Sales Coordinator 1

HOLT Group•Cleburne, TX

56d•Onsite

About The Position

The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities of assigned area. The Sales Coordinator 1 is responsible for coordinating the day-to-day activities pertaining to the sale and rental of equipment. The incumbent in this position is expected to model the following practices daily: Demonstrate alignment with the company's mission and core business values; Collaborate with key internal/external resources; Participate in ongoing self-development.

Requirements

High school diploma or equivalent required
Up to two years of work-related skill, knowledge, or experience is required
Knowledge of invoicing, receiving, and basic business accounting principles
Excellent oral and written communication skills
Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills
Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to interact with tact and courtesy and maintain a professional manner
Ability to read and understand information and ideas presented in writing
Ability to listen to and understand information and ideas presented through spoken words and sentences
Knowledge of construction equipment sales industry
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs

Responsibilities

Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
Requires regular and punctual employee attendance
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other related duties and fulfill responsibilities as required
Acts as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOs
Assists, until able to manage, all logistics from order through delivery with transport, parts and service to meet customer requests; this could encompass order receiving, knowledgeable equipment sourcing, account set up, and delivery
Assists, until able to manage, the life of rentals including contract management, insurance coverages, customer pricing, machine utilization, service requests, accurate invoicing and credits; requires multitasking through several platforms such as Irental, Monday.com, Vision Link, Straight Docs, DSI and DBS
Ensures accurate process is followed for CAT Commercial in store credit card sales, authorizations and credits
Schedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs
Serves as process owner of Product Health Loaners via Monday.com; responsibilities entails being the liaison with CAT support representatives, sales management and internal parts and service departments to ensure maximum reimbursement
Issues and receives vendor purchase orders through CODA
Responsible for answering incoming customer calls via RingCentral, inputting leads in Texada and transferring requests to other departments
Maintains and supports the Retail Customer Experience program to include machine staging, signage and handling walk-in customer visits
Serves as primary contact for all sales and rental asset prioritization through service departments via Monday.com; requires a strong ability to communicate and influence requests to support our customers equipment availability needs
Performs the purchasing, receiving, and invoicing for CAT and non-CAT products and services for the Power Systems Division (PSD)
Assists in the invoicing of prime product for the department
Assists the PSD Sales Operations Manager in meeting and achieving the goals and objectives of the PSD sales department
Coordinates with the Caterpillar Factory Representatives and HOLT project engineering/management group on behalf of the department
Completes CAT engine ordering process which includes the tracking of orders and communicating with CAT Factory Representative regarding status of orders
Coordinates CAT Engine order acknowledgements with project engineering/ management groups to improve communication
Processes purchase orders, including tracking, coding, and submitting invoices for payment
Acts as a centralized point of contact for purchases on behalf of the Power Systems Division
Creates, updates, and maintains project job files and spreadsheets
Performs other related administrative duties as assigned by management
Verifies and documents all assets arriving and/or departing equipment yard
Accurately stages and preps assets to fulfill incoming requests
Loads and unloads assets, conducts inspect procedures, fuels, and reports the condition of assets per safety protocols
Provides timely updates for all inventory items leaving and/or returning to the yard through the shipping and receiving function
Photographs all incoming and outgoing assets and uploads pictures following current processes
Troubleshoots, communicates, and problem-solve potential shipping and receiving delays on assets
Performs, reconciles, and completes inventory counts of machines and work tools