Customer Sales Coordinator – Field Sales Representative

Jobtailor; Jacksonville (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor in Jacksonville is seeking a field-facing role to manage weekly customer visits with top fleets, document all interactions in CRM/DMS, and coordinate parts and service opportunities.

The role requires little supervision, strong communication, and willingness to learn CRM/DMS mobile app; expect 60–80% travel locally, with emphasis on customer satisfaction and timely follow-ups.

Qualifications

• Excellent communication and customer empathy.
• Organized and self-directed in the field with strong follow-through.
• Comfort learning parts and service basics; training provided.
• Proficient with phone/email and basic spreadsheets; eager to learn CRM/DMS.

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.

Skills

Exceptional communication

Customer empathy

Organized and self-directed

Phone & email proficiency

Eagerness to learn CRM/DMS

Tools

CRM/DMS mobile app

Job description

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