Sales Development Representative

🏢 Summary: Onsite Sales Development Representative role focused on driving outbound growth, generating new business opportunities, and delivering SaaS product demos to small business owners in the automotive repair industry. The position involves high-volume prospecting, consultative selling, and CRM pipeline management. Compensation includes base salary plus commission with opportunities for growth and hybrid flexibility after tenure. 🗂️ Requirements: 1+ years of outbound sales or business development experience, Proven record of meeting or exceeding sales quotas, Experience with phone-based outreach, Experience conducting product demos and consultations, Ability to work onsite in Waltham, MA, Experience using CRM systems to manage sales activities 📃 Skills: SaaS, CRM, HubSpot, Salesforce, Prospecting, Outbound, Demos, Forecasting 🏢 Description: Steer offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about marketing and customer retention. Steer began as an online directory for drivers to find a local mechanic. Fast forward to today, Steer has launched a complete Customer Relationship Management (CRM) marketing suite, complete with text messaging, email automation, direct mail integration, reputation management, appointment reminders, declined/recommended services, and many other features. We are always innovating and we are proud to be a leader in the automotive repair industry. In August 2024 Steer acquired AutoOps - the leader in modern, intelligent, and fully integrated scheduling software for auto repair shops. AutoOps allows customers to smoothly schedule through a shop's website and Google Business Profile. About the Role We're looking for a Sales Development Representative to help build and scale our outbound motion at Steer. This role is focused on uncovering lucrative new business opportunities, facilitating product demos, and guiding customers through a streamlined sales process. This is not a passive, inbound role. You will be expected to create opportunities from scratch, navigate organizations, and develop messaging that resonates with small business owners and operators in blue-collar industries. We are looking for someone who is no stranger to overcoming obstacles and strives to exceed expectations. Come join a team where skill cultivation, career advancement, and talent retention are core values. This role is 5x a week onsite in Waltham, MA. There is the potential for a hybrid working schedule after 6 months of tenure. Compensation: $90k OTE ($60,000 base salary + commission) You Are A Self-Starter: You are intrinsically motivated, results-oriented, and comfortable operating in a high-volume, outbound-heavy environment. Empathetic & Professional: You are approachable and professional, with a genuine desire to help business owners achieve their goals. Resilient & Persistent: You maintain a positive attitude in the face of rejection, using setbacks as opportunities for growth and learning. A Strong Communicator: You possess a growth mindset and are self-assured in your ability to build rapport and engage in compelling, effective communication. Organized & Disciplined: You are dependable and consistent in meeting deadlines and managing your pipeline activity. Coachable: You are enthusiastic, open to feedback, and committed to continuous improvement. You Will Drive Outbound Growth: Conduct a high volume of calls and outreach to identify and engage decision-makers and economic buyers. Master the Product: Develop a deep understanding of our SaaS product and its features to effectively communicate value during online product demos. Consultative Selling: Employ a consultative approach to understand prospects' needs and tailor presentations to their specific pain points. Pipeline Management: Maintain meticulous records of sales activities and customer interactions in our CRM to ensure accurate forecasting. Partner for Success: Qualify opportunities and collaborate closely with the broader sales team on strategy and deal progression. You Have Must Have: 1+ years of sales experience, specifically in outbound prospecting or business development. Proven Track Record: A history of meeting or exceeding sales quotas and activity metrics. Communication Skills: Excellent verbal and written communication skills with comfort in phone-based outreach. Presentation Skills: Experience performing product demonstrations and consultations. Presence: Ability to commute to the Waltham, MA office. Nice to Have: Industry Experience: Familiarity with the automotive industry, home services, or blue-collar sectors. SaaS Background: Experience selling software or working in a high-growth startup environment. Tech Stack: Experience using CRM tools (like HubSpot or Salesforce) to manage opportunities. Interview Process Initial Screen (Lead Recruiter) - 30 min Hiring Manager Interview (Head of Sales) - 30 min Leadership Interview (CRO) - 30 min Reference Checks *We also require completion of the Wonderlic Assessment before the end of the process. This is done independently and takes about 20-30min. We Offer 100% employer-paid medical insurance Flexible PTO with a 15-day minimum Equity package Generous Parental Leave 401(k) Growth & Learning Stipend WFH Equipment (for your home setup) A collaborative, high-ownership culture with opportunities for career development Why Join Steer?At Steer, we align our mission of transforming the auto repair experience for shop owners and their customers with your passion for growth, innovation, and excellence. Here, you'll find opportunities to expand your skills, take on career-shaping challenges, and contribute to the future of the auto repair industry, all while enjoying comprehensive benefits and flexible work arrangements to support your well-being. Join Steer to be part of a forward-thinking, flexible, and collaborative culture where you are empowered to do meaningful and impactful work. We value diversity and believe that forming teams in which everyone can be their authentic self is key to our success. We welcome applications from those with diverse backgrounds and industries. Our hiring process looks beyond just credentials. The school you went to at 18 doesn't define your potential to thrive and enrich our culture. Even if you don't meet every requirement, we invite you to apply.

