Deal Team Coordinator

HOLT CAT; San Antonio (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

HOLT CAT in San Antonio seeks a Deal Team Coordinator to support more than 50 General Construction Sales Representatives by handling quotes and invoicing throughout the lifecycle, contributing to over $330M in revenue. This role requires sharp analytical thinking and a solid understanding of construction equipment industry.

You will collaborate across departments, uphold safety and company policies, and thrive in a fast-paced office setting.

Qualifications

• High school diploma or equivalent; bachelor's degree preferred.
• Up to two years of related experience preferred.
• Strong organization and multitasking abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Assist 50+ General Construction Sales Representatives with quotes and invoicing.
• Manage the lifecycle of quotes from creation to invoicing.
• Support revenue tracking of over $330M.
• Collaborate with internal teams to optimize processes.
• Maintain compliance with policies and safety standards.

Skills

Quote management

Invoicing

Microsoft Office

Time management

Communication

Analytical skills

Team collaboration

Education

High School diploma or equivalent

Bachelor's degree in business administration, sales, or related field

Tools

Excel

PowerPoint

Word

Job description

The Deal Team Coordinator will assist more than 50 General Construction Sales Representatives with administrative tasks. These administrative tasks include the creation of the quote to managing the lifecycle of the quote to invoicing. The Deal Coordinator role is responsible for quoting and invoicing more than $330M of revenue. This role requires critical thinking skills, deep understanding of the construction/equipment industry.

Practices

1. Demonstrate alignment with the company's mission and core business values;
2. Collaborate with key internal/external resources;
3. Participate in ongoing self-development.

Department: Machine Division (MAC)

Employment Type: Full Time

Location: San Antonio

Address: 5665 SE Loop 410, San Antonio, Texas, 78222

Open in Google Maps

Workplace type: Onsite

Essential Functions

• Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Responsible for quoting more than $330M for more than 50 General Construction Representatives.
• Ensures accurate and timely processing of sales quotes to remove administrative constraints and maximize customer facing activities for the sales teams
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Requires regular and punctual employee attendance
• Performs other duties as assigned

Knowledge, Skills, and Abilities

• Knowledge of Compact Construction, Earth Moving and Excavation equipment
• Knowledge of construction equipment sales industry
• Basic skills in Microsoft Office Excel, PowerPoint, and Word
• Intermediate computer and related software application skills
• Basic understanding of business accounting principles
• Excellent oral and written communication skills
• Exceptional organizational, time management, and multi-tasking skills
• Strong critical thinking and problem-solving skills
• Ability to work independently and as part of a team
• Ability to meet deadlines and work under fast-paced, time constraining circumstances

Requirements

Education and Experience:

• High School diploma or equivalent required; Bachelor's degree in business administration, sales, or related field preferred
• Up to two years of related experience preferred

Supervisory Responsibilities:

• None

Travel:

• Up to 10% travel may be expected

Physical Requirements:

• To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily; Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
• This position involves extended periods in a stationary position
• Occasional movement inside the office to access office machinery, file cabinets, etc.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
• This position frequently communicates with Sales Team, Marketing, and Finance Teams; Must be able to exchange accurate information in these situations
• Occasionally moves or transports items weighing up to 10 lbs.

Work Environment:

• This job is generally performed in a professional office, in environmentally controlled conditions
• Frequently works at a fast pace with unscheduled interruptions

Disclaimer:

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

About HOLT CAT

HOLT CAT is the authorized Caterpillar heavy equipment and engine dealer for 118 counties in South, Central, North and East Texas. Established in 1933, HOLT sells, services and rents Cat equipment, engines, generators and trucks for construction, mining, industrial, petroleum and agricultural applications. HOLT sells Caterpillar used equipment worldwide and fabricates its own line of custom engineered products including land management products and water tankers. Additionally, HOLT is a dealer for Link-Belt Cranes, Trimble Heavy and Highway construction products and AccuGrade grade-control systems.

The Holt name has been associated with heavy equipment and Caterpillar for over 100 years. HOLT CAT owners, Peter J. Holt and Corinna Holt Richter are direct descendants of Benjamin Holt, who in 1904 developed the first successful track-type tractor which he named the "Caterpillar." HOLT CAT has come to be synonymous with quality, integrity and commitment to customer service.

The HOLT CAT team is committed to providing rock solid stability with superior products and services from The Red River to the Rio Grande.