Client Success Manager bei Agile Fleet Inc

Description

ABOUT US

We’re a growing company committed to our core values and our colleagues. Proudly recognized as a 2024 Great Place to Work®, we offer exceptional benefits—including the company paying for vacation expenses!

POSITION SUMMARY

As a Client Success Manager, you’ll play a strategic role in helping our fleet clients adopt FleetCommander, optimize their fleet management processes, and achieve their operational goals. You will serve as a trusted advisor, industry resource, and advocate for our clients—ensuring strong relationships, high retention, and referenceable success stories. Your work will combine fleet best practices, software adoption guidance, and proactive client engagement to deliver measurable results for both the client and our business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following: 

• Implement processes to strengthen client relationships and maximize adoption success. 
• Actively participate in regular team meetings leveraging our Entrepreneurial Operating System (EOS) tools to focus on strategic improvements. 
• Manage department metrics to track and ensure success across your client portfolio. 
• Maintain accurate, timely records in our CRM for client notes, opportunities, and follow-ups. 
• Gather requirements to support accurate and timely quotes for clients. • Utilize and improve processes for client onboarding, adoption, and optimization throughout the client lifecycle. 
• Execute proactive retention programs and a structured client referral program. 
• Monitor industry trends to inform client guidance and internal strategy. 
• Develop and execute plans for regular client communication, contract renewals, and performance reviews. 
• Act as the primary advocate for assigned clients, escalating issues and collaborating with internal teams to resolve them. 
• Keep clients informed about new product features, gather feedback, and support the product roadmap. 
• Maintain and deliver training for your clients.

Requirements

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• 5+ years of experience in a client-facing, client success, account management, sales, or strategic consulting role. 
• Demonstrated expertise in educating clients on best practices. 
• Strong relationship-building, discovery, and communication skills. 
• Self-motivated and proactive, with innovative ideas to drive loyalty and adoption. 
• Skilled at managing multiple priorities in a fast-paced environment. 
• Strong problem-solving ability, attention to detail, and follow-through. 
• Excellent written, verbal, presentation, and training skills. 
• Familiarity with client success tools, Microsoft Office, and willingness to learn Salesforce and project management software (e.g., Asana).

PREFERRED QUALIFICATIONS

• Certified Automotive Fleet Manager (CAFM) Certification.
• Experience managing a successful fleet operation.
• Knowledge of Agile FleetCommander software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to communicate with others. The employee frequently is required to talk or hear, use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to travel to work sites and attend meetings. Standing, walking, sitting, and reaching with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. Agile Fleet, Inc complies with Executive Order 11246. This Order requires that employers who are considered federal contractors must ensure that applicants and employees are considered for all positions without regard to race, color, religion, sex or gender, sexual orientation, national origin, age, disability, veteran status, or any other legally protected class.