Operations Support Coordinator

HOLT Group•San Antonio, TX
•Onsite

About The Position

The Operations Support Coordinator prepares, plans, and follows up on IronPro and National Accounts agreements. The role supports product-service efficiency and customer satisfaction through agreement renewals, quoting assistance, organization, billing in internal and external systems, documentation, and paperwork filing. The incumbent is expected to model the company’s mission and core business values, collaborate with internal and external resources, and participate in ongoing self-development. The position maintains IronPro agreements and related billing and accrual processes, coordinates renewals and work orders, manages Method of Procedures (MOPs), and supports customer service and monthly commissions. It requires regular and punctual attendance, safe work practices, and compliance with company policies, procedures, and standards. Other duties may be assigned. The job is generally performed in a professional office under environmentally controlled conditions and frequently involves working at a fast pace with unscheduled interruptions. Up to 25% travel may be expected. Physical requirements include using a computer and basic office equipment, walking, standing, sitting, kneeling, stooping, twisting, communicating with employees, vendors, and stakeholders, and occasionally lifting up to 20 pounds. Reasonable accommodations may be made for individuals with disabilities.

Requirements

  • High school diploma or equivalent required.
  • Minimum three years of job-related experience preferred.
  • Excellent oral and written communication skills.
  • Exceptional organizational, time-management, and multitasking skills.
  • Knowledge of business accounting principles.
  • Computer proficiency and technical aptitude to use MS Office products, Salesforce, DBS, and other job-related software.
  • Ability to interact tactfully and courteously while maintaining a professional manner.
  • Ability to read and understand written information and ideas.
  • Ability to listen to and understand spoken information and ideas.
  • Ability to work independently and as part of a diversified team.
  • Ability to perform the job duties and responsibilities satisfactorily, with reasonable accommodations available where applicable.

Nice To Haves

  • Minimum three years of job-related experience is preferred.

Responsibilities

  • Model, promote, reinforce, and reward consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to support alignment with the company’s vision, values, and mission.
  • Maintain IronPro agreements using Salesforce and Dealer Business System resources.
  • Maintain an accrual account system to track customer advance payments for services not yet rendered and distinguish regular service payments from IronPro service payments not recorded in the existing accounting system.
  • Manage all interval billing through Contract Tracking.
  • Maintain a contract renewal plan with input from PSSRs.
  • Coordinate with other dealers on maintenance of out-of-territory machines.
  • Manage the lifecycle of Method of Procedures (MOPs), including drafting, review, revision, and publishing.
  • Open and close internal and external work orders through the customer portal for preventive, corrective, and warranty services.
  • Issue and receive purchase orders and maintain associated paperwork.
  • Assist with customer relations and service for current and potential IronPro customers.
  • Complete monthly commissions for CT and PM accounts.
  • Maintain regular and punctual attendance, work safely, and comply with applicable safety policies and company policies, procedures, and standards.
  • Perform other duties as assigned.
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