You are a customer-focused professional with experience managing and growing client relationships in a fast-paced environment. You proactively address customer needs, drive engagement, and collaborate cross-functionally to maximize value. Skilled in renewals, upselling, and problem-solving, you anticipate challenges and ensure long-term customer success.
What You’ll Be Doing
- Customer Relationship Management – Own customer relationships during onboarding and throughout, ensuring engagement and long-term success.
- Onboarding & Business Reviews – Guide new customers and conduct regular check-ins to assess value and identify opportunities.
- Renewals & Expansion – Lead renewals and uncover upsell/cross-sell opportunities.
- Churn Prevention – Proactively mitigate risks by addressing concerns early and implementing solutions.
- Product Expertise & Training – Stay updated on product changes and ensure customers maximize platform usage.
- Customer Feedback & Advocacy – Gather insights to influence product improvements and advocate for customer needs.
- Escalation Management – Work cross-functionally to resolve issues quickly and effectively.
- Operational Excellence – Maintain accurate data in Gainsight, follow processes, and provide timely customer support.
- Collaboration & Influence – Partner with product, sales, and support teams to drive customer success and business impact.
What We’re Looking For
- Experience with customer success platforms like Gainsight, Hubspot, or similar tools
- Strong communication, relationship management and customer engagement skills
- Confident presenter with the ability to convey insights effectively
- Skilled in problem solving and critical thinking to navigate customer challenges
- Self driven with a strong ability to recognize and address churn risks early
- Proficient in data analysis and reporting, translating insights into actionable strategies
- Strategic in managing multiple accounts, ensuring engagement and long-term success
- Deep understanding of SaaS business models and customer lifecycle management
- Expertise in upselling, cross-selling, and renewal strategies to drive revenue growth
- Knowledgeable in customer feedback processes and their role in product and service improvements
- Able to collaborate across teams (product, sales, support) to enhance customer successFlexible and adaptable in a fast-paced environment, responding to evolving business needs
- Customer advocate who balances client priorities with business objectives
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What We Do
Founded by fleet management leaders in 1999, Cardata is the fully-managed vehicle reimbursement partner for field teams. Cardata collaborates with businesses by pairing easy-to-use technology and industry leading expertise to design the simplest and most cost-effective solutions for work-related driving. As a leading SaaS partner for employee-owned fleets, Cardata’s suite includes reimbursement software, IRS compliant tax-free programs, and business intelligence tools. This comprehensive approach reduces liability, lightens administrative burden, and generates average cost savings of over 30% when compared to traditional company cars or taxable allowances. Cardata is driving what matters to their partners by adopting a data-driven approach to reimbursement, co-creating solutions that align with customer goals while ensuring operational efficiencies. Programs include Fixed & Variable Rate Reimbursement, Tax-Free Car Allowance, and Cents per Mile. Could your field team be using their personal cars for work? Reach out to see how you can optimize your program. Visit cardata.co to learn more


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