Position: Lease Portfolio Specialist
Status: Full-Time
Dealership: BMW/MINI Langley
Department: Sales
Compensation: $60,000-$150,000 per annum
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.
https://orag.bamboohr.com/careers/4818
JOIN US AND GROW WITH US!
We thank all those that have applied. Only those considered for the position will be contacted.
