Financial Sales Representative 1

HOLT CAT; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

HOLT CAT, based in Texas, seeks a Financial Sales Representative 1 to facilitate the machine sales process through invoicing, warranty enrollments, and CAT program credits. The role collaborates with accounting to resolve reconciliation issues, prepares monthly commission statements, and maintains strong internal controls in the customer-to-invoice lifecycle.

Onsite work with travel up to 5% may be required; the ideal candidate will combine financial acumen with strong communication across

Qualifications

• Undergraduate Business degree preferred, or an equivalent combination of education and experience required.
• Up to one year of relevant experience preferred.

Responsibilities

• Invoice machine / attachment sales, enroll for warranty and apply for CAT program credits, resolve differences.
• Setup and invoice RPO's (Rental with Purchase Option).
• Determine proper accounting for CAT credits received.
• Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation.
• Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes on the customer to invoice lifecycles.
• Calculates commissions on machine sales, rentals, and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales.
• Collaborates on process improvement strategies as well as participate in meetings and engagement activities.
• Acts as liaison with internal departments and customers as needed and answers/resolves internal and external customer issues.
• Assist with development, roll out, and maintenance of internal SOP's.
• Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations.
• Investigates/resolves variances on program and warranty dollars received on a timely basis.
• Answer and resolve customer (internal/external) questions and needs.
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
• Performs other duties as assigned.

Skills

CAT products knowledge

Invoice processing

Excel

Cross-functional collaboration

Education

Undergraduate Business degree

Tools

DBS

Box

SharePoint

Excel

Job description

Job Summary

The Financial Sales Representative 1 will facilitate the machine sales process through invoicing, warranty and program enrollments and commission calculations. This position will also be responsible for transactions that are posted to suspense accounts and work with accounting to resolve reconciliation issues.

Key responsibilities

The incumbent in this position is expected to model the following practices daily:

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.

Job Details

• Department: Finance and Bus Resources (FIN)
• 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

• Invoice machine / attachment sales, enroll for warranty and apply for CAT program credits, resolve differences.
• Setup and invoice RPO's (Rental with Purchase Option).
• Determine proper accounting for CAT credits received.
• Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation.
• Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes on the customer to invoice lifecycles.
• Calculates commissions on machine sales, rentals, and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales.
• Collaborates on process improvement strategies as well as participate in meetings and engagement activities.
• Acts as liaison with internal departments and customers as needed and answers/resolves internal and external customer issues.
• Assist with development, roll out, and maintenance of internal SOP's.
• Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations.
• Investigates/resolves variances on program and warranty dollars received on a timely basis.
• Answer and resolve customer (internal/external) questions and needs.
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities

• Significant knowledge of CAT products, and the relationship between Finance, Sales, and other operation departments to include New Inventory, Work Tools and Service Department.
• Proficient knowledge of deal processes as well as transaction code/entry code usage as they relate to invoices, CAT credit statements, finance billing instructions and payoffs
• Proficient in the use of computer programs and systems utilized by the company (DBS, Cat Systems, Excel, Microsoft Outlook, Documentum, Box, Monday Boards, SharePoint, etc.)
• Proficient Excel skills for the preparation of sales commissions, review of suspense accounts
• Ability to work with sales reps/managers on invoicing/commission differences
• Strong research, problem solving and investigation skills
• Strong interpersonal communication skills including both written and oral
• Ability to work in fast paced environment with frequent interruptions
• Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
• Excellent organizational, planning, multi-tasking, and time management skills, deadline oriented
• Ability to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timeliness

Requirements

Education and Experience:

• Undergraduate Business degree preferred, or an equivalent combination of education and experience required.
• Up to one year of relevant experience preferred.

Supervisory Responsibilities:

• None

Travel:

• Up to 5%

Physical Requirements:

• This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
• This role frequently communicates with others, must be able to exchange accurate information in these situations.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Occasionally moves materials or equipment weighing up to 15 lbs.

Work Environment:

• This job is generally performed in a professional office environment.
• Frequently works at 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 Group

HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.