🏢 Summary: Onsite Business Development Representative role focused on driving outbound sales growth for a SaaS platform serving automotive repair shops. The position involves high-volume prospecting, delivering product demos, qualifying opportunities, and managing pipeline activity in a CRM. Compensation includes base salary plus commission with strong benefits and potential hybrid flexibility after onboarding. 🗂️ Requirements: 1+ years outbound sales or business development experience, Proven record of meeting or exceeding sales quotas, Experience with phone-based outreach, Experience conducting product demos and consultations, Ability to work onsite 5 days per week in Waltham, MA 📃 Skills: SaaS, CRM, HubSpot, Salesforce, Outbound, Prospecting, Pipeline, Forecasting 🏢 Description: About the Role We're looking for a Business Development Representative to help build and scale our outbound motion. This role focuses on uncovering new business opportunities, facilitating product demos, and guiding customers through a streamlined sales process. This is a high-volume, outbound-focused position. You will create opportunities from scratch, navigate organizations, and develop messaging that resonates with small business owners and operators in blue-collar industries. Work Model & Compensation Onsite 5 days per week in Waltham, MA, with potential for a hybrid schedule after 3 months. Compensation: $90,000 OTE ($60,000 base salary + commission). You Will - Conduct a high volume of calls and outbound outreach to identify and engage decision-makers and economic buyers - Develop deep product knowledge to effectively communicate value during online product demos - Use a consultative sales approach to understand prospect needs and tailor presentations - Maintain accurate records of sales activities and customer interactions in CRM systems - Qualify opportunities and collaborate with the sales team on deal strategy and progression You Have Must Have: - 1+ years of outbound sales or business development experience - Proven track record of meeting or exceeding sales quotas and activity metrics - Excellent verbal and written communication skills, especially in phone-based outreach - Experience conducting product demonstrations and consultations - Ability to commute to the Waltham, MA office Nice to Have: - Experience in automotive, home services, or blue-collar industries - Experience selling SaaS or working in a high-growth startup - Experience using CRM tools such as HubSpot or Salesforce Interview Process - Initial Screen (Lead Recruiter) - Hiring Manager Interview (Head of Sales) - Leadership Interview (CRO) - Reference Checks - Completion of Wonderlic Assessment Benefits - 100% employer-paid medical insurance - Flexible PTO with 15-day minimum - Equity package - Generous parental leave - 401(k) - Growth and learning stipend - WFH equipment for home setup - Collaborative, high-ownership culture with career development opportunities

🏢 Summary: Onsite Business Development Representative role focused on driving outbound growth, generating new business opportunities, and delivering SaaS product demos to small business owners in the automotive repair industry. The position requires high-volume prospecting, consultative selling, and CRM-based pipeline management. Compensation includes base salary plus commission with opportunities for growth and hybrid flexibility after initial tenure. 🗂️ Requirements: 1+ years outbound sales or business development experience, Proven record of meeting or exceeding sales quotas, Experience with high-volume outbound prospecting, Experience conducting product demonstrations, Excellent verbal and written communication skills, Ability to manage pipeline using CRM tools, Ability to work onsite in Waltham, MA 📃 Skills: SaaS, CRM, HubSpot, Salesforce, Prospecting, Outbound, Pipeline, Forecasting, ProductDemos 🏢 Description: About the Role We're looking for a Business Development Representative to help build and scale our outbound motion. This role is focused on uncovering new business opportunities, facilitating product demos, and guiding customers through a streamlined sales process. This is not a passive, inbound role. You will be expected to create opportunities from scratch, navigate organizations, and develop messaging that resonates with small business owners and operators in blue-collar industries. The role is 5x a week onsite in Waltham, MA, with potential for a hybrid schedule after 3 months. Compensation: $90k OTE ($60,000 base salary + commission) You Will - Drive outbound growth by conducting a high volume of calls and outreach to identify and engage decision-makers and economic buyers - Develop a deep understanding of the SaaS product and its features to effectively communicate value during online product demos - Use a consultative sales approach to understand prospect needs and tailor presentations - Maintain accurate records of sales activities and customer interactions in the CRM for forecasting - Qualify opportunities and collaborate with the sales team on deal progression You Have Must Have: - 1+ years of sales experience in outbound prospecting or business development - Proven track record of meeting or exceeding sales quotas and activity metrics - Excellent verbal and written communication skills with comfort in phone-based outreach - Experience performing product demonstrations and consultations - Ability to commute to the Waltham, MA office Nice to Have: - Experience in automotive, home services, or blue-collar industries - Experience selling SaaS or working in a high-growth startup - Experience using CRM tools such as HubSpot or Salesforce Interview Process - Initial Screen (30 min) - Hiring Manager Interview (30 min) - Leadership Interview (30 min) - Reference Checks - Completion of the Wonderlic Assessment (20–30 min) We Offer - 100% employer-paid medical insurance - Flexible PTO with a 15-day minimum - Equity package - Generous parental leave - 401(k) - Growth and learning stipend - WFH equipment for home setup - Collaborative culture with career development opportunities

