Sales Coordinator 1

1. Demonstrate alignment with the company's mission and core business values; 
2. Collaborate with key internal/external resources; 
3. Participate in ongoing self-development.

Essential Functions

• Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Requires regular and punctual employee attendance
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards 
• Performs other related duties and fulfill responsibilities as required 

• Acts as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOs
• Assists, until able to manage, all logistics from order through delivery with transport, parts and service to meet customer requests; this could encompass order receiving, knowledgeable equipment sourcing, account set up, and delivery
• Assists, until able to manage, the life of rentals including contract management, insurance coverages, customer pricing, machine utilization, service requests, accurate invoicing and credits; requires multitasking through several platforms such as Irental, Monday.com, Vision Link, Straight Docs, DSI and DBS
• Ensures accurate process is followed for CAT Commercial in store credit card sales, authorizations and credits
• Schedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs 
• Serves as process owner of Product Health Loaners via Monday.com; responsibilities entails being the liaison with CAT support representatives, sales management and internal parts and service departments to ensure maximum reimbursement 
• Issues and receives vendor purchase orders through CODA
• Responsible for answering incoming customer calls via RingCentral, inputting leads in Texada and transferring requests to other departments
• Maintains and supports the Retail Customer Experience program to include machine staging, signage and handling walk-in customer visits
• Serves as primary contact for all sales and rental asset prioritization through service departments via Monday.com; requires a strong ability to communicate and influence requests to support our customers equipment availability needs

• Performs the purchasing, receiving, and invoicing for CAT and non-CAT products and services for the Power Systems Division (PSD)
• Assists in the invoicing of prime product for the department
• Assists the PSD Sales Operations Manager in meeting and achieving the goals and objectives of the PSD sales department
• Coordinates with the Caterpillar Factory Representatives and HOLT project engineering/management group on behalf of the department
• Completes CAT engine ordering process which includes the tracking of orders and communicating with CAT Factory Representative regarding status of orders
• Coordinates CAT Engine order acknowledgements with project engineering/ management groups to improve communication  
• Processes purchase orders, including tracking, coding, and submitting invoices for payment
• Acts as a centralized point of contact for purchases on behalf of the Power Systems Division
• Creates, updates, and maintains project job files and spreadsheets
• Performs other related administrative duties as assigned by management

• Verifies and documents all assets arriving and/or departing equipment yard
• Accurately stages and preps assets to fulfill incoming requests
• Loads and unloads assets, conducts inspect procedures, fuels, and reports the condition of assets per safety protocols 
• Provides timely updates for all inventory items leaving and/or returning to the yard through the shipping and receiving function
• Photographs all incoming and outgoing assets and uploads pictures following current processes 
• Troubleshoots, communicates, and problem-solve potential shipping and receiving delays on assets
• Performs, reconciles, and completes inventory counts of machines and work tools 

Knowledge, Skills, and Abilities

• Knowledge of invoicing, receiving, and basic business accounting principles 
• Excellent oral and written communication skills 
• Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills 
• Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
• Ability to interact with tact and courtesy and maintain a professional manner
• Ability to read and understand information and ideas presented in writing
• Ability to listen to and understand information and ideas presented through spoken words and sentences
• Knowledge of construction equipment sales industry
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs

Requirements

• High school diploma or equivalent required 
• Up to two years of work-related skill, knowledge, or experience is required

• None

• Up to 5% of travel expected 

• This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc. 
• This role frequently communicates with others, must be able to exchange accurate information in these situations
• Occasionally moves materials or equipment weighing up to 10 lbs.
• Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
• Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work

• This position involves extended periods on their feet  
• Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting 

• Regularly works indoors in environmentally controlled conditions
• Regularly works outdoors around moving mechanical parts 
• May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity
• Frequently works at fast pace with unscheduled interruptions
• Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas