Sales Inventory Specialist

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell and service a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

SUMMARY

The Inventory Planning Specialist plays a key role in ensuring the equipment is available to meet customer demand. This position partners closely with Caterpillar, vendors, and internal sales teams to plan, order, and manage new machine and attachment inventory. Responsibilities include coordinating equipment orders, tracking inventory, maintaining accurate records, and facilitating dealer trades to support sales opportunities.

In addition, the role contributes to forecasting and strategic inventory planning by managing equipment forecasts in Caterpillar's Dealer Planning Application (DPA), analyzing inventory levels and sales trends, and supporting the Sales & Operations Planning (S&OP) process. The ideal candidate is detail-oriented, analytical, and highly collaborative, with a focus on optimizing inventory availability and driving business performance.

QUALIFICATIONS REQUIREMENTS

To perform this job successfully it requires a self-motivated, organized, and detail-oriented individual with strong analytical and communication skills. The ability to multi-task, prioritize work, and interact effectively with internal teams, vendors, Caterpillar representatives, and other Caterpillar dealers is essential.

The successful candidate must be able to comprehend a broad range of information related to equipment specifications, inventory levels, and sales demand while working efficiently and successfully with minimal supervision.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Place all new machine and attachment orders with Caterpillar and various vendors.

• Track ordered units and coordinate transportation and delivery to company locations.

• Monitor incoming equipment and verify order accuracy upon arrival.

• Maintain machine specifications, configurations, descriptions, and pricing in Dealer Business System.

• Analyze current inventory levels, incoming units, and sales activity to support inventory planning decisions.

• Assist Operations Manager with maintaining equipment forecasts within Caterpillar's Dealer Planning Application (DPA).

• Assist in analyzing sales history, quoting trends, and inventory levels to support forecast accuracy.

• Prepare information and reports used in monthly inventory review and planning meetings.

• Coordinate dealer trades and transfers with other dealers to support customer sales opportunities.

• Maintain strong working relationships with the Cat dealer network to assist with sourcing equipment when needed.

• Coordinate transportation logistics for equipment transfers and dealer trades.

• Assist the sales team with machine configuration decisions and inventory availability.

• Work with quoting system to ensure machine specifications and pricing are accurate for sales quotes.

• Review and approve vendor invoices related to equipment purchases, alterations, and transportation.

• Maintain history files and documentation for audit purposes.

• Participate in monthly inventory counts and inventory accuracy initiatives.

• Travel as required for inventory meetings and trainings.

• Maintain professional relationships with vendor representatives and internal teams.

• Other duties may be assigned.

QUALIFICATIONS

• Teamwork - Exhibits objectivity and openness to other views, gives and welcomes feedback and contributes to building a positive team environment.

• Communication - Understands when to use written and/or verbal communication to be most effective. Utilizes active listening skills. Writes clearly and informatively, edits work for spelling and grammar, presents numerical data effectively, able to read and interpret written information.

• Quality - Demonstrates accuracy and thoroughness, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.

• Accountability - Accepts responsibility for mistakes or problems; maintains ownership of assigned tasks.

• Attitude - Demonstrates a positive attitude and supports the organization's mission, vision and core values.

• Accurate - Ability to perform work accurately and thoroughly.

• Analytical Skills - Ability to use thinking and reasoning to solve complex problems and to assist others in problem solving.

• Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.

• Customer Oriented - Ability to enhance customer satisfaction through one on one interaction, to coaching others, to developing better systems and ways within the confines of company resources.

• Detail Oriented - Ability to pay attention to the minute details of a project or task.

• Organized - Ability to maintain a system that allows for ease of tracking and assisting multiple people and tasks on a regular basis.

• Problem Solving - Ability to find solutions for or deal proactively with work-related challenges

• Technical - Office Excel, Word, PowerPoint and computer skills

EDUCATION AND/OR TRAINING

Bachelor's Degree in Business, Supply Chain, Finance, or a related field preferred; or equivalent combination of education and related experience in inventory management, forecasting, sales operations, or supply chain planning preferred.

SKILLS & ABILITIES

• PC literate with proficient knowledge in Microsoft Word and Excel.

• Strong analytical and mathematical aptitude.

• Mechanical aptitude and ability to understand equipment specifications.

• Ability to read and interpret schematic drawings regarding equipment specifications.

• Strong organizational and communication skills.

• Ability to analyze inventory and sales data to support planning decisions.

• Must type 50 WPM with data entry experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid California driver license Class C or higher and a clean DMV report.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands and fingers. The employee is occasionally required to walk.

The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee occasionally works near moving mechanical parts. The noise level in the work environment is usually moderate to loud.

COMPENSATION

Wage Range $72,000 - $85,000 Salary

Wage depends on knowledge, skills and ability to perform the responsibilities of the job.

WHY WORK FOR HOLT?

Excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), nine paid holidays, paid vacation, and paid sick time. Career advancement opportunities and ongoing professional development.

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

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