The Role
Coordinates administrative activities for equipment sales and rentals. Manages customer requests, orders, deliveries, rental contracts, insurance, pricing, invoicing, credits, purchase orders, leads, and inventory transfers. Coordinates loaner equipment reimbursement and asset prioritization with sales, service, parts, vendors, and customers. Supports customer calls, retail customer experience activities, equipment demonstrations, and walk-in visits while maintaining accurate processes and safety standards.
Summary Generated by Built In
The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities pertaining to the sale and rental of equipment.
The incumbent in this position is expected to model the following practices daily:
- Demonstrate alignment with the company's mission and core business values;
- Collaborate with key internal/external resources;
- 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
- Acts as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOs
- Assists, until able to manage, all logistics from order through delivery with transport, parts and service to meet customer requests; this could encompass order receiving, knowledgeable equipment sourcing, account set up, and delivery
- Assists, until able to manage, the life of rentals including contract management, insurance coverages, customer pricing, machine utilization, service requests, accurate invoicing and credits; requires multitasking through several platforms such as Irental, Monday.com, Vision Link, Straight Docs, DSI and DBS
- Ensures accurate process is followed for CAT Commercial in store credit card sales, authorizations and credits
- Schedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs
- Serves as process owner of Product Health Loaners via Monday.com; responsibilities entails being the liaison with CAT support representatives, sales management and internal parts and service departments to ensure maximum reimbursement
- Issues and receives vendor purchase orders through CODA
- Responsible for answering incoming customer calls via RingCentral, inputting leads in Texada and transferring requests to other departments
- Maintains and supports the Retail Customer Experience program to include machine staging, signage and handling walk-in customer visits
- Serves as primary contact for all sales and rental asset prioritization through service departments via Monday.com; requires a strong ability to communicate and influence requests to support our customers equipment availability needs
- 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 related duties and fulfill responsibilities as required
Knowledge, Skills, and Abilities
- Knowledge of invoicing, receiving, and basic business accounting principles
- Excellent oral and written communication skills
- Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills
- Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
- Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
- Ability to interact with tact and courtesy and maintain a professional manner
- Ability to read and understand information and ideas presented in writing
- Ability to listen to and understand information and ideas presented through spoken words and sentences
- Knowledge of construction equipment sales industry
- Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Requirements
Education and Experience:
- High school diploma or equivalent required
- Up to two years of work-related skill, knowledge, or experience is required
Supervisory Responsibilities:
- None
Travel:
- Up to 5% of travel expected
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
- Occasionally moves materials or equipment weighing up to 10 lbs.
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
- Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work
- This position involves extended periods on their feet
- Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting
Work Environment:
- Regularly works indoors in environmentally controlled conditions
- Regularly works outdoors around moving mechanical parts
- May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity
- Frequently works at fast pace with unscheduled interruptions
- Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas
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
- Up to two years of work-related skills, knowledge, or experience
- Knowledge of invoicing, receiving, and basic business accounting principles
- Excellent oral and written communication skills
- Organizational planning, self-management, analytical problem-solving, time management, and multitasking skills
- Intermediate to advanced Microsoft Office skills, including Word, Excel, and PowerPoint
- Ability to perform basic arithmetic and calculate rates, ratios, and percentages
- Ability to interact tactfully and courteously in a professional manner
- Ability to read and understand written information
- Ability to understand spoken information and instructions
- Knowledge of the construction equipment sales industry
- Regular and punctual attendance
- Ability to comply with safety policies and company procedures
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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.
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