Parts Consultant

Western States CatKalispell, MT
277d

About The Position

SUCCESS AT WESTERN STATES: Western State's culture is based on passion for our Vision, Mission, and VALUES. We are fiercely committed to SAFETY and sending every employee, safely home, every day. We strive for EXCELLENCE in all we do and are proud to be a “play to win” organization. We act with INTEGRITY in each and every decision we make. Our People and TEAMWORK drive a fun and engaging culture. We are ACCOUNTABLE as individuals and as an organization. JOB SUMMARY: The Parts Consultant is responsible for providing parts support for Caterpillar, vendors, customers, and internal departments. Duties include utilization of the CRM and ERP software to successfully process customer invoicing, creating purchase orders, tracking inventory, and supporting warehouse functions. Developing skillsets requires general knowledge of CAT or industry related product brands, effective organizational and problem-solving skills to make appropriate recommendations and provide creative solutions for all customer needs.

Requirements

  • Proof of high school diploma or General Education Degree (GED).
  • Minimum of 1 year of parts sales, parts warehouse, or combined experience required.
  • Ability to communicate (speak, read, comprehend, write in English).
  • Ability to learn dealer systems.
  • Moderate knowledge of forklift and material handling equipment.
  • Ability to obtain forklift operators certification.
  • Ability to develop and maintain effective working relationships with others through Teamwork.
  • Ability to travel occasionally when needed for training, meetings, etc.
  • Ability to work overtime and on call.

Responsibilities

  • Actively cares, promotes, manages, and advocates safety at Western States.
  • Completes Job Hazard Analysis (JHA's) prior to any job-related tasks according to WSECO's policy and standards.
  • Maintains clean/clutter free personal work areas to ensure safe environments for all WSECO employees.
  • Adheres to required personal protective equipment (PPE) as identified in safety policy.
  • Manages parts inquiries over the phone and in person.
  • Supports internal customers with parts pricing and quoting.
  • Advises customers on substitution of parts when replacement is not available.
  • Checks parts availability and determines urgency of parts.
  • Processes cash transactions, credit transactions, and adds parts to sales orders with assistance.
  • Performs backorder reviews of sales orders under supervision.
  • Generates invoices and completes customer transactions by receiving payment from the customer.
  • Processes, tracks, and completes customers' orders to exceed customers' expectations.
  • Pulls parts from inventory when needed.
  • Receives incoming material and processes and tracks incoming material.
  • Stocks and stages incoming material.
  • Participates in continued education and training initiatives.
  • Learns how to utilize service manuals to address technical issues.
  • Develops familiarity with parts reusability guidelines.
  • Develops ability to write and read complete service reports.
  • Performs other duties as assigned.
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