Customer Success Representative – F & I Dept

Parramatta Motor Group; City of Parramatta; On-site; AUD 55,000 - 75,000; Full time

Job summary

Parramatta Motor Group is seeking a Customer Success Representative in the F&I Department to contact every customer lead and explore finance and insurance needs across our dealership network. You will collaborate with Sales Consultants, Sales Managers and Business Managers to guide opportunities from lead to booking.

You will excel in outbound calling, maintain accurate CRM records, and build lasting relationships with customers while upholding dealership compliance and professionalism.

Qualifications

• Experience in customer service, call centre, automotive, finance, banking or a sales environment.
• Excellent telephone communication and interpersonal skills.
• Confidence in making outbound customer calls and following up leads.
• A positive and professional approach to customer service.
• Strong relationship-building skills.
• Strong attention to detail and accurate CRM/data entry skills.

Responsibilities

• Contact each and every customer lead received across our dealerships to explore their finance and insurance needs.
• Engage customers in a friendly, professional and confident manner.
• Identify potential finance and insurance opportunities through effective questioning and conversation.
• Explain the benefits of speaking with our dealership Business Managers regarding available finance and insurance options.
• Build and maintain strong, professional relationships with customers.
• Work closely with Sales Consultants, Sales Managers and Business Managers to ensure opportunities are followed through.
• Accurately record customer interactions, follow-ups and outcomes in our CRM system.
• Ensure all communication is conducted professionally and in accordance with dealership policies and applicable compliance requirements.

Skills

Customer service experience

Outbound calling

Telephone communication

CRM data entry

Relationship building

Tools

CRM software

Job description

Customer Success Representative – F & I Dept

As a Customer Success Representative – F&I, you will play an important role in ensuring every customer lead received by our dealerships is contacted and given the opportunity to discuss their finance and insurance requirements. You will proactively call customers, understand their individual needs, identify potential finance and insurance opportunities, and connect interested customers with the relevant Business Manager for further assistance. Working closely with our Sales Consultants, Sales Managers and Business Managers, your focus will be on creating a seamless customer experience while maximising F&I opportunities across the dealership group.

Key responsibilities

Contact each and every customer lead received across our dealerships to explore their finance and insurance needs

Engage customers in a friendly, professional and confident manner

Identify potential finance and insurance opportunities through effective questioning and conversation

Explain the benefits of speaking with our dealership Business Managers regarding available finance and insurance options

Build and maintain strong, professional relationships with customers

Work closely with Sales Consultants, Sales Managers and Business Managers to ensure opportunities are followed through

Accurately record customer interactions, follow-ups and outcomes in our CRM system

Ensure all communication is conducted professionally and in accordance with dealership policies and applicable compliance requirements

About you

Previous experience in customer service, call centre, automotive, finance, banking or a sales environment

Excellent telephone communication and interpersonal skills

Confidence in making outbound customer calls and following up leads

A positive and professional approach to customer service

Strong relationship-building skills

Strong attention to detail and accurate CRM/data entry skills

The ability to work effectively within a busy, results-driven team environment

Automotive or finance experience would be highly regarded, but is not essential

About us

Parramatta Motor Group is a leading automotive dealership group with a strong reputation for customer service and performance. We proudly represent major automotive brands including Ford, Hyundai, Kia, Nissan, Chery, Mitsubishi, Honda, BYD, Jeep and Leapmotor. Our success is built on a customer-first culture, high performance standards and a professional working environment where our people are supported to succeed.

Opportunity to join a large and established automotive dealership group

Clear career progression within our Finance & Insurance Department, with the opportunity to develop into a Business Manager role

Comprehensive training, mentoring and ongoing development to build your knowledge of automotive finance and insurance

Opportunity to build a long-term career within the automotive industry