Sales Coordinator 1

Holt Cat•Waxahachie, TX

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. Essential Functions: 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

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
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