F&I Concierge

The Misch Group•Houston, TX

About The Position

The F&I Concierge protects and elevates our organizational standards through high-accountability execution. This is not an administrative role; it is a strategic position designed to evaluate, optimize, and standardize F&I systems and materials for maximum scalability and excellence. Acting as a proactive partner, the Concierge provides daily dealer support while collaborating with sales to ensure resources are maximized. This role is ideal for a detail-oriented professional who excels at bringing structure to fast-moving environments and ensuring peak operational consistency.

Requirements

Experience as a dealership F&I assistant is preferred .
Strong attention to detail with the ability to manage complex workflows and competing priorities.
High sense of ownership and accountability; follows through without being asked.
Clear, confident communicator who works well across teams and with external partners.
Comfortable working in Salesforce, CRM systems, and vendor platforms; F&I systems experience is a plus.
Organized, proactive, and process-minded, with a desire to continuously improve how work gets done.
Service-oriented mindset with a strong appreciation for standards and consistency.

Responsibilities

Protect and elevate the standard across all F&I touchpoints by ensuring consistency, accuracy, and excellence in materials, processes, and systems.
Evaluate, standardize, and optimize F&I workflows to ensure they are repeatable, scalable, and aligned with best practices.
Serve as an internal and external partner, providing day-to-day dealer support while working closely with the Sales team to maximize dealer understanding and utilization of available resources.
Maintain accurate and current Salesforce data, including prospect and account records, MGPs, presentations, and marketing assets.
Distribute weekly prospect and suspect reporting to drive visibility and alignment across teams.
Ensure MGPs are reviewed and updated in Salesforce at least twice annually.
Support and maintain control sheets, validation sheets, and related tracking tools.
Create, maintain, and standardize presentations and marketing materials to ensure consistent branding and messaging.
Partner with Sales and Training teams to support TPA product, system, and process training initiatives.
Support Academy programs, including coordination of roadshows, Frisco-based training events, and online academy registrations.
Maintain TPA team folders to ensure all materials are current, accurate, and aligned with standards.
Maintain a proactive weekly, monthly, and annual cadence of recurring activities such as QBRs, MGP meetings, and launches.
Support proactive planning and coordination to ensure key initiatives are scheduled, communicated, and executed on time.
Serve as a central point of coordination for urgent TPA communications and ensure appropriate follow-up with Sales.
Coordinate with TPAs to ensure systems, materials, reporting, and integrations are aligned and up to date.
Communicate TPA updates, changes, and enhancements clearly and consistently to the Sales team.
Organize and facilitate DOC statement distribution to EVPs, VPs, and/or dealers as appropriate.
Support quarterly QBR execution through coordination of materials, meetings, and follow-through.
Support standardized launch processes, including pre-launch, launch, and post-launch dealer and sales support.