Customer Success Advocate
Core
Support SMB customers in fleet and payment solutions, driving retention, product adoption, and commercial value.
Role type
Customer Success Advocate (SMB/Growth)
Builds
Customer retention and product usage for fleet and payment clients
Domain
Financial services / Fleet management / Commercial payments
Deliverable
client delivery
Required skills
Customer retention, commercial awareness, issue resolution, CRM usage, stakeholder management, data analysis, upsell/cross-sell, process improvement, conflict resolution, account management
Preferred skills
Salesforce experience, fleet/payments industry background
Responsibilities
Proactively engage customers via welcome calls, health checks, and account reviews; Resolve customer inquiries, incidents, and complaints; Identify churn risks and take ownership of retention strategies; Discuss product value, pricing, and commercial terms; Collaborate with Sales, Credit, and Operations teams; Maintain accurate customer records and compliance standards; Identify opportunities for service adoption and upsell.
Seniority
Individual Contributor, entry-to-mid level