What are the responsibilities and job description for the Sales Support Analyst position at Warren CAT?
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The Sales Support Analyst provides analytical and administrative support to the Sales Operations department to ensure accurate, compliant, and efficient processes. This role is responsible for reviewing and validating warranty documentation, registering warranties, and ensuring proper funding and reconciliation within the general ledger. The Analyst monitors transactions, performs detailed reconciliations, identifies discrepancies, and supports reporting to maintain data integrity and operational accuracy.
DO YOU HAVE WHAT IT TAKES?
What You'll Do
While performing the duties of this job, the employee is regularly required to sit, talk or hear; use hands to finger, handle or feel; reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision, depth perception and ability to focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Required travel up to 10%.
This position is not considered a safety sensitive position.
The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.
EEO/AA
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The Sales Support Analyst provides analytical and administrative support to the Sales Operations department to ensure accurate, compliant, and efficient processes. This role is responsible for reviewing and validating warranty documentation, registering warranties, and ensuring proper funding and reconciliation within the general ledger. The Analyst monitors transactions, performs detailed reconciliations, identifies discrepancies, and supports reporting to maintain data integrity and operational accuracy.
DO YOU HAVE WHAT IT TAKES?
What You'll Do
- Analyze and register new and used equipment warranties with Caterpillar, ensuring data accuracy and compliance with requirements.
- Perform detailed general ledger analysis, maintenance, and reconciliation of sales-related accounts; investigate variances and implement corrective actions.
- Monitor and reconcile CVA enrollment data, identifying discrepancies and providing reporting insights to management.
- Support monthly gross profit analysis by reviewing revenue, cost components, margin trends, and preparing variance explanations.
- Analyze and administer damaged machine claims, ensuring accurate documentation, financial impact assessment, and timely resolution.
- Review and validate shipping and financial documentation for lease returns and auction equipment.
- Maintain and audit online machine configurations and pricing structures, analyzing market alignment and margin impact.
- Support machine billing processes through data validation, discrepancy resolution, and reporting oversight.
- Analyze and process post-sale credit claims for eligible machines and attachments.
- Prepare ad hoc financial and operational reports to support leadership decision-making.
- Participate in process improvement initiatives to enhance reporting accuracy, internal controls, and workflow efficiency.
- Perform additional analytical and financial support duties as assigned.
- Associate’s degree; two years of related experience and/or training; or an equivalent combination of education and experience. Bachelor’s degree preferred.
- Excellent organizational, time management, problem-solving and verbal/written communication skills.
- Strong attention to detail and accuracy.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to write reports and business correspondence.
- Ability to effectively present information and respond to questions from groups of managers, clients, and customers.
- Demonstrates critical thinking in their ability to define complex problems, collect data, establish facts, and draw valid conclusions.
- Knowledge of MS Excel, Word and PowerPoint.
- Ability to process paperwork and utilize office equipment (including personal computer, phone, copiers, etc.).
- We like to take care of business and have fun doing it!
- We offer health, dental, vision, life, and more as a comprehensive benefits package.
- Don’t you want to work with awesome people?
While performing the duties of this job, the employee is regularly required to sit, talk or hear; use hands to finger, handle or feel; reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision, depth perception and ability to focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Required travel up to 10%.
This position is not considered a safety sensitive position.
The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.
EEO/AA
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.