Relationship Specialist - San Jose, CA

OPENLANE•San Jose, CA

2d•$70,000 - $75,000•Onsite

About The Position

We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles. The ideal candidate will reside within the San Jose, CA market and travel within their assigned territory.

Requirements

A minimum of three to five years of experience in customer-facing, sales, or sales support roles.
A valid driver's license with reliable and dedicated transportation.
Ability and desire to frequently travel (50-75%) within your market to support our current and prospective customer base.
Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.
Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.
A strong understanding of portfolio management, risk, and new business development.
Ability to work independently and autonomously when needed as well as part of a team.
Ability to use and understand technology required for your position such as mobile applications and software.
High level of accountability towards local goals and business targets.

Nice To Haves

Previous auto industry or financial services experience
Experience with Google Workspace, Salesforce, Tableau

Responsibilities

Use critical thinking to assess business and risk situations and make decisions with little oversight.
Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.
Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.
Manage, service, and balance risk on customer accounts
Manage existing accounts and drive new growth opportunities.
Embrace our culture of supporting others' success as they grow in their role.

Benefits

Competitive pay
Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
Immediately vested 401K (US) or RRSP (Canada) with company match
Paid Vacation, Personal, and Sick Time
Paid maternity and paternity leave (US)
Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
Robust Employee Assistance Program
Employer paid Leap into Service Day to volunteer
Tuition Reimbursement for eligible programs
Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
Company culture of internal promotions, diverse career paths, and meaningful advancement