Operations Support Coordinator
HOLT CAT
IronPro Agreements and National Accounts CoordinatorThis position is responsible for the preparation, planning, and follow-up of IronPro agreements and National Accounts agreements. Provides assistance on improving product support efficiencies and maximizing customer satisfaction. This includes agreement renewals, quoting assistance, organizing, billing using both internal and external systems, documentation, and filing of paperwork. 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 FunctionsModels, 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 MissionMaintains IronPro agreements using resources found in Salesforce and Dealer Business SystemMaintains an accrual account system for the tracking of customers who make advance payments for services not yet rendered, thereby, separating regular service payments from IronPro service payments not currently chronicled in our existing company accounting systemManages all "interval" billing through Contract TrackingMaintains a contract renewal plan with input from PSSR'sCoordinates with other dealers on maintenance of out of territory machinesManages the lifecycle of Method of Procedures (MOPs) including the draft, review, revision, and publish phasesOpens and closes internal and external work orders utilizing customer portal for preventive, corrective, and warranty services,Issues and receives Purchase Orders, maintains all associated paperworkAssists with customer relations/service of our current and potential IronPro customers; Completes monthly commissions for CT and PM accountsRequires regular and punctual employee attendanceWorks safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standardsPerforms other duties as assignedKnowledge, Skills, and AbilitiesExcellent oral and written communication skillsExceptional organizational, time management, and multi-tasking skillsKnowledge of business accounting principlesComputer proficiency and technical aptitude to utilize various MS Office products, Salesforce, DBS, and other job-related softwareAbility to interact with tact and courtesy and maintain a professional mannerThe ability to read and understand information and ideas presented in writingThe ability to listen to and understand information and ideas presented through spoken words and sentencesThe ability to work independently as well as part of a diversified teamRequirementsEducation and Experience:High School Diploma or equivalent requiredMinimum three years of job-related experience preferredSupervisory Responsibilities:NoneTravel:Up to 25% travel may be expectedPhysical Requirements:To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities.Visual acuity, speech, and hearing; hand and eye coordination, and manual dexterity necessary to operate a computer, keyboard, and basic office equipmentSubject to walking, standing, sitting, kneeling, stooping, and twistingThis position frequently communicates with employees, vendors, and stakeholders; Must be able to exchange accurate information in these situationsOccasionally lifts up to 20 lbs.Work Environment:This job is generally performed in a professional office, in environmentally controlled conditionsFrequently works at a fast pace with unscheduled interruptionsDisclaimer: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.
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