🏢 Summary: Hands-on Sales Manager role leading BDR and AE teams in a fast-growing automotive SaaS environment, owning the full sales funnel from pipeline generation to revenue conversion. The position focuses on data-driven coaching, AI-enabled sales workflows, and building a high-performance culture. Success is measured by rooftops added, MRR growth, and team development. 🗂️ Requirements: 3–5+ years B2B SaaS sales experience, 2+ years in sales management role, Experience managing BDRs and/or AEs, Ability to own full sales funnel, Data-driven sales coaching experience, Experience tracking conversion and activity metrics, Strong forecasting and pipeline management skills, Experience building sales processes and playbooks, Familiarity with AI tools in sales workflows, Strong communication and feedback skills 📃 Skills: SaaS, B2B, CRM, AI, HubSpot, Nooks, Forecasting, Pipeline, Prospecting, ColdCalling, Coaching, Analytics 🏢 Description: About The Role Steer is building one of the fastest-growing GTM engines in automotive SaaS and is seeking a Manager of Sales to lead from the front. This is a high-impact leadership role at the intersection of pipeline generation and revenue conversion, owning both the BDR and AE motion or coming in strong on one side with readiness to master both. This is a hands-on role involving call listening, real-time coaching, running blitzes, and building a high-performing team. Success is measured by rooftops added, MRR growth, and the development and success of sales representatives. The role is hybrid, 3 days per week in the Waltham, MA office, and reports to the Head of Sales. You Will: - Lead & Develop the Team: Hire, onboard, and develop BDR and AE talent. Build a culture of accountability, learning, and performance. Create clear progression paths from BDR to AE. - Coach With Data: Use activity metrics, conversion rates, connect rates, and pipeline data to identify improvement areas. Run call reviews, role-plays, and live coaching sessions. - Own the Full Funnel: Partner with BDRs on prospecting quality and handoffs, and with AEs on demo execution and close rates. Connect top-of-funnel activity to revenue outcomes. - Build & Maintain the Playbook: Develop and update the Sales Playbook covering prospecting, cold calling, objection handling, and closing. - Use AI Tools: Integrate AI into workflows for call intelligence, outreach personalization, pipeline forecasting, and coaching. - Operate Strategically: Align with Marketing, RevOps, and Sales Leadership. Deliver accurate forecasts and performance data. Own monthly and quarterly pipeline targets. You Have: Must Have - 3–5+ years in B2B SaaS sales, with at least 2+ years in sales management - Experience managing BDRs, AEs, or both - Player-coach mentality - Data-driven coaching approach - Strong communication skills - Comfort building processes in ambiguous environments - Familiarity with or interest in AI tools in sales workflows Nice to Have - Experience in automotive, SMB, or blue-collar verticals - Track record of promoting BDRs into closing roles - Experience with high-velocity, short-cycle sales cycles (2–3 days) - Familiarity with HubSpot and Nooks Interview Process - Initial Screen (Lead Recruiter) - Hiring Manager Interview - Presentation - Direct Report Interview - Career Journey/Problem Solving Exercise - Reference Checks - Wonderlic Assessment We Offer - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Learning Stipend - WFH Equipment - Opportunity to work with the latest technology - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Enterprise and Scaled Customer Success segments, focused on building a unified account health framework, driving proactive retention, and scaling data-driven CS operations. The position blends strategic process design with hands-on coaching and performance management of CSMs. It emphasizes analytics, automation, and structured playbooks to improve global retention across a large account base. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing high-touch Enterprise accounts, Experience managing Scaled/Digital CS segments, Proficiency using CRM, BI tools, or Excel for data analysis, Ability to design and implement scalable processes or workflows, Experience tracking account health and predicting churn, Performance management using KPIs 📃 Skills: CRM, BI, Excel, Automation, Gainsight, Vitally, ChurnZero, DataVisualization, Analytics, KPI 🏢 Description: Steer offers a suite of software tools for automotive repair shops, combining essential tools into a user-friendly, cost-effective platform. The platform includes a Customer Relationship Management (CRM) marketing suite with text messaging, email automation, direct mail integration, reputation management, appointment reminders, declined/recommended services, and other features. Following the acquisition of AutoOps, the platform also includes intelligent, fully integrated scheduling software that enables customers to book appointments through a shop's website and Google Business Profile. About the Role As the Manager of Scaled Customer Success, you will lead Customer Success Managers across a diverse portfolio, ranging from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will bridge personalized relationship management and digital-first automation. Your mission is to build a unified Account Health framework that supports every customer segment and to transform informal knowledge-sharing into structured, data-driven playbooks that drive global retention. You Will - Define and iterate engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system to identify risk across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Use leading indicators to proactively drive retention and reduce churn risk. - Manage day-to-day team performance using clear KPIs to support accountability and growth. