Sales & Rental Operations Coordinator

WMH • Charlotte, NC

10d • Onsite

About The Position

WMH Solutions is seeking a Sales & Rental Operations Coordinator to join their team. This role supports customer orders, used equipment activity, rental coordination, equipment documentation, order processing, invoicing support, and communication between various internal and external teams. The ideal candidate is organized, accurate, proactive, and comfortable acting as a communication hub in a fast-paced environment. This position is crucial for ensuring the smooth and accurate processing of equipment orders, rental activities, and used equipment transactions, contributing to the company's operational efficiency and customer satisfaction.

Requirements

• Minimum of 1 year of experience in coordination, administrative support, sales support, customer service, rental support, logistics, dispatch, fleet coordination, operations support, or a similar role.
• High school diploma or GED required.
• Valid driver’s license required.
• Strong communication, organization, and follow-up skills.
• Comfortable managing multiple priorities, interruptions, urgent requests, and detailed documentation.
• Experience with Microsoft Office, including Excel, Word, Outlook, Teams, and SharePoint.
• Ability to learn internal systems and follow established processes.
• Ability to communicate professionally with customers, vendors, manufacturers, sales representatives, service teams, branch teams, leasing companies, and management.

Nice To Haves

• Material handling experience.
• Forklifts or warehouse equipment experience.
• Equipment rental experience.
• Used equipment sales support experience.
• Dealership operations experience.
• Industrial service support experience.
• Parts, warehouse, or inventory support experience.
• Experience with purchase orders, invoicing, contracts, lease documents, or customer order processing.
• Dispatch, logistics, fleet coordination, or transportation coordination experience.
• Accounting support, billing support, or documentation-heavy administrative work experience.
• Strong attention to detail.
• Clear and proactive communication.
• Customer service mindset.
• Ability to stay calm and organized when priorities shift.
• Strong follow-through.
• Problem-solving and good judgment.
• Accountability and professionalism.
• Comfort working independently while supporting a larger team.
• Willingness to learn WMH’s internal systems and the material handling industry.

Responsibilities

• Process and track customer orders for new equipment, used equipment, rental equipment, warehouse products, attachments, and related items.
• Maintain accurate order files, contracts, lease documents, rental documents, e-files, purchase orders, invoices, and internal records.
• Support rental contract setup, rental contract review, branch communication, customer order accuracy, and rental-related follow-up.
• Assist with used equipment order creation, stock list management, purchasing, invoicing, trade-in processing, and related documentation.
• Coordinate with Sales, Service, Rental, customers, vendors, leasing companies, manufacturers, branches, and out-of-territory dealers.
• Track equipment inventory, delivery status, order status, warranty registration, customer information, and required documentation.
• Confirm customer order details before orders are processed to reduce errors, delays, and rework.
• Support booking reports, invoicing reports, revenue review, gross profit review, depreciation review, and order-related reporting.
• Assist with calls, emails, voicemails, urgent requests, and overflow support when Sales Representatives or branch teams need assistance.
• Help keep internal teams informed so customer orders, rental activity, equipment preparation, and customer communication stay on schedule.

Benefits

• Health insurance
• Paid holidays
• Paid time off, including vacation and personal time
• Retirement plan
• Profit sharing
• Financial planning support
• Professional development assistance
• Potential referral and incentive programs
• Cell phone allowance
• Growth opportunities within a stable and expanding company
• Team-focused culture built around service, accountability, and doing things the right way

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED