Vehlo Virtual LLC · 10 hours ago
Customer Success Specialist - Sales
Tulsa, OK
Full-time
Onsite
New Grad, Entry LevelVehlo is a provider of repair shop technology aiming to enhance vehicle service success with innovative software and financial solutions. The Customer Success Specialist role focuses on ensuring a smooth onboarding process for SMB clients, collaborating with sales teams, and driving customer success initiatives within the organization.
AutomotiveDigital MarketingSaaSSoftware
Responsibilities
You will act as a concierge style onboarding “one-stop-shop” for the sales team and work collaboratively with teams within our organization to ensure all deals are executed with both velocity and accuracy, so that the Sales can focus on generating new business
Perform due-diligence and analysis of customer onboarding requirements, and communicate knowledge of card brand requirements
Manage and analyze data at both client and deal level that ensures accuracy and compliance with Sales and Service customer onboarding policies/procedures
Work with a sense of urgency and quickly root cause issues into process, policy, system, data and engage with functional owners to resolve
Ensure smooth and successful hand-off of customer to 360 Support
Cultivate strong partnerships with your peers in cross-functional teams (sales, deployment & installations, support, and clients) to ensure Sales to Implementation cycle is efficient and seamless
Provide recommendations to 360 Payments leadership around potential best practices and training on 360 Payments solutions, based on client input or experience
Qualification
Preferred
Ownership mindset, making the customer top priority, curiosity and high ethical standards
Possess extensive knowledge of 360 Payments and Vehlo products to support Sales and upsell/add on business to new clients
Excellent interpersonal and relationship management skills
Excellent written and verbal communication skills, along with organizational and time management
Strong Excel, MSWord, and PowerPoint skills, and Google Workspace knowledge
Detail oriented with strong analytical skills and judgement/decision-making ability
Ability to work in a fast-paced, performance-based environment and meet deadlines
Work independently and proactively drive issues to resolution
Knowledge of Credit Card/Financial industry tools and best-practices is a plus
Company
Vehlo Virtual LLC
We know that planning an event is complicated and may be just one of your many responsibilities.
Founded in 2019
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2022-06-06Acquired
Recent News
Business Wire
2025-10-21
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2025-08-05
2025-07-16
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