Sales Operations Coordinator
About The Position
The Sales Operations Coordinator will serve as a key point of contact for inbound inquiries related to used Caterpillar Electric Power equipment. This role is responsible for managing customer relationships, locating and brokering equipment transactions, preparing quotes and contracts, and developing standardized processes for sales operations. The ideal candidate will possess strong communication skills, a customer-first mindset, and the ability to work independently with discretion and sound judgment. A background in the electrical, construction or related field is necessary for this role.
Requirements
- Strong communication skills
- Customer-first mindset
- Ability to work independently with discretion and sound judgment
- Background in the electrical, construction or related field
Responsibilities
- Serve as the primary point of contact for inbound phone and web inquiries related to new equipment, delivering prompt and professional customer service.
- Assess customer needs and recommend appropriate equipment solutions by leveraging product knowledge and inventory availability.
- Review new construction drawings to analyze equipment needs.
- Source equipment internally and externally to meet customer specifications, coordinating with dealers, suppliers, and internal stakeholders.
- Broker equipment transactions by facilitating negotiations, aligning terms, and ensuring compliance with company policies and industry standards.
- Prepare and manage all sales documentation including quotes, contracts, purchase agreements, and delivery schedules.
- Maintain accurate and up-to-date records of customer interactions, equipment listings, sales activities, and transaction details in CRM and other systems.
- Provide post-sale support including follow-up communication, issue resolution, and relationship management to encourage repeat business.
- Generate new business opportunities through proactive lead generation activities including outbound outreach, follow up campaigns, and targeted prospecting.
- Call on internet leads and conduct outbound cold calls to qualify prospects, assess needs, and convert inquiries into active sales opportunities.
- Other duties as assigned.
Benefits
- Medical (and FSA/HSA plans)
- Dental
- Vision Insurances
- Paid Vacation
- Paid Holidays
- Company-paid Basic Life Insurance
- Supplemental Term Life Insurance
- 401(k) with Profit Sharing
- Tuition Reimbursement
- In-house Training Dept.
- Paid Military Leave
- Short and Long-Term Disability
- Safety Glasses and Boot Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
