Customer Success Specialist

Company:

Logitrac is a dynamic and innovative organization dedicated to providing advanced solutions that drive operational excellence for businesses. Focused on delivering top-tier services and support, Logitrac leverages cutting-edge technology to address real-world challenges in logistics and operations.

With a commitment to customer satisfaction and continuous improvement, Logitrac fosters a collaborative and growth-oriented work environment. The company is headquartered in Plano, TX, and prioritizes excellence in all aspects of its operations.

Role Overview

The Customer Success Specialist is the primary relationship owner for a portfolio of dealership accounts. This role is dedicated to delivering white glove service at every touchpoint, ensuring clients feel supported, informed, and empowered to get the most out of the Logitrac platform. The Specialist conducts regular account health check-ins, leads advisor trainings, and plays a critical role in customer retention.

Key Responsibilities:

• Deliver white glove service to every dealership account, ensuring a consistently high-touch and personalized client experience
• Conduct regular account health check-ins to assess utilization metrics, alert configurations, integrations, and overall platform performance
• Lead advisor trainings to ensure dealership staff are fully educated on platform features, best practices, and workflow optimizations
• Drive customer retention by proactively identifying at-risk accounts, resolving concerns, and reinforcing the value of the Logitrac platform
• Identify underutilized features and recommend configurations that improve client outcomes such as utilization rates, rebate eligibility, and liability protection
• Educate clients on new and upcoming product features including beta releases and roadmap items
• Partner with Support Specialists during client calls to resolve configuration issues in real time
• Maintain accurate and up-to-date client records in the internal CRM including key contacts, titles, and account notes
• Identify upsell and expansion opportunities such as Hypertolls, Merchant processing, and insurance verification integrations
• Serve as the voice of the customer internally, relaying feedback to the product and implementation teams

Qualifications:

• 2+ years of experience in Customer Success, Account Management, or a related client-facing role
• Experience in automotive, fleet management, or SaaS industries strongly preferred
• Passion for delivering exceptional, white glove client experiences
• Strong ability to train and educate non-technical end users in a clear and engaging manner
• Demonstrated ability to manage a book of business, retain clients, and drive measurable outcomes
• Comfortable presenting data, conducting screen-share reviews, and leading strategic conversations
• Experience with HubSpot or a similar CRM platform required
• Self-motivated with strong organizational and follow-through skills

**PLEASE NOTE: This is a fully onsite position requiring in-office attendance five days per week.

****Compensation will depend on experience.

Pay: $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person