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.

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• Lead cross-functional implementation and onboarding for new partners, establishing workflows and training programs that accelerate time-to-value.

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• Coordinate with external partners, internal business units, and leadership to resolve complex escalations, optimize processes, and ensure precise project execution.

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• 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