Serve as the primary point of contact for assigned client accounts, building and maintaining strong relationships with key stakeholders.
Proactively address client needs, resolving issues promptly in collaboration with internal teams to deliver an exceptional customer experience.
Conduct regular account reviews to identify opportunities for enhanced product adoption, increased penetration, and improved client satisfaction.
Work closely with internal teams, such as Product Development, Marketing, and Operations, to deliver tailored solutions that meet client goals.
Collaborate with the regular sales team to communicate account-specific expectations, agreements, and guidelines, ensuring consistency across all dealership interactions.
Facilitate or coordinate training sessions for client teams and promote F&I certification and training programs.
Identify and document opportunities for new business growth within existing accounts, including cross-selling and upselling opportunities.
Proactively generate and qualify leads for prospective new clients and provide these to the National Sales Manager.
Maintain detailed records of client interactions, training activities, and account performance in the company CRM.
Regularly report on account performance metrics, lead generation activities, and client feedback to leadership.
Requirements
Bachelor’s degree in Business, Marketing, or a related field preferred; equivalent work experience considered.
3+ years of account management, client relations, or similar roles, preferably within the automotive or vehicle retail industry.
Experience providing training or facilitating workshops for client teams.
Five years of Automotive industry experience.
Three years of retail F&I experience.
Demonstrated ability to build trust and credibility with key client stakeholders.
Strong skills in facilitating or coordinating training sessions to improve product knowledge and adoption.
Exceptional verbal and written communication skills, including presenting and public speaking.
Proven ability to identify and qualify new business opportunities within existing accounts.
Highly organized with the ability to manage multiple accounts and projects simultaneously.
Proficient in CRM tools (e.g., Salesforce.com) and reporting platforms.
Willingness to travel up to 50% for client meetings, training sessions, and account reviews.
Must be authorized to work in the U.S.
Must be able to successfully pass a background check.