Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- BDC Representative at Optimy.ai converting leads into appointments for automotive dealerships. Engaging customers through AI technology and ensuring a positive sales experience.
Responsibilities
- Manage high-volume inbound and outbound communication across calls, texts, emails, and chat for both Sales and Service
- Monitor and engage leads through the Optimy.ai platform, stepping in where AI tools leave off to handle objections and secure appointments
- Qualify customer needs and convert leads into booked appointments while maintaining a strong customer experience
- Maintain consistent follow-up with unsold leads, no-shows, and service opportunities to drive conversion
- Accurately track all customer interactions and lead progress within the CRM system
- Execute workflows and scripts aligned with performance standards to ensure consistent conversion and appointment rates
- Meet or exceed KPIs including appointment setting, show rate, and overall lead conversion
Requirements
- 1–2 years of experience in business development, inside sales, or call center role; automotive experience is an asset
- Comfortable working with AI-driven communication tools
- Proficiency with automotive CRM platforms (e.g., VinSolutions, eLead, DealerSocket, etc.)
- Excellent verbal and written communication skills
- Strong organizational skills and ability to multitask effectively
- Proven ability to meet or exceed appointment-setting and performance metrics
- Experience in both sales and service BDC functions (preferred)
- Familiarity with digital retailing tools and chat platforms (preferred)
Benefits
- Competitive compensation of $20/hour and performance-based incentives
- Comprehensive sales training and mentorship to excel in and enhance sales skills
- Fast-tracked career progression opportunities as Optimy.ai continues its upward trajectory, offering ample chances for advancement within the organization
- Flexible schedule
- Fully Remote
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