AUTOPAY

• Close pre‑approved auto refinance customers • Sell optional finance and protection products • Make 60+ outbound calls daily • Manage a high‑volume pipeline from start to finish • Hit targets, earn more leads, make more money

• Conduct high-volume outbound calls to DMVs across all 50 states and counties • Navigate varying DMV processes, hold times, and agent responses to obtain required information • Verify title status, lien perfection, rejection reasons, correction requirements, and applicable fees • Challenge inconsistent or unclear responses to ensure accuracy and completeness • Accurately document findings in internal systems with high attention to detail • Identify discrepancies and flag risks impacting title perfection timelines • Act as a support layer to Production and Resolution teams by supplying verified, timely information • Provide informed recommendations to leadership based on DMV interactions and observed patterns • Update internal job aids and process documentation based on real-time findings • Maximize productivity during variable hold times

• Ensure that customers receive wonderful customer service in all aspects when taking care of the customers • Answer all phone calls received • Respond to customer inquiries • Complete customer applications either over the phone or via text/email • Send emails to the correct corresponding departments as needed to resolve customer complaints • Document all account, contact, and activity information into various systems • Manage inbound and outbound communication by email, phone and/or text to customers to complete applications • Ensure to send communications to the correct departments when the customer calls in for something that goes beyond the scope of what you are able to assist with • Consistently respond to auto finance inquiries in a timely, efficient, and professional manner • Meet all metrics and standards set forth by management

• Ensure that customers who have completed an auto refinance or purchase loan had a positive experience. • Maintain all overflow through TSG phone systems and is the resolution point for escalations within TSG and all its brands. • Respond to all complaints and escalations from start to finish and only escalate further if appropriate. • Maintain Legal and Compliance concerns through QA processes. • Document all accounts, contact, and activity information into various systems. • Answer calls from internal and external sources, while providing a world-class customer service experience. • Manage inbound and outbound communication by email, phone and/or text to customers and Lenders or previous lien holders. • Outreach all funded loans within one business day via phone/email. • Contact customers who have completed a funded loan and assess their experience. • Quality Assurance – Listen to calls made by loan specialists at rate of 1 call per week per loan specialist and complete compliance checklists to ensure compliance guidelines are followed. • Work inbound email boxes (Save/Sales). • Follow up via phone call when necessary for escalated customers. • Research and resolve Short Payoff Issues to ensure loans are fully paid off. • Grade customer experience with tools provided – both on the customer’s experience and on the Loan Specialist who assisted them in completing the loan. • Provide responses to customers who left reviews on their auto loan experience.

