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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

Job type

Full Time

Experience level

Junior

Salary

CA$20 per hour

Degree requirement

No Education Requirement

Location requirements

RemoteCanada

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