Sales Coordinator 1

HOLT GroupSan Antonio, TX
Onsite

About The Position

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: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.

Requirements

  • Knowledge of construction equipment sales industry
  • Knowledge of 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 MS Office Excel and PowerPoint skills; Advanced MS Word skills
  • 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
  • High school diploma or equivalent required

Nice To Haves

  • Up to one year of work-related skill, knowledge, or experience is preferred

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
  • 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
  • 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
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