Lead Management Consultant

3 days ago


San Diego, California, United States Holman Inc Full time
About the Role

We are seeking a highly motivated and customer-focused Lead Management Consultant to join our team at Holman Inc. This in-store role is crucial in creating and maintaining a productive relationship between our virtual Business Development Center (BDC) and the Store to increase sales.

Key Responsibilities
  • Maximize Internet Lead and Portfolio Management Tool (TO) performance
  • Facilitate effective TO distribution to Sales Advisors
  • Follow-up with TO's to ensure work-flows have been executed
  • Review internal notes ensuring each TO is handled personally and promptly
  • Keep daily notes on TO activity to ensure a regular follow-up and reporting process
  • Be fully prepared for daily appointments
  • Confirm appointments prior to arrival time
  • Reschedule No Show appointments when necessary
  • Understand the importance and benefits to the retail business
  • Identify opportunities to build trust and mutual respect
Requirements
  • High school diploma
  • Proficient in various desktop tools including Microsoft Office Programs (i.e. Outlook, Excel, Word, PowerPoint)
  • Strong organizational skills
  • 2-4 Years of Customer Service or Sales Experience
  • Experience in the automotive industry a plus
  • Experience using CRM tools, Automotive CRM a plus
  • Familiarity with dealership operations a plus
  • Familiarity with BDC functions a plus
  • Experience reviewing and improving processes to increase efficiencies
Benefits

We offer excellent benefits, including health, vision, dental, life and disability insurance, and a 401(k) plan with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Compensation

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $49,000 to $71,105.00 USD annually for full-time employees.



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