Upgrade, Inc.

Manager

• Represent Upgrade’s Auto Finance Division and promote indirect lending programs
• Develop, maintain, and grow partnerships with dealership partners
• Act as a trusted advisor to dealership owners, GMs, and F&I managers
• Conduct regular in-person dealership visits according to a structured drive schedule
• Identify, onboard, activate, and re-engage dealer partners
• Drive dealer sign-ups, first deals, funding, application, contract, and territory volume
• Execute onboarding, product, process, and value-added product training
• Partner with underwriting and credit teams to structure deals effectively
• Educate dealers on program guidelines, stipulations, and deal packaging
• Monitor portfolio performance, dealer mix, risk, profitability, compliance, credit policies, and documentation standards
• Provide market insights and best practices
• Track activity through CRM such as Salesforce
• Analyze territory performance and adjust strategy based on data
• Participate in team calls, sales meetings, and performance reviews

Dealer Development Manager – Dallas / Fort Worth

• Represent Upgrade Inc. Auto Finance Division and promote indirect lending programs
• Develop, maintain, and grow partnerships with dealership partners
• Stay current on local market conditions and industry trends
• Work with internal partners to find customer-focused solutions
• Build relationships with key decision makers to drive growth and continuous improvement
• Develop and maintain new and existing dealer relationships
• Advise dealership owners, GMs, and F&I managers
• Conduct regular in-person dealership visits and maintain a weekly drive schedule
• Identify, onboard, activate, and re-engage dealer partners
• Execute onboarding, product, process, and value-added product training
• Achieve monthly funding and application volume goals
• Increase contracts per active dealer and territory production
• Grow Tier 3–5 volume while maintaining quality and drive penetration targets
• Partner with underwriting and credit teams to structure deals
• Educate dealers on program guidelines, stips, and deal packaging
• Coach dealers on submitting clean, fundable deals
• Monitor dealer portfolio performance, delinquency, charge-offs, and profitability
• Manage dealer mix according to risk appetite and profitability goals
• Ensure compliance with credit policies and documentation standards
• Provide market insights and best practices
• Track activity in CRM such as Salesforce
• Analyze territory performance and adjust strategy based on data
• Participate in team calls, sales meetings, and performance reviews