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.

• 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).

• Valid driver’s license