REGION SALES SUPPORT SPECIALIST

Custom Truck One Source, Inc.; Wisconsin; On-site; USD 45,000 - 65,000; Full time

Job summary

Custom Truck One Source, Inc. is seeking a Regional Sales Support Specialist to back the field sales team, ensuring on-time, on-budget trucks that meet customer needs while maintaining profitability.

You will assist with lead assignment, forecasting in Salesforce, building quotes, coordinating with logistics and title teams, and supporting the Account Manager and Regional Sales Manager in a dynamic, fast-paced environment.

Qualifications

• Associates degree or relevant college degree with proven aptitude.
• Non-degreed candidates: 3-5 years proven experience in a similar role.

Responsibilities

• Assign incoming leads to reps/regions.
• Review sales backlog and update reps on progress.
• Forecast monthly in SalesForce.com and report to the RSM.
• Coordinate pre-paints with build locations and track timelines.
• Review build quotes for accuracy before submission.
• Coordinate with accounting for revenue recognition.
• Coordinate with logistics to dispatch trucks and manage pickups.
• Ensure title docs and paperwork are completed.
• Coordinate with M3 coordinators to place orders accurately.
• Assist in gathering customer information for invoicing and title.
• Support Sales with RFQ-compliant quotes.
• Maintain SalesForce.com and company documentation.
• Perform additional duties as assigned.

Skills

Detail oriented

Organizational skills

Communication skills

Professional demeanor

Deadline driven

Written & verbal

Presentation skills

Adaptability to change

Customer service

Microsoft Office

English proficiency

Education

Associate degree

Relevant college degree

Experience 3-5 years

Tools

SalesForce.com

Freight software

Job description

The Region Sales Support Specialist role performs duties related to the profitable sales and customer retention while projecting a positive image of the company. This role directly supports the company’s field sales team to ensure we deliver on-time and on-budget products that meets the customer’s needs in a profitable manner. This role supports the Region Account Manager team and reports to the Region Sales Manager.

Essential Functions

• Assign incoming leads to the appropriate reps/regions
• Review salesperson backlogs for accuracy. Keep reps up to date on completions, delays and or changes
• Work with reps to facilitate and populate monthly forecast in SalesForce.com. You will be responsible to report this to the RSM
• Facilitate pre paints with appropriate build locations and customer visits. Also responsible to keep the timelines accurate throughout the build and elevate when barriers are encountered.
• Support Acct Manager in reviewing custom build quotes for accuracy prior to submitting to customer
• Work with accounting to ensure revenue recognition is completed and accurate
• Coordinate with logistics to dispatch sold trucks to customers. Utilize freight software to assist in the movement of vehicles and customer pick-ups.
• Work with title to ensure docs are sent out in a timely manner. Also request title mock ups, temp tags and any additional title paperwork needed to complete the sale.
• Align with M3 coordinators ensuring all orders are completely placed and accurate.
• Assist in gathering customer information to facilitate invoicing and title completion
• Support the Sales team in quote creation and modification to meet client RFQ requirements.
• Support the Sales staff work in SalesForce.com and required company documentation.
• Perform additional duties as assigned.

JOB REQUIREMENTS

The following are representative of the knowledge and skills necessary for an applicant to be successful:

Education & Experience

• Associates degree or other relevant college degree plus proven aptitude for role.
• Non-Degreed: 3-5 years proven experience in a similar role.

Key Traits

Extremely detail oriented and accurate.

• Excellent organizational skills.
• Ability to effectively communicate with diverse groups.
• Ability to maintain professionalism.
• Ability to meet deadlines and schedules in fast paced environment through setting priorities.
• Outstanding written, verbal, and presentation-based communication skills.
• Ability to manage change effectively and work in a fast-paced environment.
• Excellent customer service skills.
• Computers — proficient in Microsoft Suite
• Customer service focused with ability to effectively communicate through various means with diverse groups.
• Proficiency in the English language - Bilingual capability not required, but a plus.

MENTAL/PHYSICAL REQUIREMENTS

The following are representative of the mental and physical requirements necessary for an applicant perform the essential functions of this role:

• Attitude: This job requires "people" skills and a genuine desire to service the client. A positive attitude and willingness to maintain a professional demeanor with clients and team members is essential to this position.
• Attendance – The ability to work as scheduled with punctual attendance 7:45 am-5:00 pm, Monday-Friday plus any additional hours/days necessary in order to meet business demands.
• Ability to work in a common office environment, including office machines, chemicals, and environments.
• Oral Expression and comprehension — The ability to communicate information and ideas in speaking so others will understand. The ability to listen to and understand information and ideas presented through spoken words and sentences. The ability to speak clearly so others can understand you.
• Written Comprehension and expression — The ability to read and understand information and ideas presented in writing. The ability to communicate information and ideas in writing so others will understand.
• Reasoning — The ability to apply general rules to specific problems to produce answers that make sense. The ability to tell when something is wrong or is likely to go wrong then proposing solutions to the problem.
• Manual dexterity – The ability to type or operate common office equipment up to 8 hours per day, 40 hours per week.
• Sitting – The ability to sit or stand for long periods of time while performing duties up to 8 hours per day, 40 hours per week.
• Lifting – The ability to bend, stoop and lift up to 25 lbs.