Cat Compact Sales Representative

Western States Equipment•Fruitland, ID

About The Position

The Cat Compact Sales Representative is the primary contact for Cat Compact Sales and helps coordinate customer support across Parts, Service, and Rental operations. The role identifies customer needs and recommends Caterpillar equipment, parts, services, rentals, and other Western States offerings. It supports quotations, sales documentation, customer follow-up, service scheduling and updates, rental requests and agreements, parts transactions, and customer onboarding at machine delivery and after sale. The position also performs parts warehouse duties, including receiving, picking, packing, stocking, and shipping; fulfills customer and internal orders; processes cash, credit card, and account transactions; maintains inventory and yard presentation; and uses AX/365, Dynamics 365, Shop.Cat.Com, and other business systems to support accurate records and customer engagement. The representative coordinates with customers, technicians, and branch personnel, contributes to branch goals, and follows applicable safety policies and customer care commitments.

Requirements

High school diploma or General Education Degree (GED) required.
At least 2 years of heavy equipment industry experience required.
At least 1 year of sales experience required.
Valid driver’s license and acceptable driving record required.
Ability to speak, read, comprehend, and write in English.
Ability to develop and maintain knowledge of Caterpillar and Western States products.
Ability to leverage Cat tools to promote value selling.
Demonstrated competence in personal disciplines, relationship skills, strategic selling, and tactical selling.
Written and verbal communication, planning, organizing, leadership, and interpersonal relationship skills.
Self-starter able to work without supervision.
Proficiency with Microsoft or comparable systems.
Consistent attendance.
Ability to travel, including overnight as needed, and work Saturdays.
Ability to stand for long periods and perform walking, sitting, repetitive stair climbing, reaching (including above-shoulder reaching), bending, stooping, pushing, pulling, leaning, and twisting.
Ability to lift up to 60 pounds in accordance with Western States’ Lifting Policy.
Ability to meet applicable safety requirements.

Nice To Haves

Caterpillar experience preferred.
Sales experience in a heavy equipment environment preferred.
Caterpillar experience in a heavy equipment sales environment preferred.

Responsibilities

Serve as the primary Cat Compact Sales contact and coordinate customer service across Parts, Service, and Rental operations.
Identify customer needs and recommend appropriate Caterpillar equipment, parts, services, rental solutions, and other Western States offerings.
Communicate with customers and internal departments to resolve parts, service, rental, and transaction-related requests in a timely manner.
Assist with equipment quotations, sales documentation, and customer follow-up.
Perform warehouse duties including receiving, picking, packing, stocking, and shipping parts; accurately fulfill customer and internal orders.
Process cash, credit card, and account transactions for all departments.
Coordinate customers, service technicians, and branch personnel to support efficient service delivery.
Maintain customer information, document sales opportunities, and use AX/365 systems to support customer engagement and business growth.
Maintain organized inventory storage locations and work areas; assist with cycle counts, inventory accuracy, and inventory management.
Update and maintain Shop.Cat.Com live inventory.
Schedule service work in Dynamics 365, monitor open service calls, communicate status updates, and accurately create, update, and close service calls.
Coordinate customer rental requests and equipment availability, process rental agreements and contracts, and support rental documentation.
Maintain accurate customer transactions, service records, inventory documentation, and rental agreements.
Prioritize work across Sales, Parts, Service, and Rental departments.
Maintain the presentation and cleanliness of equipment and attachment inventory in the Compact Yard.
Support branch goals through teamwork, operational efficiency, and customer service; perform other assigned duties.
Contribute to a safe environment for employees, customers, and vendors and follow applicable safety policies.
Onboard customers at machine delivery and after sale, including machine operation, technology features, digital offerings, service offerings, and parts offerings.
Collect competitive pricing information and develop an understanding of the competitive landscape and current trends.
Travel, including overnight travel as needed, and work Saturdays.