Sales Support Specialist

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell service and rent a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

SUMMARY

The Sales Support Specialist is crucial to the success of the Earthmoving Sales department, ensuring the Sales Team has the necessary support to quote machines, achieve sales growth, and maintain profitability. This position is responsible for accurate quoting, merchandising program support, invoicing, and financing assistance. Additionally, this role involves traveling to other branches to interact with the Sales Team and engage with the Marketing and Sales Management Teams to support market share growth.

QUALIFICATIONS REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Oversee all finance programs to assist the sales team in generating accurate quotes and ensuring their appropriate use.

Assist in developing, implementing, communicating, and ensuring the execution of merchandising programs for the entire sales team.

Serve as the primary point of contact for all sales support inquiries, including merchandising options, financing options, merchandising support calculations, quoting support, validation of quotes, and communication with CAT Product Representatives.

Process invoices, merchandising claims, and accruals related to machine sales transactions.

Communicate information about aged machines and available support options.

Reconcile merchandising support in GCSS monthly.

Collaborate with Sales Management and CAT Product Representatives to execute targeted programs for specific customer bases or industries.

Make informed decisions on merchandising programs and finance structures to optimize profitability.

Participate in planning, promoting, and executing relevant programs, events, or initiatives provided by Caterpillar and/or Holt.

Generate operational reports for the sales department.

Provide training on new processes and ensure sustained process adherence.

Other duties as assigned.

SKILLS & ABILITIES

Teamwork - Exhibits objectivity and openness to other views, gives and welcomes feedback and contributes to building a positive team environment.

Written Communication - Writes clearly and informatively, edits work for spelling and grammar, presents numerical data effectively, able to read and interpret written information.

Quality - Demonstrates accuracy and thoroughness, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.

Attitude - Demonstrates a positive attitude and supports the organization’s mission, vision, and values, such as honesty and integrity.

Safety and Security - Observes safety and security procedures.

Systems and Software – Ability to utilize computers, software programs (i.e. Office 365, Web mail, etc.) and moderately complex excel spreadsheets.

Mathematics – Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

QUALIFICATIONS

Accountability – Demonstrates responsibility and ownership of his/her actions.

Accurate - Ability to perform tasks with precision and thoroughness.

Analytical Skills - Ability to use critical thinking and reasoning to solve problems.

Assertiveness – Exhibits self-confidence to complete assignments or to defend their position effectively.

Communication – Communicates clearly and concisely; is an active listener, confident, and approachable.

Customer Oriented – Focused on meeting customers’ needs while adhering to company procedures.

Detail Oriented – Attentive to the finer details of projects and tasks.

Organized – Skilled in organizing or following a systematic method for performing a task.

Problem Solving - Ability to identify solutions and address challenges.

Strong abilities in managing multiple tasks and prioritizing time effectively.

EDUCATION AND/OR EXPERIENCE

Associate’s degree with 2 to 4 years of related experience, or equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid driver license and a clean DMV driving report.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms. The employee is also regularly required to talk and listen. The employee is occasionally required to stand, walk, and sit.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate.

COMPENSATION

Wage Range $27.00 to $34.00hourly

Wage depends on knowledge, skills, and ability to perform the responsibilities of the job.

WHY WORK FOR HOLT?

Excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), nine paid holidays, paid vacation, and paid sick time. Career advancement opportunities and ongoing professional development.

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

For more information about our California Employee Privacy Policy, please click on link below.

https://careers.holtca.com/privacy-policy/

Experience

Required

3 - 5 years: Relevant work experience and/or training and education.

Education

Required

Associates or better

Skills

Required

Write Simple Instructions

Read Simple Instructions

Basic Computer Skills

Ability to communicate effectively

Ability to add, subtract multiply and divide

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)