Client Success Manager

Role Overview

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

Benefits

• Excellent compensation/benefit package