​​​​ Position is fully remote. (We are not able to move forward with candidates that live in: CA, NY, NJ, IL, WA, OR and MUST BE LOCATED WITHIN THE UNITED STATES). The Savings Group (TSG), the parent company of Rate Genius, AUTOPAY and Tresl, is the most diversified consumer marketplace for automotive finance, refinance, and protection plans. Through a network of more than 180 lenders across all 50 states, TSG provides consumers more choices for their origination and refinanced auto loans, while also delivering loan volume growth to its lender network and partners through a proprietary, web-based platform. Exemplary performance metrics: lead volume, unit economics, and strategic initiative delivery. SUMMARY: We are seeking a Director of Business Development to own and grow lead-generating partnerships. This role is responsible for sourcing, negotiating, managing, growing and optimizing partner relationships that drive lead generation at attractive unit economics. This is an execution-oriented, performance-driven role. The ideal candidate is organized, collaborative, and motivated by clear goals and substantial performance-based compensation potential. Success in this role will be measured by achievement of strategic objectives, revenue growth and the efficiency and scalability of the partnership program. ESSENTIAL DUTIES AND RESPONSIBILITIES: Partner Program Leadership - Build and manage a portfolio of lead generating partnerships. Primary point of contact for partners, managing day-to-day relationships and performance. - Own end-to-end execution, including sourcing, onboarding and optimization of partnerships. Lead Generation & Economics Performance - Accountable for partner-sourced lead performance. - Manage the partner-level unit economics, including cost per lead, funnel conversion, and revenue. - Monitor performance against goals, identify underperformance, and implement corrective actions quickly. Determine what works and invest to expand and expand. - Work closely with cross-functional stakeholders to optimize funnel performance and partner effectiveness. Sourcing, Negotiation & Deal Execution - Identify and recruit new partners capable of driving material, quality lead volume at attractive unit economics. - Lead negotiations on commercial terms, product implementation, and performance expectations. - Partner with internal stakeholders (product, marketing, legal, IT, and others) to onboard and execute implementations. - Ability to develop and convert large and highly strategic partnerships. Optimization & Ongoing Management - Continuously test, analyze, and optimize partner programs to improve lead quality and economics. - Conduct regular partner performance reviews and communicate expectations clearly. - Identify opportunities to scale high-performing partners and sunset underperforming ones. - Implement and maintain accurate and scalable tracking, documentation and reporting for partner activities. - Forecast partner performance and pipeline with discipline and accuracy. - Ensure high levels of organization across deals, contracts, and partner communications. Strategic Thinking and Guidance - Be an advocate for the partnership program, implementing processes, technological and other improvements to increase its effectiveness, scalability and success. - Develop and present strategic recommendations for the partnership program to leadership - Lead and achieve strategic initiatives tied to the partnership program. QUALIFICATIONSRequired - 8+ years of experience in business development, partnerships, lead channel or B2B sales, referral or affiliate program leadership - Strategic thinker with high-level business acumen. - Demonstrated success building partnership programs, including driving lead generation and hitting partner economics objectives. - Executive-level presence. Strong communication skills and excellent relationship builder. - Strong comfort with numbers, performance metrics, and financial trade-offs. - Experience sourcing, negotiating, and managing partner relationships independently. - Highly self-motivated, goal-oriented, and comfortable with performance-based compensation. - Strong organizational skills and attention to detail. - Clear, professional communication skills with external partners. Preferred - Experience working in automotive, marketplace, platform, fintech, or lead-driven businesses. - Familiarity with partnership technology platforms, tracking tools, or partner management systems. - Experience working in fast-paced, growth-oriented environments. BENEFITS - Paid time off and paid holidays - 401K Savings Plan - Four health insurance plan options - Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) - Dental and Vision insurance - Long- and Short-Term Disability and Life insurance - Casual professional work environment COMPENSATION Base Salary: 130-140 K Plus, Bonus Potential-Bonus based upon performance NON-PHYSICAL DEMANDS: Change of tasks, performing multiple tasks simultaneously, working with others as part of a team, and irregular schedule/overtime may be required at times. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle or feel; reach with hands and arms; stoop, kneel, crouch or crawl; and talk or hear. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MACHINES, TOOLS, AND EQUIPMENT: A person working in this position can be expected to work with a computer workstation and/or laptop, phone, copier, and fax. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources

