Optiom

Customer Success Manager

• Build strong relationships with existing Broker and Dealer partners to confidently promote and sell Optiom’s products to consumers
• Deliver engaging product, sales, and Dealer Tool training to finance offices and B2B partners (in person and virtually)
• Conduct presentations for new and existing partners to support business development and product adoption
• Set and execute strategic plans to drive national business and revenue growth with current partners
• Research, plan, and implement strategic initiatives in alignment with direction from the BC Partner Success Manager
• Support the development and rollout of product training materials, including presentations and LMS modules
• Coordinate regular partner visits and meetings to strengthen relationships and promote Optiom’s offerings
• Gather and share market feedback on product performance, opportunities, and concerns
• Stay informed on product applications, market conditions, and competitor activity to support strategic decision-making
• Analyze sales and training reports to identify trends, measure effectiveness, and adjust strategies as needed
• Maintain accurate records of sales, marketing, and partner activity within the CRM
• Support the seamless implementation of product updates and changes across Optiom’s partner network
• Create engagement and momentum through sales contests, incentives, and partner events
• Represent Optiom at relevant industry events and conferences

Partner Success Representative

QA Engineer

• Participate in Release overview planning sessions.
• Manual Full System and Regression testing.
• Release night smoke testing.
• Participate and contribute to retrospectives.
• Understand requirements and acceptance criteria.
• Plan and build test cases.
• Build and recommend test strategies and plans to cover multiple features.
• Execute test cases and any other ad hoc testing.
• Identify, analyze, root cause and report test case gaps and work item defects.
• Interact with business stakeholders, Business Analysts, Developers and others team members.
• Identify and recommend automation test opportunities.
• Participate and contribute process improvements.
• Ad hoc requests for discovery or knowledge sharing.
• Daily touchpoints.

Quality Assurance Analyst

Operations

• Partner with the Senior Leadership Team to drive enterprise initiatives, ensure cross-functional alignment, and support execution of organizational priorities
• Translate Genpact’s strategic recommendations into a clear, actionable operational roadmap with defined milestones, ownership, and accountability
• Contribute to the development, refinement, and execution of the organization’s strategic objectives and operational plans
• Provide operational insight and leadership in requirements gathering for new products, services, and strategic initiatives
• Develop and implement operational strategies that achieve departmental goals while aligning with broader organizational objectives
• Lead and oversee client care operations, including claims management, partner support, retention and premium finance, and related operational functions
• Establish shared services as a true centre of excellence that enables the business, improves efficiency, and supports scalable growth
• Build strong, productive partnerships with IT, Sales, and Finance leadership, creating aligned priorities, clear interfaces, and effective operating rhythms
• Implement operational metrics and performance dashboards that drive visibility, accountability, and continuous improvement across functions
• Assess, strengthen, and develop the operations management team by identifying capability gaps, building leadership depth, and addressing development needs
• Build, lead, and mentor high-performing, multi-functional management teams, with a strong focus on leadership development and succession planning
• Lead significant operational change initiatives, including process improvement, organizational transformation, and post-acquisition or integration efforts
• Ensure teams are equipped with the guidance, resources, and support required to consistently deliver strong client outcomes and operational excellence
• Collaborate effectively across functions to influence outcomes, remove barriers, and drive results both with and without direct authority

VP Operations

Financial Planning and Analysis

• Oversee loan transactions and monitor collection queues
• Carry out testing of the Odyssey system, for push to production, be the Subject Matter Expert (SME)
• Carry out testing of new workflows and enhancements within the Odyssey system
• Prepare reports as requested, using excel and PowerBI
• Prepare month end reconciliations and journal entries for month end
• Prepare Bank reconciliations and account reconciliations
• Identify opportunities to continuously improve processes, make recommendations and implement changes
• Provide support to other departments in managing financing agreements and payments
• Support management with ad hoc financial analysis and reporting for the board

Partner Success Representative

Quality Assurance Analyst

VP Operations

Financial Analyst, Bamboo Premium Financing