Capital Sales - Customer Relationship Manager - Capital

ACV•New York, NY

About The Position

ACV is seeking a Customer Relationship Manager - Capital to grow market share and revenue by building customer relationships and managing an assigned portfolio. The role involves identifying growth opportunities and potential loss situations, supporting customers through onboarding, and recommending solutions to help them manage and grow their businesses. The position works with customers, internal partners, ACV sales teams, and ACV Capital departments to support portfolio growth, risk mitigation, and a positive customer experience. Responsibilities also include preparing contracts and security notices, following up on overdue payments, helping address customer cash flow issues, reconciling lot audits, and managing daily transactional workflows. The role contributes to process improvements and ACV Capital’s culture.

Requirements

Ability to read, write, speak, and understand English.
At least 2 years of experience in the financial services industry.
At least 5 years of experience in customer service, sales, or sales support.
Ability to build and elevate relationships through leadership and communication skills.
Ability to drive sales by establishing strong internal and external relationships.
Demonstrated ability to consistently meet and exceed sales goals.
Experience with Google products.
Familiarity with Salesforce CRM.
Demonstrated ability to collaborate with others to solve problems.
Sense of urgency and self-motivation.

Nice To Haves

Bachelor’s degree in business, finance, or a related field preferred.
Automotive industry experience highly desired.

Responsibilities

Support efforts to simplify and enhance the customer experience and provide exemplary service to customers, internal partners, and external partners.
Engage proactively with new and existing customers to understand their businesses, build trusted-advisor relationships, and recommend relevant solutions.
Guide customers through onboarding by explaining expectations and providing help with tasks and transactions.
Use CRM and data analytics tools to analyze customer information and develop sales strategies for the assigned customer base.
Promote marketing campaigns to existing customers.
Use reporting tools to prospect for growth opportunities and identify potential risk situations.
Partner with ACV sales teams to generate leads and support company growth.
Apply critical thinking to develop solutions for customers and ACV Capital.
Work with credit, collections, sales, and other ACV Capital departments to drive portfolio growth and mitigate risk.
Prepare contracts, Uniform Commercial Code (UCC) filings, and Purchase Money Security Interest (PMSI) notices accurately.
Contribute ideas for streamlined processes and other improvements to ACV Capital.
Communicate daily with accounts about past-due payments and offer potential solutions to customer cash flow issues.
Reconcile lot audits daily and act as a liaison between the lot audit department and customers.
Conduct accurate daily delinquency follow-up and manage daily transactional workflows.
Perform other duties as assigned.