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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