Sales Coordinator 1
26 days ago
San Antonio
Job DescriptionDescriptionThe Sales Coordinator 1 is responsible for coordinating the day-to-day activities pertaining to the sale and rental of equipment. Additional Role Specific Job Summary Items: 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 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, • Knowledge of construction equipment sales industry, • Knowledge of 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 MS Office Excel and PowerPoint skills; Advanced MS Word skills, • 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 RequirementsEducation and Experience: • High school diploma or equivalent required Travel: • Up to 5% travel maybe expected Physical Requirements: • This position involves extended periods on their feet, • This role frequently communicates with others, must be able to exchange accurate information in these situations, • Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting, • Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina, • Regularly works indoors in environmentally controlled conditions, • Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas, • Regularly works outdoors around moving mechanical parts, • May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity