What are the responsibilities and job description for the Financial Sales Representative 1 position at HOLT Group?
Department: Finance and Bus Resources (FIN)
Employment Type: Full Time
Location: San Antonio
Description
Job Summary: The Financial Sales Representative 1 will facilitate the machine sales process through invoicing, warranty and program enrollments and commission calculations. This position will also be responsible for transactions that are posted to suspense accounts and work with accounting to resolve reconciliation issues.
The incumbent in this position is expected to model the following practices daily:
Education and Experience:
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.
Employment Type: Full Time
Location: San Antonio
Description
Job Summary: The Financial Sales Representative 1 will facilitate the machine sales process through invoicing, warranty and program enrollments and commission calculations. This position will also be responsible for transactions that are posted to suspense accounts and work with accounting to resolve reconciliation issues.
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.
- Invoice machine / attachment sales, enroll for warranty and apply for CAT program credits, resolve differences.
- Setup and invoice RPO's (Rental with Purchase Option).
- Determine proper accounting for CAT credits received.
- Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation.
- Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes on the customer to invoice lifecycles.
- Calculates commissions on machine sales, rentals, and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales.
- Collaborates on process improvement strategies as well as participate in meetings and engagement activities.
- Acts as liaison with internal departments and customers as needed and answers/resolves internal and external customer issues.
- Assist with development, roll out, and maintenance of internal SOP's.
- Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations.
- Investigates/resolves variances on program and warranty dollars received on a timely basis.
- Answer and resolve customer (internal/external) questions and needs.
- Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
- Performs other duties as assigned.
- Significant knowledge of CAT products, and the relationship between Finance, Sales, and other operation departments to include New Inventory, Work Tools and Service Department.
- Proficient knowledge of deal processes as well as transaction code/entry code usage as they relate to invoices, CAT credit statements, finance billing instructions and payoffs
- Proficient in the use of computer programs and systems utilized by the company (DBS, Cat Systems, Excel, Microsoft Outlook, Documentum, Box, Monday Boards, SharePoint, etc.)
- Proficient Excel skills for the preparation of sales commissions, review of suspense accounts
- Ability to work with sales reps/managers on invoicing/commission differences
- Strong research, problem solving and investigation skills
- Strong interpersonal communication skills including both written and oral
- Ability to work in fast paced environment with frequent interruptions
- Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
- Excellent organizational, planning, multi-tasking, and time management skills, deadline oriented
- Ability to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timeliness
Education and Experience:
- Undergraduate Business degree preferred, or an equivalent combination of education and experience required.
- Up to one year of relevant experience preferred.
- None
- Up to 5%
- 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.
- Occasionally moves materials or equipment weighing up to 15 lbs.
- This job is generally performed in a professional office environment.
- Frequently works at fast pace with unscheduled interruptions.
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.