Portfolio Manager

Steve Marshall Group; Abbotsford; Hybrid; CAD 80,000 - 180,000; Full time

Job summary

Abbotsford Nissan, part of the Steve Marshall Group, seeks a motivated Portfolio Manager to nurture an existing customer base and identify upgrade opportunities. You will reconnect with previous customers and guide them toward new vehicle purchases or leases, leveraging CRM tools and a high-volume outreach approach.

The role emphasizes relationship building, proactive outreach, and collaboration with Sales Management and the Finance & Insurance team to maximize retention and sales.

Qualifications

• Strong communication and interpersonal skills.
• Highly organized with excellent follow-up and time-management skills.
• Sales-driven with a strong desire to achieve and exceed goals.
• Comfortable working with CRM systems and other digital tools.
• Ability to build rapport and establish trust with customers.

Responsibilities

• Customer Portfolio Management: Manage and maintain a portfolio of existing and previous dealership customers.
• Customer Follow-Up: Proactively contact customers regarding upcoming lease maturities, financing renewals, vehicle upgrades, service history, and other potential sales opportunities.
• Lead Generation: Generate sales opportunities through outbound calls, email, CRM follow-ups, referrals, and other customer engagement activities.
• Relationship Building: Develop strong, long-term relationships with customers and create a positive experience throughout the ownership and purchasing journey.
• Sales Opportunities: Identify customers who may be ready to purchase, trade in, upgrade, or replace their current vehicle.
• CRM Management: Maintain accurate and up-to-date customer information, follow-up activities, notes, and opportunities within the dealership’s CRM.
• Customer Retention: Help increase repeat business by staying connected with customers and providing timely, personalized follow-up.
• Sales Collaboration: Work closely with Sales Management, and the Finance & Insurance team to ensure opportunities are properly followed through.
• Performance Goals: Consistently work toward portfolio, appointment, sales, customer retention, and other performance targets.
• Other Duties: Perform additional responsibilities relevant to the position as assigned.

Skills

Communication

Interpersonal skills

Time management

Follow-up

Sales driven

CRM experience

Tools

CRM software

Job description

Salary Range: $80,000.00 To $180,000.00 Annually

Abbotsford Nissan, proudly part of the Steve Marshall Group, is looking for a motivated and relationship-focused Portfolio Manager to join our team.

The Portfolio Manager plays an important role in maintaining and growing relationships with our existing customer base. This position focuses on identifying opportunities within the dealership’s portfolio, reconnecting with previous customers, and helping customers explore their next vehicle purchase or lease.

If you’re confident communicating with customers, motivated by sales, and enjoy building long-term relationships, this is a great opportunity to grow your career with Abbotsford Nissan and the Steve Marshall Group.

Role Summary:

The Portfolio Manager is responsible for proactively managing and engaging with the dealership’s existing customer database to identify sales, retention, and upgrade opportunities. The ideal candidate is personable, organized, persistent, and comfortable making outbound calls and following up with customers.

Key Responsibilities:

• Customer Portfolio Management: Manage and maintain a portfolio of existing and previous dealership customers.
• Customer Follow-Up: Proactively contact customers regarding upcoming lease maturities, financing renewals, vehicle upgrades, service history, and other potential sales opportunities.
• Lead Generation: Generate sales opportunities through outbound calls, email, CRM follow-ups, referrals, and other customer engagement activities.
• Relationship Building: Develop strong, long-term relationships with customers and create a positive experience throughout the ownership and purchasing journey.
• Sales Opportunities: Identify customers who may be ready to purchase, trade in, upgrade, or replace their current vehicle.
• CRM Management: Maintain accurate and up-to-date customer information, follow-up activities, notes, and opportunities within the dealership’s CRM.
• Customer Retention: Help increase repeat business by staying connected with customers and providing timely, personalized follow-up.
• Sales Collaboration: Work closely with Sales Management, and the Finance & Insurance team to ensure opportunities are properly followed through.
• Performance Goals: Consistently work toward portfolio, appointment, sales, customer retention, and other performance targets.
• Other Duties: Perform additional responsibilities relevant to the position as assigned.

Qualifications & Requirements:

• Previous experience in automotive sales, customer service, account management, business development, or a related role is an asset.
• Strong communication and interpersonal skills.
• Comfortable making a high volume of outbound calls and following up consistently.
• Strong ability to build rapport and establish trust with customers.
• Highly organized with excellent follow-up and time-management skills.
• Sales-driven with a strong desire to achieve and exceed goals.
• Comfortable working with CRM systems and other digital tools.
• Strong attention to detail and ability to maintain accurate customer records.
• Ability to work independently while also collaborating effectively with a dealership team.
• Valid driver’s license with a clean driving record.
• Ability to work flexible hours, including evenings and weekends as required.

At Abbotsford Nissan, you’ll be part of the Steve Marshall Group, a growing automotive organization that values its people and provides opportunities to develop and grow your career.

This is an opportunity to build meaningful customer relationships, develop your sales career, and play an important role in driving repeat business and customer loyalty.

If you’re energetic, driven, and enjoy connecting with people, we’d love to hear from you!