Sales Coordinator 1

Job Summary : The Sales and Yard Operations 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 :

Sales and Yard Operations Coordinator 1 :

This position also manages safely locating, receiving, inspecting, verifying, and documenting assets in a yard environment. This position will also provide inventory counts and operate various types and sizes 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 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

Additional Role Specific Essential Function s :

Sales and Yard Operations Coordinator 1 :

Knowledge, Skills, and Abilities :

Additional Role Specific Knowledge, Skills, and Abilities :

Sales and Yard Operations Coordinator 1 :

Education and Experience :

Supervisory Responsibilities :

None

Travel :

Physical Requirements :

Additional Role Specific Physical Requirements :

Sales and Yard Operations Coordinator 1 :

Work Environment :

Additional Role Specific Work Environment :

Sales and Operations Coordinator 1 :

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.