What you'll be doing:
- Lead consultative onboarding, drive adoption and ROI, and proactively manage risks to set the stage for growth through upsell, cross-sell, and program optimization opportunities.
- Act as a strategic advisor on compliance, cost optimization, and best practices to elevate customer outcomes.
- Build strong relationships with key stakeholders and lead executive business reviews that showcase data-backed value and growth opportunities
- Collaborate cross-functionally to deliver seamless customer experiences while championing customer needs in alignment with Cardata’s growth objectives.
- Create and deliver engagement strategies that deepen adoption, sustain long-term value, and strengthen customer loyalty.
- Manage renewals end-to-end, negotiating terms and securing multi-year commitments where possible.
Who You Are:
- Confident & Assertive: Skilled at leading executive-level conversations and influencing outcomes.
- Customer-Centered & Growth-Driven: Motivated by creating long-term value while driving account expansion.
- Analytical & Strategic: Comfortable turning data into insights that shape strategy and customer outcomes.
- Ambitious & Self-Motivated: Thrives in a fast-paced, high-growth SaaS environment where ownership and initiative are key.
- Collaborative Influencer: Able to align cross-functional stakeholders to deliver on customer and company goals.
- Detail-Oriented & Organized: Exceptional ability to manage complex programs and relationships with precision.
Qualifications
- 2–4 years in a customer-facing role (Customer Success, Account Management, or Consulting), ideally in SaaS.
- Proven track record of identifying and closing upsell/cross-sell opportunities.
- Experience leading strategic customer conversations, including renewals and expansions.
- Strong negotiation skills and commercial acumen.
- Tech-savvy and experienced in remote-first environments.
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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









