Customer Sales Coordinator - Field Sales Representative

Responsibilities

Plan weekly route of customer visits; prioritize top fleets and time-sensitive needs.

Conduct drop-ins, scheduled meetings, and phone/video touchpoints; document notes in CRM/DMS the same day.

Profile fleets (size, composition, duty cycles, service intervals) and identify parts and service opportunities.

Create and route opportunities: Parts (order coordination), Service (submit requests + coordinate with Scheduling), Vehicle Sales (warm intro), Upfit (capture requirements).

Send visit recap within 24 hours with agreed next steps and contacts.

Confirm parts arrival/pickup, service appointments, and satisfaction; request CSAT feedback.

Maintain accurate customer/fleet profiles, opportunity stages, and next steps in CRM/DMS.

Secure safe driving record (MVR check); follow company vehicle/mileage policy; wear PPE as required on sites.

Requirements

Excellent communication and customer empathy; confident with in-person outreach.

Organized and self-directed in the field; strong follow-through.

Comfort learning parts/service basics (training provided).

Proficiency with phone/email; basic spreadsheets; willingness to learn CRM/DMS mobile app.

Valid driver’s license; daily local travel (60–80% in the field).

Customer service, retail parts, dealership service writing, inside/outside sales experience (preferred).

Familiarity with commercial vehicles/upfitting or warranty processes (preferred).

Certifications & Qualifications

Valid driver’s license

#J-18808-Ljbffr