F&I ConciergeThe Misch Group • Frisco, TX, US
F&I Concierge
The Misch Group • Frisco, TX, US
30+ days ago
Job type
- Full-time
Job description
Job Description
Job Description
Description
The F&I Concierge protects and elevates our organizational standards through high-accountability execution. This is not an administrative role; it is a strategic position designed to evaluate, optimize, and standardize F&I systems and materials for maximum scalability and excellence.
Key Responsibilities
Skills, Knowledge and Expertise
The F&I Concierge protects and elevates our organizational standards through high-accountability execution. This is not an administrative role; it is a strategic position designed to evaluate, optimize, and standardize F&I systems and materials for maximum scalability and excellence.
Acting as a proactive partner, the Concierge provides daily dealer support while collaborating with sales to ensure resources are maximized. This role is ideal for a detail-oriented professional who excels at bringing structure to fast-moving environments and ensuring peak operational consistency.
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.
Create a job alert for this search
FI Concierge • Frisco, TX, US
Similar jobs
Are you passionate about serving seniors? Do you want to be part of team that strives to create experiences that celebrate our seniors?.Dallas,TX and is looking for a Concierge to join the team!.Cl...Show more
Concierge Job Duties: Meets with guests and provides outstanding customer service to all guests, owners, and visitors of the hotel.Assists guests and owners in a branded, friendly, proac...Show more
At Royale, our managing philosophy is based on leadership, motivation, and above all else, customer service.These values are the driving force that make Royale Company an industry leader in high-ri...Show more
Buckner Retirement Services Community.N Central Expy, Dallas, TX 75225.We are seeking a Concierge to join our community committed to delivering outstanding service to our residents.As a Concierge, ...Show more
The Omni Dallas Hotel, in the center of the revitalized downtown Dallas, is connected via sky bridge to the Dallas Convention Center and close to restaurants, shops, entertainment and more! The Omn...Show more
Pressed Roots is the first silk blow-out bar specializing in textured hair.Combining certified textured hair expertise, nurturing care for hair health and true luxury hospitality touches, we aim to...Show more
A concierge position requires a passion for people and dedication to providing superior customer service at all times within a luxury residential setting.The concierge position is often demanding a...Show more
At Courtyard Dallas Downtown, the.This position will offer expert knowledge of local attractions, dining, entertainment, transportation, and FIFA match details.When not actively supporting FIFA-rel...Show more
Our mission at Watermark Retirement Communities is to create extraordinary and innovative communities where people thrive.For Watermark, community includes more than just the wonderful residents we...Show more
When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives.Not only will you build meaningful relationships wi...Show more
Our mission at Watermark Retirement Communities is to create extraordinary and innovative communities where people thrive.For Watermark, community includes more than just the wonderful residents we...Show more
Take the next step as our new Hotel Concierge to perform daily responsibilities with dedication.Provide excellent interactions with customers and colleagues.Provide excellent interactions with cust...Show more
Are you passionate about serving seniors? Do you want to be part of team that strives to create experiences that celebrate our seniors? .Dallas,TX and is looking for a Concierge to join the team!.C...Show more
We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States....Show more
Frisco, TX – Seeking Concierge - MOOV.Join our team as a Concierge at MOOV Health & Wellness, where we are focused on outpacing aging through a physician-guided, personalized approach to wellness.I...Show more
SCHEDULE: Part-Time | Afternoon shift | Tuesday - Friday 5:00 pm - 11:00 pm.Worth Ross Management Company (WRMC) is an award-winning leader in luxury multifamily and HOA management.We are known for...Show more
Find your joy here, at COMMUNITY, a Sonida Senior Living community!.We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match...Show more
Harwood Hospitality Group, Dallas' premier Hospitality owner-operator, introduces its most complete expression of a multi-generational vision in Harwood District's first hotel, Hôtel Swexan.The Hot...Show more
Concierge
Clearwater Newport Beach • Dallas, TX, United States
Full-time
Last updated: 3 days ago • Promoted
Concierge
TradeJobsWorkForce • 75219 Dallas, TX, US
Full-time
Last updated: 30+ days ago • Promoted
Concierge (Dallas,TX)
Royale Company • Dallas, TX, United States
Full-time
Last updated: 30+ days ago • Promoted
Concierge - Occasional
Buckner Retirement Services • Dallas, TX, United States
Full-time
Last updated: 30+ days ago • Promoted
Spa Concierge FT
Omni Hotels • Dallas, TX, United States
Full-time
Last updated: 3 days ago • Promoted
Concierge - Luxury Blowout Bar (Plano) Part-Time
Pressed Roots • Plano, TX, United States
Full-time +1
Last updated: 6 days ago • Promoted
Concierge (PM Luxury High-rise)
FirstService Residential Careers • Dallas, TX, United States
Full-time
Last updated: 11 days ago • Promoted
FIFA Concierge
Island Hospitality • Dallas, TX, United States
Full-time
Last updated: 30+ days ago • Promoted
Concierge
Watermark Retirement Communities • Dallas, TX, United States
Full-time
Last updated: 3 days ago • Promoted
Concierge
Sunrise Senior Living • Frisco, TX, United States
Part-time
Last updated: 30+ days ago • Promoted
Concierge
The Preston of the Park Cities • Dallas, TX, United States
Full-time
Last updated: 7 days ago • Promoted
Hotel Concierge
TradeJobsWorkforce • 75270 Dallas, TX, US
Full-time
Last updated: 30+ days ago • Promoted
Concierge
Clearwater Living Highland Park • Dallas, TX, United States
Full-time
Last updated: 24 days ago • Promoted
Retail Concierge - TurboTax
Intuit • Dallas, TX, United States
Full-time
Last updated: 30+ days ago • Promoted
Concierge
MedAmerica, Inc. • Frisco, TX, United States
Part-time
Last updated: 19 days ago • Promoted
Concierge (Part-Time | Afternoon) | Luxury Condominiums
Wrmc Inc • Dallas, TX, United States
Part-time
Last updated: 28 days ago • Promoted
Concierge
Sonida Senior Living • Plano, TX, United States
Full-time
Last updated: 3 days ago • Promoted
Concierge (Hôtel Swexan)
Hôtel Swexan • Dallas, TX, United States
Full-time
Last updated: 13 days ago • Promoted