客户成功经理
Customer Success Manager
准备加速你的职业生涯？
Cardata 是一个充满激情的人创造巨大影响的地方。我们是一支精干的团队，正在改变企业处理车辆报销的方式——用智能、自动化的解决方案取代过时的流程。
我们的愿景很明确：为创建理想的车辆计划提供最全面、智能和自动化的软件和服务。我们每天都在朝着这个愿景努力。
加入我们，你将获得挑战、成长和真正产生影响的机会——帮助北美数百家公司和数千名司机专注于对他们最重要的工作。
在 Cardata，客户是所有工作的核心。客户成功团队在保护客户留存率的同时，发现创造更大价值和拓展合作机会的关键角色。
作为客户成功经理，你将负责实施后的客户关系组合，帮助客户从更广泛的移动计划中实现可衡量的价值，同时直接为 Cardata 的 GRR 和 NRR 目标做出贡献。
此职位的核心是理解客户业务中的关键点，并将 Cardata 的能力转化为有意义的结果。你将主动识别风险，制定策略以保护客户留存，发现增长机会，并与客户经理合作制定扩展和升级策略。你还将把客户数据转化为有说服力的商业故事，与高管、财务、人力资源、运营和项目管理员进行战略对话。
如果你具备商业思维、分析能力、高度责任感，能够自如地参与高管对话，并且在快速发展的 SaaS 环境中建立值得信赖的客户关系，那么你将在这里茁壮成长。你是一个有责任感的人，沟通清晰，协作无争，深入数据分析，并能将洞察转化为行动。
这是一个以远程办公为主的工作，偶尔需要出差，大约每季度 2-3 次。
你将负责的工作
- 负责客户的业务成果和价值实现。管理一组客户，深入了解他们的业务目标、移动计划、组织重点和成功指标。将 Cardata 的解决方案、数据和专业知识转化为可衡量的业务价值。
- 通过主动的客户健康状况和风险管理来保护 GRR。监控使用情况和参与度
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Ready to accelerate your career?
Cardata is where driven people make an outsized impact. We’re a small but mighty team transforming how businesses manage vehicle reimbursement — replacing outdated programs with smart, automated solutions.
Our vision is bold: to provide the most comprehensive, intelligent, and automated software and services for creating ideal vehicle programs. And we’re building toward that vision every single day.
Join us and you’ll find challenge, growth, and the chance to deliver real impact — helping hundreds of companies and thousands of drivers across North America focus on the work that matters most to them.
At Cardata, customers are at the centre of everything we do. Our Customer Success team plays a critical role in protecting customer retention while uncovering opportunities to create greater value and grow our partnerships.
As a Customer Success Manager, you’ll own a portfolio of customer relationships after implementation, helping customers realize measurable value from their broader mobility programs while contributing directly to Cardata’s GRR and NRR goals.
At the core of this role is understanding what matters to the customer’s business and translating Cardata’s capabilities into meaningful outcomes. You’ll proactively identify risk, build strategies to protect retention, uncover opportunities for growth, and partner with Account Management to develop expansion and upsell strategies. You’ll also turn customer data into compelling business narratives, leading strategic conversations with executives, Finance, HR, Operations, and program administrators.
You’ll thrive here if you are commercially minded, analytical, highly accountable, comfortable navigating executive conversations, and motivated by the opportunity to build trusted customer partnerships in a fast-moving SaaS environment. You are someone who takes ownership, communicates clearly, collaborates without ego, digs into the data, and turns insight into action.
This is a remote-first role with occasional travel, approximately 2–3 times per quarter.
What you'll be doing
- Own customer business outcomes and value realization. Manage a portfolio of customers and develop a deep understanding of their business objectives, mobility programs, organizational priorities, and success measures. Translate Cardata’s solutions, data, and expertise into measurable business value.
- Protect GRR through proactive customer health and risk management. Monitor adoption, engagement, program performance, stakeholder changes, and other customer-health indicators to identify churn risk early. Develop and execute clear mitigation strategies well ahead of renewal.
- Drive NRR by uncovering growth opportunities. Identify opportunities to expand Cardata’s value within existing customers based on business objectives, program performance, usage insights, and organizational changes. Partner with the Account Manager to develop expansion and upsell strategies and advance opportunities.
- Lead strategic customer conversations and renewals. Own ongoing customer relationships, executive business reviews, QBRs, strategic planning conversations, and renewal readiness. Use data and business outcomes to demonstrate ROI, reinforce Cardata’s value, and support successful long-term renewals.
- Own the post-implementation transition and time-to-value. Partner closely with the Implementation Specialist to ensure a smooth handoff from implementation into post-go-live Customer Success. Establish clear success measures, stakeholder alignment, and an ongoing engagement strategy that accelerates time to first value.
- Turn data into action and influence cross-functionally. Analyze customer and program data, identify trends and opportunities, and build clear, executive-ready presentations and recommendations. Partner with Product, Sales, Account Management, Operations, Support, and Implementation to solve customer challenges and continuously improve the customer experience.
What you'll bring
- 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 the 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, with the ability to translate metrics into executive-ready recommendations tied to business outcomes.
- 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.
Compensation:
In line with Ontario’s Pay Transparency legislation, the expected base compensation for this role is $70,000–$90,000 CAD annually (dependent on experience and competency). In addition, this role is eligible for target variable incentives of $10,000–$20,000 CAD, with actual earnings dependent on experience, skills, and performance.This is a vacant position, and we are hiring with intention and seeking someone who will bring new perspective, contribute meaningfully to the team, and grow with the organization.
Why you’ll love working at Cardata:
We’ll be honest — Cardata isn’t for everyone. If you thrive in a fast-paced environment, take extreme ownership, and constantly push yourself (and your work) to be the best, you’ll fit right in.
You’ll be surrounded by driven teammates who genuinely care — about the work, about our customers, and about helping each other succeed. Together, we take on ambitious goals and celebrate the wins along the way.
What we offer in return for you bringing your best:
- Remote work and flexible working hours
- Mentorship and development opportunities (to help you achieve your career goals!)
- Extended medical & dental benefits
- Healthcare spending account
- $3,000 annual Health and Wellness Spending Account to support your overall wellbeing
- Employee assistance program (EAP)
- Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust-based, flexible approach to time away.
Cardata is an equal opportunity employer. All candidates will be equally considered without regard to race, ancestry, place of origin, colour, ethnic origin, language, citizenship, creed, religion, gender/gender identity, sexual orientation, age, marital status, physical and/or mental handicap or financial ability. We are dedicated to creating an inclusive environment where everyone feels welcome to bring their authentic selves to work.
If you require accommodations during the recruitment process, please let us know.
Originally posted on Himalayas