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Core Account Manager
Merchants FleetClient Relationship Manager at Merchants Fleet serving as primary point of contact for clients. Building trusted client partnerships and delivering strategic fleet solutions.
About the role
Key responsibilities & impact- Serve as the primary point of contact for assigned clients, ensuring timely resolution of issues and seamless delivery of Merchants services.
- Develop a deep understanding of each client's business, industry, objectives, and fleet strategy.
- Build strong, consultative relationships that foster trust, loyalty, and long-term partnership.
- Conduct regular client health check-ins to proactively identify opportunities, address concerns, and support retention efforts.
- Partner with Client Development Managers to expand service utilization and uncover opportunities for growth.
- Provide guidance and support across all aspects of the fleet lifecycle, including vehicle ordering, delivery, registration, billing, fulfillment, remarketing, and vehicle offboarding.
- Assist clients in developing fleet strategies that improve efficiency, control costs, and support business objectives.
- Develop and deliver client reviews, fleet presentations, reporting, and consultative recommendations.
- Maintain expertise in leasing structures, financing options, contracts, service offerings, and industry trends.
- Build and maintain knowledge of vehicle specifications, upfits, vehicle sourcing, and fulfillment processes.
- Act as an advocate for your clients while collaborating across Merchants teams to deliver exceptional outcomes.
- Utilize reporting tools, dashboards, alerts, and analytics to proactively manage account performance and identify opportunities for improvement.
- Ensure adherence to client-specific service level agreements and quality standards.
- Promote client self-sufficiency through education and support of Merchants' customer-facing technology solutions.
- Represent the voice of the client in continuous improvement initiatives, helping enhance processes, tools, and the overall client experience.
- Maintain accurate account documentation and workflow management within CRM systems.
- Manage administrative activities throughout the lifecycle of client leases and rentals.
- Partner closely with Sales, Operations, and cross-functional teams to onboard new clients and support ongoing account success.
- Lead or participate in special projects that contribute to business growth and operational efficiency.
Requirements
What you’ll need- Bachelor's degree or equivalent combination of education and experience.
- 5+ years of experience in client relationship management, account management, fleet management, leasing, or a related industry.
- Strong understanding of fleet management principles, leasing programs, and client service best practices.
- CAFM certification preferred or willingness to pursue continued professional development.
- Proven ability to manage multiple priorities while maintaining exceptional attention to detail.
- Strong analytical skills with the ability to interpret data and translate insights into recommendations.
- Excellent verbal, written, presentation, project management, and interpersonal communication skills.
- Demonstrated ability to influence, collaborate, and build relationships across all levels of an organization.
- High degree of accountability, ownership, and self-motivation.
- Advanced proficiency with CRM systems, Microsoft Office Suite, and business applications.
- Willingness and ability to travel up to 10% nationwide.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client relationship managementaccount managementfleet managementleasinganalytical skillsdata interpretationproject managementattention to detailconsultative recommendationsvehicle specifications
Soft Skills
communication skillsinterpersonal skillsinfluencecollaborationself-motivationaccountabilitytrust buildingproblem-solvingclient advocacyrelationship building
Certifications
Bachelor's degreeCAFM certification