efforts. Role Responsibilities: Account Management: Serve as the primary point of contact for assigned client accounts, building and maintaining strong relationships with key stakeholders. Proactively address client needs, resolving issues promptly in collaboration with internal teams to deliver an exceptional customer experience. Conduct regular account reviews to identify opportunities for enhanced product adoption, increased penetration, and improved client satisfaction. Work closely with internal teams, such as Product Development, Marketing, and Operations, to deliver tailored solutions that meet client goals. Collaborate with the regular sales team to communicate account-specific expectations, agreements, and guidelines, ensuring consistency across all dealership interactions. Training Support: Facilitate or coordinate training sessions for client teams, ensuring they fully understand and can effectively utilize Safe-Guard’s product offerings. Promote client participation in Safe-Guard’s F&I certification and training programs to drive knowledge and product proficiency. Lead Generation: Identify and document opportunities for new business growth within existing accounts, including cross-selling and upselling opportunities. Proactively generate and qualify leads for prospective new clients and provide these to the National Sales Manager to drive business expansion. Partner with the National Sales Manager to support the strategic growth of Safe-Guard’s footprint. Performance Reporting: Maintain detailed records of client interactions, training activities, and account performance in the company CRM. Regularly report on account performance metrics, lead generation activities, and client feedback to leadership.
Requirements
Bachelor's degree in Business, Marketing, or related field preferred; equivalent work experience considered
3+ years of account management, client relations, or similar roles, preferably within the automotive or vehicle retail industry
Experience providing training or facilitating workshops for client teams
Five years of Automotive industry experience
Three years of retail F&I experience
Client Relationship Management: Demonstrated ability to build trust and credibility with key client stakeholders
Training Expertise: Strong skills in facilitating or coordinating training sessions to improve product knowledge and adoption
Communication: Exceptional verbal and written communication skills, including presenting and public speaking
Lead Generation: Proven ability to identify and qualify new business opportunities within existing accounts
Organizational Skills: Highly organized with the ability to manage multiple accounts and projects simultaneously
Technical Proficiency: Proficient in CRM tools (e.g., Salesforce.com) and reporting platforms to track account activity and performance
Travel: Willingness to travel up to 50% for client meetings, training sessions, and account reviews
Must be authorized to work in the U.S