Optiom

Operations

• Build the commercial engine of a challenger brand with national ambitions
• Operate on a purpose-built lending platform
• Help shape the roadmap
• Define Bamboo's market position at a pivotal stage of growth

Director of Lending Operations

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

Director of Lending Operations

Partner Success Representative