Sales Coordinator 1

About the Role

The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities of an assigned area, specifically pertaining to the sale and rental of equipment.

Key Responsibilities

• Model, promote, reinforce, and reward the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes.
• Ensure regular and punctual employee attendance.
• Work safely and adhere to all applicable safety policies; comply with all company policies, procedures, and standards.
• Act as the primary contact for internal customers regarding Sales, Demos, Loaners, Heavy Rentals, and RPOs.
• Assist with logistics from order through delivery, including transport, parts, and service, to meet customer requests. This may include order receiving, equipment sourcing, account setup, and delivery.
• Assist with the life of rentals, including contract management, insurance coverages, customer pricing, machine utilization, service requests, accurate invoicing, and credits.
• Ensure accurate processes for CAT Commercial in-store credit card sales, authorizations, and credits.
• Schedule delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs.
• Serve as process owner of Product Health Loaners via Monday.com, acting as a liaison with CAT support representatives, sales management, and internal parts and service departments for reimbursement.
• Issue and receive vendor purchase orders through CODA.
• Answer incoming customer calls via RingCentral, input leads in Texada, and transfer requests to other departments.
• Maintain and support the Retail Customer Experience program, including machine staging, signage, and handling walk-in customer visits.
• Serve as primary contact for all sales and rental asset prioritization through service departments via Monday.com, requiring strong communication and influence to support customer equipment availability needs.
• Perform other related duties and fulfill responsibilities as required.

Requirements & Tech Stack

• High school diploma or equivalent required.
• Up to two years of work-related skill, knowledge, or experience is required.
• Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.).
• Experience with Irental, Monday.com, Vision Link, Straight Docs, DSI, and DBS is required for managing rentals.
• Experience with CAT Commercial credit card sales processes.
• Experience with CODA for purchase orders.
• Experience with RingCentral for calls and Texada for lead input.

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.
• 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 the construction equipment sales industry.

Physical Requirements

• Extended periods in a stationary position; occasional movement inside the office.
• Frequently communicates with others and must be able to exchange accurate information.
• Occasionally moves materials or equipment weighing up to 10 lbs.
• Constant movement and use of limbs; 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.
• 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 (inclement weather, heat, cold, and humidity).
• Frequently works at a fast pace with unscheduled interruptions.
• Often assists in familiarizing customers with equipment and work tools outdoors.

Supervisory Responsibilities

• None

Travel

• Up to 5% of travel expected.