What are the responsibilities and job description for the Sales Coordinator position at Alta Equipment Group?
The Construction Equipment Group is looking for a full-time Sales Coordinator to work out of either our Harrisburg, PA or Cranberry Twp, PA locations. The primary responsibilities of the position consist of, but are not limited to:
Coordinating sales deals from start to finish
Coordinating sales and working with assigned sales team members
Quoting / Locating Equipment
Utilizing build sheets and quoting tools
Reaching out to vendors for quotes needed on deals
Searching and locating equipment amongst all regions needed for sales.
Working with the Rental / Transportation Coordinator for logistics needs
Equipment Ordering
Working with inventory team on all equipment ordering needs
Sending over quotes on equipment to be ordered
Getting proper ETA’s on equipment
Following up with inventory team for EQ numbers and updated ETA’s
New Customer Set Up
Requesting Credit Applications
Working with credit team to properly get new customers set up.
Reaching out to have ESA unblocked in the system.
Create Equipment Sales Contracts / Manual Sale Invoices / GPO’s
Collecting proper signed paperwork
Creating and utilize deals folders to compile all information related to each sale
Getting equipment and all attachments on contract
Creating cost of sale accrual lines needed for freight, service, warranty, special pricing credits, subsidy.
Creating all GPO’s needed for freight, service, warranty, special pricing credits, subsidy.
Creating Manual sales invoices for special circumstances if needed
Working with the Rental / Transportation Coordinator for logistics needs
Creating and sending traffic to appropriate yard personnel
Saving all appropriate paperwork and approvals in folders and in Extend in compliance with SOX requirements.
Work with invoicing team once sale is completed ready for final invoicing.
Requesting Service Work
Working with the service department to ensure sales units are maintained and ready for sales.
Sending proper service request for any additional work needed on equipment.
Review service work orders billed internally to the equipment for accuracy.
Review E-Inspect for damage and work collectively with the service department to determine billable customer damage.
Work with the rental manager or director of rental to process all insurance claims.
Equipment Financing
Working with the finance department on financing needs for equipment sales
Logging deals for approval in teams finance log
Providing proforma/invoices for funding purposes
Assisting in Managing Sales Receivables
Follow company COD policy.
Review monthly provided reports for past due accounts.
Request Credit/Rebill of invoices when needed.
Work with remittance/credit to apply payments to invoices on customer accounts.
Processing Purchase Orders
Coding freight invoices
Coding special pricing credits
Coding warranty invoices
Creating manual sales invoices as needed
Participate in weekly sales calls.
Prep for meeting topics throughout the week
Contribute to improvements in the sales department.
Desired Skills and Qualifications:
Recent college graduate with 4 year degree preferred
Professional business experience is highly desired
Possess excellent written and verbal communication skills
Must be able to quickly apply training received
Technical background with good computer skills
Accounting experience in regards to budgets and forecasts
Well organized
Willingness to learn
Desire to succeed
Desire to manage others to help them reach their full potential
Positive, customer focused attitude
Computer Skills - Microsoft Word, Excel, and Outlook.
Language Skills - Intermediate: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Mathematical Skills - Intermediate: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability - High: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Consistent, regular, and reliable attendance including being ready for work at the designated start time
Physical Demands/Work Environment
Physical/Sensory Functions: Regularly will sit, use hands, talk/hear; Occasionally will stand, walk, reach with hands and arms, climb or balance, stoop, kneel, crouch or crawl, taste/smell.
Lift and/or Move Functions: Occasionally up to 25 pounds
Work Environment: Occasionally will work near moving mechanical parts, exposed to fumes or airborne particles, outdoor weather conditions