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Dealer Engagement Portfolio Specialist

Job

Optimal Inc.

Warren, MI (In Person)

Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 6/14/2026

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Job Description

Dealer Engagement Portfolio Specialist Optimal Inc. - 3.0 Warren, MI Job Details Contract 7 hours ago Qualifications Statistics Microsoft Excel Bachelor's degree Productivity software Cross-functional collaboration Cross-functional communication Excel data analysis Full Job Description Overall Description The Dealer Engagement and Portfolio Department partners with internal stakeholders and Dealers to process contractual change requests and support dealer compliance with the GM Dealer Sales and Service Agreement (DSSA) and applicable state franchise statutes. The Dealer Engagement and Portfolio Specialist manages a national portfolio of contractual change requests across all 50 states, ensuring timely, accurate updates to dealer records and contracts. Key Responsibilities Portfolio ManagementCompliance Process dealer contractual changes in alignment with state franchise statutes and the GM Dealer Sales and Service Agreement (DSSA). Prepare dealer contracts and GM program enrollment forms. Complete dealer activations and update dealer information in applicable GM systems. Maintain accurate contractual dealer data in the Dealer Network Planning System (DNPS). Complete Area of Primary Responsibility (APR) notice requirements as outlined in the DSSA. Assist Dealers with re-contracting activities and related documentation. Complete Change Requests in compliance with state franchise laws, ensuring no clock violations. Provide weekly updates in the Contractual Analysis Tool (CAT) for all active Change Requests. Manage the Change Request portfolio to meet or exceed established cycle time targets: Buy/Sells and P3 changes: 120 days (with a 90-day stretch objective)
Other Change Requests:
90 days (with a 60-day stretch objective) Stakeholder Engagement Collaborate with Dealers and GM stakeholders to obtain required documentation to process Change Requests. Partner with GM Legal, Market Analysis, and other subject matter experts to complete proposals. Counsel Dealers and GM field personnel on GM policies, procedures, and contractual requirements. Meet with GM stakeholders and attorneys on dealer proposals and current network activities, as needed. Communicate internally and externally to complete business activities and manage issues and escalations. Collaborate proactively with the department trainer to support ongoing learning and continuous improvement. Systems, ToolsDocumentation Assist Dealers, Dealer candidates, and GM field personnel in entering information in the Dealer Contractual Information Change Request (DCICR) system. Leverage applicable check sheets and template letters to complete Change Requests. Draft custom dealer letters for Management/Legal review in response to dealer questions and concerns regarding contractual or policy issues. Draft professional correspondence to respond to dealer Change Requests. Provide support to Dealers and GM personnel on the execution of contractual documents using GM E-Signature tools. Maintain accurate electronic dealer files in the Dealer Management System (DMS) by uploading pertinent documents. Review working files in SharePoint annually to identify and remove selected working files, ensuring compliance with ILM policies and procedures, per direction of Dealer EngagementPortfolio Managers. Collaborate with department training and Special Teams (Process Improvement and Check Sheet) to maintain current desk procedures and training materials. AnalysisNetwork Support Conduct financial analysis using Excel-based financial reports to support dealer proposals and recommendations. Analyze candidate sales and profit forecasts and provide Dealers with insights leveraging composite groups and other benchmarks. Complete Dealer add point information worksheets using information and exhibits provided by Dealer Network Planning and Investments (DNPI). Request and review background checks for Dealer candidates and other relevant parties, as required. Provide deposition or testimony regarding the processing of Dealer requests, as required by Legal. Operations, ServiceContinuous Improvement Process and manage Dealer and GM leadership requests related to contractual changes and dealer data. Generate and distribute program enrollment forms to program coordinators. Manage outgoing and incoming email and mail related to dealer contractual activities. Perform general office work related to processing Dealer requests and maintaining dealer files (e.g., scanning, copying, faxing, file organization). Participate in continuous improvement activities to streamline DCG processes, enhance data quality, and increase productivity across the One DCG model. Maintain a department satisfaction survey average score of 8 or higher on all dealer and internal stakeholder survey feedback, ensuring quality communication and responsiveness. Required Qualifications Bachelor's degree. Strong computer skills in Microsoft Office (Word, Excel, PowerPoint) and experience managing database information. Strong attention to detail and ability to multi-task in a high-volume environment. Effective analytical, statistical, and problem-solving skills. Strong planning and organizational skills. Strong oral and written communication skills. High degree of motivation, initiative, and ownership of work. Strong interpersonal skills and demonstrated ability to work effectively in cross-functional teams. Preferred Qualifications Experience with dealer contractual processes, state franchise statutes, and/or automotive retail operations. Familiarity with GM systems such as DCICR, DNPS, DMS, and GM E-Signature tools.

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