Retail Sales Processor

The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities pertaining to the sale and rental of equipment.
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.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
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
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills
Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)
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 read and understand information and ideas presented in writing
Knowledge of construction equipment sales industry
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
High school diploma or equivalent required
Travel:
~ Up to 5% of travel expected

additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
Occasionally moves materials or equipment weighing up to 10 lbs.
Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work
Regularly works outdoors around moving mechanical parts
Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas
HOLT CAT is the authorized Caterpillar® heavy equipment and engine dealer for 118 counties in South, Central, North and East Texas. Established in 1933, HOLT sells, services and rents Cat equipment, engines, generators and trucks for construction, mining, industrial, petroleum and agricultural applications. HOLT sells Caterpillar used equipment worldwide and fabricates its own line of custom engineered products including land management products and water tankers. Additionally, HOLT is a dealer for Link-Belt® Cranes, Trimble® Heavy and Highway construction products and AccuGrade® grade-control systems.
The Holt name has been associated with heavy equipment and Caterpillar for over 100 years. Holt and Corinna Holt Richter are direct descendants of Benjamin Holt, who in 1904 developed the first successful track-type tractor which he named the “Caterpillar.” HOLT CAT has come to be synonymous with quality, integrity and commitment to customer service.