Lease Portfolio Specialist - The Bmw Store

DRIVING POSSIBILITIES
Position: Lease Portfolio Specialist
Status: Full-Time
Dealership: The BMW Store
Department: Sales
Compensation: $60,000-$120,000 per annum
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 23 brands across 44 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 role.
Our size doesn't define us, our people do. No one is just a number here, everyone matters, and our culture is the foundation of our success.
A Career at OpenRoad Means You’ll Enjoy:Opportunity to work with a variety of OEM Brands including Acura, Audi, BMW, Buick, Cadillac, Chevrolet, Chrysler, Dodge, GMC, Honda, Jaguar, Jeep, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Ram, Rolls-Royce, Subaru, Toyota, VolkswagenExclusive perks and benefits, including a Discounted Vehicle Purchasing Program, RRSP matching, and referral bonusesComprehensive extended health and dental plan (applicable for full-time positions only)Strong focus on training, development, and internal promotion opportunitiesBe part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowermentBe part of a culture that celebrates you through employee recognition programs 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 Tekionis preferred
Performance ExpectationsSuccess in this role is measured by effective portfolio engagement, appointment creation, retention outcomes, and overall contribution to dealership sales objectives.
Grow Your Career at OpenRoad!We are an equal opportunity employer that values diversity, inclusion, and respect in the workplace. We are committed to creating opportunities for our associates to learn, advance their careers, and reach their full potential.
We thank all applicants for their interest;
however, only those selected for an interview will be contacted.
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