Model 1 Commercial Vehicles

Account Executive

• 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.

Customer Sales Coordinator – Field Sales Representative

Business Development Rep

• Develop and execute a strategic sales plan to drive commercial vehicle sales within the assigned territory.
• Identify and target potential customers, including businesses, contractors, and mid-sized fleet owners.
• Conduct thorough market research to understand customer needs, preferences, and competitor activities.
• Build a robust sales pipeline by prospecting, qualifying leads, and converting them into sales opportunities.
• Collaborate with the RVP and marketing team to develop and implement promotional strategies and campaigns.
• Conduct field-based product demonstrations, including transporting vehicles on-site to customer locations, conducting walk-arounds, and on-the-job demonstrations.
• Establish and nurture strong relationships with key stakeholders, including customers, dealers, and industry influencers.
• Serve as the main point of contact for customers within the assigned territory, addressing inquiries and providing exceptional customer service.
• Conduct regular meetings, product demonstrations, and training sessions with customers to ensure satisfaction and loyalty.
• Identify opportunities to upsell or cross-sell additional products and services to existing customers.
• Meet and exceed assigned sales targets and objectives, consistently achieving quarterly and annual revenue goals.
• Track sales activities, customer interactions, and progress using HubSpot CRM software and other designated tools.
• Prepare accurate and timely sales reports, forecasts, and market analysis for sales management.
• Continuously monitor market trends, competitor activities, and customer feedback to identify areas for improvement and growth.

Customer Sales Coordinator – Field Sales Representative

Commercial Vehicle Business Development Manager