This position plays a critical role in delivering an exceptional customer experience by managing the full lifecycle of equipment orders, from quoting and sourcing equipment to coordinating preparation, transportation, invoicing, and final delivery. You'll work closely with sales teams, operations, logistics, and other internal stakeholders to ensure every order is executed accurately, efficiently, and on time.Job Description:
- Manage the complete lifecycle of new equipment customer orders from quote to delivery.
- Source and allocate equipment and attachments according to customer specifications and sales agreements.
- Coordinate equipment preparation activities and communicate scope requirements to internal teams.
- Monitor order progress, customer timelines, and key milestones, proactively addressing delays or roadblocks.
- Coordinate equipment transportation and delivery to customers.
- Ensure all financing, credit, warranty, freight, and documentation requirements are completed before invoicing.
- Process customer orders, deposits, invoices, warranty sales, back orders, and corrections.
- Maintain accurate order documentation and tracking records.
- Review and prepare custom equipment configurations and associated preparation costs.
- Provide quotes for attachment-only sales and specialized customer requirements.
- Collaborate with internal teams to support configuration changes and quoting enhancements.
- Act as the primary point of contact for sales teams regarding customer order status and progression.
- Provide proactive updates and visibility on equipment orders to stakeholders.
- Investigate and resolve issues impacting customer delivery timelines.
- Partner with inventory planning, transportation, equipment preparation, procurement, and other cross-functional teams to drive successful outcomes.
- Support branches and departments by providing guidance on equipment fulfillment processes and procedures.
- Identify opportunities to improve workflows and customer experience.
- Support documentation and standard operating procedure development.
- Provide coverage for team members during vacations, absences, and peak workload periods.
- Participate in continuous improvement initiatives and special projects.
- 3-7 years of experience in customer service, service administration, supply chain, logistics, equipment operations, or a related field.
- Post-secondary education in Business, Operations Management, Supply Chain Management, Industrial Engineering, or a related discipline. Equivalent experience will also be considered.
- Strong organizational skills and exceptional attention to detail.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Proven ability to work independently while collaborating effectively with cross-functional teams.
- Experience supporting equipment sales, logistics, transportation, warehousing, or distribution operations.
- Knowledge of heavy equipment, construction equipment, mining equipment, forestry equipment, or power systems.
- Experience with Caterpillar equipment or related industries is considered an asset.
- Familiarity with ERP, inventory, quoting, transportation, or order management systems.
- Advanced proficiency with Microsoft Office applications, particularly Excel, Outlook, and Teams.
You build strong relationships and consistently deliver solutions that enhance the customer experience.
Drives ResultsYou take ownership, manage priorities effectively, and deliver on commitments in a timely manner.
Problem SolvingYou can navigate complex situations, identify solutions, and make sound business decisions.
CollaborationYou work effectively with a wide range of stakeholders and build strong cross-functional partnerships.
Courage & AccountabilityYou address challenges head-on, communicate openly, and take responsibility for outcomes.
Why Join Us?This is an excellent opportunity to gain exposure to complex equipment transactions and work closely with sales, operations, logistics, and supply chain teams while contributing directly to customer success. If you enjoy coordinating moving parts, solving problems, and delivering exceptional service, we'd like to hear from you.
Apply today and help deliver industry-leading equipment solutions from order to delivery.
At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Skills Required
- 3-7 years of experience in customer service, service administration, supply chain, logistics, equipment operations, or a related field.
- Post-secondary education in Business, Operations Management, Supply Chain Management, Industrial Engineering, or a related discipline; equivalent experience considered.
- Strong organizational skills and exceptional attention to detail.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently while collaborating effectively with cross-functional teams.
- Experience supporting equipment sales, logistics, transportation, warehousing, or distribution operations.
- Knowledge of heavy equipment, construction equipment, mining equipment, forestry equipment, or power systems.
- Experience with Caterpillar equipment or related industries.
- Familiarity with ERP, inventory, quoting, transportation, or order management systems.
- Advanced proficiency with Microsoft Office, particularly Excel, Outlook, and Teams.
What We Do
Finning is the world's largest Caterpillar dealer delivering unrivalled service for over 90 years. We sell, rent and provide parts and service for equipment and engines to customers in various industries, including mining, construction, petroleum, forestry and a wide range of power systems applications. Since 1933, when Finning was first established in Canada by Earl B. Finning, our name has conveyed integrity, reliability and resourcefulness. Over the years, the company has grown as a result of a genuine commitment to earning customer loyalty. With our broad product support infrastructure and unmatched service capabilities, we deliver solutions that enable customers to achieve the lowest equipment owning and operating costs while maximizing uptime. Finning employs over 13,000 people world-wide and operates in three geographies, with the head office in Vancouver, Canada.
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