F&I Concierge

Key Responsibilities

• Protect and elevate the standard across all F&I touchpoints by ensuring consistency, accuracy, and excellence in materials, processes, and systems. 
• Evaluate, standardize, and optimize F&I workflows to ensure they are repeatable, scalable, and aligned with best practices. 
• Serve as an internal and external partner, providing day-to-day dealer support while working closely with the Sales team to maximize dealer understanding and utilization of available resources. 
• Maintain accurate and current Salesforce data, including prospect and account records, MGPs, presentations, and marketing assets. 
• Distribute weekly prospect and suspect reporting to drive visibility and alignment across teams. 
• Ensure MGPs are reviewed and updated in Salesforce at least twice annually. 
• Support and maintain control sheets, validation sheets, and related tracking tools. 
• Create, maintain, and standardize presentations and marketing materials to ensure consistent branding and messaging. 
• Partner with Sales and Training teams to support TPA product, system, and process training initiatives. 
• Support Academy programs, including coordination of roadshows, Frisco-based training events, and online academy registrations. 
• Maintain TPA team folders to ensure all materials are current, accurate, and aligned with standards. 
• Maintain a proactive weekly, monthly, and annual cadence of recurring activities such as QBRs, MGP meetings, and launches. 
• Support proactive planning and coordination to ensure key initiatives are scheduled, communicated, and executed on time. 
• Serve as a central point of coordination for urgent TPA communications and ensure appropriate follow-up with Sales. 
• Coordinate with TPAs to ensure systems, materials, reporting, and integrations are aligned and up to date. 
• Communicate TPA updates, changes, and enhancements clearly and consistently to the Sales team. 
• Organize and facilitate DOC statement distribution to EVPs, VPs, and/or dealers as appropriate. 
• Support quarterly QBR execution through coordination of materials, meetings, and follow-through. 
• Support standardized launch processes, including pre-launch, launch, and post-launch dealer and sales support. 

Skills, Knowledge and Expertise

• Experience as a dealership F&I assistant is preferred.  
• Strong attention to detail with the ability to manage complex workflows and competing priorities. 
• High sense of ownership and accountability; follows through without being asked. 
• Clear, confident communicator who works well across teams and with external partners. 
• Comfortable working in Salesforce, CRM systems, and vendor platforms; F&I systems experience is a plus. 
• Organized, proactive, and process-minded, with a desire to continuously improve how work gets done. 
• Service-oriented mindset with a strong appreciation for standards and consistency.