Sales Operations Manager
About The Position
Milton CAT is seeking a highly analytical and results-driven Sales Operations Manager to support and optimize our sales and rental operations across the dealership. This role is critical in ensuring accurate invoicing, streamlined workflows, and alignment between Sales, Rental, and Finance teams. The Sales Operations Manager leads continuous improvement initiatives across the quote-to-cash lifecycle, including improving available systems use and automation, leveraging KPIs to track efficiency/accuracy and developing or assisting with implementation of new tools or workflows to support our growing business. The ideal candidate thrives in a fast-paced environment, understands the importance of process discipline, and is passionate about driving efficiency and continuous improvement. We’re seeking a proactive leader who enjoys optimizing processes and making a measurable impact on business performance. We are a leading, privately-held Caterpillar dealership with a strong reputation for customer service and operational excellence. Our team-oriented culture, focus on innovation, and commitment to employee development make us a top employer in the region.
Requirements
- Bachelor’s degree required
- 5+ years of experience in Sales Operations, Finance, or Rental Operations
- 1+ year of previous supervisory or management experience
- Strong understanding of invoicing, billing cycles, and financial processes
- Proficiency in ERP/CRM systems (e.g., AX, Texada, or similar platforms) and other digital tools
- Highly detail-oriented with strong analytical and problem-solving skills
- Proven ability to manage multiple priorities and drive process improvements
- Strong leadership skills
- Excellent communication and cross-functional collaboration skills
Nice To Haves
- Experience in construction equipment, heavy equipment, or dealership environment welcome but not required
Responsibilities
- Oversee end-to-end sales and rental operational processes, from quote through invoicing
- Ensure timely and accurate billing for sales transactions and rental agreements
- Partner with Sales and Rental teams to improve order flow and reduce delays
- Drive consistency in billing practices across systems (e.g., ERP, rental platforms) to improve billing efficiency
- Collaborate with Finance to ensure alignment on terms, billing cycles, and compliance requirements
- Identify and resolve invoicing discrepancies, including rental damage, credits, and adjustments
- Partner with Sales leadership on pricing, margin management, and merchandising strategies
- Support deal audit processes to ensure accuracy of agreements, attachments, programs, and billing elements as well as national account and customer-specific requirements.
- Act as the liaison between Sales, Rental, Finance, and Operations teams
- Provide guidance and training on processes and best practices
- Support change management efforts tied to new processes, policies, or systems
Benefits
- Competitive salary
- Health, Dental & Vision Insurance
- 401(k) with company match
- Paid Time Off + Holidays
- Tuition reimbursement and professional development opportunities
- A collaborative, growth-oriented work environment
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What This Job Offers
Job Type
Full-time
Career Level
Manager
