Sales Inventory Specialist

Holt of California

4d • $72,000 - $85,000 • Onsite

About The Position

The Inventory Planning Specialist plays a key role in ensuring the equipment is
available to meet customer demand. This position partners closely with
Caterpillar, vendors, and internal sales teams to plan, order, and manage new
machine and attachment inventory. Responsibilities include coordinating
equipment orders, tracking inventory, maintaining accurate records, and
facilitating dealer trades to support sales opportunities.

In addition, the role contributes to forecasting and strategic inventory
planning by managing equipment forecasts in Caterpillar’s Dealer Planning
Application (DPA), analyzing inventory levels and sales trends, and supporting
the Sales & Operations Planning (S&OP) process. The ideal candidate is
detail-oriented, analytical, and highly collaborative, with a focus on
optimizing inventory availability and driving business performance.

Requirements

• To perform this job successfully it requires a self-motivated, organized, and detail-oriented individual with strong analytical and communication skills. The ability to multi-task, prioritize work, and interact effectively with internal teams, vendors, Caterpillar representatives, and other Caterpillar dealers is essential.
• The successful candidate must be able to comprehend a broad range of information related to equipment specifications, inventory levels, and sales demand while working efficiently and successfully with minimal supervision.
• Teamwork - Exhibits objectivity and openness to other views, gives and welcome feedback and contributes to building a positive team environment.
• Communication – Understands when to use written and/or verbal communication to be most effective. Utilizes active listening skills. Writes clearly and informatively, edits work for spelling and grammar, presents numerical data effectively, able to read and interpret written information.
• Quality - Demonstrates accuracy and thoroughness, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.
• Accountability - Accepts responsibility for mistakes or problems; maintains ownership of assigned tasks.
• Attitude - Demonstrates a positive attitude and supports the organization’s mission, vision and core values.
• Accurate - Ability to perform work accurately and thoroughly.
• Analytical Skills - Ability to use thinking and reasoning to solve complex problems and to assist others in problem solving.
• Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
• Customer Oriented - Ability to enhance customer satisfaction through one on one interaction, to coaching others, to developing better systems and ways within the confines of company resources.
• Detail Oriented - Ability to pay attention to the minute details of a project or task.
• Organized - Ability to maintain a system that allows for ease of tracking and assisting multiple people and tasks on a regular basis.
• Problem Solving - Ability to find solutions for or deal proactively with work-related challenges
• Technical – Office Excel, Word, PowerPoint and computer skills
• PC literate with proficient knowledge in Microsoft Word and Excel.
• Strong analytical and mathematical aptitude.
• Mechanical aptitude and ability to understand equipment specifications.
• Ability to read and interpret schematic drawings regarding equipment specifications.
• Strong organizational and communication skills.
• Ability to analyze inventory and sales data to support planning decisions.
• Must type 50 WPM with data entry experience.
• Must have a valid California driver license Class C or higher and a clean DMV report.

Nice To Haves

• Bachelor’s Degree in Business, Supply Chain, Finance, or a related field preferred; or equivalent combination of education and related experience in inventory management, forecasting, sales operations, or supply chain planning preferred.

Responsibilities

• Place all new machine and attachment orders with Caterpillar and various vendors.
• Track ordered units and coordinate transportation and delivery to company locations.
• Monitor incoming equipment and verify order accuracy upon arrival.
• Maintain machine specifications, configurations, descriptions, and pricing in Dealer Business System.
• Analyze current inventory levels, incoming units, and sales activity to support inventory planning decisions.
• Assist Operations Manager with maintaining equipment forecasts within Caterpillar’s Dealer Planning Application (DPA).
• Assist in analyzing sales history, quoting trends, and inventory levels to support forecast accuracy.
• Prepare information and reports used in monthly inventory review and planning meetings.
• Coordinate dealer trades and transfers with other dealers to support customer sales opportunities.
• Maintain strong working relationships with the Cat dealer network to assist with sourcing equipment when needed.
• Coordinate transportation logistics for equipment transfers and dealer trades.
• Assist the sales team with machine configuration decisions and inventory availability.
• Work with quoting system to ensure machine specifications and pricing are accurate for sales quotes.
• Review and approve vendor invoices related to equipment purchases, alterations, and transportation.
• Maintain history files and documentation for audit purposes.
• Participate in monthly inventory counts and inventory accuracy initiatives.
• Travel as required for inventory meetings and trainings.
• Maintain professional relationships with vendor representatives and internal teams.
• Other duties may be assigned.

Benefits

• Excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), nine paid holidays, paid vacation, and paid sick time.
• Career advancement opportunities and ongoing professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees