Sales Coordinator

Job Description

Job Description

The Sales Coordinator is responsible for coordinating the day-to-day activities pertaining to the sale and rental of equipment.

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 independently 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 independently 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 duties as assigned

Knowledge, Skills, and Abilities :

Education and Experience :

Supervisory Responsibilities :

Travel :

Physical Requirements :

Work Environment :

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.

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