Sales Service Coordinator

Milton CAT • City of Batavia, NY

4d • $26 - $36 • Hybrid

About The Position

Milton CAT is seeking an experienced Sales Service Coordinator (SSC) to play a pivotal role in serving as a trusted operational partner to the 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.
This role is ideal for a proven professional who thrives on ownership, values operational excellence, and is seeking a long‑term career opportunity. The SSC plays a mission‑critical role in customer satisfaction, delivery accuracy, and revenue execution from order acceptance through final delivery.

Requirements

• 3–5+ years of experience in a coordination, operations, sales support, or service operations role supporting complex workflows or products
• Strong professional‑level 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 at all organizational levels.
• Demonstrated commitment to delivering excellent service to internal stakeholders (Sales Representatives, Sales Managers, and Leadership.
• 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 across multiple locations or departments.
• Knowledge of heavy hauling, load planning, or related transportation logistics.
• Experience supporting high‑dollar, configurable equipment or assets.
• Familiarity with ERP systems; AX / Dynamics experience a plus.

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, review, and evaluate preparation quotations for machines and work tools to ensure accurate pricing , appropriate scope, and alignment with Sales and customer expectations.
• Coordinate procurement and installation of parts and work tools, including ordering, scheduling, and inventory verification.
• Create and manage CSRs (work orders) in AX, clearly documenting all required preparation steps for both sale and rental equipment.
• Schedule Shop and Field Service resources across the Milton CAT network independently balancing competing priorities to ensure on‑time machine readiness that meets Sales and customer commitments.
• Arrange transportation logistics, including trucking to customer sites and transfers among Milton CAT locations, including heavy hauling when required.
• Maintain high operational visibility, proactively identifying and resolving issues, exercising sound judgment to mitigate risks and communicate status updates to Sales and Service stakeholders.

What This Job Offers

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