Dealer Solutions Representative II

CU Direct

United States

Sur place

USD 28 888 - 36 106

Plein temps

14 jours+

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Avantages offerts par ce poste

Flexible Working Environment
Paid Time Off
401k (8% match)
College Tuition Benefits/ Tuition Reimbursement
Good Benefits options
Company Culture events

Résumé du poste

CU Direct is looking for a Dealer Solutions Representative II to enhance client relationships with dealerships across the United States. In this role, you will manage product development and maintenance, ensuring client satisfaction and business growth.

Ideal candidates will have 3-5 years of experience in sales and customer service within the automotive industry, and a strong understanding of Salesforce. The position offers a flexible working environment and various benefits, including 401k matching and tuition reimbursement.

Qualifications

  • 3-5 years of successful experience in contact center sales and service.
  • Automotive sales, lending, and marketing background preferred.
  • Previous experience with Salesforce is a plus.

Responsabilités

  • Enhance and monitor relationships with existing dealerships.
  • Promote dealer products and services to enhance business.
  • Track client activity and market trends using Salesforce.

Connaissances

Detail-oriented
Excellent communication
Customer service
Sales skills
Analytical skills

Formation

BA/BS degree or commensurate experience

Outils

Salesforce
Microsoft Office

Description du poste

About Origence

With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer‑centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We’re deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.

The Dealer Solutions Representative II will enhance, service, and monitor business relationships with existing Dealer clientele via phone and electronic communications in an outbound call center representative role. Maintains and develops relationships with assigned dealers in order to enhance the CUDL experience, increase CUDL Dealer Portal features usage, product penetration, product retention, lender penetration, and market share based on management directed business plans and objectives. Client contact, client retention, product utilization, product penetration, and revenue growth are primary measurables.

What You’ll Be Doing
Relationship Management
  • Effectively communicate the value proposition of the partnership via outbound calls and electronic communication to increase client retention and satisfaction.
  • Work to foster and enhance relationships, at multiple levels within the Dealer sales management vertical, with assigned dealers to create an excellent dealer experience with CUDL.
  • Train appropriate dealer personnel in gaining better understanding of individual lender programs to increase dealer portal usage and greater lender penetrations.
  • Encourage a strong partnership between Dealer and Lender clientele.
  • Solicit feedback regarding products and their ease of use.
  • Collaborate with the Client and Product Support team, Dealer Experience team, Lender Experience team, and NEWCO as directed by management. This may include targeted campaigns and marketing initiatives.
Product Development
  • Prospect, negotiate and sell products to existing dealers to enrich the Dealer experience and retain business.
  • Maintain knowledge of all products features and benefits including CUDL, AutoSMART, Vehicle Inventory Display, DMS, Digital Retail marketing, VERO, GAP, plus all other dealer related products according to business plan and objectives.
  • Responsible for achieving business plan goals for all dealer related CUDC products within assigned dealer region.
  • May plan and participate in client events to promote CU Direct and its partners.
Product Maintenance
  • Provide guidance and training with regards to software use, lender programs and member qualification requirements.
  • Responsible for updating and maintaining accurate Dealer client contact information in CUDC database system.
  • Services and supports assigned CUDL dealers with a full understanding of the seller’s business.
  • Ensure billing for existing dealer accounts is current and assist in collection of past due dealer revenue.
  • Work with any of the following Fleet, Finance, Marketing, BDC, or Internet dealer client staff to ensure auto related marketing and advertising activities are understood and completed on a regular basis.
Regional Reporting and Documentation
  • Responsible for tracking all client related activity through Salesforce and/or other related CRM tools weekly or as directed by management.
  • Analyze and understand the assigned market using available tools provided. Monitor and report to IDX Director on all relative trends affecting the assigned territory for the vehicle retail market and the lending industry.
The Ideal Candidate
Education
  • BA/BS degree or commensurate experience.
Experience
  • Three to five years successful experience in contact center sales and service industry.
  • Automotive sales, lending and marketing background preferred.
  • Previous Salesforce experience a plus.
  • Understanding of basic call center software.
Specialized Skills
  • Work independently with a high level of detail and initiative.
  • Excellent oral, written, presentation and analytical skills.
  • Ability to organize, prioritize work, meet deadlines and established goals.
  • Excellent internal and external customer service and sales skills.
  • Proficient with Microsoft Office programs to include Word, Excel and PowerPoint.
  • Proficient in computer skills.
  • Regular and punctual attendance.
Perks And Benefits
  • Flexible Working Environment
  • Paid Time Off
  • 401k (8% match)
  • College Tuition Benefits/ Tuition Reimbursement
  • Good Benefits options
  • Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.

The starting hourly range for this full‑time position is $20.97 - $26.21 per hour. This base pay will take into consideration internal equity, candidate’s geographic region, job‑related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis.

Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.

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