Account Manager

Regional Account Manager focused on customer loyalty, product value, retention, and long-term client relationships. Proactively analyzes accounts to identify enhancement opportunities and communicates needs to stakeholders for customer success.

Responsibilities

• Provides in-person account management for 75-120 dealer accounts.
• Attends onboarding and pre-launch consultation calls with the Implementation team for seamless handoff.
• Conducts pre-live audits via HubSpot playbook to confirm account readiness.
• Schedules and hosts in-person launch meetings, training sessions, and showcases for decision-makers and end users (virtual meetings acceptable).
• Performs refresh training for new dealer personnel as needed.
• Achieves monthly retention goals by ensuring customer satisfaction and loyalty.
• Follows cancellation processes, contacts churned accounts within 24 business hours, and documents save plans in HubSpot CRM.
• Completes dealer touchpoints every 45 days via email, text, or call to check in and offer support.
• Delivers account reviews to dealership personnel (including decision-makers) every 90 days, covering product metrics, ROI discussions, user engagement, opportunities, and marketing suggestions.
• Makes backend configuration updates and provides technical support to dealers, ensuring settings are tested and functional; resolves requests within SLA timelines.
• Shares best practices and product recommendations to maximize ROI and user engagement.
• Tests and confirms connectivity with third-party vendors (inventory, website providers, integration partners).
• Collaborates with the internal sales team on new deals, upsell opportunities, dealer changes, and personnel updates.
• Uses HubSpot CRM to log all account communications (emails, calls, Zoom meetings, texts).
• Actively participates in continued education sessions and completes LMS courses promptly.
• Reviews KPI dashboards regularly to meet expectations.
• Addresses special projects related to your book of business as requested.

Requirements

• Proven track record in automotive sales, with a focus on digital solutions.
• High school diploma or equivalent required.
• Strong understanding of chat and digital retailing technologies.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively within a team.
• Results-oriented with a focus on meeting and exceeding sales targets.
• Willingness to travel 75% monthly within the assigned region.
• Familiarity with CRM tools for effective sales management.