Fleet Client Coordinator

2 weeks ago


Waukesha, Wisconsin, United States EWALD FLEET SOLUTIONS LLC Full time
Job Overview

Ewald Fleet Solutions LLC is a distinguished organization specializing in fleet management services tailored for businesses of various scales, both locally and nationally. Our dedicated team is committed to assisting companies in understanding and leveraging the advantages of fleet leasing.

We are in search of a Fleet Client Coordinator, a crucial position within our team. The successful candidate will support all sales initiatives while ensuring that our corporate image is upheld with the utmost professionalism. Responsibilities include overseeing the acquisition, customization, and delivery of vehicles for our clients, ensuring smooth coordination and communication throughout the entire process.

Key Responsibilities:
  • Vehicle Acquisition:
    • Identify and procure vehicles from dealer inventory and initiate new vehicle orders as necessary.
    • Collaborate with dealerships to guarantee prompt delivery and precise order management.
  • Customization & Branding:
    • Obtain customization and branding quotes from service providers.
    • Work closely with customizers to ensure vehicles align with client specifications.
  • Financial Documentation:
    • Generate purchase orders and confirm credit status for current lease clients.
    • Ensure all financial records are accurate and current.
  • Documentation & Review:
    • Prepare, review, and validate lease agreements, invoices, and other essential documents.
    • Confirm accuracy in lease worksheets and validate applicable tax rates.
  • Delivery Management:
    • Organize and oversee vehicle deliveries efficiently and promptly.
    • Ensure all delivery-related paperwork is completed accurately.
  • Client Support & Education:
    • Deliver exceptional client support, fostering strong relationships through timely follow-ups and issue resolution.
    • Educate clients on pricing and features associated with fuel and maintenance programs.
    • Assist clients with vehicle and driver enrollment in fuel and maintenance initiatives.
  • Enrollment & Verification:
    • Complete vehicle enrollment documentation and verify the accuracy of Vehicle Maintenance Guides.
    • Assist with uploading vehicle information for fuel and maintenance enrollment.
Qualifications:
  • Proficient in Excel and Word.
  • Experience in bookkeeping and data entry.
  • Strong attention to detail and organizational capabilities.
  • Excellent communication and interpersonal skills.
  • Able to manage multiple priorities effectively.
  • Familiarity with vehicle customization, leasing, and maintenance programs is advantageous.
  • Previous experience in a dealership or fleet management environment is a plus.
What We Offer:
  • Comprehensive training.
  • Paid time off and holidays.
  • Complete benefits package including Medical, Dental, Vision, 401K with Match, Life Insurance, and Short-Term Disability.
  • Company-sponsored events and outings.

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