Sales Coordinator 1

Sales Coordinator 1

Job Category: Clerical-Administrative

Requisition Number: SALES011816

Location: 12218 State Highway 31 West, Tyler, TX 757099738, USA

Description

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 Functions:

• Verifies and documents all assets arriving and/or departing equipment yard
• Accurately stages and preps assets to fulfill incoming requests
• Loads and unloads assets, conducts inspect procedures, fuels, and reports the condition of assets per safety protocols
• Provides timely updates for all inventory items leaving and/or returning to the yard through the shipping and receiving function
• Photographs all incoming and outgoing assets and uploads pictures following current processes
• Troubleshoots, communicates, and problem-solve potential shipping and receiving delays on assets
• Performs, reconciles, and completes inventory counts of machines and work tools

Knowledge, Skills, and Abilities:

• Knowledge of construction equipment sales industry
• Knowledge of business accounting principles
• Excellent oral and written communication skills
• Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills
• Intermediate MS Office Excel and PowerPoint skills; Advanced MS Word skills
• 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 interact with tact and courtesy and maintain a professional manner
• Ability to read and understand information and ideas presented in writing
• Ability to listen to and understand information and ideas presented through spoken words and sentences

Additional Role Specific Knowledge, Skills, and Abilities:

Sales and Yard Operations Coordinator 1:

• Strong planning and coordination skills
• Demonstrates proficiency with current computer software, related hardware, and machine electronic systems
• Dexterity, hearing, and talking requirements are constant
• Visual ability to observe employees in the workplace, analyze operations, and detect situations of concern
• Ability to operate a forklift
• Ability to conduct safety assessments before starting a task

Education and Experience:

• High school diploma or equivalent required
• Up to one year of work-related skill, knowledge, or experience is preferred

Supervisory Responsibilities: None

Travel: Up to 5% travel may be expected

Physical Requirements:

• This position involves extended periods on their feet
• This role frequently communicates with others, must be able to exchange accurate information in these situations
• Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting
• Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
• Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work

Additional Role Specific Physical Requirements:

Sales and Yard Operations Coordinator 1:

• Frequently moves materials or equipment weighing up to 50 lbs.

Work Environment:

• Regularly works indoors in environmentally controlled conditions
• Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas
• Regularly works outdoors around moving mechanical parts
• May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity
• Frequently works at fast pace with unscheduled interruptions

Additional Role Specific Work Environment:

Sales and Operations Coordinator 1:

• Noise level may be loud at times
• Exposure to small quantities of chemicals, dust, steam, high-pressure water and high-speed rotating equipment
• Requires wearing personal protective or safety equipment (PPE)
• Required to perform work in cramped or confined spaces and/or at elevated heights

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.