Sales Support Coordinator 1- Texas First Rentals

HOLT•Colleyville, TX

1d•Onsite

About The Position

Job Summary: Performs invoicing and clerical duties for the Texas First Rentals Machine Sales Departments. Will provide superior customer service to internal and external customers in alignment with Texas First Rentals Vision, Values and Mission statement Essential Functions: Prepares, reviews, and maintains all sales/ lease invoice and agreement files to ensure accuracy, availability and timeliness under direct supervision from team lead and supervisor Assist in the purchase of EPP and application to the asset Work with Cat Financial to provide the support needed to fund a deal Collaborate with Texas First and Holt CAT to drive HoltUsed.com volume Responds to basic inquiries and provides data related to sales/lease agreements/invoices as directed by team lead or supervisor for customers and/or co-workers in a manner that ensures accurate communication and information flow to support department activities Collaborates with team lead and supervisor in order to provide a rational approach to the processes involved in identifying and defining problems/goals, implementing alternative solution strategies Calculates commissions on new and conversion machine sales as well as on leases; prepare monthly commission statements in an accurate and timely manner to pay the sales force according to current commission scales with guidance from team lead or supervisor Works safely at all times and adheres to all applicable safety policies; complies with all company policies and procedures Complies with company policy regarding regular and punctual employee attendance Performs other duties as assigned under direct supervision Knowledge, Skills, and Abilities: Basic knowledge of CAT products and the relationship between Finance and Sales Department Basic level of transaction code/entry code knowledge, with understanding of invoices, CAT credit statements, finance payoffs and journal entries/coding Understanding of Microsoft Office Suite software Ability to work under direct supervision, alongside team leads and supervisor while setting goals and action plans Some knowledge of internal Dealer Business System (DBS), or a similar invoicing system Education and Experience: Minimum of one-year experience required, or more than three years of experience preferred High school diploma or equivalent required Associate degree in business or finance preferred Supervisory Responsibilities: None Travel: Travel may be required upon assignment (less than 5%) Physical Requirements: To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities Constant movement and use of limbs: this position requires good manual dexterity, coordination and stamina This position involves extended periods in a stationary position: additionally, occasional standing, walking and stooping This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets This role involves extended periods viewing computer screens, with repetitive data entry Work Environment: This job is performed inside a professional office environment, in environmentally controlled conditions Frequently works at a fast-pace with unscheduled interruptions and may also require overtime, determined by workload and at supervisor discretion #LI-TFR #LI-HCT #LI-MFG #LI-HIR #CAT #CATERPILLAR #HOLTCAT

Requirements

Basic knowledge of CAT products and the relationship between Finance and Sales Department
Basic level of transaction code/entry code knowledge, with understanding of invoices, CAT credit statements, finance payoffs and journal entries/coding
Understanding of Microsoft Office Suite software
Ability to work under direct supervision, alongside team leads and supervisor while setting goals and action plans
Some knowledge of internal Dealer Business System (DBS), or a similar invoicing system
Minimum of one-year experience required, or more than three years of experience preferred
High school diploma or equivalent required
Constant movement and use of limbs: this position requires good manual dexterity, coordination and stamina
This position involves extended periods in a stationary position: additionally, occasional standing, walking and stooping
This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets
This role involves extended periods viewing computer screens, with repetitive data entry

Nice To Haves

Associate degree in business or finance preferred

Responsibilities

Prepares, reviews, and maintains all sales/ lease invoice and agreement files to ensure accuracy, availability and timeliness under direct supervision from team lead and supervisor
Assist in the purchase of EPP and application to the asset
Work with Cat Financial to provide the support needed to fund a deal
Collaborate with Texas First and Holt CAT to drive HoltUsed.com volume
Responds to basic inquiries and provides data related to sales/lease agreements/invoices as directed by team lead or supervisor for customers and/or co-workers in a manner that ensures accurate communication and information flow to support department activities
Collaborates with team lead and supervisor in order to provide a rational approach to the processes involved in identifying and defining problems/goals, implementing alternative solution strategies
Calculates commissions on new and conversion machine sales as well as on leases; prepare monthly commission statements in an accurate and timely manner to pay the sales force according to current commission scales with guidance from team lead or supervisor
Works safely at all times and adheres to all applicable safety policies; complies with all company policies and procedures
Complies with company policy regarding regular and punctual employee attendance
Performs other duties as assigned under direct supervision