• Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships • Identify sales prospects and contact these and other accounts assigned to you • Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers • Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities • Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements • Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners • Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial • Develop, maintain and understand sales materials and keep up to date on current financial product knowledge • Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers

Role Description The Account Coordinator is responsible for managing customer accounts, processing and allocating payments, maintaining accurate account records, and providing excellent customer service. This role requires strong attention to detail, effective communication skills, and the ability to manage multiple tasks in a fast-paced environment. - Process, allocate, and reconcile customer payments accurately. - Review customer accounts daily to ensure account balances and transactions are correct. - Investigate and resolve payment discrepancies and account issues. - Monitor and follow up on failed payments each day. - Send payment reminders and follow up on overdue accounts in a professional and timely manner. - Respond to customer enquiries via phone and email, providing accurate information and resolving issues promptly. - Answer incoming phone calls and direct enquiries to the appropriate team members when required. - Maintain accurate customer records and update account information in the system. - Liaise with internal teams to resolve account, billing, and payment-related matters. - Escalate complex account issues when necessary. - Ensure all work is completed in accordance with company policies and procedures. - Assist with general administrative duties and other tasks as required. Qualifications - Previous experience in accounts administration, account coordination, or a similar customer service role. - Strong attention to detail and high level of accuracy. - Good understanding of payment processing and account reconciliation. - Excellent verbal and written communication skills. - Strong organisational and time management skills. - Ability to prioritise tasks and work independently. - Proficient in Microsoft Office, particularly Excel, and comfortable learning new software systems. - Professional, reliable, and customer-focused. Benefits - Access to online learning platforms and a budget for professional development. - A collaborative, no-silos environment, encouraging learning and growth across teams. - A dynamic social culture with team lunches, social events, and opportunities for creative input. - Health insurance. - Leave Benefits. - Provident Fund. - Gratuity.

• Activate, train and manage the network of international promoters and partners • Act as the link between international opportunities and Winning’s Centres of Competence • Report to the Nearshore and International Business Director, working closely with them • Implement the defined strategies and contribute suggestions for improvement as autonomy and trust increase • Keep information up to date in the CRM system (HubSpot)

• Analyze, identify potential and segment existing customers in the defined territory, taking customer-specific material flows into account • Manage and develop strategic customers and design tailored customer solutions • Develop, align, plan and implement local go-to-market approaches and marketing activities • Execute campaigns and initiatives for existing customers • Identify and capitalize on opportunities (cross-selling and upselling) • Strengthen and secure customer retention through strong consultative expertise • Diligent maintenance of the Salesforce CRM tool