Job Description

Sales Coordinator 1

Department: Machine Division (MAC)

Employment Type: Full Time

Location: Little Elm

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 Mission
• 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
• 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

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

• High school diploma or equivalent required
• Up to two years of work-related skill, knowledge, or experience is required

• None

• Up to 5% of travel expected

• 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
• This position involves extended periods on their feet
• Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting

• 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