Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement the complete onboarding process for each newly assigned account in accordance with Playbook milestones.

• Conduct the tiered engagement schedule for all accounts within the designated portfolio, depending on the current GMV tier.

• Advance accounts to higher GMV tiers through coaching, advisor-level training, and organized touchpoints.

• Record every interaction in the CRM within 24 hours.

• Fulfill necessary retraining, review, and escalation actions according to Playbook timelines.

• Manage and report on portfolio KPIs, including dormancy rate, capture rate, GMV at risk, portfolio GMV growth, and touchpoint coverage.

• Utilize the defined escalation framework as outlined in the Playbook.

• Foster trustworthy relationships with dealership customers.

• Recognize opportunities, coach customers, and facilitate measurable GMV growth.

• Assist in the onboarding and development of high-performing partnerships.

⛳️ Requirements

• Over 2 years of experience in account management, customer success, or inside sales.

• Proven ability to manage a portfolio of 75 or more accounts.

• Experience in automotive retail or fixed operations (service drive) is highly preferred.

• Familiarity with dealership software, F&I, or consumer financing is advantageous.

• Demonstrated history of increasing revenue or usage within an existing book of business.

• Competence in analyzing account performance reports, identifying trends, and prioritizing outreach based on data.

• Proficient in remote training and coaching via phone and video.

• Capability to adhere to a defined playbook and document all activities in the CRM.

• Proficient in Salesforce or a similar CRM.

• Skilled in Microsoft Office applications.

• Exceptional communication abilities and a customer-centric approach.

• Capacity to work independently in a remote, fast-paced environment.

• Must have authorization to work in the United States; DigniFi is not considering candidates requiring visa sponsorship or transfer.

🏝️ Benefits

• High-growth opportunity with significant upside potential.

• Work/life balance.

• Collaborative and respectful work environment.

• Ultimate workplace flexibility.

• Flexible PTO.

• 12 Paid Holidays.

• Up to 80% Employer-Paid Premiums for Medical, Dental, and Vision Insurance.

• Long-term Disability Insurance.

• Basic Life Insurance.

• Paid Parental Leave.

• Matching 401k.

• 100% Remote Work.