Toma

Customer Success Manager

• Own the post-onboarding success of a portfolio of dealerships
• Build deep relationships with champions and decision-makers
• Drive usage, renewals, and expansion (measured by active rooftops)
• Conduct regular check-ins and business reviews to align on goals
• Ensure dealers realize time-to-value quickly
• Identify product gaps, blockers, or training needs and work cross-functionally to solve them
• Track adoption and health signals; proactively intervene to prevent churn
• Standardize and scale success motions across your pod
• Partner with Onboarding Specialists to smoothly transition accounts post-activation
• Work with Support Specialists to resolve dealer issues quickly and completely
• Escalate product bugs or workflow gaps with context and clarity to Product & Engineering
• Contribute to internal playbooks for renewals, QBRs, and health management
• Help define what great CS looks like in an AI-native environment
• Bring new ideas for scaling the CS function without sacrificing quality

Customer Success Manager – AI SaaS

Sales Operations Manager

• Own and manage our core revenue tech stack, including HubSpot, Clay, Stripe, and internal integrations, ensuring clean, real-time data flow across GTM functions
• Assess, implement, and maintain new tools that drive sales efficiency and reporting.
• Configure systems and workflows to support new initiatives and special projects across GTM and Finance
• Build and manage automated workflows for lead routing, follow-up sequences, pipeline stages, and notifications to reduce manual effort and improve conversion
• Conduct regular CRM audits to ensure hygiene, data consistency, and reporting accuracy across all customer lifecycle stages
• Develop, organize, and maintain internal documentation on sales systems, processes, and best practices to support onboarding and continuity
• Partner with Sales and Marketing leadership to build dashboards and reports that track KPIs, uncover insights, and support both tactical and strategic decisions
• Maintain and evolve forecasting models by blending historicals, pipeline health, and rep performance trends to improve revenue predictability
• Track rep-level metrics to help Sales leadership identify performance gaps and coaching opportunities
• Build commission tracking tools or dashboards to ensure transparency, accuracy, and timely payouts
• Support territory planning and account segmentation to ensure balanced rep workloads and optimal coverage across dealership accounts
• Help onboard new GTM team members by configuring tools, managing credentials, and training on systems and workflows
• Partner with leadership to align sales compensation plans and revenue recognition logic, ensuring consistency across GTM and financial reporting
• Source, import, and maintain dealership directory data to ensure full visibility into the dealer landscape
• Continuously evaluate and enrich market data to improve targeting, segmentation, and lead prioritization

Sales Operations Specialist

Recruitment

• Building the AI platform for underserved industries (automotive and healthcare)
• In-person role in our San Francisco office, 5 days a week
• Schedule and coordinate interviews across multiple time zones
• Serve as the main point of contact for candidates, ensuring a smooth and timely process
• Maintain candidate data and pipelines in our Ashby ATS with accuracy
• Improve processes and enhance the candidate experience
• Support offer preparation, onboarding, and other recruiting operations as needed
• Interface with the executive team to source and hire engineers, operators, and founders

Customer Success Manager – AI SaaS

Sales Operations Specialist

Recruiting Coordinator