Territory Parts Consultant

JOB SUMMARY:  The Territory Parts Consultant is responsible for providing parts support for Caterpillar, vendors, customers and internal departments territory wide.  This role is accountable for maintaining / growing WSECO’s professional positions in its markets by providing parts consultation and customer service in an organized, personable, and professional manner. 

SUCCESS AT WESTERN STATES:  Western State’s culture is based on passion for our Vision, Mission, and VALUES. We are fiercely committed to SAFETY and sending every employee, safely home, every day. We strive for EXCELLENCE in all we do and are proud to be a “play to win” organization. We act with INTEGRITY in each and every decision we make. Our People and TEAMWORK drive a fun and engaging culture. We are ACCOUNTABLE as individuals and as an organization.

ESSENTIAL FUNCTIONS: 

Safety

• Actively cares, promotes, manages, and advocates safety at Western States.  As a leader and team member in the organization, it is critical to ensure all employees, vendors, and clients have a safe work environment while adhering to all applicable safety policies, procedures and standards.
• Maintains clean/clutter free personal work areas to ensure safe environments for all WSECO employees.
• Adhering to required personal protective equipment (PPE) as identified in safety policy.

Customer Service

• Manages parts inquiries over the phone and in person for all branches at Western States
• Supports internal customers, such as Product Support Sales Representatives (PSSRs)/Inside Sales/Machine Sales/Service Department, and all external customers with parts pricing and quoting.
• Advises customers on substitution of parts when replacement is not available.

Administration

• Checks parts availability. Determines urgency of parts and decide most efficient way to meet customers’ needs; uses need-by dates effectively.
• Generates invoices and completes customer transactions by receiving payment from the customer.
• Processes, tracks and completes customers’ orders to exceed customers’ expectations.
• Pulls parts from inventory when needed.

Training and Teamwork

• Participates in and completes training as required and/or available.
• Follows assigned work schedule with consistent attendance/punctuality.
• Adheres to all customer care standards.
• May accomplish training and serve as a team member in support of Western States’ strategic programs, projects, and initiatives.
• Works within and promotes corporate vision, mission, and values of the organization.
• Performs other duties as assigned.

KNOWLEDGE SKILLS AND ABILITIES:

• Ability to learn dealer systems.
• Moderate knowledge of construction and material handling equipment.
• Ability to obtain forklift operators certification.
• Ability to develop and maintain effective working relationships with others through Teamwork.
• Ability to travel occasionally when needed for training, meetings, etc.
• Ability to work overtime and be on call.

EDUCATION AND EXPERIENCE: 

• Proof of high school diploma or General Education Degree (GED) required.
• Minimum 2 years CAT Parts Consultant experience required; two additional years of parts/warehouse experience preferred.
• Must be able to communicate (speak, read, comprehend, write in English).                

PHYSICAL CHARACTERISTICS:                     

• Must be able to sit for long periods of time along with walking, standing, climbing stairs, reaching, pushing, pulling, leaning and twisting.
• Able to lift up to 50 lbs in accordance with Western States’ Lifting Safe Work Practice to include amount and approach.
• Must be able to meet all safety requirements for applicable safety policies.

Disclaimer:  The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  It is not intended be an exhaustive list of all responsibilities, duties, and skills required of employees in this classification.