​​​​ Position is fully remote. (We are not able to move forward with candidates that live in: CA, NY, NJ, IL, WA, OR and MUST BE LOCATED WITHIN THE UNITED STATES). The Savings Group (TSG), the parent company of Rate Genius, AUTOPAY and Tresl, is the most diversified consumer marketplace for automotive finance, refinance, and protection plans. Through a network of more than 180 lenders across all 50 states, TSG provides consumers more choices for their origination and refinanced auto loans, while also delivering loan volume growth to its lender network and partners through a proprietary, web-based platform. Exemplary performance metrics: lead volume, unit economics, and strategic initiative delivery. SUMMARY: The Savings Group (TSG) is seeking a Head of Customer Experience to lead the evaluation, redesign, and continuous optimization of how customers engage with TSG from first interaction through funded loan and beyond. This role exists to treat customer experience as a core growth lever. The Head of Customer Experience will operate as a hands-on leader who identifies friction in the customer journey, improves conversion outcomes, and ensures TSG delivers a cohesive, trust-building, and differentiated experience across all channels and product. This individual will work cross-functionally with Marketing, Sales, Operations, Compliance, Product, and Technology to overhaul communication strategies, optimize engagement by channel, and ensure technology is used effectively to scale personalization and consistency. This is not a strategy-only role—the Head is expected to design, test, implement, and iterate. ESSENTIAL DUTIES AND RESPONSIBILITIES: Key Responsibilities Customer Journey Ownership & Experience Transformation • Own the end-to-end customer journey from initial interest through application, approval, funding, and post-funding engagement. • Map and diagnose customer flows across channels to identify friction points, drop-offs, and trust gaps. • Define clear experience standards and success metrics for each stage of the customer lifecycle. • Continuously refine the customer experience based on performance data, customer behavior, and feedback.Conversion & Engagement Optimization • Improve lead-to-application and approval-to-funding conversion rates. • Redesign approval communications to clearly articulate value, urgency, and differentiation. • Develop structured follow-up and re-engagement strategies for customers who do not act immediately. • Balance persistence with customer-first engagement to maximize outcomes without degrading trust.Channel-Specific Strategy & Execution • Evaluate each lead channel independently and tailor customer experiences accordingly. • Partner with Marketing and Sales to recommend differentiated landing pages, scripts, outreach cadence, and agent specialization. • Ensure channel strategies reflect customer intent, expectations, and competitive context. • Test and scale channel-specific optimizations that improve engagement and conversion.Technology & Tooling Optimization • Assess the effectiveness of current CX, CRM, contact center, and engagement technologies. • Partner with internal teams to improve utilization of existing tools and identify gaps where new solutions may be required. • Help define when technology should enhance human interaction versus automate it. • Support change management, adoption, and integration of CX-related tools into day-to-day workflows.Cross-Functional Leadership & Execution • Lead and coordinate cross-functional initiatives across Marketing, Sales, Operations, Compliance, Product, and Technology. • Translate insights into executable changes with clear ownership and accountability. • Influence outcomes without formal authority through clarity, credibility, and collaboration. • Step into ambiguous or fast-moving situations to provide structure and forward momentum.Operational Rigor, Measurement & Reporting • Establish clear success metrics tied to conversion, engagement, and customer outcomes. • Track performance, identify trends, and proactively address risks or underperformance. • Provide concise, executive-ready updates on progress, insights, and recommendations. • Ensure initiatives QUALIFICATIONSRequired • 8–12 years of experience in customer experience, growth, lifecycle marketing, sales operations, or conversion-focused roles. • Proven track record improving conversion and engagement metrics in a consumer-facing business. • Strong analytical skills and comfort using data to diagnose issues and guide decisions. • Hands-on execution mindset with the ability to both design and implement change. • Experience leading cross-functional initiatives in complex or ambiguous environments. • Excellent written and verbal communication skills. • Ability to influence without authority and partner effectively with senior stakeholders.Preferred • Experience in fintech, lending, financial services, or other regulated consumer industries. • Exposure to CRM, contact center, marketing automation, or AI-enabled engagement platforms. • Background in growth, performance marketing, lifecycle optimization, Product, or CX transformation roles. • Comfortable working closely with technical, data, and product teams. BENEFITS - Paid time off and paid holidays - 401K Savings Plan - Four health insurance plan options - Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) - Dental and Vision insurance - Long- and Short-Term Disability and Life insurance - Casual professional work environment COMPENSATION Base Salary: 160-175 K Annually based upon experience. +Bonus Potential TRAVEL: Occasional NON-PHYSICAL DEMANDS: Change of tasks, performing multiple tasks simultaneously, working with others as part of a team, and irregular schedule/overtime may be required at times. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle or feel; reach with hands and arms; stoop, kneel, crouch or crawl; and talk or hear. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources

• Close pre-approved auto refinance customers • Sell optional finance and protection products • Make 60+ outbound calls daily • Manage a high-volume pipeline from start to finish • Hit targets, earn more leads, make more money