The Role
The Senior Sales Operations Specialist supports the sales team in managing the quote-to-invoice process, ensuring accuracy in documentation and project management, and preparing reports. They enhance operational efficiency and collaborate with various internal teams while adapting to a fast-paced work environment.
Summary Generated by Built In
The Senior Sales Operations Specialist provides comprehensive administrative and operational support to Prime Product Sales Representatives, ensuring seamless management of the quote-to-invoice lifecycle. This role supports more than $500M in annual revenue and requires strong organizational skills, critical thinking, and an understanding of construction and equipment operations. The Specialist ensures accurate, timely processing across systems, including IMACS, GSVT and contributes to efficient project and sales operations.
The incumbent in this position is expected to model the following practices daily:
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
- Ensures accurate and timely processing of sales quotes to minimize administrative constraints and maximize customer-facing activities
- Enters new projects into IMACS upon receipt of purchase orders, ensuring accurate project initiation
- Updates IMACS to reflect purchase order revisions, Change Order Requests (CORs), and other scope changes
- Management of Purchase Orders and changes related to orders in customer portals
- Prepares and creates change orders for project-related items, ensuring documentation accuracy and proper approval routing
- Generates recurring reports for units turning over and units associated with Customer Value Agreements (CVAs)
- Provides IMACS entry support for key, high-visibility, or strategic projects, ensuring data integrity and timely updates
- Processes and enters GSVT discount requests, ensuring compliance with internal approval protocols
- 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
Knowledge, Skills, and Abilities
- Proficient understanding of construction equipment sales industry.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Advanced computer application skills.
- Proficient understanding of business accounting principles.
- Exceptional written and verbal communication skills.
- Strong organizational, time management, and multitasking abilities.
- Critical thinking and problem‑solving capabilities.
- Ability to work independently and collaboratively in a fast-paced environment.
- Ability to meet deadlines under time‑constrained circumstances.
Requirements
Education and Experience:
- High School diploma or equivalent required; Bachelor’s degree in business administration, sales, or related field preferred.
- Four years of work-related skill, knowledge, or experience required; five or more preferred.
Supervisory Responsibilities:
- None.
Travel:
- Travel up to 20% and some overnight travel may be required.
- Valid Driver’s License.
Physical Requirements:
- Ability to perform all job duties satisfactorily with or without reasonable accommodations.
- Extended periods in a stationary position.
- Occasional movement inside the office to access equipment and files.
- Regular use of computers, phones, photocopiers, and other office equipment.
- Frequent communication with Sales, Marketing, and Finance teams.
- Occasional lifting or movement of items up to 10 lbs.
Work Environment:
- This job is generally performed in a professional office environment.
- Occasionally works outdoors and may be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity.
- 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.
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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
- Bachelor's degree in business administration, sales, or related field
- Four years of work-related experience
- Proficiency in Microsoft Excel, PowerPoint, and Word
- Understanding of construction equipment sales industry
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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.
