Cat Compact Sales Representative

Western States Careers•Fruitland, ID

About The Position

Western States Equipment Company is seeking a Cat Compact Sales Representative to serve as the primary contact for Cat Compact Sales and coordinate customer support across Parts, Service, and Rental operations. The role identifies customer needs and recommends Caterpillar equipment, parts, services, rental solutions, and other Western States offerings. It also supports sales activities, customer onboarding, service scheduling and communications, rental administration, parts fulfillment, transactions, and inventory management. The representative helps maintain the presentation and cleanliness of equipment and attachments in the Compact Yard and supports branch goals through teamwork, operational efficiency, safety, and customer service. The position requires travel, including overnight travel as needed, and the ability to work Saturdays.

Requirements

High school diploma or 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.
Competence in the four pillars of sales: personal disciplines, relationship skills, strategic selling, and tactical selling.
Strong 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 walk, sit, climb stairs repetitively, reach (including above shoulder level), bend, stoop, push, pull, lean, and twist repetitively.
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.
Heavy equipment environment experience for sales preferred.

Responsibilities

Serve as the primary Cat Compact Sales contact while coordinating customer service across Parts, Service, and Rental operations.
Identify customer needs and recommend Caterpillar equipment, parts, services, rentals, 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, customer follow-up, customer information, and opportunity documentation using AX/365 systems.
Perform warehouse duties, including receiving, picking, packing, stocking, and shipping parts, and accurately fulfill customer and internal parts orders.
Process cash, credit card, and account transactions for all departments.
Coordinate with customers, service technicians, and branch personnel to support efficient service delivery.
Maintain organized inventory storage 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 transaction documentation.
Use AX/365 and other business systems to process transactions and maintain accurate records, service documentation, inventory records, and rental agreements.
Prioritize work to support customer needs 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 excellent customer service.
Contribute to a safe environment for employees, customers, and vendors and comply with applicable safety requirements.
Build product knowledge and onboard customers at machine delivery and after sale, including machine operation, technology features, digital offerings, and service and parts offerings.
Leverage Cat tools to promote value selling and collect competitive pricing and market trend information.
Perform other duties as assigned.