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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and customer success, with a strong focus on driving GMV growth through effective coaching and relationship-building. Proficient in utilizing CRM tools to track performance metrics and manage a diverse portfolio of accounts.
Highest-signal resume keywords
Account ManagementCustomer SuccessPortfolio ManagementSalesforce ProficiencyRemote Training
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Performance AnalysisCoachingData PrioritizationRevenue GrowthTouchpoint Coverage
Soft Skills
Excellent CommunicationCustomer-Focused MindsetRelationship BuildingIndependent WorkAdaptability
Tools & Technologies
SalesforceCRM SoftwareMicrosoft OfficeDealership Software
Industry Keywords
Automotive RetailFixed OperationsF&IConsumer FinancingGMV Tier
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 2+ years in account management, customer success, or inside sales
- Experience managing a portfolio of 75 or more accounts
- Experience in automotive retail or fixed operations (service drive) strongly preferred
- Experience with dealership software, F&I, or consumer financing is a plus
- Track record of growing revenue or usage within an existing book of business
- Ability to read account performance reports, spot trends, and prioritize outreach based on data
- Skilled at remote training and coaching via phone and video
- Ability to follow a defined playbook and document all activity in CRM
- Proficiency in Salesforce or a comparable CRM
- Proficiency in Microsoft Office
- Excellent communication skills and a customer-focused mindset
- Ability to work independently in a remote, fast-paced environment
- Must be authorized to work in the United States; DigniFi is not considering candidates who require visa sponsorship or visa transfer
Benefits
Comp & perks- High-growth opportunity with terrific upside potential
- Work/life balance
- Collaborative and respectful work environment
- Ultimate workplace flexibility
- Flexible PTO
- 12 Paid Holidays
- Up to 80% Employer-Paid Premiums for Medical, Dental and Vision Insurance
- Long-term Disability Insurance
- Basic Life Insurance
- Paid Parental Leave
- Matching 401k
- 100% Remote Work