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Customer Success Manager

Westlake, Texas💼 Full-time🗓 2026-03-27 → 2026-07-31

Core

Drive client retention, satisfaction, and expansion for Shop and Independent Appraiser accounts by acting as a trusted advisor for SaaS solutions.

Role type

Customer Success Manager (SaaS)

Builds

Product adoption and revenue growth for automotive and insurance partners

Domain

Automotive / Insurance / SaaS

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

SaaS product management, account management, sales, relationship management, strategic consultation, business review analysis, pipeline management, product training, CRM proficiency

Preferred skills

Automotive industry experience, insurance carrier experience, Audatex/Qapter platform experience, Salesforce CRM experience

Technologies

Audatex, Qapter, Salesforce CRM, Microsoft Office Suite

Responsibilities

Provide onboarding guidance and product training to optimize client solutions; Build and maintain relationships with key decision-makers; Conduct business reviews and consultations to ensure product effectiveness; Monitor customer usage to identify adoption opportunities; Manage an active pipeline of expansion opportunities; Support at-risk customers and drive renewals; Provide insights and feedback to internal teams based on customer needs.

Seniority

Mid-level, hands-on IC

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