Client Success Specialist II

The Role
The Customer Success Manager plays a pivotal role in ensuring client satisfaction by providing product training, fostering relationships as a trusted advisor to key decision-makers, and driving the adoption of best practices for our products. This position focuses on enhancing customer engagement, optimizing product utilization, and improving overall retention.

What You'll Do

Conduct product consultations and training sessions.

Build and nurture strong relationships with key decision-makers.

Address and resolve moderately complex issues related to our product suite.

Provide strategic consulting on process best practices, particularly in revenue-driving functionalities for dealerships, ensuring optimal product usage and customer retention.

Secure leadership buy-in for process improvements and technology adoption.

Maintain proactive communication with dealership leadership regarding case resolution.

Engage customers proactively to drive progress beyond support case interactions.

Establish a consistent cadence of communication with customers.

Identify and execute upsell opportunities within whitespace accounts.

Conduct leadership business reviews and strategic consultations.

Offer valuable insights to internal teams based on customer consultations and feedback.

Serve as a subject matter expert on specific product functionalities.

Lead retention efforts for at-risk customers and collaborate with the Renewal Team when necessary.

Work independently with minimal supervision.

Perform other duties as assigned.

What You'll Bring

Bachelor's degree or equivalent professional experience.

Minimum of 3 years of experience managing customer accounts.

At least 1 year of experience working with one or more SaaS products.

Proficiency in Microsoft Office Suite.

Experience delivering training and presentations to both groups and individuals.

Strong communication and interpersonal skills.

Proven ability to effectively engage customers via phone and virtual meetings.

High level of personal accountability and self-motivation.

Preferred Skills and Experience

Bachelor's degree in Business Management, Administration, or a related field.

Experience in the automotive industry.

Background in teaching or training roles.

It is impossible to list every requirement for, or responsibility of, any position.  Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company’s needs may change over time.  Therefore, the above job description is not comprehensive or exhaustive.   The Company reserves the right to adjust, add to or eliminate any aspect of the above description.  The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.

EQUAL OPPORTUNITY EMPLOYER
SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.