The Role
Deliver equipment demonstrations, safety, operation, maintenance, and application training for Caterpillar construction products. Support sales through on-site machine demos, product/application training, job-site evaluations, and recommendations to optimize machine selection and performance. Ensure equipment readiness, assist certification, and provide SME support to sales teams and customers.
Summary Generated by Built In
The Machine Application Specialist provide effective demonstration, safety, operation, maintenance, and application training to customers, internal personnel and varied audiences that support and promote the sale of HOLT products and services focused on the construction industry based primarily on Caterpillar’s construction product line. The product demonstrator / instructor is the key person to help deliver an outstanding experience for all equipment related programs at HOLT locations and customer job sites.
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
Key Responsibilities
- 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.
- Completes and processes all CAT required post-delivery documentation
- Partners with the sales team on customer machine demonstrations to provide technical expertise for application and operation
- Works with individual Sales Representatives to customize customer experience and drive increased market share
- Assures service installed attachments are installed correctly and working as designed prior to machine being shipped to customer
- Checks the condition, appearance, and performance of the equipment prior to delivery to the customer.
- Travels to customer locations to demonstrate the full functions of the equipment.
- Works with various levels of the sales department to coordinate scheduling of demonstrations.
- Provides Product and Application training
- Operates equipment to demonstrate features and capabilities, communicating operating techniques, displaying effective application & safety practices, and demonstrate the various technologies available on our products.
- Conducts product training including important aspects involving safety, operation, and correct application.
Product and Job Site Evaluation/Recommendations:
- Evaluates customer jobs to help maximize job site efficiency, machine application and operation, machine selection and configuration, safety of operations, etc.
- Recommends modifications and improvements, which result in superior product performance, producing greater return to the customer and resulting in machine sales.
Sales Support:
- Provides Subject Matter Expertise (SME) to dealer sales force and Customers at HOLT, Caterpillar, and Customer locations. Provides support to potential customer purchases, both on and off site, with machine viewing and operation sessions.
- Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
- Performs other duties as assigned.
Skills, Knowledge and Expertise
- Superior heavy equipment operating skills.
- Ability to train and participate in the certification process for dealer demonstrator instructors to the level of Certified Dealer Instructor (CDI).
- Proficient operational skills, application expertise, and employs a wide range of demonstration, evaluation, analytical and communication techniques, and tools.
- Ability to develop required skills on the majority of Caterpillar product families as determined by Caterpillar’s Equipment Training Solutions standards.
- Ability to win over potentially hostile audiences.
- Strong human relation and communication skills, both written and verbal in order to diffuse high pressure and potentially hostile situations when instructing customers.
- Ability to listen to and understand information and ideas presented through spoken words and sentences.
- Effective influencing skills, which include teaching, motivating, and developing customers’ technical knowledge of heavy equipment operation.
- Excellent written and oral communication skills.
- Must be self-motivated, detail oriented with good analytical skills.
- Excellent customer service skills.
Education and Experience:
- Minimum of 5 years’ experience operating heavy equipment, preferably with Caterpillar Equipment in heavy construction, quarry/aggregates and or mining industries.
- Ability to obtain Caterpillar Certified Dealer Instructor certification (if not already certified).
- High School diploma or equivalent required.
- Valid Driver’s license.
Supervisory Responsibilities:
- None.
Travel:
- Regular daily travel to customer locations with 5% being overnight.
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 being in stationary positions; additionally, frequent standing, walking, climbing, and reaching.
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina.
- Occasionally moves materials or equipment weighing up to 50 pounds.
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina.
Work Environment:
- Regularly works outdoors around moving mechanical parts and may be exposed to weather extremes when working outside in conditions that include inclement weather, heat, cold, and Requires wearing common protective or safety equipment.
- Works in an enclosed and open vehicle or equipment.
- Exposure to small quantities of chemicals, dust, steam, high-pressure water and high speed rotating equipment.
- Occasionally works in extremely bright or inadequate lighting.
- Exposure to high noise levels and body vibration which can be distracting or uncomfortable.
- Works in confined work spaces, awkward positions, and high places.
- Exposure to minor burns, cuts, bites, or stings.
- Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work.
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 5 years operating heavy equipment, preferably Caterpillar equipment in construction, quarry/aggregates, or mining
- Ability to obtain Caterpillar Certified Dealer Instructor (CDI) certification if not already certified
- High school diploma or equivalent
- Valid driver's license
- Superior heavy equipment operating skills and proficiency across Caterpillar product families
- Excellent written and oral communication and strong customer service skills
- Ability to train others, participate in certification processes, and conduct product/application training
- Ability to work outdoors, perform physical tasks, and meet the role's physical requirements (lift up to 50 lbs occasionally)
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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.
