What are the responsibilities and job description for the Business Manager - Boatzon position at Newcoast Financial?
OVERVIEW: The Business Manager, Boatzon is a key member of the Boatzon Finance team, responsible for driving financial performance, ensuring operational excellence, and delivering world-class customer satisfaction. This role plays a critical part in optimizing deal management, maximizing F&I profitability, and maintaining full compliance with regulatory and company standards. The Business Manager, Boatzon works collaboratively across departments to support the mission and values of Boatzon fostering growth, professionalism, and long-term customer loyalty. This position requires strong interpersonal skills, attention to detail, and an unwavering passion for providing exceptional customer experiences.
KEY RESPONSIBILITIES:
- Uphold and promote Boatzon’s values, mission, and vision, contributing to a collaborative and goal-oriented team culture.
- Ensure full compliance with all company policies, as well as state and federal laws and regulations, promptly reporting any risks or concerns to the management team.
- Assess customer financing needs, process credit applications, and present tailored financing and payment solutions for customers.
- Actively engage all eligible customers for ancillary product sales and presenting of menu options.
- Participate actively in training sessions to strengthen lender programs, product knowledge, and compliance awareness.
- Manage daily deal flow through the utilization of HubSpot to ensure adherence to customer engagement and Business Manager excellence standards are met.
- Manage title, registration, and USCG documentation ordering processes accurately and efficiently.
- Ensure timely and accurate processing of warranty registrations, as well as transfer of all factory and F&I product warranties.
- Address and resolve customer issues quickly, maintaining a professional, knowledgeable, and solution-oriented approach.
- Perform other duties as assigned to support department and company goals.
KEY RESULT AREAS:
- Achieve or exceed monthly deal conversion targets
- Achieve or exceed monthly product penetration targets on eligible deals
- Maximize finance, hull insurance, and product sales opportunities through effective deal management and menu utilization
- Ensure timely closings along with accurate title and registration documentation for all transactions
- Maintain compliance with all applicable legal and regulatory requirements
- Deliver consistent, world-class customer experiences that reflect Boatzon’s service standards
SKILLS & REQUIREMENTS:
- Experience in finance, business management, and/or finance broker operations preferred
- Prior sales experience required
- Strong financial acumen and attention to compliance and regulatory details
- Proven ability to communicate and build trust with customers and internal teams
- Proficiency with CRM systems and F&I software tools
- Excellent problem-solving and negotiation skills
- High ethical standards and commitment to customer satisfaction
- Newcoast uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities.
Equal Opportunity Employer
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