Sales Operations Administrator

Peterson•San Leandro, CA

4d•Onsite

About The Position

Peterson Cat has an immediate need for an experienced Sales Operations Administrator based at our San Leandro, CA location. This position is responsible for invoicing customers for new and used equipment, post-sale claims processing/tracking, Sales Rep commission vouchers, deal packet processing/storage, and Caterpillar PINS tracking. Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!

Requirements

High School Diploma or General Education Degree (GED); and a minimum of three years of related experience in sales support, preferably in a heavy industrial environment; or an equivalent combination of education and work experience.
Must possess a valid motor vehicle operator’s license and have access to reliable transportation.

Nice To Haves

Experience in a heavy industrial environment.

Responsibilities

Process customer invoices for new, used, and rental equipment, report all new Caterpillar machine sales via PINS Report, and create commission vouchers.
Ensure timely invoicing to Customers for New Machine/Attachment Sales, Used Machine/Attachment Sales, Monthly Rentals (RPO’s), and Rental Services (CA only).
Collaborate with Sales Management, Coordinators, Reps, Accounting, and EMS to maintain close tracking of invoices, initiate and track post-sale claims from Sales Rep iQuote worksheet until full recovery of funds from Caterpillar.
Interaction with other departments and Peterson team members as necessary.
Keep current on Caterpillar Merchandising Programs in order to drive maximum utilization of all applicable “value-add” claim options.
Ensure timely submission of claims and full recovery of funds claimed.
File claims within the allotted time-frame.
Keep 60 Day Report at a manageable level (green status).
Ensure machine packet contents are complete and in proper order before filing, protecting Peterson from audit violations.
Maintain electronic and hard copy files of equipment/attachment records as needed.
Keep current on relevant department and company operational and administrative matters.
Look for ways to continuously improve and refine department processes to reduce wasteful steps.
Maintains punctual, regular, and predictable attendance.
Operate company or personal vehicle as needed.
Other administrative, clerical duties as assigned by Manager.
Work overtime as needed and within labor law guidelines.
Attend scheduled training classes, department, and safety meetings.
Works collaboratively in a team environment with a spirit of cooperation.
Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
Respectfully takes direction from supervisor/manager.