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Client Success Manager

BOLT ON TECHNOLOGY
Tampa, Florida
Full time
4 days ago

Bolt On Technology is the leader in customer engagement and loyalty software for the automotive repair and maintenance industry. Our software empowers shop owners to engage, communicate, share, transact, and embrace their customers. Through integrations with the top shop management systems, we streamline the shop process, enhance productivity, and keep vehicle owners coming back again and again.


We are searching for a Client Success Manager who is passionate about helping our clients fully adopt and leverage the products they have purchased and support them in new and additional ways. In this role, you will help our customers maximize their customer engagement, communications, and grow existing account revenue through your interactions with our customers.


Who You Are:
  • Proud of the solutions you represent and confident in leveraging trusted relationships you build to benefit both a customer and your company.
  • Creative, naturally curious, proactive, and like to help others succeed
  • Finds natural and easy connections with others when you meet new people
  • Motivated for career growth

What You’ll Do:
  • Develop a trusted advisor relationship with clients
  • Manage the client lifecycle journey of a portfolio of 350+ mostly small business clients, serving as their primary point of contact and building lasting relationships through meaningful interactions
  • Champion Client Success: Ensure seamless onboarding, training, and support, driving high adoption and customer delight. Deliver value and build client loyalty at each stage of the lifecycle.
  • Proactively grow the revenue footprint for each client by selling them additional BOLT ON products
  • Convert clients to annual contracts to improve revenue continuity and quality
  • Proactively analyze usage of client subscriptions as leading indicators of termination and renewal risk and address those risks, either independently or in collaboration with to ensure successful retention
  • Generate positive online reviews from assigned clients and promptly address and respond to negative feedback in a way that improves customer satisfaction and protects our online reputation
  • Orchestrate all team members throughout the client journey including adoption, support, expansion and renewal
  • Act as a client advocate, understanding and helping the client achieve their business objectives
  • Maintain a regular cadence with the client and engage frequently to build long-term trusted relationships, making upsell, cross-sell and renewal a non-event
  • Ensure clients are consistently introduced and educated on new capabilities and releases and to optimize the value from each release
  • Act as a customer advocate s within the organization, providing a voice from gathering and providing feedback on product and service improvements.
  • Evangelize the Bolt-on Hero Journey: share your client success stories, your best practices and strategy to inspire the global Boltie community
  • Continuously maintain and expand a strong knowledge of the competitive landscape
  • Record and accurately maintain the status of all work within our CRM platform including but not limited to - entering call notes, logging call outcomes, updating customer information (phone number, email address, etc.) while maintaining data integrity by entering accurate information.


What You Will Need:
  • Self-starter with a natural instinct for understanding a customer’s experience and viewpoint.
  • Motivation for self-initiated, self-directed and continuous learning and development via both company training and independent self-study. This includes offering knowledge, competitive intelligence, industry knowledge and sales best practices.
  • High proficiency in establishing rapport and credibility with customers; continuously hones this craft.
  • Can quickly absorb extensive knowledge of the Bolt On product portfolio to accurately evaluate the needs of the client, demonstrate the business value and use this knowledge to maximize client use of and value from the solutions.
  • Comfort working with SaaS products, CRM tools and other sales technologies and willingness to complete expected work in these tools daily and with high quality.
  • Demonstrated experience in a customer-facing role, preferably in a 1:many and/or small business environment
  • SaaS experience highly beneficial
  • Marketing and/or automotive experience is a plus, but not required
  • A foundational understanding of technology and software integration


What We Offer:
  • Competitive salaries
  • Medical, dental, and vision benefits
  • 401(k) with up to a 4% match
  • Company-paid life insurance
  • Flexible schedules
  • Unlimited PTO
  • 80 hours of sick leave
  • Parental leave
  • 7 company-paid holidays


Core Metrics:
  • Revenue retention
  • Upsell/Cross-Sell MRR
  • Account Revenue Growth
  • Migration to Shop Success Packages
  • Conversion to annual contracts
  • Positive Net Promoter Score (NPS), customer online ratings and feedback


The job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, obligations, and activities may change or new ones may be assigned at any time with or without notice. Bolt On Technology is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, genetic
information, disability status, or any other protected characteristic as outlined by federal, state, or local laws.

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