Director, Relationship Management

Posted Yesterday
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Country States, Pájaros Barrio, Bayamón
In-Office
Senior level
Business Intelligence • Consulting • Big Data Analytics
NCC's mission is to deliver innovative, data-driven solutions that maximize our client's business performance.
The Role
The Director of Relationship Management leads a team focused on client retention and growth, implementing strategies to enhance product adoption and manage customer relationships effectively.
Summary Generated by Built In
Remote
Who We Are:
NCC is a leader in providing cutting-edge credit, compliance, and customer management software solutions for the automotive industry. Our NCC products and software help dealerships streamline their operations, enhance their finance and insurance (F&I) processes, and drive profitability.
Overview:
The Director of Relationship Management is responsible for leading and developing a team of Relationship Managers (RMs) who manage and grow National Credit Center’s existing customer base. This role places a strong emphasis on retention, expansion, dealer engagement, and customer satisfaction by ensuring optimal product adoption, proactive account management, and consistent execution of NCC’s full product suite strategy.
This leader partners cross-functionally with Sales, Product, SaaS, CSM, and Operations to maximize revenue, reduce attrition, and deliver measurable value to NCC clients.
What You’ll Do:
 
  • Lead, coach, and manage a team of Relationship Managers, including hiring, onboarding, training, performance management, and day-to-day execution.
  • Maintain deep expertise across NCC products and services to support RM training, customer escalations, and strategic cross-sell and upsell initiatives.
  • Oversee account assignment and portfolio distribution based on account size, volume, complexity, and RM experience to optimize performance and coverage.
  • Define and manage account segmentation strategies to consistently exceed monthly revenue goals, achieve KPIs, and maintain a healthy pipeline.
  • Partner with RMs to identify underutilized accounts and develop proactive strategies to increase adoption, engagement, and revenue.
  • Lead ongoing retention initiatives, including monthly team calls, targeted outreach campaigns, and monitoring usage and performance reports.
  • Analyze attrition and usage trends to identify at-risk accounts and ensure timely, effective retention actions are executed.
  • Ensure the RM team clearly communicates the value of current products while identifying opportunities to expand NCC’s footprint within each account.
  • Provide leadership on complex customer issues, escalations, and strategic account challenges.
  • Deliver regular reporting and insights to leadership on retention performance, revenue growth, pipeline health, and team KPIs.
  • Enforce Salesforce (SFDC) best practices to maintain accurate customer data, activity tracking, forecasting, and reporting.
  • Execute personnel management responsibilities, including performance reviews, corrective action, scheduling, delegation, and continuous development.
  • Lead teams effectively with initiatives to drive retention and grow market share with the outlined structure and processes.

What You’ll Have:
  • Bachelor’s degree preferred
  • 3+ years of experience managing teams of Account or Relationship Managers (minimum team size of 5), responsible for revenue growth and retention.
  • 5+ years of experience in Relationship Management or Account Management.
  • Proven ability to drive retention, expansion, and performance through data-driven strategies.
  • Strong written and verbal communication skills with the ability to influence internally and externally.
  • Ability to travel quarterly
  • Automotive industry experience
  • SaaS, fintech, or compliance technology background

What We Offer:
  • Competitive pay
  • Unlimited PTO
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • 401(k) plan with company match.
  • Professional development opportunities and continuous training.
  • A supportive and dynamic work environment with opportunities for growth and advancement.

We are an equal employment opportunity employer and a drug-free workplace.
 

Top Skills

Compliance Technology
Fintech
SaaS
Salesforce (Sfdc)
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The Company
HQ: Austin, TX
114 Employees
Year Founded: 1996

What We Do

NCC has been improving the profitability of our clients for almost three decades. We enable our clients to increase sales, lower costs, and automate compliance through the most comprehensive suite of consumer intelligence in the market today. Our innovation, combined with our unrivaled customer service, has established us as a market leader, trusted by thousands of organizations across the country. We’re privileged to be a strategic reseller of Equifax, TransUnion and Experian products, data and intelligence.

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