Sales Development Specialist

Job Description

Job Description

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.

POSITION SUMMARY

The Sales Development Specialist is responsible for driving customer engagement and supporting revenue growth through a combination of marketing initiatives and proactive inside sales activities. This position manages lead generation, qualification, and nurturing processes across Holt of California and Holt Ag Solutions territories, while building strong relationships with customers to provide parts and service solutions. The role involves collaboration with Sales and Marketing teams, CRM management, and execution of targeted campaigns to convert.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS

• Define, implement, and maintain processes to collect, qualify, and distribute inbound leads from various campaigns and channels.
• Conduct regular outbound sales calls and account planning sessions.
• Nurture relationships with new and existing customers to maximize coverage and increase sales.
• Manage and update CRM system with customer information, leads, activities, and sales.
• Provide CRM training and support for internal users.
• Create and update dashboards for reporting lead and sales data.
• Partner with Marketing to execute promotions, campaigns, and outbound call programs around sales initiatives and events.
• Work closely with Sales and Marketing teams to maintain an effective pipeline aligned with revenue goals.
• Provide lead status updates to sales management, partners, suppliers, and vendors.
• Maintain logs of calls, quotes, and customer interactions.
• Engage in proactive account management for assigned accounts.
• Participate in ongoing training to stay current on Holt’s products, services, and industry trends.
• Other marketing and sales duties as assigned

SKILLS & ABILITIES

• Communication - Strong verbal and written communication skills; communicates clearly and concisely; active listener; confident and friendly; able to engage professionally with both internal and external customers.
• Teamwork - Exhibits objectivity and openness to other views, gives and welcomes feedback, and contributes to building a positive team environment.
• Sales and Marketing - Ability to creatively reach prospects, identify decision makers, qualify leads, and handle objections professionally.
• Customer Engagement - Demonstrates a customer-focused mindset with a proactive approach to building and maintaining relationships.
• Product Knowledge - Comfortable discussing product details and applications after training; willing to learn product specifications and stay current on market trends.
• 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 and accounts for actions; maintains ownership of assigned tasks.
• Detail Orientated - Pays close attention to detail and ensures accuracy in data entry, follow-up, and reporting.
• Self-Motivated - Excellent time management and organizational skills; able to prioritize multiple tasks and follow systematic methods.
• Problem Solving & Analytical Skills - Uses critical thinking and reasoning to identify and solve problems.
• Attitude - Demonstrates a positive attitude and supports the organization’s mission, vision and values, such as honesty and integrity.
• Safety and Security - Observes and complies with all safety and security procedures.
• Systems and Software – Ability to utilize computers, software programs (i.e.. Office 365, Web mail, ERP systems, CRM systems, etc.)

QUALIFICATIONS

• Experience with CRM systems (e.g., Salesforce, Microsoft Dynamics 365, or similar)
• Proven ability to qualify leads, identify customer needs, and align them with appropriate solutions.
• Strong organizational, communication, and interpersonal skills, with the ability to collaborate effectively with marketing and sales teams.
• Demonstrated ability to maintain accuracy, accountability, and professionalism in a fast-paced environment.

EDUCATION AND/OR EXPERIENCE

Requires an Associates or Bachelors degree in Business, Communications, Marketing or related field. Education may be substituted by 3 to 4 years job experience in marketing, sales or equivalent combination of education and experience. Experience working with CRM Systems (e.g., Salesforce, Microsoft Dynamics 365 or similar). Bilingual in English and Spanish a plus.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:

• Use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms. The employee is also regularly required to talk and hear. The employee is occasionally required to stand, walk, and sit.
• The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.

WORK ENVIRONMENT

Office Environment with minimum noise.

COMPENSATION

Wage Range $25.00 to $28.00 Hourly

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

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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