Work Truck Solutions

Implementation Specialist

• Facilitate the onboarding process of new dealerships
• Be the primary point of contact guiding the dealership through onboarding, orientation and training processes
• Work closely with the sales operations team to collect profile information necessary to onboard a newly signed dealership
• Work collaboratively with all dealership stakeholders, keeping them engaged and informed throughout the onboarding process
• Coordinate internal resources necessary to complete the onboarding process
• Identify and take corrective actions to remove roadblocks that may jeopardize the timely completion of the onboarding process
• Responsible for ensuring accuracy of key internal dealership data collected during the signing and onboarding process
• Introduce and ensure smooth transition to the (CSM) Customer Support Manager
• Responsible for the average days to onboard KPI

Customer Success Manager

• Develop and execute strategic account plans for your portfolio to drive product adoption, ensure long-term customer retention, and identify opportunities for revenue expansion (upsell/cross-sell).
• Proactively conduct regular Business Reviews (QBRs) with key stakeholders and decision-makers, focusing on achieving pre-defined success metrics and demonstrating Work Truck Solutions' return on investment (ROI).
• Act as the primary business partner for assigned dealers, actively soliciting and documenting customer feedback on product strategy and market trends to inform our internal roadmap.
• Proactively monitor account health and usage data to predict potential churn risks and implement targeted, data-driven action plans to mitigate them.
• Actively solicit and secure customer referrals and testimonials from satisfied, high-value accounts.
• Lead the full customer lifecycle post-sale, including ongoing value reinforcement, and proactive feature adoption campaigns.
• Serve as a product expert and consultant, coaching dealers on advanced use cases and configuration to directly solve specific business challenges (e.g., inventory management, lead generation).
• Create and deliver customized training and enablement sessions that focus on driving specific, measurable business outcomes for the dealer.
• Document all dealer interactions, success metrics, and next steps in the CRM to ensure a comprehensive account history that facilitates seamless internal support and strategic account planning.
• Act as the 'Voice of the Customer' internally, collaborating closely with other departments.
• Escalate high-priority technical issues to the appropriate support or technical teams for rapid resolution, maintaining ownership of the customer communication throughout the process.
• Work cooperatively with internal teams to propose and document automation and process improvements that enhance the overall customer experience and internal efficiency.

Sales Development Rep

• Promoting and marketing Work Truck Solutions and Comvoy business through extensive and persistent cold calling, emails, and communication to prospective dealerships
• Scheduling initial meetings for the sales team
• Providing in-depth information to the sales team enabling qualified and productive consultative meetings and demos
• May be asked to contact former potential clients who may have ‘gone cold’ to explore their interest in Work Truck Solutions products and services
• Researching and evaluating additional leads/prospects through web research
• Meet or exceed the assigned quota of a minimum of 40 outreaches (mostly calls) per day
• Working with the Sales Leader to grow a specific sales territory
• Working with the Sales Leader to support acquisition of new dealerships in defined territories
• Helping as needed to build awareness on special projects, events, and initiatives for the company, including unique selling opportunities
• Maintaining all contacts/opportunities and recording all progress in Salesforce, our CRM
• Diligently update Salesforce, to stay current on contacts, leads, and follow-ups
• Shadow sales team members in meetings and other activities to help you acquire skills needed for your next role on the sales team

Implementation Specialist

Customer Success Manager

Sales Development Representative