Job Description

UNLIMITED POSSIBILITIES AHEAD

Position: Lease Portfolio Specialist
Status: Full-Time

Dealership: The BMW Store

Department: Sales

Compensation: $60,000-$120,000 per annum

We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.

We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada’s Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.

If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!

A Career at OpenRoad Means You’ll Enjoy:

• Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen
• Amazing Incentives including but not limited to: Discounted Vehicle Purchasing Program, Boot Allowance, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching
• Internal and external, training & development opportunities for skill-development and growth
• Be part of a collaborative, friendly and progressive work-culture with an emphasis on transparency, innovation, relationship and empowerment
• Comprehensive extended health and dental plan, tailored around Associate wellness
• Recognition and Engagement Events!

The Lease & Portfolio Specialist supports the Sales Management team by executing lease and finance portfolio retention strategies, customer outreach, and appointment coordination. This role is responsible for the day-to-day management of assigned portfolio customers, with the objective of increasing retention, upgrade opportunities, and vehicle replacements.

Working closely with Sales Management and the Sales team, this role ensures consistent follow-up, proper timing of customer engagement, and effective coordination of opportunities generated through portfolio activity and service drive engagement.

Key Responsibilities

• Execute lease and finance portfolio outreach strategies as directed by Sales Management
• Manage assigned portfolio customers from initial contact through appointment coordination and follow-up
• Engage customers at various stages of the ownership cycle, including lease maturity, early upgrade and retention opportunities
• Coordinate appointments and handoffs between customers, Sales Consultants, and Sales Management
• Support service drive initiatives by working alongside Sales Consultants who are actively engaging service drive customers
• Assist in identifying and nurturing upgrade and replacement opportunities originating from the service drive
• Maintain accurate records of customer interactions, activity, and outcomes within the CRM system
• Ensure timely follow-up and consistent communication with portfolio customers
• Collaborate with Sales Management to prioritize opportunities and align outreach efforts with store objectives

Sales & Transaction Support

• When appropriate, and at the direction of Sales Management, manage select portfolio opportunities through the full sales process, from initial engagement through delivery
• Work in conjunction with Sales Consultants on assigned opportunities to ensure a consistent and professional customer experience
• Support the sales team by preparing customers for appointments and facilitating smooth transitions through the sales process

Customer Experience & Retention

• Provide a high level of professionalism and product knowledge when engaging portfolio customers
• Ensure customers receive clear, accurate information regarding lease options, finance alternatives, and upgrade pathways
• Maintain a customer-first approach that aligns with BMW brand standards and dealership expectations

Administrative & Reporting Responsibilities

• Maintain organized and up-to-date portfolio records
• Track customer engagement activity, appointments, and outcomes
• Provide regular updates to Sales Management on portfolio activity and opportunity status
• Support management reporting requirements related to retention and portfolio performance

Qualifications & Skills

• Strong communication and interpersonal skills
• Ability to manage multiple customer relationships simultaneously
• High level of organization and follow-through
• Comfortable working in a fast-paced, performance-driven environment
• Prior automotive sales, leasing, or customer retention experience preferred
• Experience working with dealership CRM systems; familiarity with Tekion is preferred

Performance Expectations

Success in this role is measured by effective portfolio engagement, appointment creation, retention outcomes, and overall contribution to dealership sales objectives.

Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.

We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.

JOIN US AND GROW WITH US!

We thank all those that have applied. Only those considered for the position will be contacted.