The Role
Manage a portfolio of dealership accounts from onboarding through ongoing engagement. Train and coach customers, drive financing usage and GMV growth, monitor portfolio KPIs, identify performance opportunities, document touchpoints in CRM, and complete retraining and escalation actions according to established playbooks. The role requires proactive relationship management, data-driven outreach, disciplined process adherence, and independent work in a remote environment.
Summary Generated by Built In
About DigniFi:
DigniFi is a mission-driven company whose Point-of-Sale financing solution helps 2,000+ partners increase revenue, drive accessory orders, and decrease deferred repairs. By partnering with dealerships and service centers, DigniFi offers financing products at the point of sale for consumers to finance auto repairs, service, parts, accessories, maintenance packages and more.
Our mission is to help auto dealers and service centers grow by offering their customers innovative, inclusive financing. Our vision is to make financing for the needs of daily life accessible and inclusive. Come join us on this exciting ride!
About the Role:
As an Account Manager, you will be a key partner to our dealership customers, helping them unlock growth, increase engagement, and get more value from our solutions. You will own a portfolio of accounts, build trusted relationships, and use data and insights to identify opportunities, coach customers, and drive measurable GMV growth. From onboarding new accounts to developing high-performing partnerships, you will have a direct impact on customer success and the growth of our business. This is a fast-paced, high-impact role for a proactive relationship builder who loves solving problems, influencing results, and helping customers win.
What You Will Do:
Who You Are:
Why You’ll Love Working at DigniFi:
This position is remote.
Salary:
The base for this position is $55,000 a year. DigniFi salary ranges are determined by role, level, and location. The salary range displayed in each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Please note, the base pay offered may vary within the range depending on a wide array of factors including but not limited to work location, job-related knowledge/skills, relevant education/training, and level of experience. Please note that the compensation details listed in postings reflect the base salary only, and do not include bonuses or benefits.
DigniFi is a mission-driven company whose Point-of-Sale financing solution helps 2,000+ partners increase revenue, drive accessory orders, and decrease deferred repairs. By partnering with dealerships and service centers, DigniFi offers financing products at the point of sale for consumers to finance auto repairs, service, parts, accessories, maintenance packages and more.
Our mission is to help auto dealers and service centers grow by offering their customers innovative, inclusive financing. Our vision is to make financing for the needs of daily life accessible and inclusive. Come join us on this exciting ride!
About the Role:
As an Account Manager, you will be a key partner to our dealership customers, helping them unlock growth, increase engagement, and get more value from our solutions. You will own a portfolio of accounts, build trusted relationships, and use data and insights to identify opportunities, coach customers, and drive measurable GMV growth. From onboarding new accounts to developing high-performing partnerships, you will have a direct impact on customer success and the growth of our business. This is a fast-paced, high-impact role for a proactive relationship builder who loves solving problems, influencing results, and helping customers win.
What You Will Do:
- Execute the full onboarding sequence on every newly handed-off account against Playbook milestones: welcome, training, first application, first funded transaction, 30-day check-in, 60-day review.
- Run the tiered engagement cadence defined in the Account Management Playbook for every account in the assigned portfolio, based on current GMV tier.
- Actively work to move accounts up in GMV tier through coaching, advisor-level training, and structured touchpoints.
- Log every touchpoint in CRM within 24 hours, per the Playbook documentation standard.
- Complete all required retraining, review, and escalation actions on Playbook timelines.
- Own and report on portfolio KPIs: dormancy rate, capture rate, GMV at risk, portfolio GMV growth, touchpoint coverage.
- Escalate through the Playbook's defined escalation framework rather than independently re-engaging.
Who You Are:
- 2+ years in account management, customer success, or inside sales, 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, not only retaining it.
- Comfortable working from data: able to read account performance reports, spot trends, and prioritize outreach based on them.
- Skilled at remote training and coaching, able to teach a product to busy dealership staff by phone and video.
- Disciplined about process and documentation, including following a defined playbook and logging all activity in CRM.
- Proficiency in Salesforce (or a comparable CRM) and Microsoft Office.
- Excellent communication skills and a customer-focused mindset.
- Ability to work independently in a remote, fast-paced environment.
Why You’ll Love Working at DigniFi:
- High-growth opportunity with terrific upside potential.
- Founded to provide aid to people when they unexpectedly need help...responsible, respectful, and transparent access to a better financial future for our customers.
- Excellence-driven organization that values work/life balance.
- We’re a tight-knit team that values collaboration and genuinely loves working together.
- 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
This position is remote.
Salary:
The base for this position is $55,000 a year. DigniFi salary ranges are determined by role, level, and location. The salary range displayed in each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Please note, the base pay offered may vary within the range depending on a wide array of factors including but not limited to work location, job-related knowledge/skills, relevant education/training, and level of experience. Please note that the compensation details listed in postings reflect the base salary only, and do not include bonuses or benefits.
Skills Required
- 2+ years of experience in account management, customer success, or inside sales
- Experience managing a portfolio of 75 or more accounts
- Track record of growing revenue or usage within an existing book of business
- Ability to interpret account performance reports, identify trends, and prioritize outreach using data
- Experience providing remote product training and coaching by phone and video
- Strong process and documentation discipline, including following playbooks and logging CRM activity
- Proficiency in Salesforce or a comparable CRM
- Proficiency in Microsoft Office
- Excellent communication skills and customer-focused mindset
- Ability to work independently in a remote, fast-paced environment
- Experience in automotive retail or fixed operations
- Experience with dealership software, F&I, or consumer financing
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The Company
What We Do
In 2012, DigniFi set out to redefine vehicle financing by removing the barriers everyday people encounter. Today, we offer access to fast and flexible financing options that help customers get what they need now and help businesses grow revenue down the line. We put the application process in the customer’s hands where they need it most – at vehicle dealers and independent repair shops across the country. From urgent vehicle repairs and services to accessories and products, our process provides a contactless process and on-the-spot decisions to get customers rolling (or riding). We’re growing fast and always on the lookout for people who want to be disruptive in the automotive financial space. We offer a collaborative and respectful work environment either remotely or on-site in Bellevue, WA. DigniFi is an equal opportunity employer that values diversity and an inclusive culture.
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