Financial Sales Representative

HOLT Aerial•San Antonio, TX

10d•Onsite

About The Position

The Financial Sales Representative is an integral member of the Finance and Sales team. This role provides completion of deal support while providing superior customer service to internal and external customers in adherence with Holt’s mission statement and in support of organizational goals.

Requirements

Significant knowledge of CAT products, and the relationship between Finance, Sales and other operational departments to include New Inventory, Work Tools and Service Department
Advanced knowledge of deal processes as well as transaction code/entry code usage as they relate to invoices, CAT credit statements, finance billing instructions and payoffs
Proficient in the use of computer programs and systems utilized by the company (DBS, Cat Systems, Excel, Microsoft Outlook, Documentum, Box, Monday Boards, etc.)
Strong research, problem-solving, and investigation skills
Strong interpersonal communication skills including both written and oral
Ability to work in a fast-paced environment with frequent interruptions
Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
Excellent organizational, planning, multi-tasking, and time management skills, deadline-oriented
Ability to work independently and within a team in a fast-paced, high volume an environment with emphasis on accuracy and timeliness
High school diploma or equivalent required
Four years of relevant experience required

Nice To Haves

College degree preferred
six or more years preferred

Responsibilities

Performs duties in support of sales and finance teams to provide accurate and timely coordination of sales orders, documents, quotes, program filings and invoicing
Reviews sales contracts for accuracy and provides recommendations/suggestions on corrections to ensure customers are able to use appropriate marketing programs
Utilizes applicable billing systems to ensure timely and accurate invoicing, program filings and warranty enrollments while meeting individual productivity, accuracy and timeliness metrics
Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation
Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes on the customer to invoice lifecycles
Acts as liaison with internal departments and customers as needed and answers/resolve internal and external customer issues
Collaborates on process improvement strategies as well as participate in meetings and engagement activities
Calculates commissions on machine sales, rentals and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales
Assist with development, roll out, and maintenance of internal SOP's
Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations
Investigates/resolves variances on the program and warranty dollars received on a timely basis
Answer and resolve customer (internal/external) questions and needs
Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned