Portfolio Manager

Socket.dev; Vaughan; On-site; CAD 80,000 - 140,000; Full time

Benefits offered by this job

Total compensation

Health benefits

RRSP with company match

Growth potential

Stock purchase program

Job summary

Pfaff Automotive Partners is seeking a Portfolio Manager for Woodbridge Hyundai in Woodbridge, Ontario. Onsite, you will drive business development by leveraging the client database to promote and sell cash, lease, and finance renewals.

You will establish retention processes, educate clients on dealer options, and maintain a positive, customer-focused retail environment while coordinating with the General Manager.

Qualifications

• 2+ years of experience in automotive lease administration or similar role.
• Valid OMVIC License is required.
• Valid Ontario Driver's License and clean driving record.
• Experience with One Eighty and CDK is an asset.
• Proficient with Microsoft Office, especially Excel and Outlook.

Responsibilities

• Promote and sell cash, lease, and finance renewals to customers.
• Explain optional equipment and aftermarket products to customers.
• Review sales agreements for accuracy of vehicle, options and pricing.
• Complete credit applications and discuss payment terms.
• Maintain client database and ensure accurate customer records.

Skills

Customer service

Communication

Teamwork

Multi-tasking

Detail oriented

Confidentiality

Pressure management

Education

OMVIC License

Tools

One Eighty

CDK

Microsoft Office

Excel

Outlook

Job description

Portfolio Manager

Woodbridge Hyundai, Woodbridge, ON L4L 9C3

Woodbridge Hyundai is in search of a Portfolio Manager to take the wheel and steer our dealership to new heights. We are part of North America's largest automotive retailer, Lithia and Driveway, it's your chance to grow with us!

This position will be onsite in Woodbridge, Ontario, and will focus on business development through the client database, and promote and sell cash, lease, and finance renewals. You will establish client retention processes and actively sell through portfolio management databases. You will educate clients on dealer options while promoting an overall positive customer-focused retail environment.

Duties and Responsibilities

• Provide customers with explanation of aftermarket products and extended warranties.
• Describe all optional equipment available for customer purchase.
• Review sales agreement with the customer to ensure vehicle, options and price are correct.
• Complete credit application with the customer and discuss payment terms.
• Complete paperwork necessary for vehicle sales
• Provide customers with a complete explanation of manufacturer and dealership service procedures and policies.
• Calls and coordinates with customers to explain leasing services and renewals
• Maintain retention ratio at or above the national average
• Business development through lease, finance, and service drive client database
• Monitor and organize appointments and customer account information in One Eighty.
• Keeps informed about new products, features, accessories, etc., and their benefits to customers.
• Maintain a positive working relationship with team members and management in a team environment.
• Reporting to the General Manager

Skills and Qualifications

• 2+ years of experience in similar capacity and/or automotive lease administration.
• Valid OMVIC License
• Valid Ontario Driver's License and clean driver's abstract
• Experience with One-Eighty and CDK is an asset.
• Proficient with the following computer environments: Microsoft Office, Microsoft Excel, Internet Explorer and Outlook.
• Ability to work cohesively with employees and managers as part of a team.
• Excellent interpersonal, communication (verbal & written English) and customer service skills.
• Ability to work efficiently and effectively under pressure with simultaneous deadlines.
• A calm but professional demeanor for dealing with customers regarding their accounts balanced with, a perseverance to maintain pressure for payment with difficult accounts.
• Detail oriented and excellent organizational and multi-tasking skills.
• Ability to maintain confidentiality of important data.

Why Work For Us?

• Total Compensation - Earnings potential ranging from $80,000 to $140,000 (commission and performance-based bonuses).
• Health Benefits – full-time employees have access to health, dental, vision, long-term disability and life insurance.
• Retirement Plans - RRSP with company match
• Growth Potential – access to opportunities for growth across our dealerships in Canada and the U.S.
• Stock Purchase Program - purchase the Lithia & Drive stock (NYSE: LAD) at a discount.

Vacancy: This is an additional position.

Schedule: Times vary, full-time, onsite

We thank all applicants for their interest in Pfaff Automotive Partners – please note due to the volume of applicants, only those selected for an interview will be contacted.

Please note: We do not use artificial intelligence (AI) to screen, assess, or select applicants at any stage of our recruitment process

Pfaff Automotive Partners is an equal opportunity employer and is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation for disability during any stage of the recruitment process, please indicate this in your application.