• Prospectar y desarrollar nuevos clientes (talleres mecánicos, distribuidores, flotillas, refaccionarias y cuentas estratégicas). • Administrar y hacer crecer la cartera de clientes asignada. • Brindar asesoría comercial y técnica sobre el portafolio de productos. • Elaborar cotizaciones y dar seguimiento puntual hasta el cierre de la venta. • Cumplir con los objetivos comerciales establecidos. • Realizar seguimiento postventa y acciones de fidelización. • Detectar oportunidades de negocio y generar estrategias de crecimiento en su zona.

• Manage the Minnesota territory (including Iowa, Minnesota, Kansas, Nebraska, North, and South Dakota) • Establish sales relationships and negotiate customer purchase commitments • Maintain the accounts of existing customers to meet predetermined territory sales goals • Promote products and services while communicating customer feedback • Troubleshoot quality and service issues • Travel throughout the assigned geographical territory (including overnight 1-2 nights/week)

• Conduct on-site sales calls with dealer partners, serving as the primary liaison between the Credit Union and dealerships; document all interactions within the CRM. • Maintain accurate and timely documentation of all dealer communications and activities in the CRM system. • Audit underperforming or problem dealers and conduct appropriate follow-up actions. • Participate in community events and industry-related activities to support business development and enhance the Credit Union’s presence within the local dealer network. • Leverage technology and reporting tools to analyze performance, identify trends, and implement actionable improvements. • Perform due diligence required to onboard new auto dealership partners in accordance with established policies. • Ensure compliance with Dealer Due Diligence policies for both new and existing dealer relationships. • Evaluate dealer performance and submit recommendations for deactivation based on adverse findings, financial concerns, or risk factors, with thorough CRM documentation. • Stay informed on developments, trends, and opportunities within the automotive lending industry. • Comply with company vehicle policies, including submitting monthly reports for mileage, inspections, and maintenance. • Provide support for dealer-related collections, chargebacks, and title activities as needed. • Complete special projects and additional duties as assigned by leadership.

• Respond to inbound leads and inquiries in a timely manner • Make outbound follow-up calls to new and existing leads, including phone, email, and text • Conduct structured discovery conversations with families • Identify client needs and recommend appropriate services • Schedule assessments, enrollments, and next steps • Accurately document calls and outcomes in the CRM • Meet daily activity goals and monthly conversion targets