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Sales Support Representative

Caterpillar

Burlington

On-site

CAD 45,000 - 65,000

Full time

22 days ago

Job summary

Caterpillar is seeking a Sales Support Representative to join its financial team in Canada. This role involves providing finance quotations, supporting sales activities, and developing relationships with customers and dealers. The ideal candidate will have a degree or equivalent experience, with strong skills in customer service and finance.

Qualifications

  • Knowledge of sales, credit, and customer service concepts.
  • Ability to develop and maintain good working relationships.
  • Demonstrates ability in financial reporting and analysis.

Responsibilities

  • Provide finance quotations and assistance to dealers and customers.
  • Develop and coordinate merchandising focus programs.
  • Make recommendations on sales-related issues.

Skills

Customer Focus
Finance Quotations
Sales Techniques

Education

Degree or equivalent experience

Job description

Career Area:

Sales

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you'rejoining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don'tjust talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Your Work Shapes the World at Caterpillar Inc.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat dealers for machines, engines, Solar gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

RoleDefinition

We are seeking an individual to join our Caterpillar Financial team in Canada as a Sales Support Representative, supporting day-to-day sales activities.

Responsibilities

  • Provide finance quotations and assistance to Cat Dealers, customers and internal staff. These quotations may include various suggested alternatives or scenarios.

  • Provide valuable subject matter expertise on financial products to Cat Dealers, customers and internal staff including, financial merchandising programs and benefits of working with Caterpillar Financial.

  • May work with dealers and internal staff to develop and coordinate merchandising focus programs and assist in sales promotions.

  • May make recommendations on sales related issues by developing, analyzing and maintaining local office, area and region office sales and statistical reports, which determine the growth opportunities, effectiveness of sales efforts and competitiveness.

  • May prepare specific reports as requested from time to time by Dealers and internal staff. Explains documentation, credit evaluation, sales promotions, merchandising programs, quoting, collections, cash applications any conditions precedent and all finance products to Dealers and customers.

  • May assist with dealer training and dealer communication and may travel to dealers to provide training.

Degree Requirement
Degree or equivalent experience desired.

Work Hours

Required shift hours of 10:00am - 6:30pm EST in alignment with Western Canada.

SkillDescriptors

CustomerFocus:Knowledgeofthevaluesandpracticesthataligncustomerneedsandsatisfactionasprimaryconsiderationsinallbusinessdecisionsandabilitytoleveragethatinformationincreatingcustomizedcustomer solutions.

LevelWorkingKnowledge:

  • Demonstrates knowledge of sales, credit and customer services concepts and techniques.

  • Demonstrates knowledge of and ability to apply math computation skills, including working knowledge of a financial calculator.

  • Demonstrates ability to develop and maintain good working relationships with customers and dealer personnel.

  • Demonstrates ability to develop and maintain reporting techniques to determine the growth, effectiveness and competitiveness.

  • Demonstrates ability to develop accurate, competitive and timely finance lease quotes for customers at an acceptable yield.

  • Demonstrates ability to plan, organize and prioritize daily job tasks to maintain high quality service to internal and external customers.

IndustryKnowledge:Knowledgeoftheorganization'sindustrygroup,trends,directions,majorissues,regulatory considerations,andtrendsetters;abilitytoapplyindustryknowledgeappropriatelytodiversesituations.

LevelBasicUnderstanding:

  • Explainshowownorganizationcomparestoothersintheindustry.

  • Describeskeyproductsandservicesintheindustry.

  • Identifieskeyindustrysegmentsandassociatedcharacteristics.

  • Nameskeyindustryplayers,leaders,andtrendsetters.

DecisionMakingandCritical Thinking:Knowledgeofthedecision-makingprocessandassociated toolsand techniques;abilitytoaccuratelyanalyzesituationsandreach productivedecisionsbasedoninformedjudgment.

LevelWorkingKnowledge:

  • Appliesanassignedtechniqueforcriticalthinkinginadecision-makingprocess.

  • Identifies,obtains,andorganizesrelevantdataandideas.

  • Participatesindocumentingdata,ideas,players,stakeholders,andprocesses.

  • Recognizes,clarifies,andprioritizesconcerns.

  • Assistsinassessingrisks,benefitsandconsiderationofalternatives.

EffectiveCommunication:Understandingofeffectivecommunicationconcepts,toolsandtechniques;abilityto effectivelytransmit,receive,andaccuratelyinterpretideas,information,andneedsthroughtheapplicationof appropriatecommunicationbehaviors.

Level ExtensiveUnderstanding:

  • Describesnon-verbalbehaviorsthatinfluencetheinterpretationofthemessage.

  • Citesexamplesofeffectiveandineffectivecommunications.

  • Explainstheimportanceofeffectivebusinesscommunication.

  • Speaks/writesusingcorrectlanguage,mechanics,andgestures.

RelationshipManagement:Knowledgeofrelationshipmanagementtechniques;abilitytoestablishandmaintain healthyworkingrelationshipswithclients,vendors,andpeers.

Level Extensive Understanding:

  • Providesexamplesofthecharacteristicsofeffectivebusinessrelationships.

  • Identifieskeybusinessrelationshipsinownorganization.

  • Describesthenatureofaproductivebusinessrelationship.

  • Explainsthebenefitsofbuildingbusinesspartnerships.

ValueSelling:Knowledgeoftheprinciplesandpracticesforsellingproducts,technology andservices;abilityto provideoverallproduct/service'value' andtodifferentiatesupportofferingsthataddressclearlyunderstood customerneeds.

LevelBasicUnderstanding:

  • Presentsproduct,technologyorservicecostsandbenefitsinreactiontoprospectorcustomerrequests.

  • Describesgeneralconcepts,practicesandbenefitsofvalue-basedversusproductselling.

  • Documentsproposedproduct/servicesolutionstobepresentedtopotentialcustomers.

  • Pursuesadditional'valueselling'educationortrainingtoenhancetraditional salespractices.

Additional Information

  • Relocation and sponsorship not offered.

ThisJobDescriptionisintendedasageneralguidetothejobdutiesforthispositionandisintendedforthepurposeofestablishingthespecificsalarygrade.Itisnotdesignedtocontainorbeinterpretedas anexhaustivesummaryofallresponsibilities,dutiesandeffortrequiredofemployeesassignedtothisjob.Atthediscretionofmanagement,thisdescriptionmaybechangedatanytime toaddresstheevolvingneedsoftheorganization.#LI

Posting Dates:

Caterpillar is an Equal Opportunity Employer.

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