Compact Equipment Sales Operations Specialist

Coastal CAT; Fort Myers (FL); On-site; USD 40,000 - 65,000; Full time

Job summary

Coastal CAT in Fort Myers, FL seeks a Sales Operations Coordinator to support quoting, billing, and delivery of compact equipment. This role acts as a liaison among sales, service, transportation, and inventory to ensure smooth operations and excellent customer experience.

Ideal candidates will hold a four-year degree in business administration or supply chain, possess strong analytical and communication skills, and be proficient in Microsoft Office.

Qualifications

• Collaborate effectively with cross-functional teams and stakeholders.
• Strong organizational skills to manage multiple tasks and deadlines.
• Solid math skills for quotes, billing, and cost calculations.

Responsibilities

• Generate quotes for new compact machines.
• Process billing for new compact machine sales.
• Coordinate demo setups and no-charge agreements.
• Collaborate with service and transportation teams to prep and deliver machines.
• Work with yard personnel to facilitate machine prep and customer pickups.
• Monitor no-charge inventory and follow up with sales reps on resolutions.
• Review work orders for cost accuracy and proper documentation.
• Maintain knowledge of OEM and partner marketing programs; apply incentives and approvals for claims.
• Communicate with inventory management regarding machine needs and sales trends.
• Assist walk-in customers and respond to inbound calls.

Skills

Collaborative teamwork

Organizational skills

Mathematical skills

Verbal and written communication

Education

Four year degree in business administration or supply chain

Tools

Microsoft Office

Salesforce

DBS

Job description

Coastal CAT in Fort Myers, FL seeks a Sales Operations Coordinator to support quoting, billing, and delivery of compact equipment. This role acts as a liaison among sales, service, transportation, and inventory to ensure smooth operations and excellent customer experience.

Ideal candidates will hold a four-year degree in business administration or supply chain, possess strong analytical and communication skills, and be proficient in Microsoft Office.