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing high-touch Enterprise accounts and Scaled/Digital segments. - Experience using CRM, BI tools, or Excel to track health, predict churn, and report on performance. - Ability to design and implement scalable processes, tools, or workflows. - High emotional intelligence with a coaching-focused leadership style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform such as Gainsight, Vitally, or ChurnZero. - Experience in the automotive industry. We Offer - 100% remote work environment. - Medical, dental, and vision insurance within 30 days (100% employer-paid medical). - Equity package. - Flexible PTO with 15 days minimum. - Generous parental leave. - FSA and HSA options. - 401(k). - Growth and wellness stipend. - WFH equipment. - Opportunity to work with the latest technology. - Collaborative, high-ownership culture. - Opportunities for development and career growth.

🏢 Summary: Leadership role overseeing Enterprise and Scaled Customer Success segments, focused on building a unified account health framework, improving retention through data-driven strategies, and operationalizing scalable processes. The position combines team management, analytics, and systems design to professionalize CS operations across 1,000+ accounts. Fully remote with comprehensive benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital CS segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Ability to design and implement scalable processes, tools, or playbooks, Experience leading QBRs and managing multi-stakeholder accounts, Ability to define KPIs and manage team performance 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, Slack 🏢 Description: About the Role As the Manager of Scaled Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will serve as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified Account Health framework that works for every customer, regardless of size. You Will - Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency - Develop a standardized Account Health Scoring system that identifies risk across a 1,000+ account base - Transition informal Slack-based collaboration into a structured internal knowledge base and formal playbooks - Use leading indicators to proactively trigger outreach before customers are at risk - Manage day-to-day performance of the Customer Success team using clear KPIs to drive accountability and growth You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM - Proven experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication) - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance - Ability to design scalable processes and successfully implement tools, workflows, or playbooks - High emotional intelligence and a coaching-first management style Nice to Have: - Ability to work with advanced data visualization tools - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero) - Experience in the automotive industry Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes Problem Solving Exercise – 60 minutes 4. Cross-Functional Interview – 30 minutes *Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous parental leave - FSA and HSA options - 401(k) - Growth & wellness stipend - Work-from-home equipment - Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and high-volume segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on designing scalable processes, implementing health scoring systems, and driving proactive customer engagement. This is a remote leadership position with strong benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and navigating multi-stakeholder environments, Proficiency in using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Completion of Wonderlic Assessment 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, Slack 🏢 Description: About the Role As the Manager of Scaled Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will - Segment the strategy by defining and iterating engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system to identify risk across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Drive proactive retention using leading indicators to trigger outreach before customers are at risk. - Manage day-to-day team performance using clear KPIs to ensure accountability and growth. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both high-touch Enterprise accounts and Scaled/Digital segments. - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report performance. - Ability to design scalable processes and implement tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). - Experience in the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes 4. Problem Solving Exercise – 60 minutes 5. Cross-Functional Interview – 30 minutes *Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness stipend - WFH equipment - Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and Scaled segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on operationalizing processes, implementing health scoring systems, and driving proactive, KPI-based performance management. You will bridge high-touch relationship management with digital-first automation to improve global retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise and Scaled/Digital customer segments, Experience conducting QBRs and navigating multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Technical literacy with data visualization tools, Experience with Customer Success platforms (e.g., Gainsight, Vitally, ChurnZero) 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, KPI, HealthScoring 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to our high-volume Scaled segments. Reporting to the Director of Customer Success, you will be the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize our CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Are - You understand that an Enterprise lead needs a different touch than a high-volume user, and you know how to build systems for both. - You dive into data to identify trends, churn risks, and expansion opportunities. - You can coach a CSM through a high-stakes executive presentation and optimize automated email sequences. - You thrive in ambiguous environments and solve messy data and process challenges. You Will - Define and iterate engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Use leading indicators to trigger proactive retention efforts. - Manage day-to-day CS team performance using clear KPIs. