Holt CAT
Sales Coordinator 1
Holt CAT, Aubrey, Texas, United States, 76227
Description
The Sales Coordinator 1 is responsible for coordinating the day-to-day activities pertaining to the sale and rental of equipment.The incumbent in this position is expected to model the following practices daily: 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 MissionActs as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOsAssists, until able to independently 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 deliveryAssists, until able to independently 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 DBSEnsures accurate process is followed for CAT Commercial in-store credit card sales, authorizations, and creditsSchedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubsServes as process owner of Product Health Loaners via Monday.com; responsibilities entail being the liaison with CAT support representatives, sales management, and internal parts and service departments to ensure maximum reimbursementIssues and receives vendor purchase orders through CODAResponsible for answering incoming customer calls via RingCentral, inputting leads in Texada, and transferring requests to other departmentsMaintains and supports the Retail Customer Experience program to include machine staging, signage, and handling walk-in customer visitsServes 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 customer's equipment availability needsRequires regular and punctual employee attendanceWorks safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standardsPerforms other duties as assigned
Knowledge, Skills, and Abilities:Knowledge of the construction equipment sales industryKnowledge of business accounting principlesExcellent oral and written communication skillsExceptional organizational, time management, and multi-tasking skillsIntermediate computer and related software applications skillsIntermediate MS Office Excel and PowerPoint skills; Advanced MS Word skillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimalsAbility to compute rate, ratio, and percent and to draw and interpret bar graphsAbility to interact with tact and courtesy and maintain a professional mannerAbility to read and understand information and ideas presented in writingAbility to listen to and understand information and ideas presented through spoken words and sentences
Education and Experience:High school diploma or equivalent requiredUp to one year of work-related skill, knowledge, or experience is preferred
Supervisory Responsibilities:None
Travel:Up to 5% travel may be expected
Physical Requirements:To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily; Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilitiesThis 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, and must be able to exchange accurate information in these situationsOccasionally moves materials or equipment weighing up to 10 lbs.Constant movement and use of limbs; this position requires good manual dexterity, coordination, and staminaRoutinely 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 conditionsOften assists in familiarizing customers with equipment and work tools outdoors in yards and in display areasOccasionally works outdoors and may be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidityFrequently 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.#LI-HCTEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
The Sales Coordinator 1 is responsible for coordinating the day-to-day activities pertaining to the sale and rental of equipment.The incumbent in this position is expected to model the following practices daily: 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 MissionActs as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOsAssists, until able to independently 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 deliveryAssists, until able to independently 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 DBSEnsures accurate process is followed for CAT Commercial in-store credit card sales, authorizations, and creditsSchedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubsServes as process owner of Product Health Loaners via Monday.com; responsibilities entail being the liaison with CAT support representatives, sales management, and internal parts and service departments to ensure maximum reimbursementIssues and receives vendor purchase orders through CODAResponsible for answering incoming customer calls via RingCentral, inputting leads in Texada, and transferring requests to other departmentsMaintains and supports the Retail Customer Experience program to include machine staging, signage, and handling walk-in customer visitsServes 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 customer's equipment availability needsRequires regular and punctual employee attendanceWorks safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standardsPerforms other duties as assigned
Knowledge, Skills, and Abilities:Knowledge of the construction equipment sales industryKnowledge of business accounting principlesExcellent oral and written communication skillsExceptional organizational, time management, and multi-tasking skillsIntermediate computer and related software applications skillsIntermediate MS Office Excel and PowerPoint skills; Advanced MS Word skillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimalsAbility to compute rate, ratio, and percent and to draw and interpret bar graphsAbility to interact with tact and courtesy and maintain a professional mannerAbility to read and understand information and ideas presented in writingAbility to listen to and understand information and ideas presented through spoken words and sentences
Education and Experience:High school diploma or equivalent requiredUp to one year of work-related skill, knowledge, or experience is preferred
Supervisory Responsibilities:None
Travel:Up to 5% travel may be expected
Physical Requirements:To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily; Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilitiesThis 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, and must be able to exchange accurate information in these situationsOccasionally moves materials or equipment weighing up to 10 lbs.Constant movement and use of limbs; this position requires good manual dexterity, coordination, and staminaRoutinely 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 conditionsOften assists in familiarizing customers with equipment and work tools outdoors in yards and in display areasOccasionally works outdoors and may be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidityFrequently 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.#LI-HCTEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)