Open Dealer Exchange

• Build and maintain strong relationships with dealerships and dealership groups to ensure their success and satisfaction. • Analyze existing client accounts and identify opportunities to drive revenue growth. • Guide clients through the onboarding and implementation process of Quick Products, ensuring seamless integration. • Provide ongoing training, support, and coaching to clients, helping them maximize the value of 700 Credit products. • Address and resolve client concerns, working to ensure that all issues are effectively handled. • Support Affiliate and 700 Credit product launches, including post-launch evaluation and gathering client feedback to ensure a positive customer experience. • Review client business processes related to the usage of 700 Credit Quick Products and provide recommendations for improvement. • Lead meetings with key dealership personnel, focusing on the value of 700 Credit products and continuous process improvement. • Schedule and lead regular virtual and in-person meetings with clients to discuss product usage, identify new product opportunities, and foster strong relationships. • Keep clients informed of new product features and updates, ensuring they are aware of new capabilities. • Create and implement strategies to enhance customer retention and drive increased engagement. • Conduct regular audits of client product usage to identify areas for improvement and optimization. • Collect and analyze customer feedback to develop new techniques and strategies that improve retention and satisfaction. • Ensure a high level of customer service is consistently provided to clients, maintaining satisfaction and loyalty. • Work closely with the sales team to identify and create opportunities to introduce additional products and services to clients. • Ensure all client interactions, communications, and updates are accurately documented in Salesforce for tracking and reporting purposes.

• Build and maintain strong relationships with dealerships and dealership groups to ensure their success and satisfaction • Analyze existing client accounts and identify opportunities to drive revenue growth • Guide clients through the onboarding and implementation process of Quick Products, ensuring seamless integration • Provide ongoing training, support, and coaching to clients, helping them maximize the value of 700 Credit products • Address and resolve client concerns, working to ensure that all issues are effectively handled • Support Affiliate and 700 Credit product launches, including post-launch evaluation and gathering client feedback to ensure a positive customer experience • Review client business processes related to the usage of 700 Credit Quick Products and provide recommendations for improvement • Lead meetings with key dealership personnel, focusing on the value of 700 Credit products and continuous process improvement • Schedule and lead regular virtual and in-person meetings with clients to discuss product usage, identify new product opportunities, and foster strong relationships • Keep clients informed of new product features and updates, ensuring they are aware of new capabilities • Create and implement strategies to enhance customer retention and drive increased engagement • Conduct regular audits of client product usage to identify areas for improvement and optimization • Collect and analyze customer feedback to develop new techniques and strategies that improve retention and satisfaction • Ensure a high level of customer service is consistently provided to clients, maintaining satisfaction and loyalty • Work closely with the sales team to identify and create opportunities to introduce additional products and services to clients • Ensure all client interactions, communications, and updates are accurately documented in Salesforce for tracking and reporting purposes

• Manage an assigned group of clients • Build and maintain strong relationships with dealerships and dealership groups to ensure their success and satisfaction • Analyze existing client accounts and identify opportunities to drive revenue growth • Guide clients through the onboarding and implementation process of Quick Products, ensuring seamless integration • Provide ongoing training, support, and coaching to clients, helping them maximize the value of 700 Credit products • Address and resolve client concerns, working to ensure that all issues are effectively handled • Support Affiliate and 700 Credit product launches, including post-launch evaluation and gathering client feedback to ensure a positive customer experience • Review client business processes related to the usage of 700 Credit Quick Products and provide recommendations for improvement • Lead meetings with key dealership personnel, focusing on the value of 700 Credit products and continuous process improvement • Schedule and lead regular virtual and in-person meetings with clients to discuss product usage, identify new product opportunities, and foster strong relationships • Keep clients informed of new product features and updates, ensuring they are aware of new capabilities • Create and implement strategies to enhance customer retention and drive increased engagement • Conduct regular audits of client product usage to identify areas for improvement and optimization • Collect and analyze customer feedback to develop new techniques and strategies that improve retention and satisfaction • Ensure a high level of customer service is consistently provided to clients, maintaining satisfaction and loyalty • Work closely with the sales team to identify and create opportunities to introduce additional products and services to clients • Ensure all client interactions, communications, and updates are accurately documented in Salesforce for tracking and reporting purposes

• Provide front-line customer interaction and support: Engage directly with customers to address inquiries, concerns, and service requests related to products and solutions. • Diagnose and resolve technical issues efficiently: Gather information, analyze symptoms, and provide timely resolutions for a wide range of user issues, including login problems and website functionality. • Document all customer interactions accurately: Use the case management tool to record details of each customer contact, ensuring thorough and consistent documentation. • Escalate complex issues to appropriate teams: Identify issues requiring additional expertise and escalate them to Level 2 support in a timely and effective manner. • Perform follow-up communication and callbacks: Follow up with customers to ensure issue resolution and complete scheduled callbacks as needed. • Manage case queue and meet performance goals: Monitor open tickets and work towards exceeding team metrics, including response time, resolution rate, and customer satisfaction. • Stay current on system updates and processes: Keep up-to-date with system changes, product enhancements, and internal updates to provide accurate and relevant support. • Collaborate with cross-functional teams: Work closely with departments such as sales, compliance, and implementation to ensure consistent communication and issue resolution. • Promote customer retention through solutions: Offer alternative solutions when appropriate, aiming to retain and support long-term customer relationships. • Identify potential leads for the sales team: Recognize and relay potential sales opportunities uncovered during support interactions. • Participate in after-hours support coverage: Provide support outside of standard business hours as required to ensure continuous customer assistance.

• Manage the full lifecycle of new and existing client onboarding, from initial setup through successful go-live. • Collaborate with management and internal teams to assess and deliver training for both internal staff and external clients. • Provide strategic guidance during implementation to ensure optimal software adoption and long-term success. • Act as the main point of communication throughout the implementation process and for assigned clients post-implementation. • Address client concerns promptly and coordinate with internal teams to resolve issues effectively. • Oversee follow-ups, track progress, and take action to meet deadlines and exceed client expectations. • Adhere to established processes and ensure all implementation activities are well-documented and aligned with project plans. • Actively engage with and support team members to promote a productive and positive work culture. • Conduct hands-on training sessions as part of the implementation process to ensure user readiness and confidence. • Track and document all interactions with clients to ensure transparency and continuity. • Share updates and collaborate with setup, implementation, and support teams on project priorities, timelines, and emerging issues.

• Connect with General Managers, Controllers, and other key decision-makers in auto dealerships • Build rapport and close deals by making outbound calls daily • Use persuasive communication skills to overcome objections • Identify opportunities to expand services with existing clients • Leverage Salesforce to track activities