Sales Service Coordinator

Milton CAT • City of Batavia, NY

3h • $55,000 - $75,000 • Hybrid

About The Position

Milton CAT is seeking an experienced Sales Service Coordinator (SSC) to play a pivotal role in supporting our sales organization while closely partnering with the Service team to ensure seamless operational execution. The SSC is a highly organized, detail-driven professional responsible for orchestrating all administrative and preparation activities required to deliver equipment for sale or rental. In this fast-paced environment, the SSC ensures accuracy, efficiency, and seamless execution across multiple departments and locations.

Requirements

• Strong proficiency with technology and Microsoft platforms (Teams, Outlook, Excel, Office Suite).
• Exceptional written and verbal communication skills, with the ability to communicate clearly, concisely, and professionally.
• Demonstrated commitment to delivering excellent service to internal stakeholders (Sales Representatives and Managers).
• Ability to research, interpret, and verify machine preparation requirements for accurate quoting and scheduling.
• Strong analytical and problem-solving capabilities; able to quickly learn equipment operation concepts and work tool applications.
• Highly self-motivated and proactive, with a track record of anticipating problems and offering practical, creative solutions.
• Exceptional organizational skills with impeccable attention to detail in a fast-moving, high-volume environment.

Nice To Haves

• Associate’s degree or higher.
• Background in customer service, equipment management, or machinery operations.
• Experience in short-term and long-term project coordination.
• Knowledge of heavy hauling, load planning, or related transportation logistics.

Responsibilities

• Serve as the central liaison between Sales and Service, ensuring all machine preparation activities are aligned, communicated, and executed with precision.
• Validate sales order accuracy and manage detailed deal sheets, including machine, work tool, and kit compatibility assessments.
• Secure and evaluate preparation quotations for machines and work tools to ensure accurate pricing and scope for Sales.
• Coordinate procurement and installation of parts and work tools, including ordering, scheduling, and inventory verification.
• Create and manage CSRs (work orders) in AX, clearly conveying all required preparation steps for both sale and rental equipment.
• Schedule Shop and Field Service resources across the Milton CAT network to ensure timely machine readiness that meets customer and Sales expectations.
• Arrange all transportation logistics, including trucking to customer sites and transfers among Milton CAT locations.
• Maintain high operational visibility, proactively identifying and resolving issues to support a smooth sales-to-delivery workflow.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree