Customer Success Associate analyzing vehicle reimbursement programs for Cardata. Preparing reports, audits, and insights that support customer reviews, renewals, and expansions.
About the role
- Customer Success Manager helping Cardata automate vehicle reimbursement programs. Protecting retention, driving expansion, and delivering measurable value to business customers.
Responsibilities
- Own customer business outcomes and value realization across a portfolio of customers
- Develop a deep understanding of customer business objectives, mobility programs, organizational priorities, and success measures
- Translate Cardata’s solutions, data, and expertise into measurable business value
- Monitor customer health indicators and identify churn risk early
- Develop and execute mitigation strategies ahead of renewal
- Identify growth opportunities and partner with Account Management on expansion and upsell strategies
- Lead executive business reviews, QBRs, strategic planning conversations, and renewal readiness
- Demonstrate ROI and support successful long-term renewals
- Own post-implementation transition and time-to-value
- Partner with Implementation to establish success measures, stakeholder alignment, and engagement strategies
- Analyze customer and program data and build executive-ready presentations and recommendations
- Partner with Product, Sales, Account Management, Operations, Support, and Implementation to solve customer challenges and improve customer experience
Requirements
- 3–5 years of experience in Customer Success, Account Management, Consulting, or another customer-facing role, ideally within a B2B SaaS environment
- Proven experience owning a portfolio of mid-market or enterprise customers with multiple stakeholders and measurable commercial outcomes
- Demonstrated success contributing to retention, renewals, GRR, NRR, adoption, and account expansion
- Experience identifying customer risk early and developing proactive strategies to protect retention and long-term value
- Strong commercial judgment and ability to identify expansion opportunities and build a compelling customer business case
- Confidence leading executive-level conversations, business reviews, strategic planning sessions, and renewal discussions
- Strong analytical skills, including proficiency with Excel to analyze, manipulate, and interpret customer and program data
- Strong presentation and data-storytelling skills
- Strong stakeholder management, negotiation, organization, and prioritization skills
- Comfort working cross-functionally across Account Management, Product, Sales, Operations, Support, and Implementation
- Alignment with Cardata’s core values: Show Up, Team Up, Dig In, Speak Up, and Own It
- Comfortable working in a fast-paced, remote-first environment and travelling approximately 2–3 times per quarter
Benefits
- Remote work and flexible working hours
- Mentorship and development opportunities
- Extended medical & dental benefits
- Healthcare spending account
- $3,000 annual Health and Wellness Spending Account
- Employee assistance program (EAP)
- Flexible (Unlimited) Time Off: No annual cap on vacation
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Degree requirement
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