Dealer Relationship Manager establishes and maintains relationships with automobile dealerships with the goal of promoting indirect loans. Provides guidance, training, and support to dealers on the organization's loan products, and tracks dealer metrics and performance. Being a Dealer Relationship Manager maintains working knowledge of products and programs, and ensures that dealer organizations comply with organizational policies and standards. Continually surveys competitive market loan rates and prepares reports for management. Additionally, Dealer Relationship Manager may require an associate degree or its equivalent. Typically reports to a head of a unit/department. The Dealer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Dealer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
The Relationship Manager plays a pivotal role in fostering strong relationships with InvestCloud’s clients, understanding their business needs, and ensuring the successful delivery of products and services. This position requires exceptional communication skills, strategic thinking, and a customer-centric approach to drive client satisfaction and retention. This client facing role builds and maintains relationships at senior management level both externally and internally.
What does a great Relationship Manager do?
The Relationship Manager serves as a trusted advisor who is responsible for ensuring customer satisfaction with our products and services. They are accountable for expanding relationships with existing clients via product portfolio growth. The Relationship Manager is accountable for an assigned portfolio of clients and their retention and growth through engagement processes and solution delivery, on-boarding, and implementation. They serve as a trusted advisor to clients by understanding the client's goals, planning, and controlling delivery, mitigating risks and constraints, and expertly communicating internally and with clients to meet or exceed client requirements. The Relationship Manager develops successful client partnerships that result in high client satisfaction, retention, and growth and makes significant contributions to client success and solution delivery best practices.
Responsibilities of the role
Required qualifications for the role:
Preferred qualifications for the role
About InvestCloud
InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional
investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit InvestCloud.com.
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $120-180K
Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
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