Regional Sales Support & Forecasting Specialist

Load King, LLC; Charlotte (NC); On-site; USD 55,000 - 65,000; Full time

Job summary

Custom Truck One Source in Charlotte, NC is seeking a Region Sales Support Specialist to assist the field sales team in delivering on-time and on-budget solutions that meet customer needs. This full-time, exempt role reports to the Region Sales Manager and supports regional account managers.

You will assign leads, monitor backlogs, help prepare quotes, coordinate with logistics and title teams, and ensure accurate revenue recognition.

Qualifications

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

Responsibilities

• 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.
• 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.

Skills

Detail oriented

Organizational skills

Communication skills

Time management

Microsoft Office

Education

Associate degree or relevant college degree

Tools

Salesforce

Microsoft Office

Job description

Custom Truck One Source in Charlotte, NC is seeking a Region Sales Support Specialist to assist the field sales team in delivering on-time and on-budget solutions that meet customer needs. This full-time, exempt role reports to the Region Sales Manager and supports regional account managers.

You will assign leads, monitor backlogs, help prepare quotes, coordinate with logistics and title teams, and ensure accurate revenue recognition.