• Develop, expand and manage portfolios of wholesale commercial credit products to automotive dealers. • Serve as trusted advisor to auto dealer clients and prospects. • Lead business development efforts for assigned auto dealer prospect base. • Partner with product specialists and Portfolio Managers to cross sell bank products and services. • Ensure compliance and maintain strong asset quality.

• Execute assigned service tasks for a book of business with accuracy and efficiency • Process policy transactions including certificates, endorsements, audits, and invoicing requests • Maintain accurate and up to date documentation within the system of record • Support client deliverables such as proposals, renewal materials, and loss analysis • Perform initial review and quality checks on quotes and policy documents • Contribute to team initiatives, retention efforts, and continuous process improvement

• Identify, prospect, and secure new retail opportunities while growing Ooma's Residential product portfolio, including the Ooma Telo family of products, across Canada. • Build and maintain strategic relationships with retail buyers, category managers, merchandising teams, and channel decision-makers across national, regional, specialty, and independent retailers. • Develop and execute account and channel growth strategies to expand distribution, increase market share, and drive revenue across both brick-and-mortar and eCommerce channels. • Own the sales process from initial outreach and account development through onboarding, product launch, and ongoing account growth. • Create annual business plans, conduct business reviews, and deliver executive-level presentations to retail partners. • Collaborate with retailers to develop and execute advertising, promotional, merchandising, pricing, and marketing programs that drive consumer awareness and sell-through. • Develop sales forecasts and demand plans, while partnering with Operations and Supply Chain teams to manage inventory, replenishment, and product availability. • Manage co-op marketing investments and promotional programs to maximize ROI and accelerate sales performance. • Partner cross-functionally with Marketing, Product, Operations, and Supply Chain teams to support retail initiatives, product launches, and channel growth. • Represent Ooma at industry events, trade shows, and customer meetings while identifying new opportunities to expand Ooma's retail presence. • Leverage AI-driven insights, where applicable, to improve account outcomes, including identifying target opportunities, optimizing engagement strategies, and synthesizing learnings across accounts.

Role Description We are seeking a motivated Freight Broker to join our logistics team. The ideal candidate will play an essential role in maintaining smooth, efficient transportation operations for our sales teams. In this role, you will take full ownership of managing shipments from start to finish, overseeing each step from order generation through delivery. You'll also be responsible for building strong relationships with carriers and collaborating closely with our sales teams, negotiating competitive rates, and leveraging technology to ensure seamless freight operations. Overall Responsibilities - Order Processing: - Generate, process, and manage orders using TMS software. - Accurately enter shipment data, track order progress, and provide follow-ups as necessary. - Carrier Coordination and Dispatch: - Procure carriers and negotiate competitive rates for available shipments. - Dispatch pickup orders and manage daily load activities to ensure timely, efficient delivery. - Act as the main point of contact for carriers, supporting and managing relationships consistently. - Shipment Tracking: - Track and monitor shipments to ensure accurate and timely deliveries. - Collect and organize Proof of Delivery (POD) and invoice documentation from carriers. - Internal Customer Relations and Service Excellence: - Provide rate quotes and negotiate pricing directly with sales teams, ensuring prompt and transparent communication. - Maintain high service standards, promptly addressing inquiries and meeting client needs. - Operational Excellence and Problem-Solving: - Actively monitor all loads, collaborating with team members to address issues proactively. - Analyze carrier performance, market conditions, and pricing to deliver the best service solutions. - Communication and Relationship Management: - Engage regularly with carriers, shippers, and sales teams to meet service commitments and resolve shipment or delivery issues. - Maintain accurate records in TMS and other platforms to track carrier information and shipment history effectively. Qualifications - Proficiency with Microsoft Windows, Word, and Excel. - Minimum of 2 years in the Transportation / Logistics field. - Familiarity with various transportation modes and trailer types. - Experienced with logistics software, including data entry. - Knowledgeable in carrier procurement, rate negotiation, and market rate analysis. - Effective in coordinating directly with drivers and dispatchers to ensure timely deliveries and make sound judgment calls. Requirements - Highly organized with the ability to manage multiple orders, track shipments, and ensure timely follow-ups. - Proficient in maintaining accurate records in TMS and related platforms. - Detail-oriented in processing orders, documenting PODs, and ensuring compliance with service standards. - Skilled in collaborating with sales teams to coordinate shipment details and timelines. - Strong relationship-building with suppliers, shippers, and internal teams. - Service-oriented, focused on high standards and resolving issues promptly. Work Conditions - Office or remote position during regular business hours. - Sitting in front of a computer for extended periods of time will be required. Benefits - Competitive Salary and Bonus Structure. - Generous Paid Time Off. - Medical, Dental, and Vision Benefits. - 401K with Company Match. - Company HSA Contribution. - Professional Growth Opportunities.