Compact Sales Assistant

ML Holdings Company
2dHybrid

About The Position

The Compact Sales Assistant manages the billing and assists in purchasing duties for compact equipment sales and rentals. This role ensures accurate, timely invoicing, inventory management, and reconciliation while fostering strong customer relationships.

Requirements

  • High School Diploma Required.
  • Must have working knowledge of Microsoft Outlook, Word, Excel, and Adobe PDF editing.
  • Excellent customer service skills and a commitment to resolving issues efficiently.
  • Strong organizational skills and attention to detail, with the ability to follow up on tasks and meet deadlines.
  • Demonstrated ability to multi-task and manage competing priorities.
  • Ability to work independently while collaborating with the team as needed.
  • Must have a valid Driver’s License to operate company vehicles.
  • The selected candidate is subject to a pre-employment drug screen, background check including MVR and drug screen.

Nice To Haves

  • Prior heavy equipment dealership industry experience preferred.

Responsibilities

  • Create invoices for equipment sales to customers.
  • Create rental invoicing schedules in a timely manner.
  • Maintain accurate records of rental returns and ensure they are processed promptly.
  • Prepare rental conversion payoffs for the sales team to provide to customers.
  • Coordinate with supervisor, territory managers, and sales manager regarding paperwork needed, missing information, and other requirements.
  • Work with the sales team to contact customers regarding outstanding balances and work to resolve any billing disputes or discrepancies.
  • Assist in compact inventory purchasing duties, including creating vendor purchase orders and coding/approving vendor invoices.
  • Assist in managing incoming and outgoing inventory status of compact equipment.
  • Assist in customer stock equipment set up.
  • Maintain strong relationships with customers through consistent communication.
  • Address customer inquiries, concerns, and resolve any billing issues professionally.
  • Ensure timely communication with the sales team and management to address customer needs effectively.
  • Perform additional miscellaneous administrative tasks as necessary.
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