Financial Sales Representative

Job Summary: The Financial Sales Representative is an integral member of the
Finance and Sales team. This role provides completion of deal support while providing
superior customer service to internal and external customers in adherence with Holt’s
mission statement and in support of organizational goals.

Essential Functions:
 

• Performs duties in support of sales and finance teams to provide accurate and
  timely coordination of sales orders, documents, quotes, program filings and
  invoicing
•  Reviews sales contracts for accuracy and provides
  recommendations/suggestions on corrections to ensure customers are able to
  use appropriate marketing programs
• Utilizes applicable billing systems to ensure timely and accurate invoicing,
  program filings and warranty enrollments while meeting individual productivity,
  accuracy and timeliness metrics
• Remains current on applicable programs and processes to ensure a high level of
  accuracy on submitted documentation
• Maintains appropriate internal controls regarding documentation on the
  financial closure, reporting, and processes on the customer to invoice lifecycles
•  Acts as liaison with internal departments and customers as needed and
  answers/resolve internal and external customer issues
•  Collaborates on process improvement strategies as well as participate in
  meetings and engagement activities
• Calculates commissions on machine sales, rentals and leases; prepares monthly
  commission statements in an accurate and timely manner and according to
  current commission scales
•  Assist with development, roll out, and maintenance of internal SOP's
•  Adheres to all deadlines and reporting requirements as set by management
  and/or rules and regulations
• Investigates/resolves variances on the program and warranty dollars received on a
  timely basis
•  Answer and resolve customer (internal/external) questions and needs
•  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:

• Significant knowledge of CAT products, and the relationship between Finance,
  Sales and other operational departments to include New Inventory, Work Tools
  and Service Department
• Advanced knowledge of deal processes as well as transaction code/entry code
  usage as they relate to invoices, CAT credit statements, finance billing
  instructions and payoffs
•  Proficient in the use of computer programs and systems utilized by the company
  (DBS, Cat Systems, Excel, Microsoft Outlook, Documentum, Box, Monday
  Boards, etc.)
• Strong research, problem-solving, and investigation skills
• Strong interpersonal communication skills including both written and oral
•  Ability to work in a fast-paced environment with frequent interruptions
• Excellent interpersonal skills to establish working relationships with multiple
  departments and various levels of the organization
•  Excellent organizational, planning, multi-tasking, and time management skills,
  deadline-oriented
• Ability to work independently and within a team in a fast-paced, high volume
  an environment with emphasis on accuracy and timeliness

Education and Experience:

• High school diploma or equivalent required; College degree preferred
•  Four years of relevant experience required, six or more years preferred

Supervisory Responsibilities:

• None

Travel:

•  Up to 5%

Physical Requirements:

•  This position involves extended periods in a stationary position; additionally,
  the 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
•  This role routinely uses standard office equipment such as computers, phones,
  photocopiers, filing cabinets, and fax machines
• Occasionally moves materials or equipment weighing up to 15 lbs.
  Work Environment:
•  This job is generally performed in a professional office environment
•  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.