Job Details

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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 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 understanding individual lender programs to increase dealer portal usage and 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, including 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 product features and benefits including CUDL, AutoSMART, Vehicle Inventory Display, DMS, Digital Retail marketing, VERO, GAP, and other dealer-related products according to business plan and objectives.
• Responsible for achieving business plan goals for all dealer related CUDL products within the assigned dealer region.
• May plan and participate in client events to promote CU Direct and its partners.

Product Maintenance

• Provides guidance and training regarding software use, lender programs, and member qualification requirements.
• Responsible for updating and maintaining accurate Dealer client contact information in the CUDL database system.
• Supports assigned CUDL dealers with a full understanding of the seller's business.
• Ensures billing for existing dealer accounts is current and assists in collection of past due revenue.
• Works with Fleet, Finance, Marketing, BDC, or Internet dealer client staff to ensure auto-related marketing and advertising activities are understood and completed regularly.

Regional Reporting and Documentation

• Tracks all client activity through Salesforce and/or other CRM tools weekly or as directed.
• Analyzes and reports on trends affecting the vehicle retail market and lending industry in the assigned territory.

The Ideal Candidate

Education: BA/BS degree or equivalent experience

Experience:

• Three to five years in contact center sales and service industry.
• Automotive sales, lending, and marketing background preferred.
• Previous Salesforce experience is a plus.
• Understanding of basic call center software.

Specialized Skills

• Ability to work independently with high attention to detail and initiative.
• Excellent oral, written, presentation, and analytical skills.
• Organizational skills to prioritize work, meet deadlines, and achieve goals.
• Strong customer service and sales skills.
• Proficiency in Microsoft Office programs including Word, Excel, and PowerPoint.
• Proficient in computer skills.
• Regular and punctual attendance.

Perks And Benefits

• Flexible working environment
• Paid Time Off
• 401k with 8% match
• College Tuition Benefits/Reimbursement
• Inclusive company culture with celebrations, theme days, townhalls, and meetings.

The starting hourly range for this full-time position is $20.97 - $26.21 per hour plus quarterly incentives. Compensation considers internal equity, geographic region, experience, and other factors. The role is eligible for an annual bonus based on performance, awarded at the company's discretion.

Origence is an equal opportunity employer. All employment decisions are based on qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, military service, marital status, pregnancy, age, medical conditions, genetic information, disability, or other protected categories.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Software Development