Customer Success Manager, Cardata
Vehicle reimbursement solution
Be an early applicant
Vehicle reimbursement solution
21-100 employees
Be an early applicant
21-100 employees
Company mission
To be the easiest, most cost-effective way to reimburse your employees for using their personal vehicle.
Role
Who you are
- You are a customer-focused professional with experience managing and growing client relationships in a fast-paced environment
- You proactively address customer needs, drive engagement, and collaborate cross-functionally to maximize value
- Skilled in renewals, upselling, and problem-solving, you anticipate challenges and ensure long-term customer success
- Experience with customer success platforms like Gainsight, Hubspot, or similar tools
- Strong communication, relationship management and customer engagement skills
- Confident presenter with the ability to convey insights effectively
- Skilled in problem solving and critical thinking to navigate customer challenges
- Self driven with a strong ability to recognize and address churn risks early
- Proficient in data analysis and reporting, translating insights into actionable strategies
- Strategic in managing multiple accounts, ensuring engagement and long-term success
- Deep understanding of SaaS business models and customer lifecycle management
- Expertise in upselling, cross-selling, and renewal strategies to drive revenue growth
- Knowledgeable in customer feedback processes and their role in product and service improvements
- Able to collaborate across teams (product, sales, support) to enhance customer successFlexible and adaptable in a fast-paced environment, responding to evolving business needs
- Customer advocate who balances client priorities with business objectives
What the job involves
- Customer Relationship Management – Own customer relationships during onboarding and throughout, ensuring engagement and long-term success
- Onboarding & Business Reviews – Guide new customers and conduct regular check-ins to assess value and identify opportunities
- Renewals & Expansion – Lead renewals and uncover upsell/cross-sell opportunities
- Churn Prevention – Proactively mitigate risks by addressing concerns early and implementing solutions
- Product Expertise & Training – Stay updated on product changes and ensure customers maximize platform usage
- Customer Feedback & Advocacy – Gather insights to influence product improvements and advocate for customer needs
- Escalation Management – Work cross-functionally to resolve issues quickly and effectively
- Operational Excellence – Maintain accurate data in Gainsight, follow processes, and provide timely customer support
- Collaboration & Influence – Partner with product, sales, and support teams to drive customer success and business impact
Our take
Though it was founded in 1999, Cardata’s products are more important than ever. Amidst international moves towards hybrid work set ups and a more intense focus on electric vehicles and carbon reduction, the daily commute has become a real sticking point for companies negotiating with their employees.
Cardata’s suite of reimbursement software, compliance programs and business intelligence tools help companies manage the personal vehicles of their employees. Its tools include IRS compliant tax-free car allowances, GPS tracking, and payment streamlining tools that help companies better manage their employees' travel, all without having to invest in a corporate car fleet.
Cardata has clearly evolved with the times and enjoyed a tripling of annual recurring growth since its new leadership team stepped in. It also received $100 million in growth equity in 2023, which is being put towards new and existing product innovation, and the increase of market coverage.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (1 round)
Sep 2023
$100m
GROWTH EQUITY VC
Total funding: $100m
Company benefits
- Opportunity for career progression in a growing company
- Bonus scheme
- Opportunity to work remotely
- Flexible working hours
- Medical & dental benefits with 100% employer paid premiums
- Healthcare spending account
- Wellness spending account
- 15 days of vacation + additional time off throughout the year
- 3 pit-stop days (Cardata's version of mental health days)
Company HQ
Government Center, Boston, MA
Leadership
Sheret Ross
(Board)Currently an Advisor at OneShield Software and previously advised at Tenstorrent. Was a Managing Partner at Spruce Grove Capital and a Stream Lead at Creative Destruction Lab.
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