- Location
- RICHARDSON, TX
- Seniority
- Manager
- Education
- High School
- Source
- ApplicantStack
Description
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
Skills
Compliance
