Retail Sales Representative

The Retail Sales Representative is responsible for growing the Holt Cat brand within a defined geographic territory and call plan through direct customer interaction and in collaboration with the account managers for new and used sales within the Building Construction Product (BCP) family of machines, work tools, and service plans. In addition, this position will support sales related functions such as walk in customers, marketing initiatives, product demonstrations, and retail inventory display maintenance.

Essential Functions:

• Drives the retail customer experience through management of the sales process, display inventory, lead funnel, sales campaigns, and customer interaction in collaboration with marketing and outside sales representatives

• Locates develops, and maintains new prospects and existing customers for new and used equipment through customer-facing activity and technology-based solutions

• Prepares and communicates machine pricing, finance options, and sales/rental agreements independently and in collaboration with outside sales representatives

• Supports the Holt sales initiatives through account management, cold calling, influencing walk-in customers, and deal management from initiation to close

• Influences customer purchasing decisions by emphasizing features and benefits through the use of Caterpillar’s value proposition

• Demonstrates BCP inventory through the use of showroom displays, marketing tools, websites, and literature

• Performs job requirements at various Holt facilities as well as off-site locations including customer offices, job sites, and neutral meeting spaces

• Provides legendary customer service for internal and external customers

• Meets and exceeds individual and department goals for selling, quoting, customer satisfaction results, and prospecting on a monthly basis

• Maintains detailed sales activity within Holt Cat’s CRM tool (Sales Link)

• Manages sales order workflow and documentation through COTI

• Requires regular and punctual employee attendance

• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards

• Performs other duties as assigned

Knowledge, Skills, and Abilities:

• Knowledge of construction and rental industry equipment

• Knowledge of basic operation and applications for Caterpillar, Non-Cat Products, and Attachments

• Knowledge of all shipping and receiving for all machines and attachments for operations

• Knowledge of merchandising programs with HOLT and Cat Finance

• Knowledge of business accounting principles

• Excellent oral and written communication skills

• Exceptional organizational, time management, and multi-tasking skills

• Intermediate computer and related software applications skills

• Advanced MS Office Suite skills with Excel, PowerPoint, and Word

• 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

• The ability to read and understand information and ideas presented in writing

• The ability to listen to and understand information and ideas presented through spoken words and sentences

Education and Experience:

• High school diploma or equivalent required, Bachelor’s degree in related field preferred

• Minimum of two years of work-related experience and skills relevant to the position

• Bilingual preferred

Additional Requirements:

• Valid Driver’s license required

Supervisory Responsibilities:

• None

Travel:

• Extensive travel within the assigned region may be required

Physical Requirements:

• This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets,

• This role frequently communicates with others and must be able to exchange accurate information in these situations

• Occasionally moves materials or equipment weighing up to 10 lb

• 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

Work Environment:

• Regularly works indoors in environmentally controlled conditions

• Occasionally works outdoors and may be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity

• Frequently works at a fast pace with unscheduled interruptions

Disclaimer:

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

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