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Account Relationship Manager

Account Relationship Manager

Perseus GroupProvidence, RI, US
2 days ago
Job type
  • Full-time
Job description

Account Manager / Account Relationship Manager

Compensation Plan (the "Plan")

Title : Account Manager / Account Relationship Manager

Company : Dealer Information Systems

Manager : Clint Sanders

Effective Period : This Plan will be effective beginning on XXXXX, 2026, and will remain in effect until it is replaced with a new compensation plan or is otherwise terminated in accordance with the terms of this Plan.

Eligible Products : Software (Licenses), Professional Services, Hardware, Recurring Maintenance, Add-On Products and Customization

Territory : Accounts as assigned to Employee in Salesforce; subject to change with notice.

Currency : USD

Annual Sales Quota : 2026 : $XXXXXX of Net Gross Profit. Net Gross Profit (NGP) means the total Commissionable Revenue (defined below). Including NGP of the following items :

  • Back2Base of $XXX
  • Notify360 of $XXX
  • RentHub of $XXX
  • DIS Pay of $XXX (# of Deals)
  • DIS Analytics of $XXX
  • Service360 of $XXX
  • MyPortal / MyAccount (Goal to move to MyPortal) of $XXX
  • SalesLogistics of $XXX

Variable Compensation is defined as Commission plus Activity Bonus (defined below). Variable Compensation is capped at 200% of $60,000 ($120,000) per calendar year. No further commission will be paid to the Employee in a calendar year once the Employee earns 200% of $60,000 in Variable Compensation in the calendar year.

Commission : Employee will be eligible to earn commission under this Plan as follows :

  • For the purposes of this Plan, "Commissionable Revenue" means :
  • For License Fees : For license fees, "Commissionable Revenue" will be based on the license fees charged to an Eligible Customer under an Eligible Customer Contract for an Eligible Product. For proprietary software, the "Commissionable Revenue" is 100% of the amount of Eligible Customer Contract, less any third-party license expense associated with the delivery of the license. For third-party license fees, the "Commissionable Revenue" is 50% of the amount charged to an Eligible Customer under an Eligible Customer Contract.
  • For Recurring Maintenance : For recurring maintenance, "Commissionable Revenue" will be the annualized amount of the monthly recurring maintenance charged to an Eligible Customer under an Eligible Customer Contract for an Eligible Product.
  • For Professional Services (PSG) Fees : For PSG fees, "Commissionable Revenue" will be 50% of the amount that an Eligible Customer pays to the Company under an Eligible Customer Contract for professional services (PSG) fees associated with client setup, onboarding activities and training for an Eligible Product.
  • For Hardware and RD (Customization) Projects : For Hardware and RD (Customization) Projects, "Commissionable Revenue" will be 30% of the amount charged to an Eligible Customer under an Eligible Customer Contract for an Eligible Product.
  • Employee is assigned a Monthly Sales Quota Target. The Monthly Sales Quota Target is 1 / 12 of the Annual Sales Quota. The Annual Sales Quota target is $XXXXX in Net Gross Profit (as defined in Section 2), and therefore, the Monthly Sales Quota Target is $XXXX in Net Gross Profit.
  • Monthly Commission is calculated as Commission Percentage multiplied by $2,500. Commission Percentage is calculated by dividing Actual Gross Profit sold by the Monthly Sales Quota Target.
  • Variable Compensation including Commission and Activity Bonus is capped at 200% of $60,000 ($120,000) per calendar year. No further commission will be paid to the Employee in a calendar year once the Employee earns 200% of $60,000 in Commission and Activity Bonus in the calendar year.
  • Activity Bonus : Employee will be eligible to earn an activity bonus under this Plan as follows :

  • Employee will be eligible to earn a monthly bonus of $2,500 ($30,000 Annually) based on achieving all assigned activities as follows :
  • Required tasks :
  • Employee must complete 24 account reviews per month.
  • Employee must have an account review once annually with all Assigned Accounts. "Meaningful Engagement" means an in-depth conversation reviewing the account, wherein the Employee updates the Account Review Document.
  • Relevant customer information and activity must be correctly entered into Salesforce and Quosal by the Employee at the time of the call.
  • Employee must attach Discovery Notes to all Relevant Opportunities.
  • In order to achieve the requirements listed above, it is suggested that the Employee complete the following :
  • On-site visits with customers must include the following : Business Goals, 5-year plan, buying / selling of locations, strategic planning, product add-ons.
  • Employees must have three to four times their goal number in the Monthly Sales Pipeline in order to achieve the monthly / annual gross profit dollars goal.
  • Account Manager must provide a minimum of 5 lead opportunities monthly per respective initiative to help drive pipeline growth.
  • The Activity Bonus is capped at 200% of $2,500 per month, or a total of $60,000 per year.
  • The Activity Bonus is paid in accordance with the payment terms section below.
  • Bonus : In addition to Variable Compensation, Employee will be eligible to earn the following bonuses :

  • Annual Team Bonus : Employee will be eligible to earn an annual bonus of up to $1,000 (the "Annual Team Bonus") per calendar year if the Commissionable Revenue of the DIS Group Sales Team (the sales team responsible for selling DIS products) is $5,500,000 or greater (including OEM New Sales).
  • The Annual Team Bonus is prorated based on the Employee's hire date.
  • The Annual Team Bonus is capped at $1,000 annually.
  • The Annual Team Bonus is paid in accordance with the payment terms section below.
  • Quarterly DIS Pay Bonus : Employee will be eligible to earn a quarterly bonus of up to $625 (the "Quarterly DIS Pay Bonus") if the Employee closes a minimum of 8 DIS Pay customers per quarter.
  • The Quarterly DIS Pay Bonus is prorated based on the Employee's hire date.
  • The Quarterly DIS Pay Bonus is paid in accordance with the payment terms section below.
  • The Quarterly DIS Pay Bonus is capped at $625 per Quarter, not to exceed $2,500 annually.
  • Annual Initiatives Achievement Bonus : Employee will be eligible to earn an annual bonus of up to $2,500 (the "Annual Initiative Bonus") if Employee achieves their initiatives goals. Each initiative-specific goal is worth $500 annually.
  • The Annual Initiative Bonus will not be prorated.
  • The Annual Initiative Bonus is paid in accordance with the payment terms section below.
  • The Annual Initiative Bonus is capped at $2,500 annually.
  • Eligible Contract Requirements : Commissions will be paid under this Plan in accordance with Section 3.

    In order to be an "Eligible Customer Contract," the following criteria must be satisfied :

  • The customer must be an Eligible Customer (as defined below).
  • The contract (which may be a contract, sales order, work order, addendum, etc.) must be signed by the Eligible Customer and approved and signed by the General Manager of the Company (which approval must include approval of any material deviations from the applicable standard form of agreement and any discounts beyond normal guidelines).
  • The contract must provide for a sale of an Eligible Product (as set forth in Section 2 of this Plan).
  • The contract must not provide the customer with any rights of revocation or refund.
  • The contract must be signed during the Effective Period of this Plan.
  • For an account to be an "

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