• Manage, mentor, and develop a team of Customer Account Managers to meet and exceed revenue targets for renewals, upsells, and cross-sell of Redwood products. • Drive and exceed team performance across key KPIs: Gross Dollar Retention (GDR) + price increases, logo retention, expansion revenue, and professional services growth. • Develop and implement strategies to expand Redwood’s footprint within existing accounts and accelerate revenue growth. • Align Customer Account Management objectives with company priorities through close partnership with Sales Leadership and the Executive Leadership Team. • Collaborate with cross-functional teams—including Product, Professional Services, Support, and Marketing—to ensure successful customer outcomes and identify new growth opportunities. • Track, analyze, and report on key performance metrics to assess team success and adapt strategies as needed. • Build and strengthen executive-level relationships within customer accounts to support retention, expansion, and long-term account health. • Identify new opportunities through customer insights, usage patterns, and renewal signals. • Develop and deliver training programs to equip CAMs with the product knowledge, commercial acumen, and skills needed to succeed. • Foster a culture of collaboration, accountability, and customer-centricity across the Customer Account Management organization.

• Identify and engage new dealership partners to expand our network, drive growth, and strengthen market presence in the automotive finance sector. • Provide exceptional service and consultative support to dealer partners through on-site visits to ensure satisfaction, loyalty, and long-term success. • Analyze market trends and competitive insights to identify opportunities and guide strategic business decisions. • Enhance brand visibility and reputation through targeted outreach, effective communication, and consistent representation of our values and offerings.

• Serve as the primary account owner for a portfolio of partners, ensuring strong relationships, performance growth, and retention. • Oversee full-funnel partner management—onboarding, integration, launch, QA, and ongoing optimizations. • Coordinate with internal teams to ensure timely setup, technical integrations, reporting, and troubleshooting. • Provide strategic guidance on monetization opportunities and growth. • Monitor performance and proactively identify trends, blockers, or optimization areas. • Act as the liaison between partners and internal stakeholders to ensure smooth communication and issue resolution. • Manage partner reporting expectations and share quarterly brand exposure/performance recaps. • Upsell additional products and services based on partner goals and potential. • Maintain thorough documentation for onboarding processes, partner status, and account plans. • Track and support revenue growth by collaborating with the Demand, Sales, and Ad Ops teams.

• Build and maintain strong, collaborative relationships with Commercial Field Service Partners to foster mutual growth and satisfaction. • Proactively identify partner risk signals and lead cross-functional escalation and remediation efforts when performance, safety, or compliance concerns arise. • Serve as the primary point of contact for partner escalations, communications, and alignment. • Establish structured engagement cadences (e.g., QBRs, performance reviews, and agenda alignment). • Monitor and analyze KPIs such as volume, turnaround times, and impactful performance ratios (dispatch-to-completion). • Utilize and customize tools such as BI (Sigma), CRM (Salesforce), and performance dashboards to assess metrics and drive improvements. • Identify and implement efficiency improvements to enhance Field Service Network performance.