What are the responsibilities and job description for the Client Services Manager position at streamline.auto 🏦 🕺 🚘?
About Us
At Streamline, we’re transforming automotive finance by connecting lenders and dealers in real time through enterprise technology. Built at the West Herr Automotive Group and expanding nationwide, Streamline helps lenders improve origination quality while giving dealers a faster, clearer path to financing. Our culture is collaborative, high-energy, and driven by people who want to make a lasting impact.
Job Overview
We’re hiring a Client Services Manager to lead onboarding, activation, and long-term success for Streamline’s growing client base. In this role, you will manage key client relationships, ensure smooth implementation, and drive retention and expansion opportunities. You will serve as a strategic partner to customers while collaborating closely with Sales, Product, and Support teams to deliver exceptional outcomes.
Key Responsibilities
- Lead onboarding and implementation for new clients, ensuring a seamless transition from sale to service
- Build trusted relationships with client stakeholders and serve as a strategic advisor
- Monitor client health metrics and proactively identify risks and growth opportunities
- Partner with internal teams to resolve issues quickly and improve the customer experience
- Drive renewals and support upsell and cross-sell initiatives
- Advocate for customer needs in product planning and internal strategy
What We're Looking For
- 3–5 years of experience in client services, account management, or customer success roles
- Proven ability to build strong partnerships and drive retention
- Excellent communication, organization, and problem-solving skills
- Client-first mindset with the ability to thrive in a fast-paced environment
- Bonus: Experience in automotive, SaaS, fintech, or financial services
Location: Florida
Employment type: Full-Time
Target compensation with bonus: $60-70K/yr
Join Streamline
At Streamline, we don’t just support customers—we help reshape an industry. If you’re excited to lead client outcomes, build lasting relationships, and grow with a company scaling nationwide, we’d love to hear from you.
Salary : $60,000 - $70,000