Retail Sales Representative

HOLT Group•San Antonio, TX

About The Position

The Retail Sales Representative grows the Holt Cat brand within an assigned geographic territory and call plan through direct customer interaction and collaboration with account managers. The role supports new and used sales of machines, work tools, and service plans in the Building Construction Product (BCP) family. It also supports retail sales functions, including assisting walk-in customers, marketing initiatives, product demonstrations, and maintaining retail inventory displays. The position manages the customer sales experience, develops prospects and customer relationships, prepares pricing and sales or rental agreements, supports sales initiatives, and maintains accurate sales and order documentation. Work takes place at Holt facilities and off-site locations such as customer offices and job sites. Extensive travel within the assigned region may be required. The role is expected to demonstrate the company’s mission and values, collaborate with internal and external resources, pursue ongoing self-development, provide strong customer service, and work safely in accordance with company policies.

Requirements

High school diploma or equivalent.
At least two years of work-related experience and skills relevant to the position.
Valid driver’s license.
Knowledge of construction and rental industry equipment.
Knowledge of basic operation and applications for Caterpillar and non-Cat products and attachments.
Knowledge of shipping and receiving for machines and attachments.
Knowledge of merchandising programs with HOLT and Cat Finance.
Knowledge of business accounting principles.
Excellent oral and written communication skills.
Strong organizational, time-management, and multitasking skills.
Intermediate computer and related software application skills.
Advanced skills with Microsoft Office, including Excel, PowerPoint, and Word.
Ability to perform arithmetic with whole numbers, common fractions, and decimals, compute rates, ratios, and percentages, and interpret bar graphs.
Ability to interact tactfully and courteously while maintaining a professional manner.
Ability to read and understand written information and to understand spoken information.

Nice To Haves

Bachelor’s degree in a related field.
Bilingual ability.

Responsibilities

Manage the retail customer experience, including the sales process, display inventory, lead funnel, sales campaigns, and customer interactions in collaboration with marketing and outside sales representatives.
Locate, develop, and maintain prospects and existing customers for new and used equipment through customer-facing activity and technology-based solutions.
Prepare and communicate machine pricing, financing options, and sales or rental agreements independently and with outside sales representatives.
Support sales initiatives through account management, cold calling, influencing walk-in customers, and managing deals from initiation to close.
Influence customer purchasing decisions by communicating product features and benefits using Caterpillar’s value proposition.
Demonstrate BCP inventory using showroom displays, marketing tools, websites, and literature.
Work at Holt facilities and off-site locations, including customer offices, job sites, and neutral meeting spaces.
Provide customer service to internal and external customers.
Meet or exceed monthly individual and department goals for sales, quoting, customer satisfaction, and prospecting.
Maintain detailed sales activity in Holt Cat’s CRM tool, Sales Link.
Manage sales order workflow and documentation through COTI.
Maintain regular and punctual attendance, work safely, and comply with applicable safety policies and company policies, procedures, and standards.
Perform other duties as assigned.