Customer Success Specialist

Customer Success Specialist — TargetCRM Ideal Computer Systems Location: Full-time Remote Position Travel: Up to 20% Across North America is required. Ideal Computer Systems, a Constellation Software company, provides mission-critical dealer management software to equipment dealerships across North America. TargetCRM is our communication and CRM platform, helping dealers manage customer relationships, marketing, and messaging at scale. We’re hiring a hands-on Customer Success Specialist to drive dealer adoption, engagement, retention, training, and onboarding. You’ll own relationships across the dealer base, proactively identify at-risk accounts, provide front-line support, and help customers get lasting value from TargetCRM. What You’ll Do Serve as the primary relationship contact for TargetCRM dealers Monitor product usage and engagement to identify healthy, inactive, and at-risk accounts Lead proactive outreach and re-engagement campaigns to help prevent churn Deliver onboarding, product training, feature-adoption sessions, and workflow coaching Handle product how-tos, configuration questions, and basic troubleshooting Configure new customer environments, support data onboarding, and validate go-live readiness Support Business Unit partners with training and customer onboarding Identify expansion opportunities and connect qualified needs with Sales Use AI tools to scale communications, segment accounts, automate follow-ups, and surface risks Build repeatable customer-engagement processes and playbooks Maintain accurate account records in Salesforce Share recurring customer issues, product gaps, and insights with internal teams What You Bring 2–4 years of experience in Customer Success, account management, or SaaS support Experience owning a customer portfolio and working directly with SMB customers SaaS onboarding experience, including kickoff calls, configuration, and go-live preparation Confidence delivering virtual training and product walkthroughs A proactive, organized approach to managing multiple priorities Comfort working independently and creating structure in an evolving environment Working knowledge of AI tools for communications and workflow automation Strong relationship-building and communication skills

Nice to Have

Salesforce experience Experience with CRM, dealer management software, or vertical-market SaaS Knowledge of equipment dealerships, automotive, powersports, marine, RV, or related industries Experience building automated customer-engagement sequences Familiarity with TeamSupport, Microsoft 365, Twilio, or messaging compliance Salary Range (US Only): The estimated base salary range for this role in the United States is $75,000-$85,000 per year, plus Corporate Bonus. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors. Other Compensation (US Only): This role will also be eligible for participation in a Company profit sharing bonus plan. Sales positions may be eligible to participate in the business commission plan. Plan details will be provided to you upon hire. Benefits (US Only): Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). Time off (US Only): The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year. We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law. Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at [email protected]. NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.