Sales Coordinator

ESSENTIAL FUNCTIONS: 

• Provides support to Sales Representatives with quoting, programs, and pricing.
• Coordinates pre-deliveries as well as make ready needs as defined by the Sales Representative.
• Works closely with the Parts and Service Departments to provide required machine modifications that meet the client’s needs.
• Reviews work orders for quote accuracy and execution as outlined through a customer promise date.
• Oversees the equipment sales administration process from beginning to end. Remains engaged with the Sales team early in the deal to achieve sales velocity and accuracy.
• Prepares final sales packet and reconciles prior to invoicing.
• Manages the sales pipeline from prospect to invoice to delivery for assigned region to meet and exceed expectations for our customers. Provides reporting during weekly team sales meetings to gain visibility to both opportunities and threats.
• Communicates and collaborates with Equipment Operations Coordinators and Demand Planners to continuously improve our processes and consistently apply them. May act as backup for these roles as needed.  
• Ensures appropriate pre-shipping and receiving documents with accurate hours, condition, ship date, EMR, purpose of shipment when machines leaves or arrives.
• Assists walk in or call in customers as needed, directing needs and lead details to the appropriate Sales Representative.
• Directs yard attendants on preparing machines, notifying of machine status and movement, obtaining equipment movement records. Coordinates the inspection, maintenance and cleaning of machines upon return from demonstrations, rental or loans.
• Administers and manages equipment demonstration and loaner reservations for assigned region.
• Prepares a customer purchase binder for new sales and ensures the binders are delivered with the machine at delivery.
• Works with the Demand Planners for required machine work tool configuration and inventory of excess tools.
• Adheres to all customer care standards. Actively cares and advocates safety at Western States.  Adhere to all applicable safety policies, procedures and standards.
• May accomplish training and serve as a team member in support of Western States’ strategic programs, projects, and initiatives.
• Works within and promote corporate vision, mission, and values of the organization.
• Performs other duties as assigned.

KNOWLEDGE SKILLS AND ABILITIES:

• Knowledge and use of Microsoft computer products and programs.
• Working knowledge of the Caterpillar product line and work tools..
• Must be able to communicate effectively orally and in writing..
• Must be able to multi-task and prioritize with customers, Sales Representatives, and internal departments.
• Must be able to translate data into actionable information and clearly communicate it to stakeholders.
• Demonstrated ability to deliver error free work products.
• Ability to collaborate and maintain effective working relationships with others.
• Consistent attendance.

EDUCATION AND EXPERIENCE:

• High school diploma or General Education Degree (GED).
• Two years’ experience required in similar role such as customer service, sales coordination or Caterpillar machine sales or service.
• Two years’ experience required with customer relationship management software.
• One year’s experience with AX software preferred.
• Must be able to communicate (speak, read, comprehend, write in English).

PHYSICAL CHARACTERISTICS: 

• Must be able to sit for long periods along with walking, standing, climbing stairs, reaching pushing, pulling, leaning and twisting.
• Must be able to meet all safety requirements for applicable safety policies.
• Able to lift up to 50 lbs. in accordance with Western States’ Lifting Safe Work Practice to include amount and approach.

Disclaimer:  The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  It is not intended be an exhaustive list of all responsibilities, duties, and skills required of employees in this classification.