Account Manager

DigniFi•,

4d•Remote

About The Position

DigniFi is a mission-driven company offering point-of-sale financing to auto dealerships and service centers. Its financing products help customers pay for auto repairs, service, parts, accessories, maintenance packages, and more. The Account Manager partners with dealership customers to increase engagement, unlock growth, and get more value from DigniFi’s solutions. The role owns a portfolio of accounts, builds trusted relationships, and uses data and insights to identify opportunities, coach customers, and drive measurable GMV growth. Responsibilities span onboarding new accounts and developing high-performing partnerships. This is a proactive, fast-paced role focused on solving problems, influencing results, and contributing to customer and business success. The position is remote.

Requirements

At least 2 years of experience in account management, customer success, or inside sales, managing a portfolio of 75 or more accounts.
A track record of growing revenue or usage within an existing book of business, not only retaining it.
Comfort working with data, reading account performance reports, spotting trends, and prioritizing outreach accordingly.
Skill in remote training and coaching, including teaching a product to busy dealership staff by phone and video.
Discipline in following defined processes and playbooks and documenting 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.

Nice To Haves

Experience in automotive retail or fixed operations (service drive).
Experience with dealership software, F&I, or consumer financing.

Responsibilities

Complete the full onboarding sequence for each newly handed-off account according to Playbook milestones: welcome, training, first application, first funded transaction, 30-day check-in, and 60-day review.
Follow the Account Management Playbook’s tiered engagement cadence for every assigned account, based on its current GMV tier.
Work to move accounts up in GMV tier through coaching, advisor-level training, and structured touchpoints.
Log every touchpoint in CRM within 24 hours, following the Playbook documentation standard.
Complete required retraining, review, and escalation actions within Playbook timelines.
Own and report on portfolio KPIs, including dormancy rate, capture rate, GMV at risk, portfolio GMV growth, and touchpoint coverage.
Use the Playbook’s defined escalation framework rather than independently re-engaging.