Optiom

Partner Success Representative

Optiom

full-time

Posted on:

Location Type: Remote

Location: Canada

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About the role

  • 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

Requirements

  • Proficiency in Microsoft Office and CRM software
  • Previous experience in customer service, insurance, or vehicle sales is considered an asset
  • Strong understanding of market dynamics and competitive landscapes
  • Excellent verbal and written communication, presentation, and negotiation skills
  • Strategic, creative thinker with a solutions-focused mindset
  • Proven ability to build strong relationships and rapport with partners and stakeholders
  • Highly organized with strong time management and planning skills
  • Self-motivated, entrepreneurial, and comfortable working in a hands-on environment
  • Ability to successfully pass a criminal record check
Benefits
  • Inclusion and Equal Opportunity Employment
  • Accessible candidate experience for prospective employees with different abilities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Microsoft OfficeCRM softwaresales analysistraining developmentpresentation skillsmarket researchstrategic planningproduct trainingreport analysisrelationship management
Soft Skills
communication skillsnegotiation skillsorganizational skillstime managementself-motivatedentrepreneurial mindsetstrategic thinkingcreative thinkingrelationship buildingsolutions-focused