Client Services Manager

DEPARTMENT:                                  Sales POSITION:                                          Client Services Manager REPORTING TO:                                Senior VP of Sales Classification:                              Exempt  

Job Summary

The Client Services Manager serves as the strategic and operational bridge between external Agency and Dealership partners and internal cross-functional teams. This role drives successful partner onboarding, full-lifecycle contract administration, and proactive account management. Acting as a central liaison, the Client Services Manager ensures operational efficiency, rigorous compliance, and sustained revenue growth by identifying expansion opportunities and maintaining high partner retention.   Primary Job Functions Serve as the primary operational partner contact to deliver premium, high-touch support, conduct strategic account reviews, and ensure performance aligns with target revenue goals​​​​​​​   Partner with sales teams to leverage account performance analytics, identifying expansion opportunities and driving initiatives to boost product penetration. ​​​​​​​ Lead cross-functional implementation and onboarding for new partners, establishing workflows and training programs that accelerate time-to-value. ​​​​​​​ Coordinate with external partners, internal business units, and leadership to resolve complex escalations, optimize processes, and ensure precise project execution. ​​​​​​​ Track and report on account health, contract status, and onboarding KPIs to maximize operational efficiency and long-term partner retention.

Minimum Qualifications 4 – 7 years’ experience in account management, client success or relationship management Dealership experience in BDC Center or F&I is preferred High School Diploma or GED required OR Bachelor’s degree in business administration, Finance, Sales, or a related field