As our Relationship Advisor, you will be the named owner of the customer journey across standard buyer, seller, Inspection-as-a-Service, and trade-in cases. You will guide customers from the first substantive conversation through discovery, advice, viewings, interpretation of inspection results, pricing conversations, paperwork, handover, and follow-up. In Peach's target operating model, you are the person the customer should remember, even when specialist support is required behind the scenes.
This role deliberately combines work that might otherwise sit in separate buyer-facing and seller-facing jobs. You will therefore need to balance trust-building, commercial judgement, process discipline, and clear coordination across the wider business. When pricing or commercial complexity exceeds your authority, you will escalate the issue without giving up customer ownership.
Key Responsibilities
Specifically, the Relationship Advisor at Peach can expect to lead/own the following customer journey elements:
Customer Discovery & Advice
Run structured discovery with buyers and sellers to understand timing, budget, use case, funding route, trade-in needs, and risk tolerance.
Recommend vehicles or selling routes based on verified customer need rather than on stock-pushing or short-term convenience.
Build trust through clear, consultative conversations that help customers understand both their options and the next step.
Vehicle, Seller & Trade-in Journey Management
Arrange and host viewings and test drives, and follow up decisively afterwards.
Manage seller intake, pricing expectations, inspection timing, listing readiness, and offer communication.
Explain inspection findings, condition history, and implications honestly and clearly, especially where a customer needs help understanding trade-offs.
Handle buyer, seller, and trade-in threads in a joined-up way so that one active deal does not fragment into multiple disconnected conversations.
Commercial Execution, Paperwork & Handover
Negotiate and close standard cases within approved scripts, authority limits, and pricing guardrails.
Coordinate finance options, upsell products i.e Insurance, trade-in discussions, and secure document collection through the proper workflow.
Ensure that paperwork, KYC, payment preparation, transfer communication, and handover steps move forward cleanly.
Complete the 72-hour post-handover follow-up and use that interaction to reinforce confidence, resolve issues early, and create referral momentum.
Stakeholder Coordination & Escalation
Work closely with Pricing Advisors on pricing disputes, list-price questions, or inspection anomalies.
Bring in Transaction Advisors where a deal requires exception handling, complex structuring, or senior commercial intervention.
Coordinate with inspection, sales admin, fleet, and operations support functions without allowing task handoff to become ownership transfer.
Escalate documentation, compliance, or reputational risks promptly.
Systems Discipline & Continuous Improvement
Own the CRM record, notes, next-step dates, and follow-up discipline for every active customer you hold.
Maintain stage-SLA discipline and keep internal stakeholders clear on status, blockers, and action owners.
Contribute feedback on recurring objections, pricing patterns, inspection-explanation gaps, and process friction so that the customer journey keeps improving.
Skills, Knowledge and Expertise
Need to haves
2 - 4 years of experience in consultative automotive sales, customer success, retail finance, insurance, telecoms, or another service-heavy commercial environment.
Strong evidence of running a pipeline or deal book, not just isolated one-off sales.
Confidence using CRM systems, inventory search tools, messaging channels, and e-sign/document workflows.
Strong consultative selling, questioning, objection handling, and closing capability.
High attention to documentation quality and next-step discipline.
Nice to haves
Prior experience spanning both buyer-side and seller-side workflows, especially in automotive or marketplace settings.
Exposure to vehicle finance, trade-ins, valuations, or inspection-led selling.
A bachelor's degree that adds value alongside a strong commercial track record.