• 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

• Build and maintain strong, trust-based relationships with key client stakeholders and decision-makers • Serve as a strategic advisor—proactively bringing insights, solutions, and innovation aligned to client goals • Own client satisfaction and retention outcomes across assigned accounts • Proactively identify risks, address concerns, and strengthen long-term partnerships • Identify opportunities to enhance services, improve outcomes, and deliver additional value within existing relationships • Partner across operations, QA, sales, and marketing to ensure seamless service delivery

• Partner with Fortune 500 customers to translate AI capabilities, drive product adoption, and measure business outcomes. • Drive adoption, usage, and value realization and define success frameworks. • Use Cresta’s products to drive value and change, and consult/execute on process change management. • Operate as a hybrid of strategy consultant, AI product expert, and account owner.