Field Sales Logistics Coordinator

Affinex Financial; Tucson (AZ); Vor Ort; USD 50.000 - 55.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k)

Paid PTO

Holidays

Zusammenfassung

Affinex Financial in Tucson, AZ is seeking a Field Sales Logistics Coordinator to act as the primary liaison for Advisors and Sales Managers, coordinating in-home appointments and optimizing routing. This role demands strategic scheduling, quick problem solving, and strong communication.

You will manage real-time changes, maintain flawless CRM records, and partner with sales teams to minimize cancellations and maximize revenue.

Qualifikationen

• 1–3 years in scheduling, logistics, sales coordination, or fast-paced customer success role.
• Experience with CRM systems and scheduling software.
• Strong communication, negotiation, and problem-solving skills.
• Ability to stay calm under pressure and maintain accuracy.
• Detail-oriented with meticulous record-keeping.
• Proficient in standard office applications.
• Experience coordinating in-home appointments.

Aufgaben

• Strategic Scheduling & Dispatching: Own the day-to-day calendar management for in-home appointments, balancing advisor availability, routing, and customer needs.
• Real-Time Problem Solving: Re-route Advisors, move appointments, or fill gaps to minimize downtime.
• Stakeholder Collaboration: Work with Sales Managers and Advisors to communicate changes and cover orphaned appointments.
• Data Integrity & Attention to Detail: Maintain flawless CRM records with 100% accurate details.
• Process Improvement: Identify bottlenecks and suggest changes to improve field efficiency.

Kenntnisse

Critical thinking

Negotiation

Composure

Attention to detail

Communication

Scheduling

CRM software

Tools

CRM systems

Scheduling software

Office apps

Jobbeschreibung

Field Sales Logistics Coordinator

Department: Sales Operations

Location: On-site - 3067 W Ina Rd, Tucson, AZ 85741

Salary Range: $50,000 - $55,000 annually

Position Overview

The Field Logistics Coordinator is the strategic anchor of our field sales operations. In this role, you will act as the primary point of contact for our Advisors and Sales Managers to seamlessly coordinate, optimize, and manage in-home appointments. You will be tasked with solving complex logistical puzzles in real-time—navigating sudden cancellations, urgent reschedules, and moving appointments to maximize our team’s efficiency and revenue potential.

To thrive in this role, you cannot just be an “order taker.” You must possess a high degree of critical thinking to evaluate geographic routes and schedule density, exceptional influencing skills to negotiate changes with sales teams, and the ability to remain calm and decisive under pressure.

Key Responsibilities

• Strategic Scheduling & Dispatching: Own the day-to-day calendar management for in-home appointments, carefully balancing advisor availability, geographic routing, and customer needs.

• Real-Time Problem Solving: React swiftly to cancellations or delays by re-routing Advisors, moving appointments, or filling schedule gaps to minimize downtime.

• Stakeholder Collaboration: Partner closely with Sales Managers and Advisors to communicate schedule changes, negotiate coverage for orphaned appointments, and set expectations clearly.

• Data Integrity & Attention to Detail: Maintain flawless records in our CRM/scheduling software, ensuring all appointment details, client notes, and addresses are 100% accurate before an Advisor arrives.

• Process Improvement: Identify recurring scheduling bottlenecks and recommend process changes to improve field efficiency and reduce cancellation rates.

Required Skills & Qualifications

• Critical Thinking & Problem Solving: You can look at a messy schedule, anticipate potential roadblocks, and logically piece the puzzle back together for optimal efficiency.

• Influencing & Negotiation Skills: You are comfortable pushing back, navigating competing priorities, and getting buy-in from driven sales professionals on schedule changes.

• Composure Under Pressure: You have a proven ability to remain highly calm, focused, and positive in a fast-paced environment where priorities shift by the minute.

• Impeccable Attention to Detail: You catch the small things that others miss, ensuring our field teams have exactly what they need to succeed.

• Communication Mastery: Exceptional written and verbal communication skills; you can be highly professional, concise, and empathetic.

• Experience: 1-3 years in a scheduling, logistics, sales coordination, or fast-paced customer success role.

• Technical Proficiency: Comfortable navigating CRM systems, scheduling software, and standard office applications.

Compensation & Benefits

• Base Salary: $50,000 – $55,000 annually, depending on background and skills.

• Benefits: Employer-sponsored medical, dental, vision, short/long term disability and life insurance options.

• Retirement: 401(k) plan with employer matching contribution.

• Time Off: Paid time off (PTO) and paid company holidays.