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Experience managing Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using CRM, BI tools, or Excel to track health, predict churn, and report performance. - Ability to design scalable processes and implement new tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Chance to work with the latest technology - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Customer Success Managers across Enterprise and Scaled segments, focused on building a unified Account Health framework and driving proactive retention. Responsible for segmenting engagement strategies, implementing data-driven health scoring, and operationalizing structured playbooks. Reports to the Director of Customer Success and manages performance through clear KPIs and scalable processes. 🗂️ Requirements: 2+ years managing Customer Success team or 4+ years as Senior/Lead CSM, Experience with high-touch Enterprise accounts and Scaled/Digital segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Proven ability to design and implement scalable processes or workflows, Ability to manage team performance using KPIs, Experience implementing tools, workflows, or playbooks 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, Slack 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You Will - Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency - Develop a standardized Account Health Scoring system to identify risk across a 1,000+ account base - Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks - Use leading indicators to trigger proactive outreach and improve retention - Manage day-to-day team performance using clear KPIs to drive accountability and growth Must Have - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM - Experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) - Experience managing Scaled/Digital segments (automation, mass communication) - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance - Ability to design scalable processes and implement new tools, workflows, or playbooks - High emotional intelligence with a coaching-focused management style Nice to Have - Ability to work with advanced data visualization tools - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero) - Experience with the automotive industry Interview Process 1. Initial Screen – 30 min 2. Hiring Manager Interview – 60 min 3. Case Study Assessment – 45 min Problem Solving Exercise – 60 min 4. Cross-Functional Interview – 30 min Completion of the Wonderlic Assessment (20–30 min) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH equipment - Collaborative, high-ownership culture - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Customer Success Managers across enterprise and scaled segments, focused on building scalable account health frameworks and driving proactive retention. The position blends strategic operations, data-driven performance management, and team mentorship in a SaaS environment. The goal is to standardize processes, implement health scoring systems, and improve global customer retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and managing multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Experience building account health scoring models 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, SaaS 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will provide the strategic structure needed to transform informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will Segment the Strategy: Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. Build the Health Engine: Develop a standardized Account Health Scoring system that identifies risk across the 1,000+ account base. Operationalize the Knowledge Base: Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks. Drive Proactive Retention: Use leading indicators to trigger outreach before a customer is at risk. Mentor & Measure: Manage day-to-day performance of the Customer Success team, using clear KPIs to drive accountability and professional growth. You Have Must Have: Leadership Experience: 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM ready for the next step. Versatile CS Background: Experience managing both Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). Analytical Proficiency: Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on team performance. Systems Thinking: Ability to design scalable processes and successfully implement new tools, workflows, or playbooks. High Emotional Intelligence: Coaching-first management style suited to a collaborative culture. Nice to Have: Technical Literacy: Ability to work with advanced data visualization tools. CS Ops Familiarity: Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). Experience with the automotive industry. Interview Process 1. Initial Screen - 30min 2. Hiring Manager Interview - 60min 3. Case Study Assessment - 45min Problem Solving Exercise - 60min 4. Cross-Functional Interview - 30min Completion of the Wonderlic Assessment (20–30min) is required before the end of the process. We Offer 100% remote work environment Medical, Dental and Vision insurance within 30 days 100% employer-paid medical insurance Equity package Flexible PTO with 15 days minimum Generous Parental Leave FSA and HSA options 401(k) Growth & Wellness Stipend WFH Equipment Opportunity to work with the latest technology Collaborative, high ownership culture Opportunities for development and career growth