Client Success Manager

Job not on LinkedIn

October 17

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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Open Dealer Exchange

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Automotive • Fintech • SaaS

Open Dealer Exchange is a technology hub providing integrated finance and insurance solutions for automotive dealerships and finance institutions. Founded as a joint venture between CDK Global and Reynolds and Reynolds, the company specializes in offering services such as credit reports, automated funding, and soft pull solutions, helping dealerships modernize and digitalize their sales processes. Open Dealer Exchange is recognized for its rapid growth and vibrant workplace culture, having received multiple awards for being a top workplace in the region.

201 - 500 employees

Founded 2009

💳 Fintech

☁️ SaaS

📋 Description

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

🏖️ Benefits

• Excellent compensation/benefit package