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

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