Dealer Solutions Experience Representative II

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 Experience 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 Communicates the value proposition of the partnership via outbound calls and electronic communication to increase client retention and satisfaction.
• Works 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.
• Trains appropriate dealer personnel in gaining better understanding of individual lender programs to increase dealer portal usage and greater lender penetrations.
• Encourages a strong partnership between Dealer and Lender clientele.
• Solicits feedback regarding products and their ease of use.
• Collaborates 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

• Prospects, negotiates and sells products to existing dealers to enrich the Dealer experience and retain business.
• Maintains 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.
• Works to ensure billing for existing dealer accounts is current and assists in collection of past due dealer revenue.
• Works 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 plus a quarterly incentive plan. 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.