Solutions Manager

Solution Manager

Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help shape the future of lending, we're leveraging AI and technology to streamline lending operations, enhance decision-making, and create value for our clients. We're seeking individuals who are energized by problem-solving, operational excellence, and the opportunity to make a meaningful impact for our clients, partners, and teams.

The Solution Manager serves as the primary relationship owner for an assigned portfolio of credit union and dealer partners within a defined geographic territory, holding dual responsibility for both the lender and dealer relationship verticals. This role is unique within the organization where other client-facing roles focus exclusively on lenders or dealers, the Solution Manager is accountable for both, requiring exceptional versatility, business acumen, and relationship depth.

The Solution Manager drives client retention, product utilization, revenue growth, and market penetration across the full CUDC product portfolio. This role also serves as an internal champion for AI adoption, embedding AI literacy into daily workflows and client-facing consultations to elevate value delivery.

***MUST BE LOCATED IN HAWAII***

At Origence, we are self-aware, adaptable, and relentlessly focused on creating meaningful impact. We think like owners, embrace complexity and ambiguity, challenge conventional thinking, and continuously pursue smarter, more effective ways to solve problems and advance the business. We value people who are adaptable, resourceful, and committed to delivering quality outcomes while continuously looking for ways to improve. If this mindset reflects who you are, you may be exactly who we're looking for.

How You'll Contribute:

Relationship Ownership for Dealer and Credit Union Clients

• Serve as the primary relationship owner for an assigned portfolio of dealer and credit union clients, maintaining a strong understanding of each client's business priorities, operating environment, and strategic objectives.
• Lead regular relationship touchpoints, business reviews, and consultative engagements with both dealers and credit unions to strengthen partnerships and support long-term client success.
• Develop trusted advisor relationships across multiple levels within dealer and credit union organizations, including executive, operational, and technology stakeholders.
• Represent CUDC as a strategic partner by aligning internal resources, resolving issues, and ensuring a consistent, high-value experience across both client groups.

Upselling and Cross-Selling to Dealers and Lenders

This role is also responsible for identifying, advancing, and closing upsell and cross-sell opportunities across both lender and dealer portfolios, helping expand product adoption and grow revenue within existing relationships.

Credit Union Growth Responsibilities:

• Identify opportunities to expand credit union adoption of existing and new CUDC solutions through consultative selling and strategic account planning.
• Partner with internal teams to position additional products and services that align with lender goals, operational needs, and growth strategies.
• Develop and execute territory growth plans that increase wallet share, strengthen retention, and support organizational revenue objectives.

Dealer Growth Responsibilities:

• Identify dealer-facing upsell and cross-sell opportunities that increase adoption of current and emerging product and service lines across the dealer network.
• Collaborate with internal sales, support, and product teams to align dealer growth opportunities with broader market and client strategies.
• Drive market penetration, revenue expansion, and business plan execution within the dealer portfolio to maximize long-term account value.
• Present targeted solutions and value propositions to dealers, dealer groups, and partner organizations to support pipeline conversion and portfolio growth.

Customer Service, Risk Management & Client Education

• Ensure the formation, maintenance, and enhancement of client relationships through structured feedback systems and consistent touchpoints with lenders, dealers, and CUDC partners.
• Provide risk management guidance and compliance education to clients as applicable to CUDC products and services.
• Serve as an escalation point for service issues within the assigned territory, coordinating cross-functional resolution with internal support teams.

AI Literacy, Technology Enablement & Innovation

As the organization advances its AI strategy, the Solution Manager is expected to be a capable and credible voice on AI-enabled products and workflows, both internally and in client-facing settings.

• Maintain working knowledge of AI tools, features, and capabilities embedded in CUDC's product portfolio, including how they apply to indirect lending, digital retail, and dealer operations.
• Leverage AI-powered tools (CRM intelligence, predictive analytics, content generation) to improve territory planning, client engagement, and business development workflows.
• Educate clients on AI-enabled product capabilities and help them understand practical applications for their business operations.
• Participate in internal AI literacy programs and apply emerging best practices to daily work; contribute feedback to product and technology teams on client-reported AI use cases.
• Stay current on fintech and AI trends relevant to indirect lending, auto finance, and credit union operations to position CUDC's solutions competitively.

Brand Representation & Industry Engagement

• Represent CUDC at industry conferences, trade associations, and networking events to build relationships and reinforce CUDC's brand within the credit union and auto finance ecosystems.
• Uphold and embody CUDC's brand values, professional standards, and commitment to client success in all external interactions.

What Makes You a Great Fit:

Education

• Bachelor's degree (BA or BS) in Business, Finance, Marketing, or a related field, or commensurate professional experience.

Experience

• Ten (10) or more years of knowledge in the automobile industry, auto leasing, credit unions, and indirect lending.
• Six (6) or more years of experience managing and growing a business territory including related programs, products, and client relationships.
• Demonstrated experience managing both lender and dealer relationships preferred; experience in one vertical with the capacity to develop the other will be considered.
• Experience with Digital Retail marketing platforms and Salesforce CRM is a plus.
• Exposure to AI tools or platforms (e.g., CRM AI features, generative AI, predictive analytics) in a professional context is highly preferred.

Your Strengths & Expertise

Core Competencies:

• Ability to work independently with a high degree of initiative and self-direction across a geographic territory.
• Exceptional relationship management skills across diverse client types (lenders and dealers) and organizational levels.
• Strong ability to manage multiple priorities, complex accounts, and competing deadlines simultaneously.
• Excellent oral, written, presentation, and analytical communication skills.
• Specialized problem-solving and consultative skills within the dealer and indirect lending business model.
• Ability to organize and prioritize work to meet business plan goals and established KPIs.
• Excellent internal and external customer service orientation.

Technology & AI Skills:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and strong internet and email communication skills.
• Working knowledge of Salesforce or equivalent CRM platform; ability to leverage CRM analytics to manage and prioritize territory activities.
• AI Literacy: Demonstrated ability to use and explain AI-powered tools relevant to sales, client management, and fintech operations. Capable of engaging clients in conversations about AI product features and their practical business applications.
• Comfort navigating and adopting new technologies; proactive in learning AI tools as they are introduced into the CUDC ecosystem.

Other Requirements:

• Ability to travel regularly within assigned territory; must possess a valid driver's license.

Bring your attention to detail, problem-solving mindset, and unique perspective. We'll provide the opportunities, tools, and support to help you succeed.

How We Invest in You:

• 401(k) with 8% Company Match
• Flexible Work Environment
• Competitive Paid Time Off
• Tuition Reimbursement & Education Benefits
• Comprehensive Health & Wellness Benefits
• Microsoft Copilot and AI-Enabled Tools
• Continuous Learning & Development Opportunities
• A culture of connection, celebration, and growth through employee-driven programs, company events, holiday celebrations (Star Wars Day), monthly town halls, quarterly company meetings, and team traditions like Bring Your Kid to Work Day