The Role
Manage and grow customer accounts by selling and renting construction equipment, handling counter sales and orders, preparing bids and contracts, developing referral networks, supporting marketing initiatives, and maintaining records while promoting values-based leadership and quality improvement.
Summary Generated by Built In
Develops, maintains, and interacts with new prospects and existing customers to maintain and increase the company’s customer base and to achieve rental, sales, and service revenue goals. Establishes new accounts by marketing company product lines and offering value-added services.
The incumbent in this position is expected to model the following practices on a daily basis: 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.
The incumbent in this position is expected to model the following practices on a daily basis: 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
- Assists walk-in customers and callers with counter sales & technical support
- Demonstrates products to customers
- Distributes promotional literature to customers and assists with sales and marketing initiatives to increase market share
- Formulates bids on new and existing jobs and projects
- Identifies and acquires new service contract opportunities
- Receives customer orders and serves as the customer contact point
- Generates a referral network to assist in increasing the client base
- Occasionally assists in familiarizing customer on equipment and vehicles
- Aids in implementing, sustaining, and developing quality improvement processes that focus on safety, financials, operations, and customer service
- Maintains records of sales or other business transactions
- Prepare sales or other contracts
- Requires regular and punctual employee attendance
- Performs other duties as assigned
Knowledge, Skills, and Abilities
- Knowledge of applicable accounting principles, budget preparation, and business acumen
- Demonstrated knowledge of construction equipment and rental industry
- Demonstrated knowledge of selling techniques (prospecting, overcoming objections, closing sales)
- Excellent selling, negotiating, and closing skills with ability to build long term business relationships
- Proficient with MS Office Word, Excel, Outlook, etc.
- Understands the implications of new information for both current and future problem-solving and decision-making
- Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Exceptional attention to detail
- Excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization
- First-class organizational, multi-tasking, and time management skills, deadline oriented
- Understands written sentences and paragraphs in work related documents, and communicates effectively in writing as appropriate for the needs of the audience
- Ability to perform mathematical computations such as percentages, fractions, addition, subtraction, multiplication, and division quickly and accurately
- Ability to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timeliness
- Ability to read, analyze, and interpret professional journals, technical procedures, or governmental regulations
- The ability to listen to and understand information and ideas presented through spoken words and sentences
Requirements
Education and Experience:
- Minimum of three years’ of work-related skill, knowledge, or experience is required. Three to five years of experience preferred
- High school diploma or equivalent with some college coursework or an equivalent combination of education and experience preferred
- Valid driver’s license
Supervisory Responsibilities:
None
Travel:
No travel is expected for this position
Physical Requirements:
None
Travel:
No travel is expected for this position
Physical Requirements:
- This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
Work Environment:
- This job is generally performed in a retail and office environment; exposure to computer screens; exposure to noise, dust, grease, fumes, gases, heat, cold, and inclement weather conditions
- Frequently works at 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
- Minimum of three years of work-related skill, knowledge, or experience
- High school diploma or equivalent (some college coursework preferred)
- Valid driver's license
- Demonstrated knowledge of construction equipment and rental industry
- Proficiency with Microsoft Word, Excel, and Outlook
- Knowledge of applicable accounting principles and budget preparation
- Demonstrated selling techniques: prospecting, overcoming objections, closing sales
- Excellent selling, negotiating, and relationship-building skills
- Exceptional attention to detail and strong mathematical ability
- Excellent written and verbal communication and interpersonal skills
- Organizational, multi-tasking, and time management skills; deadline oriented
- Ability to prepare sales contracts, maintain sales records, and formulate bids
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The Company
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.
