Remote opportunity at
CardataCustomer Success Manager
Cardata seeks a Customer Success Manager to join its remote-first team. Cardata specializes in transforming business vehicle reimbursement programs through smart, automated software and services designed…
Career Tools
About This Role
Cardata seeks a Customer Success Manager to join its remote-first team. Cardata specializes in transforming business vehicle reimbursement programs through smart, automated software and services designed to help drivers and companies across North America focus on core tasks. In this position, the professional oversees a dedicated portfolio of client relationships following implementation, guiding users through reimbursement workflows, troubleshooting operational issues, and contributing directly to gross revenue retention and net revenue…
Job Description
Cardata seeks a Customer Success Manager to join its remote-first team. Cardata specializes in transforming business vehicle reimbursement programs through smart, automated software and services designed to help drivers and companies across North America focus on core tasks. In this position, the professional oversees a dedicated portfolio of client relationships following implementation, guiding users through reimbursement workflows, troubleshooting operational issues, and contributing directly to gross revenue retention and net revenue retention goals.
This hands-on role requires balancing day-to-day execution, managing client expectations, and navigating a high volume of inbound inquiries. The ideal candidate possesses a strong technical aptitude, exceptional communication capabilities, and a commitment to continuous learning. Responsibilities include monitoring client health and adoption, leading renewal preparations, conducting regular check-ins, and collaborating closely with internal product, engineering, support, and implementation units to resolve recurring roadblocks.
The position is remote with required occasional travel approximately two to three times per quarter. Cardata fosters an inclusive, fast-paced environment geared toward driven individuals who embrace extreme ownership and professional growth.
Responsibilities
- Manage a designated portfolio of client relationships by understanding business objectives and reimbursement needs to deliver a reliable experience
- Investigate and resolve operational challenges using platform knowledge, data, documentation, and internal resources to uncover root causes
- Handle a high volume of client requests by triaging inquiries based on urgency and business impact while maintaining ownership of deadlines
- Communicate proactively with stakeholders to set expectations and explain complex details throughout the resolution lifecycle
- Master the Cardata platform and reimbursement workflows to guide users and surface program improvements
- Track client health, adoption rates, and performance metrics to safeguard retention and satisfaction levels
- Facilitate client check-ins and renewal preparations using insights to highlight platform value
- Collaborate with Account Managers to spot account expansion and growth opportunities
- Partner with Support, Product, Engineering, and Implementation teams to address recurring system issues
Requirements
- Three to five years of professional background in Customer Success, Client Services, Implementation, or equivalent customer-facing B2B SaaS roles
- Demonstrated troubleshooting and analytical skills to independently investigate unfamiliar issues and locate root causes
- Strong written and verbal communication abilities for simplifying technical concepts and navigating difficult conversations
- Organizational, prioritization, and time management expertise for handling busy portfolios and competing deadlines
- A track record of customer ownership, relationship-building, and reliability
- Technical aptitude to quickly comprehend SaaS platforms, operational workflows, and interconnected systems
- Sound judgment and meticulous attention to detail when assessing urgency and involving internal partners
Qualifications
- Natural curiosity and strong affinity for continual learning of new tools, products, and programs
Core Skills
Benefits
- Extended medical and dental benefits
- Healthcare spending account
- Annual health and wellness spending account of 3000 CAD
- Employee assistance program
- Flexible unlimited time off with no annual vacation cap
- Mentorship and career development opportunities
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, this is a remote-first role that involves occasional travel approximately two to three times per quarter.
What is the expected salary for the Customer Success Manager?
The expected base compensation ranges from 68,000 to 76,000 CAD annually, plus eligible target variable incentives of 5,000 to 10,000 CAD based on experience, skills, and performance.
What experience is required for this job?
Candidates must have three to five years of experience in Customer Success, Client Services, Implementation, or a similar customer-facing role within B2B SaaS.
What benefits are offered?
Benefits include extended medical and dental coverage, a healthcare spending account, a 3,000 CAD annual health and wellness spending account, an employee assistance program, and unlimited flexible time off.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.