Customer Success Manager

Solera Holdings, LLC.; Westlake (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading technology company in automotive services is seeking a Customer Success Manager in Westlake, TX. This role focuses on customer retention and satisfaction by guiding clients through onboarding and training, while actively managing account relationships. You will leverage your SaaS experience and industry knowledge to enhance product adoption and drive growth. The ideal candidate will possess strong communication skills and a bachelor's degree or equivalent experience. Join our team to help clients succeed!

Qualifications

• 3+ years of customer account management and sales experience.
• 3+ years of experience with SaaS products.
• Ability to travel 5% based on business needs.

Responsibilities

• Drive client retention, satisfaction, and expansion.
• Provide onboarding guidance and product training.
• Monitor customer usage and identify opportunities.

Skills

Proficiency in Microsoft Office Suite

Strong ability to train and present

Excellent verbal and written communication skills

Education

Bachelor’s degree or equivalent work experience in automotive/insurance

Tools

Salesforce CRM

Audatex

Qapter

Job description

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.

Customer Success Manager – Westlake, TX

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 U.S. 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 or 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.

It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the company’s needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The company reserves the right to adjust, add to or eliminate any aspect of the above description. The company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.