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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding and account management within the B2B SaaS sector, focusing on dealership adoption, retention, and measurable outcomes. Proficient in leading training sessions, managing timelines, and translating customer feedback into actionable product insights.
Highest-signal resume keywords
Customer Onboarding ManagementAccount Retention StrategiesB2B SaaS ExperienceDealership Relationship BuildingData Mapping and Troubleshooting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Onboarding ProcessesCRM HygieneTraining DevelopmentIntegration CoordinationData MappingCall TrackingBDC WorkflowsKPI AnalysisMulti-Rooftop RolloutsEscalation Management
Soft Skills
Clear CommunicationOrganizational SkillsLeadershipRelationship ManagementProblem-Solving
Tools & Technologies
DMSCRMSchedulersCall Tracking SoftwareBDC Systems
Industry Keywords
Dealership OperationsCustomer AdoptionRetention MetricsQuarterly Business ReviewsFast-Moving Environment
About the role
Key responsibilities & impact- Lead customer onboarding and rollout from kickoff to go-live across single rooftops and dealership groups
- Own timelines, integrations, training, and launch day
- Drive dealership adoption and measurable outcomes, including missed-call capture, appointment set rate, response time, show rate, and retention
- Build relationships with dealership leaders including GMs, GSMs, Fixed Ops Directors, Service Managers, and BDC Managers
- Run weekly check-ins, launch reviews, and quarterly business reviews
- Triage escalations and collaborate with product and engineering on issues
- Execute and improve onboarding, training, renewal, and support processes
- Own account retention and growth through multi-rooftop rollouts, new use cases, and increased volume
- Translate dealership feedback into product insights and help shape future development
Requirements
What you’ll need- Must live in the Chicago area
- Regular travel to customer dealerships across the region
- Experience owning a book of business and driving adoption/retention in a fast-moving environment
- Experience in a customer-facing role at an early-stage B2B SaaS company
- Clear, confident, and organized communication with dealers
- Strong at leading calls, training teams, and writing clean follow-ups
- Strong CRM hygiene, notes, tasks, and consistent account plans
- Ability to follow process diligently and run a tight ship
- Experience with dealer tech ecosystems such as DMS/CRM/schedulers, call tracking, and BDC workflows is a plus
- Experience scaling onboarding across multi-rooftop groups is a plus
- Comfort with light technical coordination, including integrations, data mapping, and troubleshooting, is a plus
- Experience with QBRs tied to dealership KPIs is a plus
Benefits
Comp & perks- Equity
- Full benefits including medical, dental, and vision
- Flexible PTO
- Small, high-trust, fast-moving team
- Genuine enjoyment and fun while building something real