Customer Retention Service to Sales
Automotive Portfolio Manager
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
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