Job Summary:

This position is responsible for the preparation, planning, and follow-up of IronPro agreements. Provides assistance on improving product support efficiency and maximize customer satisfaction. This includes agreement renewals, quoting assistance, organizing, and filing of paperwork. Responsible for the maintenance of an accrual accounting program and financial progress tracking programs utilizing Salesforce as well as the Dealer Business System for Holt CAT. This position will also manage all "interval" billing and process monthly commissions for CT and PM programs.

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 tracking program 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.

* Manage all "interval" billing through Contract Tracking.

* Maintains a contract renewal plan with input from PSSR's.

* Prepares and reviews reports to include overdue calls, new, lost, and renewed contracts.

* Assists with customer relations/service of our current and potential customers. Completes monthly commissions for CT and PM accounts.

* Requires regular and punctual employee attendance

* Works safely always and adheres to all applicable safety polic