Sales Operations Administrator

Job Posted: October 27th, 2021

Location: San Leandro, California, US

It’s your time, make it matter.

At Peterson, we partner with our customers to build the future. For over 85 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose.

Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values.

You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter.  Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!

Job Description

Peterson Cat has a need for an experienced Sales Operations Administrator at our San Leandro, CA location.


This position is responsible for invoicing customers for new and used equipment, post-sale claims processing/tracking, Sales Rep commission vouchers, deal packet processing/storage, and Caterpillar PINS tracking.


The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.

  • Process customer invoices for new, used, and rental equipment, report all new Caterpillar machine sales via PINS Report, and create commission vouchers.

  • Insure timely invoicing to Customers for New Machine/Attachment Sales, Used Machine/Attachment Sales, Monthly Rentals (RPO’s), and Rental Services (CA only).

  • Collaborate with Sales Management, Coordinators, Reps, Accounting, and EMS to maintain close tracking of invoices, initiate and track post-sale claims from Sales Rep iQuote worksheet until full recovery of funds from Caterpillar. Interaction with other departments and Peterson team members as necessary.

  • Keep current on Caterpillar Merchandising Programs in order to drive maximum utilization of all applicable “value-add” claim options.

  • Ensure timely submission of claims and full recovery of funds claimed. File claims within the allotted time-frame. Keep 60 Day Report at a manageable level (green status).

  • Ensure machine packet contents are complete and in proper order before filing, protecting Peterson from audit violations.

  • Maintain electronic and hard copy files of equipment/attachment records as needed.

  • Keep current on relevant department and company operational and administrative matters.

  • Look for ways to continuously improve and refine department processes to reduce wasteful steps.

  • Maintains punctual, regular, and predictable attendance. 

  • Operate company or personal vehicle as needed.


High School Diploma or General Education Degree (GED); and a minimum of three years of related experience in sales support, preferably in a heavy industrial environment; or an equivalent combination of education and work experience. Must possess a valid motor vehicle operator’s license and have access to reliable transportation.

Peterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.
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