Kelly's customer, has a permanent opportunity for a Bilingual (French and English) Inside Sales and Marketing Specialist where you will provide front-line support to the Regional Sales Managers team, providing quotes, preparing and managing small ticket transactions from quoting to funding, assisting RSM's with lead generation and other outbound marketing activities.
RESPONSIBILITES:
Retail Program Support (50%)
- Support RSMs by providing quotes, drafting proposals, customer/dealer support, troubleshooting, and other customer and dealer contact as needed.
- You will manage small ticket files as assigned by RSMs from quoting to funding.
- You will monitor and report on the activities of the sales team including all steps of the sales funnel and credit to cash cycle.
- You may be called upon to attend dealer and customer meetings and events, trade shows, etc.
- Process lease transfer/refinancing requests.
- Monitor and action post funding items.
- Monitor, clean up, and report on the sales pipeline in aspire
- Participate in quarterly meetings with dealers, keep minutes, and help the RSMs drive the agenda for progress.
Dealer Financial Services (15%)
- Assist Dealer Finance Services manager in daily operations of the DFS department including processing invoices, billings, reporting, statements to dealers, administering incentive programs, assisting with department accounting, preparing DFS credit files, etc.
- Assist DFS manager in training and upgrading DFS skills in other personnel.
- Assist RSMs with soliciting and marketing DFS services to program dealers. Driving Innovation. Together.
- Assist with generating proposals and managing deals through the quoting, proposal, documentation, and onboarding process.
Marketing (15%)
- Assist in generating and updating bulletins, program documents, marketing collateral, point of sale materials, etc.
- Work with RSMs and dealers to assist rolling out and administering programs and providing front line support.
- Manage the company's website and socials.
- Work with sales team to generate and update the company's dealer training programs.
- Assist in preparing and planning marketing events and maintaining the marketing calendar.
- Assist in researching and deploying a the company's Dealer rewards program.
- Research and make suggestions on marketing technology to improve the company's Canada sales and marketing processes.
- Administer outgoing marketing campaigns and touchpoints under supervision of VP Sales.
Reporting, Training, Development (10%)
- Monitor the company's CRM order flow and dealer lost opportunity data and assist RSM to work with dealers to improve participation and market share.
- Create and analyze contract maturity reports and other relevant portfolio data and assist RSMs in leveraging this information with dealers to improve market share and customer retention.
- Monitor RSM performance statistics and portfolio performance in order to provide insights and assist VP Sales and AVP Sales to improve work quality and drive down internal friction in the credit to cash cycle as well as credit losses.
- Work with RSMS and industry stakeholders and monitor public channels to survey competitive pricing, offers, marketing, credit trends, and other information and support VP Sales and AVP Sales to work with the sales team to compete more effectively with other lenders and brands.
- Review internal reporting and available information to identify areas of improvement between the company's, dealers, and OEM, and work with VP Sales and AVP sales to make improvements.
- Monitor the general economic environment including national, regional, and local business news, trade and industry publications, CFLA, EQUIFAX, and other industry reports.
- Participate in training exercise, programs, and engage with assigned material as assigned.
- Assist Developing training programs for internal and external stakeholders.
- Update and maintain departmental FAQ/Playbook, process maps/SOPs and other internal documentation.
•Development & Miscellaneous and other projects (10%)
- Assist VP sales, AVP sales, DFS Manager, and sales department with projects and other duties as assigned.
- Work with departments and project teams on interdepartmental collaboration, lean management, and others to identify areas for process improvement and implement changes to affect the same.
- Assist VP Sales with the management of the committees.
REQUIREMENTS:
- 4+ years experience in equipment finance in a dealer facing role.
- Experience working in material handling, commercial vehicle, heavy equipment, and/or financial services sectors.
- Experience working in the automotive or other equipment sectors characterized by the OEM>DEALER>CAPTIVE FINANCE model.
- Experience using web-based business software, CRM systems etc.
- Very high degree of proficiency with written and spoken communication in English and French.
- Proficient in Microsoft Office suite, primarily Word, Excel, Outlook and Teams.
- You are an organized and efficient team player who can perform well under time sensitive demands. As a self-starter, achieving and exceeding your sales targets are important to you as well as delivering the best possible dealer and customer experience.
- You have a high level of emotional intelligence and self awareness. You are able to read people, and pick up on subtle non-verbal communications and cues. You are intuitive about people. You are a social person who has no problem meeting new people, building relationships and speaking in front of crowds.
- Possess a clear criminal record. Able to travel within Canada and the USA without restrictions.
- Driver's license and clean driving record.
Great to Have:
- Bachelor's Degree in Business, Finance, Accounting, Economics, Marketing.
- Familiarity with T-Value Software.
- Basic understanding of Time Value of Money calculations including compounding and discounting, calculating rates, creating various cashflow sequences, etc.
PERKS:
- Work for a reputable commercial finance organization that continues to grow
- Permanent position with competitive salary and benefits
- Salary ranges from $79k - $85k depending on experience with the possibility of up a 10% performance bonus.
If you're looking for an opportunity where you can be your best self and join a fantastic team, look no further and apply today!
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About Kelly®
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