Customer Success Manager

Text2Drive; Tulsa (OK); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, and life ins.

401(k) with company match

Paid time off and holidays

Job summary

Vehlo is seeking a Customer Success Manager to drive adoption and success for dealership customers across the US. You will collaborate with newly signed customers, understand their goals, and act as a trusted advisor to present the platform and deliver training both onsite and virtually.

You will analyze data, monitor health metrics, and manage day-to-day interactions while identifying expansion opportunities and guiding customers through best practices. Travel locally and nationally as needed.

Qualifications

• 2+ years in Customer Success, Account Management, Consulting, or client-facing roles.
• Experience in SaaS, automotive, or tech solutions is preferred.
• Strong ability to act as trusted advisor at multiple organizational levels.
• Excellent presentation and communication skills for demos and reviews.
• Proficiency with CRM and customer engagement platforms (e.g., Salesforce, ChurnZero, Gainsight).
• Demonstrated success in identifying expansion opportunities and driving revenue growth.
• Strong troubleshooting and problem-solving abilities.
• Highly organized with time-management skills for daily customer interactions and reporting.

Responsibilities

• Collaborate with recently signed customers and understand their goals to drive success.
• Become their trusted advisor and present the platform to diverse audiences, in-person or virtual.
• Ensure dealerships fully adopt our product suite; deliver on-site/virtual training as needed.
• Analyze dealership data to provide insights for better performance; monitor health metrics.
• Manage daily customer interactions, document activities, and respond to inquiries.
• Drive expansion and upsell opportunities while coordinating with internal teams.
• Travel locally within 2 hours of home and up to 1 week per month as required.

Skills

Customer Success

Account Management

Consulting

Client-facing

Presentation skills

Analytics

CRM platforms

Upsell & cross-sell

Troubleshooting

Time management

Tools

Salesforce

ChurnZero

Gainsight

Job description

Customer Success ManagerAbout VehloWe 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 customersUnderstand customers' needs and goals to achieve their objectives (from the Why Buy)Become their trusted advisor / consultantPresent the platform to audiences of all sizes both in-person and virtually.Ensure dealerships fully adopt and utilize our suite of productsDeliver additional training onsite/virtual when neededAnalyze dealership data to provide insight into better performanceMonitor health metrics to identify high churn risk (ChurnZero will help facilitate)Assist in the preparation of scheduled reportsSend monthly communication, utilization, etc...Have daily meaningful contact with customersDocument customer information, activities and interactions within SalesForce/ChurnZeroDrive expansion & upsell opportunitiesRespond to customer inquiries via email, phone & textsManage customer escalations and facilitate resolutionProvide users with troubleshooting, functionality explanations and best practicesTravel 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 goalsDuties, responsibilities, and activities may change at any time with or without notice, in accordance with applicable laws.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 transportationValid Driver’s License RequiredValid Auto Insurance RequiredEligible employees may receive:Medical, dental, vision, and life insurance401(k) with company matchPaid time off and holidaysCompensation 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 periodsAbility 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 periodsAbility to communicate effectively via phone, video, and written communicationAbility to participate in virtual meetings with or without reasonable accommodationRemote Work Expectations:Maintain a dedicated, safe, and distraction-free workspaceReliable high-speed internet connection sufficient for video conferencing and job-related systemsAbility to maintain productivity in a remote environmentMust reside in a state where the company is authorized to employ workersMust be able to work core hours aligned to Central and Mountain timezonesAdditional 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.