Account Manager III

F & I Sentinel Llc•Dallas, TX

7d•Remote

About The Position

As an Account Manager III, you will play a critical role in strengthening lender customer retention and satisfaction by owning the end-to-end client experience for assigned accounts. In this highly collaborative, individual contributor role, you will manage and expand lender relationships through proactive engagement, ensuring F&I Sentinel services remain aligned with each client’s strategic goals while continuously identifying opportunities to deliver additional value. You will execute against company objectives by aligning account-level initiatives with FIS’s vision and mission, monitoring performance through KPIs, engaging cross-functional stakeholders, and adapting plans based on client needs and risk mitigation. Serving as a trusted advisor, you will influence outcomes from strategy through execution while providing exceptional support to sales and marketing efforts to enhance efficiency and deepen lender engagement. This position will require travel to assigned lender locations and events and is remote-based.

Requirements

Bachelor’s degree or a minimum of 5+ years of experience in business, account management, or a related field.
Proven experience managing complex client relationships with accountability for retention, renewals, and growth outcomes.
Strong ability to build and maintain senior-level client relationships, serving as a trusted advisor from strategy through execution.
Demonstrated success executing customer retention strategies and addressing churn drivers through proactive engagement.
Strong cross-functional collaboration skills, with the ability to work effectively across Sales, Marketing, Product, and Operations.
Experience tracking and managing KPIs, performance metrics, and account health indicators.
Ability to identify risks, develop mitigation strategies, and navigate complex client situations with professionalism and sound judgment.
Excellent communication, presentation, and negotiation skills.
Strong organizational and prioritization skills, with the ability to manage multiple lender accounts and initiatives simultaneously.
Willingness and ability to travel to assigned lender locations.

Nice To Haves

Master’s degree in business, account management, or related field.
Experience in SaaS, fintech, automotive, lending, or compliance-related industries.
Familiarity with CRM and customer success platforms (e.g., Salesforce, HubSpot, Gainsight, Zendesk).
Familiarity with voluntary protection plans sold on indirect loans
Experience working in fast-paced or high-growth environments.

Responsibilities

Drive customer retention and satisfaction for assigned lender accounts by executing strategies to address churn risks and enhance the client experience.
Own the development and maintenance of lender client relationships through proactive outreach and ongoing engagement.
Align account-level objectives and initiatives with FIS’s vision and mission; track and report on KPIs, identify risks, and implement mitigation strategies.
Establish and grow long-term relationships with lender clients by consistently delivering value and identifying opportunities for expansion.
Ensure FIS services are aligned with lender clients’ strategic goals by developing a deep understanding of their business and acting on feedback to improve outcomes.
Serve as a trusted advisor to lender clients, influencing decisions and driving results from strategy through execution.
Partner cross-functionally with Sales, Marketing, Product, and Operations to support client needs, improve processes, and enhance customer engagement.
Support sales and marketing initiatives, including renewals, upsell opportunities, and client advocacy efforts.
Maintain accurate account plans, forecasts, and client health indicators within CRM and reporting tools.
Travel as needed to support lender relationships and business objectives.
Other duties as assigned.