Regional Sales Support & Forecast Coordinator

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

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.