Customer Success Partner- Automotive

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Internal Job Title: Customer Success Partner

Location: Remote- Southern California

FLSA: Exempt

Company Overview:

Safe-Guard Product International serves Original Equipment Manufacturers (OEMs), top retailers, and independent agents in the automotive finance and insurance industry with the leading Protection Products Platform. Our platform delivers innovative protection products and solutions that protect consumers from the perils of ownership, while providing Finance & Insurance professionals the tools to ignite scalable and sustainable business growth. Safe-Guard’s success is driven by over 850 employees, who serve more than 12,000 dealers and support contract holders across the U.S. and Canada.

For 30 years and counting, our team continues to transform the motor vehicle space, earning a stellar reputation from our partners and peers by providing: 1) the highest quality protection products in the industry, 2) a broad platform of branded product, technology, marketing, and training solutions, and 3) an unwavering commitment to uncomplicated care and customer service.

Role Overview:

The Customer Success Partner is responsible for managing and nurturing relationships with existing dealer groups, ensuring their satisfaction, by aligning Safe-Guard with their mission and goals, and driving product adoption and usage. In this role, you will provide or facilitate training support, address client needs, and identify growth opportunities within current accounts. Additionally, you will generate and provide qualified leads for new business opportunities to the National Sales Manager.

This position is integral to maintaining and expanding Safe-Guard’s partnerships with strategic dealer groups while supporting the company’s business development efforts.

Role Responsibilities:

• Account Management:
  • Serve as the primary point of contact for assigned client accounts, building and maintaining strong relationships with key stakeholders.
  • Proactively address client needs, resolving issues promptly in collaboration with internal teams to deliver an exceptional customer experience.
  • Conduct regular account reviews to identify opportunities for enhanced product adoption, increased penetration, and improved client satisfaction.
  • Work closely with internal teams, such as Product Development, Marketing, and Operations, to deliver tailored solutions that meet client goals.
  • Collaborate with the regular sales team to communicate account-specific expectations, agreements, and guidelines, ensuring consistency across all dealership interactions.
  • Maintain comprehensive knowledge of client-specific agreements and ensure compliance in all interactions with associated dealerships.
• Training Support:
  • Facilitate or coordinate training sessions for client teams, ensuring they fully understand and can effectively utilize Safe-Guard’s product offerings.
  • Promote client participation in Safe-Guard’s F&I certification and training programs to drive knowledge and product proficiency.
  • Serve as a resource for client inquiries related to training and operational best practices.
• Lead Generation:
  • Identify and document opportunities for new business growth within existing accounts, including cross-selling and upselling opportunities.
  • Proactively generate and qualify leads for prospective new clients and provide these to the National Sales Manager to drive business expansion.
  • Partner with the National Sales Manager to support the strategic growth of Safe-Guard’s footprint.
• Performance Reporting:
  • Maintain detailed records of client interactions, training activities, and account performance in the company CRM.
  • Regularly report on account performance metrics, lead generation activities, and client feedback to leadership.

Job Requirements:

• Education: Bachelor’s degree in Business, Marketing, or a related field preferred; equivalent work experience considered.
• Experience:3 years of account management, client relations, or similar roles, preferably within the automotive or vehicle retail industry. Experience providing training or facilitating workshops for client teams.
• • Five years of Automotive industry experience
  • Three years of retail F&I experience

• Client Relationship Management: Demonstrated ability to build trust and credibility with key client stakeholders.
• Training Expertise: Strong skills in facilitating or coordinating training sessions to improve product knowledge and adoption.
• Communication: Exceptional verbal and written communication skills, including presenting and public speaking.
• Lead Generation: Proven ability to identify and qualify new business opportunities within existing accounts.
• Organizational Skills: Highly organized with the ability to manage multiple accounts and projects simultaneously.
• Technical Proficiency: Proficient in CRM tools (e.g., Salesforce.com) and reporting platforms to track account activity and performance.
• Travel: Willingness to travel up to 50% for client meetings, training sessions, and account reviews.
• Must be authorized to work in the U.S
• Must be able to successfully pass a background check

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Growth Potential:

At Safe-Guard, your career is what you make it. We're looking for energetic, entrepreneurial, and empathetic individuals who are ready to take their careers to the next level. Here, you'll have the freedom to explore new ideas, push boundaries, and make an impact from day one.

We believe in empowering our team to take ownership of their success, and we offer the resources and support to help you grow. Whether you're passionate about developing strong customer relationships, leading innovative projects, or driving new business, you'll find opportunities to challenge yourself and advance your career.

With a culture that encourages continuous learning and personal development, the possibilities for growth are limitless. If you're looking for a place where your contributions are valued and your career can grow, join us at Safe-Guard Products International, where your potential knows no bounds.

Compensation and Benefits:

At Safe-Guard Products International, We offer a highly competitive base salary complemented by an uncapped commission structure, and an annual bonus potential. Including a comprehensive benefits package designed to support your health, financial security, work-life balance, and career development.

Company Benefits:

• Medical, Dental, and Vision Insurance
• Flexible Spending Account
• Health Savings Account
• 401(k) Plan with Company Match
• Company-paid Short-Term and Long-Term Disability
• Company-paid Life Insurance
• Paid Holidays and Vacation
• Employee Referral Program
• Employee Assistance Program
• Wellness Programs
• Paid Community Service Opportunities
• Tuition Reimbursement
• Ongoing Training & Personal Development
• And More!

Safe-Guard Products International is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.