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.

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, Buick, Cadillac, Chevrolet, Chrysler, Dodge, GMC, Honda, Jaguar, Jeep, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Ram, Rolls-Royce, Subaru, Toyota, Volkswagen
  • Exclusive perks and benefits, including a Discounted Vehicle Purchasing Program, RRSP matching, and referral bonuses
  • Comprehensive extended health and dental plan (applicable for full-time positions only)
  • Strong focus on training, development, and internal promotion opportunities
  • Be part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment
  • Be 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 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:

To be considered, please complete and submit the Internal Endorsement Form available on SharePoint. Please ensure all required information is provided, as incomplete submissions may delay the application process

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.