Fleet Account Specialist
1 week ago
Summary:
Sources, develops, and maintains commercial vehicle accounts for assigned market area.
- Deliver on objectives for Sales and PO#s (Purchase Orders)
- Deliver on activity objectives for Appointments and Blitz Calls for Sales and Service Department
- Secure initial meetings primarily through Blitz Calls via phone and canvasing
- Penetrate all Commercial & Fleet Business in the market area through targeted questioning
- Conduct initial meetings to gain key insights for follow-up presentations
- Analyze and interpret complex data from varying sources
- Organize and deliver compelling, professional presentations (One on One & Group Presentations)
- Conduct complex presentations in a concise, professional, engaging manner
- Lead the sales process (start through close) by including and preparing all parties participating in the opportunity: Dealer Salesperson (and OEM Partners as needed)
- Demonstrate a high level of proficiency in account and territory sales forecasting
- Build rapport quickly while cultivating essential internal relationships based on trust, responsiveness, support, collaborative selling and “one team” values
- Utilize CRM database and identify business opportunities via Polk Data & Dealership to evaluate prospect’s position in the industry; research and analyze sales opportunities
- Contribute information to market strategy by monitoring competitive products and reactions from accounts an update data into the CRM
- Expand sales in existing accounts by introducing new products and services conquesting business from mixed fleets
- Actively participate in industry associations, internal training initiatives and assigned training opportunities (Include dealership personnel as needed) Maintains CSI at or above Company standards
- Maintains an organized, clean and safe work area
- Participates in required training
- Records all hours worked accurately in company timekeeping system
- Follows Safeguards rules and regulations
- Demonstrates the Company’s Core Values
- Complies with Company policies and procedures
- Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties
- Other duties as assigned
Sales Activity and Expectations:
- Sales Apts. & Blitz Calls: 80 per month (20/ HAG Store/Month)
- Sales (Delivered Units/Orders (W Cash Deposits): Months 1-6 = 8 Per Quarter; Months 7-12 = 36 Pre Quarter
- Deliver sales/orders objectives as set by Hendrick and BE Fleet Solutions Manager
- Update all activities, opportunities and results accurately and timely into the CRM
- Participate in team sales meetings
- Participate in training sessions as directed by HAG Management/BE Fleet Solutions Manager
- Monday Meetings with HAG Commercial Manager to outline itinerary for the week of CAS/ HAG Salesperson Ride A-longs (BE Fleet Solutions Manager will be copied on plan in writing)
- Friday Follow Up Meetings will be conducted with HAG Management/BE Fleet Solutions Manager to review the week’s productivity
- Participate in monthly Sales Performance meeting with HAG Management/BE Fleet Solutions Manager as directed
- Report monthly National Association activities and sales successes to HAG Management/BE Fleet Solutions Manager as directed
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions
Desired Education:
o GED
o High School Diploma
o Associate Degree
√ Bachelor Degree (preferred)
o Master Degree
o Doctorate Degree
Field of Study/Work Experience:
o Accounting
√ Automotive
o Business
o Human Resources
o Information Technology
Desired Work Experience:
o up to 3 years
o 3-5 years
√ 5+ years
Education/Experience:
Minimum of five years of demonstrated successful outside sales experience.
Certificates and Licenses:
√ Valid Driver’s License
√ Completion of the Challenger Assessment with proficient scores
Computer Skills:
Highly proficient in Excel, Word, PowerPoint & CRM
Communication Skills:
Ability to understand and follow instructions. Scheduled shifts may include evening hours, weekends, and holidays.
Environment Demands:
Duties are performed throughout the premises and off-premises, both indoors and outdoors and on customer test drives. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Frequent travel by driving a vehicle is required.
Verbal and Writing Ability:
Ability to read and comprehend instructions, correspondence, and memos. p>
Teamwork through Trust & Respect
Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
Commitment to Customer Enthusiasm
Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
Accountability at All Levels
Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
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