Customer Sales Coordinator-Field Sales Representative

Job Summary

Field-facing role that proactively engages existing fleet customers and prospects new local customers for parts and service. Educates on Model 1 offerings (parts, service, warranty, vehicle lines, commercial upfitting), captures fleet size/ composition, hands off to internal owners (Parts, Service, Sales), and follows through until the customer's need is fulfilled and satisfaction is confirmed.

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).
• Set clear expectations; do not promise dates—defer to Scheduling for slotting and lead times. Track all handoffs with owners and dates; keep customers informed.
• Follow-up & Customer Success: Send visit recap within 24 hours with agreed next steps and contacts. Confirm parts arrival/pickup, service appointments, and satisfaction; request CSAT feedback. Escalate stockouts, delays, or quality concerns quickly with options presented.

Qualifications

• 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).