Dealer Alchemist

Customer Success Manager

• Serve as the lead point of contact for assigned dealer accounts from onboarding through ongoing management
• Guide new clients through onboarding to ensure early adoption and long-term satisfaction
• Run proactive bi-weekly Zoom check-ins with each dealer
• Monitor and interpret KPIs including pacing, cost-per-lead, lead volume, cost-per-sale, and campaign trends
• Flag and escalate performance issues and track follow-ups through resolution
• Maintain detailed CRM records in Zoho with same-day updates
• Respond to dealer questions and internal requests within one business hour or by end of day
• Collaborate with internal teams to deliver results
• Identify upsell opportunities, initiate referral asks, and contribute to client growth
• Track client satisfaction through tone, feedback, and performance trends
• Contribute to process improvements and develop systems mastery
• Deliver and track monthly performance reviews
• Ensure dealer accounts are contacted every two weeks via Zoom or call
• Complete new client onboarding and achieve early adoption benchmarks within 30 days