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Holt Group Inc

Sales Coordinator 1

cleburne, TX

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About this opportunity

Holt Group Inc lists this Sales Coordinator 1 opportunity in cleburne, Texas. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Sales Coordinator 1

Department: Machine Division (MAC)

Employment Type: Full Time

Location: Cleburne

Description

The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities of assigned area. 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:

Demonstrate alignment with the company's mission and core business values;

Collaborate with key internal/external resources;

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 Mission

Requires regular and punctual employee attendance

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

Performs other related duties and fulfill responsibilities as required

Additional Role Specific Essential Functions:

Sales Coordinator 1- Machine: Acts as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOs

Assists, until able to 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 delivery

Assists, until able to 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 DBS

Ensures accurate process is followed for CAT Commercial in store credit card sales, authorizations and credits

Schedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs

Serves as process owner of Product Health Loaners via Monday.com; responsibilities entails being the liaison with CAT support representatives, sales management and internal parts and service departments to ensure maximum reimbursement

Issues and receives vendor purchase orders through CODA

Responsible for answering incoming customer calls via RingCentral, inputting leads in Texada and transferring requests to other departments

Maintains and supports the Retail Customer Experience program to include machine staging, signage and handling walk-in customer visits

Serves 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 customers equipment availability needs

Sales Coordinator 1 - PSD: Performs the purchasing, receiving, and invoicing for CAT and non-CAT products and services for the Power Systems Division (PSD)

Assists in the invoicing of prime product for the department

Assists the PSD Sales Operations Manager in meeting and achieving the goals and objectives of the PSD sales department

Coordinates with the Caterpillar Factory Representatives and HOLT project engineering/management group on behalf of the department

Completes CAT engine ordering process which includes the tracking of orders and communicating with CAT Factory Representative regarding status of orders

Coordinates CAT Engine order acknowledgements with project engineering/ management groups to improve communication

Processes purchase orders, including tracking, coding, and submitting invoices for payment

Acts as a centralized point of contact for purchases on behalf of the Power Systems Division

Creates, updates, and maintains project job files and spreadsheets

Performs other related administrative duties as assigned by management

Sales and Yard Operations Coordinator 1: Verifies and documents all assets arriving and/or departing equipment yard

Accurately stages and preps assets to fulfill incoming requests

Loads and unloads assets, conducts inspect procedures, fuels, and reports the condition of assets per safety protocols

Provides timely updates for all inventory items leaving and/or returning to the yard through the shipping and receiving function

Photographs all incoming and outgoing assets and uploads pictures following current processes

Troubleshoots, communicates, and problem-solve potential shipping and receiving delays on assets

Performs, reconciles, and completes inventory counts of machines and work tools

Knowledge, Skills, and Abilities Knowledge of invoicing, receiving, and basic business accounting principles

Excellent oral and written communication skills

Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills

Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)

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

Ability to read and understand information and ideas presented in writing

Ability to listen to and understand information and ideas presented through spoken words and sentences

Knowledge of construction equipment sales industry

Ability to compute rate, ratio, and percent and to draw and interpret bar graphs

Requirements

Education and Experience: High school diploma or equivalent required

Up to two years of work-related skill, knowledge, or experience is required

Supervisory Responsibilities: None

Travel: Up to 5% of travel expected

Physical Requirements: This 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, must be able to exchange accurate information in these situations

Occasionally moves materials or equipment weighing up to 10 lbs.

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

Sales Coordinator 1 - Machine: This position involves extended periods on their feet

Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting

Work Environment: Regularly works indoors in environmentally controlled conditions

Regularly works outdoors around moving mechanical parts

May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity

Frequently works at fast pace with unscheduled interruptions

Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas

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.

Worksite address

cleburne, TX, 76031, US

Who can apply

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