Heavy Equipment Service & Sales Advisor

Service Sales & Advisor Person

The Service Sales & Advisor is responsible for developing and maintaining strong, long-term relationships with industry-related customers while actively growing new business. The role combines customer relationship management, technical service estimating, aggressive sales activities, including cold-calling, on-site visits, and cross-department sales collaboration. This position serves as the primary point of contact for assigned accounts, ensuring accurate estimates, proper work authorizations, compliance with both customers and Company billing requirements, and assistance with collection of timely payments for all services and parts sold.

Areas of Responsibilities and Duties:

• Customer Relationship Development
  • Build, develop and maintain strong professional relationships with industry-related customers
  • Conduct frequent on-site visits to customer locations to understand needs, strengthen relationships and provide written estimates for service work.
  • Engage in proactive sales activities such as cold-calling, lead follow-up, networking and referrals.
  • Provide ongoing consultation and education to customers about available services, products, service and repair options.
  • Provide trust and credibility by consistently delivering on promises and providing high-quality service.
• Sales and Service Estimating
  • Continually learn and expand knowledge of truck and trailer structure and mechanical systems to accurately diagnose and estimate service needs.
  • Prepare and present accurate service estimates for truck and trailer assets, ensuring all required work is clearly defined.
  • Collect detailed customer profiles:
    • Specific part requirements or preferences
    • Standard repair rate maximums
    • Billing contacts and billing submission requirements such as; photos, inspections billing platform integration, purchase order requirements
    • Work authorization requirements
  • Communicate all customer profile requirements to appropriate departments and personnel on a regular and ongoing basis.
  • Obtain work authorizations and purchase orders before work begins to ensure Company is paid for all work performed and parts sold.
• Customer Education and Compliance with Credit/ Payment Terms
  • Clearly communicate company credit and payment policies to all customers.
  • Assist in collection efforts when customer accounts become delinquent or when COD payment is required.
  • Follow all Company billing, credit and payment policies and procedures
• Cross Department Collaboration
  • Work closely with service supervisors or managers and shop personnel to coordinate resources, labor and scheduling to meet customer expectations and Company productivity goals.
  • Understand the abilities and productivity of the Tech pool completing your customer's work to ensure that estimates will result in profitability
  • Communicate with parts department, accounting and other departments to ensure customer expectations are met.
  • Collaborate with other sales departments (parts and equipment sales) to maximize customer relationship by widening the scope of products offered to customer.
• Administration and Reporting
  • Maintain accurate and up-to-date customer records, profiles and service history within the Company's CRM.
  • Prepare and submit activity reports, including sales calls, customer visits, pipeline updates and closed deals as requested by Sales Manager
  • Attend sales and operational meetings, training sessions and company functions as required

Qualifications:

• Must be able to read and write in English in order to create written estimates and communicate with customers
• Analyze and diagnose structural and mechanical issues relating to trucks and trailers
• Detailed knowledge of all truck and trailer mechanical systems and parts
• High School Diploma or GED equivalent
• Proven experience in sales, service advising, or related customer-facing role within the trucking, trailer or heavy equipment industry preferred.
• Strong communication, negotiation, and interpersonal skills
• Ability to work independently and aggressively pursue new sales opportunities
• Excellent organizational skills with attention to detail in customer records, estimates and billing requirements
• Proficiency with CRM systems, Microsoft Office and billing platforms
• Valid driver's license and be insurable on Company's auto liability policy.
• Have a reliable form of transportation and is able to travel frequently for on-site customer visits
• Able to pass background check
• Proven mechanical acuity and basic math skills

Physical Requirements:

• Able to pass drug test
• Able to work in uncomfortable conditions (heat, cold, small spaces)
• Able to stand on one's feet for prolonged periods
• Able to climb into or under trailers to inspect for damage

Performance Metrics:

• Meet or achieve monthly/quarterly/ annual sales goals
• Growth of assigned customer accounts and acquisition of new customers
• Customer satisfaction and retention levels
• Accuracy of service estimates and level of profitability attained
• Compliance with customer and Company billing/ authorization requirements
• Assistance with timely resolution of delinquent accounts and collection of COD payments

This job description is intended to outline the primary duties, responsibilities, and qualifications associated with this position. However, it is not an exhaustive list of all tasks and duties that may be required of an employee in this role. Dallas Trailer Repair Co reserves the right to assign additional tasks and responsibilities as needed. Employees will be expected to provide flexibility and the ability to adapt to the evolving needs of the company.