Field Sales Logistics Coordinator
Affinex Financial•Tucson, AZ
•$50,000 - $55,000•Onsite
About The Position
The Field Sales Logistics Coordinator is the strategic anchor of field sales operations and the primary point of contact for Advisors and Sales Managers in coordinating, optimizing, and managing in-home appointments. The role involves solving real-time scheduling challenges, including cancellations and urgent rescheduling, while maximizing team efficiency and revenue potential. Success requires critical thinking about geographic routes and schedule density, the ability to influence sales teams when negotiating changes, and composure under pressure.
Requirements
- Strong critical-thinking and problem-solving skills, including the ability to anticipate scheduling roadblocks and optimize schedules.
- Influencing and negotiation skills, including comfort navigating competing priorities and gaining buy-in for schedule changes.
- Ability to remain calm, focused, and positive in a fast-paced environment where priorities shift frequently.
- Impeccable attention to detail.
- Exceptional written and verbal communication skills, with a professional, concise, and empathetic approach.
- 1–3 years of experience in scheduling, logistics, sales coordination, or a fast-paced customer success role.
- Comfort using CRM systems, scheduling software, and standard office applications.
Responsibilities
- Manage the day-to-day calendar for in-home appointments, balancing Advisor availability, geographic routing, and customer needs.
- Respond to cancellations and delays by rerouting Advisors, moving appointments, or filling schedule gaps to minimize downtime.
- Collaborate with Sales Managers and Advisors to communicate schedule changes, negotiate coverage for unassigned appointments, and set clear expectations.
- Maintain accurate records in CRM and scheduling software, including appointment details, client notes, and addresses.
- Identify recurring scheduling bottlenecks and recommend process changes to improve field efficiency and reduce cancellation rates.
Benefits
- Employer-sponsored medical insurance options.
- Dental insurance options.
- Vision insurance options.
- Short- and long-term disability insurance options.
- Life insurance options.
- 401(k) plan with employer matching contribution.
- Paid time off.
- Paid company holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
