Portfolio Management Coordinator

Posted 9 Days Ago
Be an Early Applicant
2 Locations
Remote
Mid level
Automotive • Manufacturing
The Role
The Portfolio Management Coordinator at Holman is responsible for managing customer appointments, facilitating loyalty, and tracking the customer lifecycle. The role requires strong communication, understanding customer needs, and maintaining relationships to enhance retention and customer satisfaction.
Summary Generated by Built In

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Holman has an outstanding opportunity for a Portfolio Management Coordinator to join the Holman Family.

Responsibilities:

  • Create appointments or turn over engaged portfolio customers for store follow up
  • Identify opportunities to create an maintain loyalty
  • Monitor portfolio to identify opportunities
  • Manage customer lifecycle to maintain loyalty and increase retention
  • Establish and maintain productive rapport with Customers
  • Articulate and deliver Value Proposition
  • Identify and understand customers’ needs
  • Communicate effectively with internal and external customers
  • Excellent communication skills
  • Phone calls, emails and text
  • Manage multiple platforms
  • Key understanding of general Brand knowledge

Qualification Criteria:

  • Automotive Retail experience
  • Customer service or Account management experience
  • A track record of performance excellence
  • Ability to work independently
  • Business acumen and/or equivalent industry knowledge
  • Familiarity with standard concepts, practices, and policies of the Customer Engagement Center
  • Strong working knowledge of Holman policies and CEC best practices
  • Proven track record with achieving/exceeding department performance metrics
  • Ability to work flexible work schedule (includes nights and weekends)
  • Work from Home experience preferred
  • Bachelor's degree or 3+ years of experience working in a customer service/ lifecycle related field preferred
  • Hourly rate of $24 plus monthly bonus

The Holman Family Difference:

Honest, friendly and professional environment with an outstanding reputation for family values and excellent customer service. We offer competitive pay and incentives. Outstanding benefits for you and your family includes medical, dental, vision, vacation, 401K retirement plan with company matching contribution and vehicle purchase program. Growth and development opportunities to help you achieve your career goals.

#LI-BS1

#REMOTE

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Life and Disability Insurance
  • Flexible Spending and Health Savings Accounts
  • Employee Assistance Program
  • 401(k) plan with Company Match
  • Paid Time Off (PTO)
  • Paid Holidays, Bereavement, and Jury Duty
  • Paid Pregnancy/Parental leave
  • Paid Military Leave
  • Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Click here for Washington State benefit information.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Click here for Washington State benefit information.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $18.15 - $24.51 USD per hour.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

If you are a person with a disability needing assistance with the application process, please contact [email protected]

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The Company
Mount Laurel,, NJ
4,434 Employees
On-site Workplace

What We Do

Holman offers a unique set of complementary services that address your changing needs. From fleet management, upfitting, vehicle accessories, vehicle sales, insurance, investing in the future of mobility, or all the above, we listen, we think, and we create solutions just for you

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