Customer Success Manager

Vehlo; Tulsa (OK); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Paid time off

Dental/ Vision insurance

Job summary

Vehlo is seeking a Customer Success/Account Manager to partner with new and existing automotive customers, ensuring adoption and value realization across the platform. You will act as a trusted advisor, deliver compelling product demonstrations, and drive revenue growth through upsells and cross-sells.

You will travel regionally, work with multiple departments, and tailor solutions to each dealership’s goals, while maintaining strong relationships and delivering proactive, data-driven insights.

Qualifications

• 2+ years in customer-facing roles (CS, account mgmt, or consulting) in SaaS/tech.
• Ability to build and maintain relationships across multiple organizational levels.
• Excellent presentation skills for demos both virtual and in person.
• Strong analytical skills to translate data into actionable recommendations.
• Proficiency with CRM and engagement platforms.

Responsibilities

• Collaborate with recently signed customers
• Understand customers' needs and goals to achieve their objectives
• Become their trusted advisor / consultant
• Present the platform to audiences of all sizes both in-person and virtually
• Ensure dealerships fully adopt and utilize our suite of products; deliver training onsite/virtual when needed
• Analyze dealership data to provide insight into better performance
• Monitor health metrics to identify high churn risk
• Assist in the preparation of scheduled reports
• Send monthly communication, utilization, etc...
• Have daily meaningful contact with customers
• Document customer information, activities and interactions within Salesforce/ChurnZero
• Drive expansion & upsell opportunities
• Respond to customer inquiries via email, phone & texts; Manage customer escalations
• Provide users with troubleshooting, functionality explanations and best practices
• Travel locally (within a radius of 2 hours of home) and OOM (1 week per month)
• Create a partnership across multiple departments, connect with all levels of users and work toward each dealership’s goals

Skills

Customer success

Account management

SaaS experience

Communication

Presentation skills

CRM systems

Data analysis

Upsell/expansion

Tools

Salesforce

ChurnZero

Gainsight

Job description

About Vehlo

We started Vehlo in 2019 with a simple goal: to be the industry’s favorite provider of repair shop technology.
Across every part of the auto repair industry, Vehlo is igniting vehicle service success with software and financial solutions that unlock your potential. Our founder-led products power the entire service lane experience and keep customers coming back with streamlined tools that help you handle communication, workflow automation, touchless payments, valet pickup, and much more. We’re out to simplify the customer journey from start to finish and give power back to the people under the hood, making their jobs easier and your shop more profitable —just ask our over 30,000 customers, who generate more than 50M annual repair orders. At Vehlo, our only purpose is your success, and together, we’re reaching your goals faster than ever.
Being a Veep comes with more than a comprehensive benefits package—our biggest benefit is opportunity: Opportunity to make an impact, opportunity for growth, and opportunity for recognition and rewards. This is not a mega-corporation where you wonder what people are doing all day - every Veep is moving the ball forward day in, day out for our customers or for each other.

What You’ll Do:

• Collaborate with recently signed customers
• Understand customers' needs and goals to achieve their objectives (from the Why Buy)
• Become their trusted advisor / consultant
• Present the platform to audiences of all sizes both in-person and virtually.
• Ensure dealerships fully adopt and utilize our suite of products
  • Deliver additional training onsite/virtual when needed
• Analyze dealership data to provide insight into better performance
• Monitor health metrics to identify high churn risk (ChurnZero will help facilitate)
• Assist in the preparation of scheduled reports
• Send monthly communication, utilization, etc...
• Have daily meaningful contact with customers
• Document customer information, activities and interactions within SalesForce/ChurnZero
• Drive expansion & upsell opportunities
• Respond to customer inquiries via email, phone & texts
  • Manage customer escalations and facilitate resolution
• Provide users with troubleshooting, functionality explanations and best practices
• Travel locally (within a radius of 2 hours of your home) and OOM (1 week per month)
• Create a partnership across multiple departments, connect with all levels of users and work toward each dealership’s goals

Duties, responsibilities, and activities may change at any time with or without notice, in accordance with applicable laws.

Qualifications

What You’ll Need:

• 2 + years of experience in Customer Success, Account Management, Consulting, or a client-facing role (preferably in SaaS, automotive, or technology solutions).
• Proven ability to build and maintain strong customer relationships, acting as a trusted advisor at multiple organizational levels.
• Excellent presentation skills, with the ability to deliver compelling product demonstrations to audiences of all sizes (both virtually and in person).
• Strong analytical skills with the ability to interpret dealership or customer data and translate insights into actionable recommendations.
• Proficiency with CRM and customer engagement platforms (e.g., Salesforce, ChurnZero, Gainsight, or similar).
• Exceptional written and verbal communication skills, with a customer-first approach.
• Demonstrated success in identifying expansion opportunities and driving revenue growth through upsells and cross-sells.
• Strong troubleshooting and problem-solving abilities, with the capability to guide customers through product functionality and best practices.
• Highly organized with strong time-management skills to manage daily customer interactions, reporting, and follow-ups.
• Ability to manage escalations calmly, professionally, and effectively to ensure customer satisfaction.
• Proficiency in Microsoft Word and Excel.
• Willingness to travel locally (within a 2-hour radius) and for out-of-market travel approximately 1 week per month.

Travel Requirements:

• Ability to travel 1 week per month within assigned territory, and 3 days per week local travel to visit customers.
• Ability to travel as needed, including by air, car, or public transportation
• Valid Driver’s License Required
• Valid Auto Insurance Required

Eligible employees may receive:

• Medical, dental, vision, and life insurance
• 401(k) with company match
• Paid time off and holidays

Compensation is based on experience, knowledge, and skills and represents a good faith estimate in accordance with applicable laws.

Work Environment & Physical Requirements:

This role may be performed in a remote, hybrid, or office-based environment depending on business needs.

• Ability to remain in a stationary position (sitting or standing) for extended periods
• Ability to operate a computer and standard office equipment (e.g., keyboard, mouse, headset)
• Ability to view and interpret information on a computer screen for extended periods
• Ability to communicate effectively via phone, video, and written communication
• Ability to participate in virtual meetings with or without reasonable accommodation

Remote Work Expectations:

• Maintain a dedicated, safe, and distraction-free workspace
• Reliable high-speed internet connection sufficient for video conferencing and job-related systems
• Ability to maintain productivity in a remote environment
• Must reside in a state where the company is authorized to employ workers
• Must be able to work core hours aligned to Central and Mountain timezones

Additional Information:

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
• Employment may be contingent upon a background check in accordance with applicable laws.

Note: This job description is intended to outline the general responsibilities and requirements of the role. It is not an exhaustive list of all duties, tasks, or responsibilities that may be required. Responsibilities and priorities may evolve over time, and the company reserves the right to make changes at any time with or without notice.

Vehlo is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Vehlo makes hiring decisions based solely on qualifications, merit, and business needs at the time.