We are currently seeking a full-time Portfolio Manager to assist in day-to-day phone operations of our end of contract, equity, lease maturity, over mileage client base. You will also work with our service department and consult with our service customers to establish a needs and benefit analysis for trading out of their existing vehicle. The Portfolio Manager is responsible for creating incremental opportunities and deals utilizing various software systems, vendors, databases, bank portfolios and our service customers. Responsibilities include: Making out-bound campaign calls, meeting monthly objectives, follow-up with customer satisfaction calls, and other marketing campaign initiative tasks. Must have a passion for process and organization with excellent phone skills and ability to multi-task in a fast paced, team environment. Handle and coordinate our lease maturity, contract ending, over mileage, service customer needs assesments, equity and warranty expiration list by keeping in contact with customers via Email, phone and our CRM. Achieve a high level of repeat customers by ensuring the service provided exceeds customer expectations in all respects. Maintain relationships with customers throughout the ownership period. Day to day duties: Outbound calls, email marketing, service drive customer interactions, scheduling appointments for customers to come in and meet with Sr. Sales Managers, appointment confirmation calls (CAFUs), appointment "no-show" follow-up calls (NOFUs), unsold Floor Traffic calls (USTs), showed appointment Follow Up Calls (SAFUs), postal mail communications, "Thank you" emails/letters, other marketing campaigns, update customer contacts and progression through the end-of-contract process. Essential Duties and Responsibilities include the following. Other duties may be assigned Substantial automotive sales experience required Ability to work deals Must be able to communicate effectively with client base Must be able to communicate and work effectively with client advisors and sales managers Must be able to manage various lead producing vendors Must be a demonstrated self-starter with an entrepreneurial mindset Job Requirements: Overarching responsibility is to create (initiate) incremental sales for the New Car sales department Manage lease portfolio Maintain lease portfolio per requirements Perform lease-end inspections Manage sales force contact with their portfolios Make calls personally to portfolio Maintain proper reporting of lease portfolio progress Manage retail portfolio Manage BDC processes for portfolio contact Maintain proper reporting of Loan Lead portfolio progress Manage Vehicle exchange portfolio Manage Sales force contact with their portfolios Maintain proper reporting of Vehicle exchange portfolio progress Get face to face with Vehicle Exchange Service customers Work deals on Vehicle exchange customers who are “interested" or who “want more information" Execute Market Based Mining to promote our brand Create service lane opportunities both via purchase offers and face to face communications Dedicated Sales Person to communicate with appointed customers Seek out and implement new methods for generating opportunities and sales Relationship Liaison with Digital Marketing Analyst Coordinate with Internet Manager at our BDC along with Sales Managers. Track efficacy of lead generation efforts and manage results effectively Work closely with both BDC, Service dept and Sales Department to track and manage sales opportunities Portfolio Manager will have a dedicated workstation, but will also need to be mobile in order to maintain necessary communication with the BDC, service and sales departments. They will utilize all departments to execute customer interaction on deals that are proceeding.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed