SALES COORDINATOR

About the role

Custom Truck One Source is seeking a Sales Coordinator with a background in aerial equipment, construction equipment, and heavy & light duty trucks. This position supports the sales process by working with Sales, Estimation, Production, and Accounting to properly process new sales orders.

Responsibilities

• Communicate with Sales, Estimation, and Production to identify new sales orders that need processing.
• Enter information correctly into operating systems to ensure the order processing workflow is followed properly and completely.
• Communicate with Estimation and Sales to obtain all needed order information, including specific build instructions and ETA on major components.
• Verify the customer is set up properly in the operating system.
• Review wholegood inventory reports and work with the Sales team to verify the proper unit is in stock and available for the new sales order.
• Accurately create sales orders from the information provided by Sales and Estimation.
• Create and purchase new items if wholegood inventory is not in stock and update production on expected arrival dates.
• Clearly and timely communicate all aspects of new sales orders to the proper production facilities.
• Print proforma payment documents upon request from Sales.
• Communicate with Production and Estimation throughout the build process to identify and properly charge for customer change orders.
• Work with Sales, Accounting, and Estimation to ensure sales orders are processed properly.
• Present in weekly meetings to review current workload.
• Perform any other duties as assigned by the manager.

Requirements

• Mechanical / Estimation / Design / Service writing experience with utility vehicles is preferred.
• High school diploma or equivalent.
• Ability to read and comprehend instructions and information.
• Excellent communication skills, both written and verbal.
• Proficient computer skills (Microsoft products; M3 experience a plus).
• Must be able to work in a fast-paced environment.
• Strong attendance record.
• Must be self-sufficient and driven.
• Must be able to pass a pre-employment drug test.

Working Conditions

• Able to work as scheduled with punctual attendance (core business hours are 10:00 am–7:00 pm, Monday–Friday) plus any additional hours/days necessary to meet business demands.
• Majority of work performed in an office setting.
• May be exposed to bright lights, extreme temperatures, loud noise, dust, gas, and/or fumes.

Physical Requirements

• Able to bend, stoop, and lift up to 50 lbs.
• Occasional lifting, carrying, pushing, and/or pulling; some climbing and balancing; significant stooping, kneeling, crouching, and/or crawling.
• Ability to see things in close proximity whether through natural or corrected vision.

Benefits

• 401(k) with Employer Match
• Competitive Health Care
• Dental, Vision, and Life Insurance
• Paid Vacation, Sick, and Holidays
• STD / LTD
• Partner Discounts
• Investment in Employee Development