DigniFi

Account Manager

• Execute the full onboarding sequence for every newly handed-off account against Playbook milestones
• Run the tiered engagement cadence for every account in the assigned portfolio based on current GMV tier
• Move accounts up in GMV tier through coaching, advisor-level training, and structured touchpoints
• Log every touchpoint in CRM within 24 hours
• Complete required retraining, review, and escalation actions on Playbook timelines
• Own and report portfolio KPIs, including dormancy rate, capture rate, GMV at risk, portfolio GMV growth, and touchpoint coverage
• Escalate through the Playbook’s defined escalation framework
• Build trusted relationships with dealership customers
• Identify opportunities, coach customers, and drive measurable GMV growth
• Support onboarding and development of high-performing partnerships

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Account Manager