Customer Success Advocate
Core
Support customers across their lifecycle from onboarding to retention, ensuring product adoption and resolving issues to prevent churn.
Role type
Customer Success Advocate (SMB/Growth)
Builds
Customer retention and engagement for fleet and payment management solutions
Domain
Financial services / Fleet management / Commercial payments
Deliverable
client delivery
Required skills
Customer retention, issue resolution, commercial awareness, CRM management, stakeholder communication, upsell/cross-sell identification, account reviews
Preferred skills
Salesforce experience, fleet/payments/financial services industry background
Responsibilities
Proactively engage customers via welcome calls, health checks, and account reviews; resolve customer enquiries, incidents, and complaints; identify churn risks and take ownership of next steps; discuss product value, pricing, and commercial terms; identify opportunities for increased service usage and upsell/cross-sell; collaborate with Sales, Credit, and Operations teams; maintain accurate customer records and compliance standards.
Seniority
Individual Contributor, entry-to-mid level with training provided
