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The Field Service Development Representative is responsible for generating service revenue opportunities through outbound prospecting, customer engagement, appointment setting, service marketing campaigns, and quote initiation.
This role connects customers, Field Service Technicians, CSR Management, and Accounting to ensure service needs are identified, documented, quoted, and processed efficiently.
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The Field Service Development Representative is responsible for generating service revenue opportunities through outbound prospecting, customer engagement, appointment setting, service marketing campaigns, and quote initiation.
This role connects customers, Field Service Technicians, CSR Management, and Accounting to ensure service needs are identified, documented, quoted, and processed efficiently.
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Execute postcard mailings, promotional campaigns, and service reminders
Track responses and convert into appointments
Maintain targeted customer lists
Schedule service appointments
Skip the repetitive application forms
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Qualify customer needs
Gather service and equipment details
Initiate quotes using preset pricing structure
Coordinate with Field Service Technicians for scope validation
Update quote details based on technician input
Route to CSR Manager → Accounting for processing
Follow up on approvals and outcomes
Maintain 100% CRM accuracy
Track all leads, appointments, quotes, and follow-ups
Ensure no opportunity is left without a next step
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50–70 calls daily
30–60 emails daily
30–50 follow-ups daily
3–5 appointments daily/weekly target
3–5 quote initiations weekly
Weekly mailing campaign execution
100% CRM compliance
$10 per completed appointment
$25 per appointment that converts to quote
$15 per approved quote initiated
1–3% commission on service revenue generated
$200–$500 monthly campaign performance bonus
Privately held U.S. manufacturer of electric industrial vehicles, pallet jacks, trailers, and material-handling equipment for industrial customers.
Visit company websiteJobs and hiring trendsUSD 40000-72000 yearly / year
Full-time
Entry
Onsite
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