Deal Team Coordinator

Posted 5 Days Ago
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San Antonio, TX, USA
In-Office
Junior
Professional Services • Energy • Industrial • Manufacturing
The Role
Supports more than 50 construction sales representatives by creating and managing sales quotes through invoicing. Processes over $330 million in quoted revenue, ensures timely and accurate quote administration, and removes administrative barriers for sales teams. The role requires construction equipment industry knowledge, accounting familiarity, strong organization, communication, critical thinking, and proficiency with Microsoft Office. Up to 10% travel may be required.
Summary Generated by Built In
The Deal Team Coordinator will assist more than 50 General Construction Sales Representatives with administrative tasks. These administrative tasks include the creation of the quote to managing the lifecycle of the quote to invoicing. The Deal Coordinator role is responsible for quoting and invoicing more than $330M of revenue. This role requires critical thinking skills, deep understanding of the construction/equipment industry.

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
  • Responsible for quoting more than $330M for more than 50 General Construction Representatives.
  • Ensures accurate and timely processing of sales quotes to remove administrative constraints and maximize customer facing activities for the sales teams
  • Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
  • Requires regular and punctual employee attendance
  • Performs other duties as assigned

Knowledge, Skills, and Abilities
  • Knowledge of Compact Construction, Earth Moving and Excavation equipment
  • Knowledge of construction equipment sales industry
  • Basic skills in Microsoft Office Excel, PowerPoint, and Word
  • Intermediate computer and related software application skills
  • Basic understanding of business accounting principles
  • Excellent oral and written communication skills
  • Exceptional organizational, time management, and multi-tasking skills
  • Strong critical thinking and problem-solving skills
  • Ability to work independently and as part of a team
  • Ability to meet deadlines and work under fast-paced, time constraining circumstances

Requirements
Education and Experience:
  • High School diploma or equivalent required; Bachelor’s degree in business administration, sales, or related field preferred
  • Up to two years of related experience preferred
Supervisory Responsibilities:
  • None
Travel:
  • Up to 10% travel may be expected
Physical Requirements:
  • To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily; Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
  • This position involves extended periods in a stationary position
  • Occasional movement inside the office to access office machinery, file cabinets, etc.
  • This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
  • This position frequently communicates with Sales Team, Marketing, and Finance Teams; Must be able to exchange accurate information in these situations
  • Occasionally moves or transports items weighing up to 10 lbs.
Work Environment:
  • This job is generally performed in a professional office, in environmentally controlled conditions
  • Frequently works at a fast pace with unscheduled interruptions
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.

About
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership® approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership® to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.

Skills Required

  • High school diploma or equivalent
  • Knowledge of compact construction, earthmoving, and excavation equipment
  • Knowledge of the construction equipment sales industry
  • Basic Microsoft Excel, PowerPoint, and Word skills
  • Intermediate computer and software application skills
  • Basic understanding of business accounting principles
  • Excellent oral and written communication skills
  • Exceptional organizational, time management, and multitasking skills
  • Strong critical thinking and problem-solving skills
  • Ability to work independently and collaboratively
  • Ability to meet deadlines in a fast-paced environment
  • Bachelor’s degree in business administration, sales, or a related field
  • Up to two years of related experience
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The Company
HQ: San Antonio, TX
2,717 Employees

What We Do

HOLT Group is a family-owned, values-driven enterprise headquartered in San Antonio, Texas, with a legacy spanning nearly a century. It operates as a powerhouse across several sectors, including heavy machinery, construction, energy, technology, and training. As the owner of the nation's largest Caterpillar dealership, HOLT CAT, the company excels in selling, servicing, and renting industrial equipment while prioritizing a people-first, Values-Based Leadership® approach to drive sustainable growth for its partners and customers.

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