The Role
Manages and grows an assigned territory by retaining existing customers, acquiring new accounts, selling equipment rentals and purchases, preparing contracts and bids, and identifying service opportunities. Builds customer relationships, presents sales plans, maintains transaction records, handles orders, and collaborates with branch and district leadership. The role requires extensive driving, overnight travel, construction equipment knowledge, strong prospecting and closing skills, and proficiency with Microsoft Office.
Summary Generated by Built In
Responsible for the retention of existing customer base with continued sales growth. Develops assigned territory, implements sales plans to grow business and maintain current customer base. Sources and grow sales with new business opportunities within assigned market area/territory. Collaborates with District Sales Manager and Branch Manager to execute business plan.
The incumbent in this position is expected to model the following practices on a daily basis
The incumbent in this position is expected to model the following practices on a daily basis
- Demonstrate alignment with the company's mission and core business values
- Collaborate with key internal/external resources
- Participate in ongoing self-development.
Essential Functions
- Responsible for the sales and marketing of rental and purchase of equipment
- Provides service and support of existing customer base
- Sourcing new business opportunities
- Prepares and presents sales contracts/lease agreements
- Prepares sales plans, sales reports, expense, and daily call reports
- Develops new accounts and maintaining accounts from previous year
- 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
- Performs other duties as assigned
Knowledge, Skills, and Abilities
- 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 one to 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:
- Extensive driving required; overnight travel required
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:
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.
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
- One to three years of related work experience, knowledge, or skills
- Three to five years of related experience
- High school diploma or equivalent
- Some college coursework or equivalent combination of education and experience
- Valid driver's license
- Knowledge of construction equipment and the rental industry
- Knowledge of selling techniques, including prospecting, objection handling, and closing
- Selling, negotiating, and closing skills
- Ability to build long-term business relationships
- Proficiency with Microsoft Word, Excel, Outlook, and related office software
- Strong communication and interpersonal skills
- Organizational, multitasking, and time-management skills
- Ability to perform basic mathematical computations accurately
- Ability to work independently and collaboratively in a fast-paced environment
- Ability to read and interpret professional journals, technical procedures, and governmental regulations
- Extensive driving and overnight travel availability
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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.
