Job Description

About Us  

At Streamline, we’re revolutionizing the way people shop for cars—and we’re doing it with a team of innovators, trailblazers, and relentless change-agents. Our culture is built on passion, thought leadership, and a commitment to excellence that pushes the boundaries of what’s possible. If you’re driven by the desire to create transformative customer experiences and be part of something truly groundbreaking, then welcome home. 

Streamline is an enterprise finance technology company that enables lenders to enhance origination quality and capture more volume by connecting underwriting guidelines to dealers in real-time. The company was incubated at the West Herr Automotive Group and is expanding nationwide with lender partners. 

Job Overview  

We’re seeking a dynamic Customer Success Lead who will champion the end-user experience and drive customer engagement across our platform, and grow into a manager role. You will be instrumental in designing and executing training, onboarding, and retention programs that not only delight our customers but also set new standards in the industry. Your work will directly impact our mission to simplify and transform automotive finance. 

Key Responsibilities  

Enhance the End User Experience: 

• Identify opportunities to elevate every interaction and touchpoint across the customer journey. 
• Leverage customer feedback and performance data to continuously improve our platform and service. 

Develop Training & Onboarding Programs: 

• Create and execute comprehensive training modules and onboarding strategies that empower users to fully harness our technology. 
• Develop retention programs that build lasting relationships and foster customer loyalty. 

Design & Manage Customer Processes: 

• Build and refine processes for managing sales opportunities, addressing customer issues, and streamlining communications. 
• Develop standard operating procedures that ensure a consistent, high-quality experience across the board. 

Cross-Functional Collaboration & Communication: 

• Work closely with Sales, Product, and Operations teams to ensure a unified approach to customer success. 
• Serve as the customer’s advocate, bridging the gap between user needs and our innovative solutions. 

What We’re Looking For  

• 3+ years of experience in customer success, account management, or a related SaaS environment. 
• Proven ability to design and implement training and retention programs that drive measurable results. 
• Exceptional interpersonal and communication skills, with a talent for building lasting relationships. 
• A proactive, results-driven mindset with the determination to thrive in a fast-paced, high-energy startup culture. 
• A passion for revolutionizing customer experiences in an industry on the brink of transformation, and an eagerness to grow into a leadership role. 
• Experience with CRM management, implementation and/or migration a plus. 

Join Streamline  

At Streamline, we don’t just work—we lead a movement. If you’re ready to push boundaries, challenge the status quo, and be recognized as a thought leader in an industry ripe for change, then we invite you to join our rapidly growing team. Bring your passion, drive, and innovative spirit, and together we’ll shape the future of automotive finance.

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