• Onboard dealership customers to AppraisalPRO and conduct initial training • Quickly and effectively aid customers in resolving technical issues and coordinate with internal engineering teams to resolve any issues • Proactively provide support by actively monitoring product usage to identify red flags • Influence and build rapport with key decision-makers in order to become their trusted advisor • Secure referrals to other potential dealership customers from existing customers • Present recommendations on platform and user experience improvements to our Product and Engineering team

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track • Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise • Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch • Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution • Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders • Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

• Provides support to the Sales, Marketing, and Support team(s), with a high attention to detail. • Researches, analyzes, and documents findings. • May coach, review, and/or delegate work to other team members. • Ensures that partners receive maximum value from their investments in the ConnectWise platform, utilizing all of their licenses, identifying new opportunities, and collaborating with other ConnectWise stakeholders to ensure adoption and a successful renewal. • Proposes solutions to partner problems based on the ConnectWise platform and deep understanding of the partners business. • Develops an understanding of typical business challenges faced by partners and common objectives to appropriately map ConnectWise platform features and associated business benefits to address their needs. • Acts as an escalation point to drive resolution in a timely, proactive manner • Travels to partner locations and IT Nation events. • Helps create scalable playbooks and process around partner interactions and profiles that can be used across the entire PSM team. • Identifies processes to facilitate cross-functional communication, prioritization, and visibility for requests and escalations.

Role Description AppraisalPRO’s Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account expansion. The CSMs are ultimately responsible for making sure the clients in their portfolio are constantly finding value in the AppraisalPRO system. - Onboard dealership customers to AppraisalPRO and conduct initial training - Quickly and effectively aid customers in resolving technical issues and coordinate with internal engineering teams to resolve any issues - Proactively provide support by actively monitoring product usage to identify red flags - Influence and build rapport with key decision-makers in order to become their trusted advisor - Secure referrals to other potential dealership customers from existing customers - Present recommendations on platform and user experience improvements to our Product and Engineering team Qualifications - The ability to quickly build relationships and trust - Excellent interpersonal skills - Strong communicator who can present and write well, extremely responsive - Ability to multitask and prioritize - Passion for providing top-notch customer service Requirements - Experience in the Franchise Dealership industry Benefits - Health Care Plan (Medical, Dental & Vision) for you and your family - 401k - 5% match - Paid Time Off (Vacation, Sick & Public Holidays) - Training & Development - Free Food & Snacks