Strategic Solutions Manager: Dealer & Credit Union

Principal Responsibilities & Objectives Relationship Ownership for Dealer and Credit Union Clients

• Serve as the primary relationship owner for an assigned portfolio of dealer and credit union clients, maintaining a strong understanding of each client’s business priorities, operating environment, and strategic objectives.
• Lead regular relationship touchpoints, business reviews, and consultative engagements with both dealers and credit unions to strengthen partnerships and support long-term client success.
• Develop trusted advisor relationships across multiple levels within dealer and credit union organizations, including executive, operational, and technology stakeholders.
• Represent CUDC as a strategic partner by aligning internal resources, resolving issues, and ensuring a consistent, high-value experience across both client groups.

This role is also responsible for identifying, advancing, and closing upsell and cross-sell opportunities across both lender and dealer portfolios, helping expand product adoption and grow revenue within existing relationships.

• Identify opportunities to expand credit union adoption of existing and new CUDC solutions through consultative selling and strategic account planning.
• Partner with internal teams to position additional products and services that align with lender goals, operational needs, and growth strategies.
• Develop and execute territory growth plans that increase wallet share, strengthen retention, and support organizational revenue objectives.
• Identify dealer-facing upsell and cross-sell opportunities that increase adoption of current and emerging product and service lines across the dealer network.
• Collaborate with internal sales, support, and product teams to align dealer growth opportunities with broader market and client strategies.
• Drive market penetration, revenue expansion, and business plan execution within the dealer portfolio to maximize long-term account value.
• Present targeted solutions and value propositions to dealers, dealer groups, and partner organizations to support pipeline conversion and portfolio growth.
• Ensure the formation, maintenance, and enhancement of client relationships through structured feedback systems and consistent touchpoints with lenders, dealers, and CUDC partners.
• Provide risk management guidance and compliance education to clients as applicable to CUDC products and services.
• Serve as an escalation point for service issues within the assigned territory, coordinating cross-functional resolution with internal support teams.

As the organization advances its AI strategy, the Solution Manager is expected to be a capable and credible voice on AI-enabled products and workflows, both internally and in client-facing settings.

• Maintain working knowledge of AI tools, features, and capabilities embedded in CUDC’s product portfolio, including how they apply to indirect lending, digital retail, and dealer operations.
• Leverage AI-powered tools (CRM intelligence, predictive analytics, content generation) to improve territory planning, client engagement, and business development workflows.
• Educate clients on AI-enabled product capabilities and help them understand practical applications for their business operations.
• Participate in internal AI literacy programs and apply emerging best practices to daily work; contribute feedback to product and technology teams on client-reported AI use cases.
• Stay current on fintech and AI trends relevant to indirect lending, auto finance, and credit union operations to position CUDC’s solutions competitively.

• Represent CUDC at industry conferences, trade associations, and networking events to build relationships and reinforce CUDC’s brand within the credit union and auto finance ecosystems.
• Uphold and embody CUDC’s brand values, professional standards, and commitment to client success in all external interactions.

• Bachelor’s degree (BA or BS) in Business, Finance, Marketing, or a related field, or commensurate…