Relationship Associate
Listed on 2026-08-05
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Sales
Sales Representative, Customer Success Management, Business Development, Client Relationship Management
Job Title
We are seeking a Relationship Associate with experience in managing accounts, analyzing data, building relationships, and working as part of a team to meet branch goals. You will be part of a small, local team responsible for providing financing (floor planning) for independent auto dealers. You will be involved in driving a positive customer experience and identifying organic growth opportunities. The ideal candidate will have two years in customer-facing roles, one year in sales or sales support, and a keen eye for attention to detail.
The ideal candidate will reside within the Oklahoma City, OK market and travel within their assigned territory.
You Are:
Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles.
Powered by Passion: you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer's success is built upon the commitment and perseverance of your efforts.
Vision-Driven: you focus on understanding your customers' future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what's to come.
Dedicated: you have an unwavering "people-first" commitment to ensure success and provide support to your customers and team.
You Will:
Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.
Identify dealer needs to promote product solutions and campaigns.
Manage accounts and enhance dealer growth by engaging in focused performance-related discussions.
Manage, service, and mitigate risk on customer accounts.
Manage existing accounts and drive new growth opportunities.
Must Have's:
Two years of experience in customer-facing, sales, or sales support roles.
A valid driver's license with reliable and dedicated transportation.
Ability and desire to frequently travel 25-50% within your market to support our current and prospective customer base.
Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity and the ability to adapt.
Ability to use and understand technology required for your position such as mobile applications and software.
Ability to work independently and autonomously when needed as well as part of a team.
High level of accountability towards local goals and business targets.
Nice to Have's:
Previous auto industry experience
Experience with Google Workspace, Salesforce, and Tableau
Bilingual (Spanish/English) is preferred
Sound like a match? Apply Now - We can't wait to hear from you!
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