Senior AI Solutions Analyst guiding Desjardins Group’s financial services sectors in responsible productivity AI adoption. Assessing use cases, value, risks and Microsoft AI solutions.
KS
Bilingual Outbound Sales Agent – French, English
Posted 5 months ago
About the role
- Outbound Sales Agent managing inbound and outbound communications at Optimy.ai. Engaging customers and securing appointments for Sales and Service departments while maintaining a positive customer experience.
Responsibilities
- Manage a high volume of inbound and outbound communications — including calls, texts, emails, and chats — to generate, nurture, and secure qualified appointments for both Sales and Service departments.
- Proactively engage potential customers through the Optimy platform, identify their needs, and connect them with the right representative to guide their purchase journey.
- Collaborate with the Optimy Tool to monitor website traffic, identify potential candidate interactions, and engage appropriately.
- Deliver outstanding pre-sale experiences by understanding customer needs and offering effective solutions to drive recruitment and customer conversions.
- Meet or exceed all pre-determined sales and appointment-setting metrics.
- Respond promptly and professionally to all incoming leads, phone calls, and chats for both sales and service inquiries.
- Conduct outbound calls for equity mining, lease retention, and service reminders/specials.
- Schedule qualified appointments, ensuring accurate and complete information is recorded in the CRM.
- Maintain consistent follow-up with unsold leads, no-show appointments, and declined service recommendations.
- Accurately log and update all customer interactions within the CRM and BDC systems.
- Follow established scripts and talk tracks while adapting to each customer to maintain a professional and positive brand image.
Requirements
- 1–2 years of experience in customer service, inside sales, or call center role — automotive experience is an asset.
- Proficiency with automotive CRM platforms (e.g., VinSolutions, eLead, DealerSocket, etc.).
- Excellent verbal and written communication skills.
- Strong organizational skills and the ability to manage multiple tasks and follow-up streams simultaneously.
- Proven ability to meet or exceed appointment-setting quotas and performance metrics.
- Bilingual (English and French) considered an asset— fully proficient and fluent in both written and spoken communication.
- Experience in both sales and service BDC functions.
- Familiarity with digital retailing tools and chat platforms.
Benefits
- Exciting, dynamic and rapid growth environment
- Collaborative culture with autonomy and purpose
- Incredible mentors & investors that are an active part of the company
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