Client Success Specialist — Launch & Delight Dealers

Trader Interactive

United States

Remote

USD 52,000 - 76,000

Full time

8 days ago

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Benefits offered by this job

Inclusive environment
Global opportunities
PTO 31 days
LinkedIn Learning
Benefits package
401K with company match
Wellness program

Job summary

Trader Interactive is seeking a Client Services Specialist to be the dealer's primary contact, coordinating with Web Builders, SEO, Technical Support, and Performance Managers to deliver on-time projects and a confident, active client at handoff.

You will manage dealer projects in Salesforce, document activity, lead kickoff calls, train dealers, identify upsell opportunities, ensure launch readiness, and drive dealer satisfaction while escalating risks when needed.

Qualifications

  • 1+ years in a client-facing role (onboarding, implementation, customer success, or account management preferred).
  • Ability to manage multiple projects and stakeholders without dropping details.
  • Strong organizational skills and flexibility when client priorities change.
  • Excellent written and verbal communication, including explaining technical concepts to non-technical audiences.
  • Relationship-building skills that earn dealer trust early.
  • Comfort working in Salesforce or a similar CRM.
  • Proactive, customer-focused mindset, with the ability to spot launch risks and step in early.
  • Ability to manage a busy queue while staying calm and positive.
  • Skilled in standard office communication tools (email, video conferencing, CRM).

Responsibilities

  • Manage a queue of dealer projects in Salesforce, tracking milestones, next steps, and risks.
  • Document all dealer activity, communications, and build requests in Salesforce.
  • Lead dealer kickoff calls to set expectations, gather requirements, and align on timelines.
  • Communicate proactively with dealers on status, delays, and next steps.
  • Train new dealers and their staff on website tools, analytics, and inventory feeds.
  • Flag upsell opportunities (search, SEO, creative services) to Performance Managers or Sales.
  • Confirm launch readiness, including content, inventory feed, GA4/GTM, Core Web Vitals, and dealer sign-off.
  • Conduct post-launch check-ins and deliver a project summary report before handoff.
  • Own dealer satisfaction and capture CSAT at releases and handoff.
  • Coordinate with Web Builders, SEO/Search, and Technical Support to keep builds on track.
  • Partner with Performance Managers on warm, informed handoffs.
  • Escalate at-risk clients when responsiveness, delays, or blockers exceed thresholds.
  • Share feedback with leadership on friction points and ideas to improve the dealer experience.
  • Help train new Client Services Specialists and contribute to the team playbook.
  • Perform additional duties as assigned.

Skills

Client-facing
Project management
Organizational skills
Communication
Salesforce
CRM
Multitasking
Proactive mindset

Tools

Salesforce
Microsoft Office

Job description

Trader Interactive is seeking a Client Services Specialist to be the dealer's primary contact, coordinating with Web Builders, SEO, Technical Support, and Performance Managers to deliver on-time projects and a confident, active client at handoff.

You will manage dealer projects in Salesforce, document activity, lead kickoff calls, train dealers, identify upsell opportunities, ensure launch readiness, and drive dealer satisfaction while escalating risks when needed.

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