About Origence
With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.
The Solution Manager serves as the primary relationship owner for an assigned portfolio of credit union and dealer partners within a defined geographic territory, holding dual responsibility for both the lender and dealer relationship verticals. This role is unique within the organization — where other client-facing roles focus exclusively on lenders or dealers, the Solution Manager is accountable for both, requiring exceptional versatility, business acumen, and relationship depth.
The Solution Manager drives client retention, product utilization, revenue growth, and market penetration across the full CUDC product portfolio. This role also serves as an internal champion for AI adoption, embedding AI literacy into daily workflows and client-facing consultations to elevate value delivery.
***MUST BE LOCATED IN HAWAII***
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.
Upselling and Cross-Selling to Dealers and Lenders
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.
Credit Union Growth Responsibilities:
- 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.
Dealer Growth Responsibilities:
- 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.
Customer Service, Risk Management & Client Education
- 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.
AI Literacy, Technology Enablement & Innovation
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.
Brand Representation & Industry Engagement
- 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.
EDUCATION & EXPERIENCE
Education:
- Bachelor’s degree (BA or BS) in Business, Finance, Marketing, or a related field, or commensurate professional experience.
Experience:
- Ten (10) or more years of knowledge in the automobile industry, auto leasing, credit unions, and indirect lending.
- Six (6) or more years of experience managing and growing a business territory including related programs, products, and client relationships.
- Demonstrated experience managing both lender and dealer relationships preferred; experience in one vertical with the capacity to develop the other will be considered.
- Experience with Digital Retail marketing platforms and Salesforce CRM is a plus.
- Exposure to AI tools or platforms (e.g., CRM AI features, generative AI, predictive analytics) in a professional context is highly preferred.
SPECIALIZED SKILLS & COMPETENCIES
Core Competencies:
- Ability to work independently with a high degree of initiative and self-direction across a geographic territory.
- Exceptional relationship management skills across diverse client types (lenders and dealers) and organizational levels.
- Strong ability to manage multiple priorities, complex accounts, and competing deadlines simultaneously.
- Excellent oral, written, presentation, and analytical communication skills.
- Specialized problem-solving and consultative skills within the dealer and indirect lending business model.
- Ability to organize and prioritize work to meet business plan goals and established KPIs.
- Excellent internal and external customer service orientation.
Technology & AI Skills:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and strong internet and email communication skills.
- Working knowledge of Salesforce or equivalent CRM platform; ability to leverage CRM analytics to manage and prioritize territory activities.
- AI Literacy: Demonstrated ability to use and explain AI-powered tools relevant to sales, client management, and fintech operations. Capable of engaging clients in conversations about AI product features and their practical business applications.
- Comfort navigating and adopting new technologies; proactive in learning AI tools as they are introduced into the CUDC ecosystem.
Other Requirements:
- Ability to travel regularly within assigned territory; must possess a valid driver’s license.
Why you should apply:
- Flexible Working Environment
- Paid Time Off
- 401k (8% match)
- College Tuition Benefits/ Tuition Reimbursement
- Good Benefits options
- Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.
The starting salary range for this full-time position is $66300 - $82900 per year plus quarterly commission. Base pay will take into consideration internal equity, candidate’s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.
