Customer Success Coach

Volie•Fort Myers, FL

About The Position

The Customer Success Coach is the authority on automotive BDC best practices and industry benchmarks. The role provides coaching and strategic guidance to promote customer adoption, effective software use, and achievement of customer goals. The coach conducts regular check-ins, reviews performance metrics, and makes personalized recommendations to support customer growth. The role also identifies opportunities for upsells and expansions to help customers realize the full potential of the platform.

Requirements

  • At least 3 years of experience in customer service, onboarding, or client support.
  • Strong communication and coaching skills with a consultative approach.
  • Ability to analyze data and translate insights into actionable recommendations.
  • Passion for helping customers succeed and drive business outcomes.

Nice To Haves

  • Automotive BDC experience.
  • Experience working with SaaS or software platforms.

Responsibilities

  • Guide clients through best practices to maximize software adoption and efficiency.
  • Deliver educational resources, webinars, and tutorials relevant to dealer success.
  • Collaborate with assigned customers to improve satisfaction and success by identifying tickets, escalations, and potential training opportunities.
  • Conduct regular success check-ins and goal assessments with clients, including at least one quarterly meeting with stakeholders.
  • Analyze customer usage patterns and provide tailored recommendations for improvement.
  • Act as a trusted advisor, helping clients align the software with their business objectives.
  • Track and analyze software adoption rates, engagement levels, and key success metrics.
  • Identify trends and proactively address potential issues before they affect customer satisfaction.
  • Provide customers with actionable insights based on data-driven assessments.
  • Identify customer needs and recommend additional features, upgrades, or services.
  • Advocate for customers by relaying feedback to internal teams for product improvements.
  • Partner with stakeholders to ensure goals are met through reporting, ROI, and thought-starter conversations.

Benefits

  • Opportunities for professional growth and development.
  • Collaborative work environment where employee insights and feedback can help shape products.
  • Paid holidays.
  • PTO.
  • 401(K).
  • Company-provided tools and onboarding resources.
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