Field-facing role proactively engaging existing fleet customers and prospects for parts and service. Educating on Model 1 offerings and ensuring customer satisfaction during the full process.
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).
Set clear expectations; do not promise dates—defer to Scheduling for slotting and lead times.
Track all handoffs with owners and dates; keep customers informed.
Send visit recap within 24 hours with agreed next steps and contacts.
Confirm parts arrival/pickup, service appointments, and satisfaction; request CSAT feedback.
Escalate stockouts, delays, or quality concerns quickly with options presented.
Maintain accurate customer/fleet profiles, opportunity stages, and next steps in CRM/ DMS.
Meet response & follow-up SLAs; use standard email/phone templates.
Log every touch (visit/call/email) and attach visit notes/photos as needed.
Safe driving record (MVR check); follow company vehicle/mileage policy; PPE as required on sites.
Respect facility rules at customer sites; represent Model 1 brand standards at all times.
Requirements
Excellent communication and customer empathy; confident with in-person outreach.
Organized and self-directed in the field; strong follow-through.
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