Customer Account Manager

Valid8 Financial, Inc.; Lehi (UT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

High autonomy in your role

Direct impact on product and team

Opportunity for senior and leadership roles

Job summary

Valid8 Financial, Inc. is looking for a driven professional to join their Go-to-Market team in Lehi, Utah. This independent role involves onboarding and training VelociFI customers, as well as converting them into AmpliFI channel partners. You will own the entire customer lifecycle.

The ideal candidate has 3–5 years in account management or field sales, can handle revenue-oriented goals, and possesses excellent communication skills. Enjoy the opportunity to shape your role and make a direct impact.

Qualifications

• 3–5 years in account management, customer success, or field sales in B2B software or technology.
• Proven track record of running a high-autonomy book of business.
• Evidence of entrepreneurial mindset with projects or programs launched independently.

Responsibilities

• Own the full post-sale lifecycle: onboarding, training, deployment, support, and retention.
• Drive AmpliFI contract production and manage account health independently.
• Surface expansion opportunities and provide market intelligence.

Skills

Account management

Customer success

Field sales

Entrepreneurial mindset

Strong communication

Job description

Carketa builds the platform that connects the automotive aftermarket warranty ecosystem. Our VelociFI and AmpliFI products give agents, agencies, dealerships, and Third-Party Administrators the tools to work together more seamlessly — with greater transparency, clearer communication, and less friction at every step. We're looking for driven people to join us at a pivotal stage of growth.

Role Summary

This is the most independent role on our Go-to-Market team. You own a two-part motion end to end:

1. Onboard, train, and grow VelociFI customers — bringing new agents and agencies onto the platform and expanding their use of it.
2. Convert those same VelociFI customers into AmpliFI channel partners — deploying AmpliFI into their dealerships and driving contract production.

You are the single thread from a customer's first login to long-term revenue. There is no handoff. The breadth and autonomy are real.

Who Thrives Here

• Operate like an owner. You treat your book of business like a business you own.
• Run toward ambiguity. When something hasn't been done before, you figure it out — you don't wait for direction.
• Default to action. You'd rather try, learn, and iterate than wait for the perfect plan.
• Build the role, not just occupy it. You shape how the job gets done.

If you need a defined process to be productive, this isn't your role.

Key Responsibilities

• Own the full post-sale lifecycle: onboarding, training, AmpliFI deployment, support, and retention.
• Train VelociFI customers on the platform and coach them through deploying AmpliFI at their dealerships.
• Drive AmpliFI contract production — the primary revenue metric tied to your variable compensation.
• Manage account health independently: spot churn risk, run retention plays, resolve issues without waiting for escalation.
• Surface expansion opportunities and feed market intelligence back to product and leadership.

Qualifications

• 3–5 years in account management, customer success, or field sales — ideally in business-to-business software or technology.
• Track record of running a book of business with high autonomy and owning the outcomes.
• Evidence of an entrepreneurial mindset: a side project built, a territory run like a profit-and-loss, a program launched from scratch.
• Strong blend of customer success and sales — you can train in the morning and push for activation in the afternoon.
• Comfort with revenue-oriented goals and variable compensation.
• Excellent communication across agency owners, individual agents, and dealership staff.

Preferred Qualifications

• Experience in automotive, Finance & Insurance, warranty, or dealer services.
• Familiarity with the agent and agency distribution model.
• Founder, operator, or early-hire experience at a startup.

Why Join Carketa

• Ground-floor opportunity at a company redefining automotive warranty distribution.
• Direct impact — your work shapes the product, the team, and the market.
• High-autonomy role with compensation that reflects the breadth of responsibility.
• Clear path to senior or leadership roles as the function scales.

Carketa is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.