Customer Success Manager

Solera Corporation; Westlake (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Solera Corporation in Westlake, TX is hiring a Customer Success Manager to drive client retention, satisfaction, and expansion for Shop and Independent Appraiser accounts. You will serve as a trusted advisor, delivering strategic guidance, onboarding, and proactive engagement to maximize value from our SaaS solutions.

You will manage relationships with decision-makers, identify upsell opportunities, address escalations, and promote best practices to enhance product adoption during onboarding.

Qualifications

• Bachelor’s degree or equivalent in automotive and/or insurance carrier industry.
• 3+ years of customer account management and sales experience.
• 3+ years of experience with SaaS products.
• 1+ year hands-on experience with Audatex, Qapter, and related ancillary products.
• Experience using Salesforce CRM.
• Ability to travel 5% based on business needs (U.S. and Canada).

Responsibilities

• Provide onboarding guidance and product training to help clients optimize our SaaS solutions.
• Build and maintain relationships with key decision-makers at Shops and IAs.
• Offer strategic guidance on revenue-generating processes in product operations.
• Gain leadership buy-in for new technologies and process improvements.
• Conduct business reviews, target campaigns, and consultations with leadership to ensure product effectiveness.
• Meet daily/monthly KPIs and manage case activities via calls and emails.

Skills

Customer account management

SaaS products

Sales experience

Audatex

Qapter

Salesforce CRM

Travel readiness

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Audatex

Qapter

Microsoft Office

Job description

Customer Success Manager/ Westlake, TX

Who We Are

Solera is a global leader in data and software services that strives to transform every touchpoint of the vehicle lifecycle into a connected digital experience. In addition, we provide products and services to protect life’s other most important assets: our homes and digital identities. Today, Solera processes over 300 million digital transactions annually for approximately 235,000 partners and customers in more than 90 countries. Our 6,500 team members foster an uncommon, innovative culture and are dedicated to successfully bringing the future to bear today through cognitive answers, insights, algorithms and automation. For more information, please visit solera.com.

The Role

As a Customer Success Manager you will be responsible for driving client retention, satisfaction, and expansion among our Shop and Independent Appraiser accounts. You will act as a trusted advisor, ensuring clients maximize the value of our SaaS solutions through strategic consultation, training, and proactive engagement. Your role will involve relationship management, resolving escalations, recovering cancelled customers, upselling opportunities, troubleshooting, and promoting best practices to enhance product adoption during customer onboarding.

What You’ll Do

Client Engagement & Consultation

• Provide onboarding guidance and product training to help clients optimize our solutions.
• Build and maintain relationships with key decision-makers at Shops and IAs
• Offer strategic guidance on best practices for revenue-generating processes in product operations
• Gain leadership buy-in for new technologies and process improvements.
• Conduct business reviews, target campaigns, and consultations with leadership to ensure product effectiveness.

Retention & Growth

• Meet daily/monthly KPIs such as case management and customer engagement activities through calls and emails
• Maintain regular communication with customers to proactively address needs and issues.
• Monitor customer usage and identify opportunities to increase adoption and satisfaction.
• Manage an active pipeline of expansion opportunities, including whitespace and greenspace initiatives.
• Consistently meet or exceed sales and retention quotas.
• Work closely with the Customer Success Team to support at-risk customers and drive renewals.

Internal Collaboration & Product Expertise

• Provide insights and feedback to internal teams based on customer needs.
• Act as a product knowledge expert within the company.
• Work independently while collaborating effectively across teams.
• Take ownership of assigned accounts with a high level of personal accountability.

What You’ll Bring

Education & Experience

• Bachelor’s degree or equivalent work experience in the automotive and/or insurance carrier industry.
• 3+ years of customer account management and sales experience.
• 3+ years of experience with SaaS products.
• 1+ year of hands-on experience with Audatex, Qapter, and related ancillary products.
• Previous experience working with Salesforce CRM.
• Ability to travel 5% based on business needs (U.S. and Canada)

Technical & Communication Skills

• Proficiency in Microsoft Office Suite.
• Strong ability to train and present to both groups and individuals.
• Excellent verbal and written communication skills, including over the phone.
• Demonstrated ability to work independently with minimal supervision.

If you're passionate about helping automotive clients succeed through cutting-edge SaaS solutions, we’d love to have you on our team!

EQUAL OPPORTUNITY EMPLOYER SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

EQUAL OPPORTUNITY EMPLOYER SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

Solera is the global leader in vehicle lifecycle management software-as-a-service, data, and services. Through four lines of business - vehicle claims, vehicle repairs, vehicle solutions and fleet solutions - Solera is home to many leading brands in the vehicle lifecycle ecosystem, including Identifix, Audatex, DealerSocket, Omnitracs, LoJack, Spireon, eDriving/Mentor, Explore, CAP HPI, Autodata, and others. Solera empowers its customers to succeed in the digital age by providing them with a "one-stop shop" solution that streamlines operations, offers data-driven analytics, and enhances customer engagement, which Solera believes helps customers drive sales, promote customer retention, and improve profit margins. Solera serves over 300,000 global customers and partners in 100+ countries. For more information, visit www.solera.com.