The Role
Manage IronPro and National Accounts agreements, renewals, billing, quoting, purchase orders, work orders, and MOP lifecycles. Coordinate with dealers and internal teams, maintain contract and accrual records, support customer relations, and ensure documentation, filing, and commission tracking.
Summary Generated by Built In
Job Summary: This position is responsible for the preparation, planning, and follow-up of IronPro agreements and National Accounts agreements. Provides assistance on improving product support efficiencies and maximizing customer satisfaction. This includes agreement renewals, quoting assistance, organizing, billing using both internal and external systems, documentation, and filing of
paperwork.
paperwork.
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
- Maintains IronPro agreements using resources found in Salesforce and Dealer Business System
- Maintains an accrual account system for the tracking of customers who make advance payments for services not yet rendered, thereby, separating regular service payments from IronPro service payments not currently chronicled in our existing company accounting system
- Manages all “interval” billing through Contract Tracking
- Maintains a contract renewal plan with input from PSSR’s
- Coordinates with other dealers on maintenance of out of territory machines
- Manages the lifecycle of Method of Procedures (MOPs) including the draft, review, revision, and publish phases
- Opens and closes internal and external work orders utilizing customer portal for preventive, corrective, and warranty services,
- Issues and receives Purchase Orders, maintains all associated paperwork
- Assists with customer relations/service of our current and potential IronPro customers; Completes monthly commissions for CT and PM accounts
- 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
- Excellent oral and written communication skills
- Exceptional organizational, time management, and multi-tasking skills
- Knowledge of business accounting principles
- Computer proficiency and technical aptitude to utilize various MS Office products, Salesforce, DBS, and other job-related software
- Ability to interact with tact and courtesy and maintain a professional manner
- The ability to read and understand information and ideas presented in writing
- The ability to listen to and understand information and ideas presented through spoken words and sentences
- The ability to work independently as well as part of a diversified team
Requirements
Education and Experience:
- High School Diploma or equivalent required
- Minimum three years of job-related experience preferred
Supervisory Responsibilities:
- None
Travel:
- Up to 25% 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.
- Visual acuity, speech, and hearing; hand and eye coordination, and manual dexterity necessary to operate a computer, keyboard, and basic office equipment
- Subject to walking, standing, sitting, kneeling, stooping, and twisting
- This position frequently communicates with employees, vendors, and stakeholders; Must be able to exchange accurate information in these situations
- Occasionally lifts up to 20 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
- Minimum three years of job-related experience
- Excellent oral and written communication skills
- Exceptional organizational, time management, and multitasking skills
- Knowledge of business accounting principles
- Computer proficiency with MS Office, Salesforce, DBS, Contract Tracking, and customer portal software
- Ability to interact with tact and maintain a professional manner
- Ability to read, understand, and communicate information effectively in writing and verbally
- Ability to work independently and as part of a team
- Occasionally lift up to 20 lbs and meet visual, speech, hearing, and manual dexterity requirements
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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.
