Inside Sales Representative

Peterson Holding Company; Oregon; On-site; USD 45,000 - 65,000; Full time

Job summary

Peterson Machinery Co. in Clackamas, Oregon, seeks an Inside Sales Representative to grow CAT equipment sales and develop new business. The role focuses on handling walk-in opportunities and proactive outreach to customers using provided accounts.

The position emphasizes building relationships, maintaining accurate CRM records, and collaborating with Sales, Parts, and Service to meet customer needs and close deals. A relevant associate degree and sales experience are expected.

Qualifications

• Associates Degree and a minimum of one year of direct sales experience, preferably in heavy equipment.
• Experience using CRM systems and maintaining customer records.
• Ability to handle outbound calls and walk-in customer opportunities.

Responsibilities

• Promote and sell CAT equipment for the store/territory following sales processes.
• Respond to walk-in customers and prospects.
• Make at least 80 outbound phone contacts per week.
• Identify and develop new prospects in the territory.
• Maintain customer profiles, leads, and sales data in the CRM system.
• Collaborate with Sales, Parts, and Service to meet customer needs.
• Present equipment quotes and financing options to customers.
• Complete sales documentation, including finance contracts.

Skills

CRM software

Phone sales

Customer relationship management

Education

Associate Degree

Tools

CRM software

Job description

It’s your time, make it matter. At Peterson, we partner with our customers to build the future. For over 90 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose. Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values. You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter. Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!

Peterson Cat has a need for an Inside Sales Representative at our Clackamas, OR location. The shift for this job is Tuesday through Friday from 8:00 AM to 5:00 PM and Saturday from 8:00 AM to 12:00 PM.

SUMMARY

This role is responsible for selling Caterpillar (CAT) equipment to customers and developing new business for the assigned location by handling walk-in customer sales opportunities and proactively contacting existing and prospective customers through direct and indirect channels. This position works closely with customers and internal departments to generate new business, support customer purchasing decisions, and achieve sales objectives.

ESSENTIAL JOB FUNCTIONS

• Promote and sell CAT equipment for the assigned store and/or territory, following all sales processes and procedures.
• Respond to the needs of walk-in customers and prospects.
• Proactively contact existing and prospective customers using a provided list of accounts, including a minimum of 80 outbound phone contacts per week.
• Identify and develop new prospects in the territory.
• Update and maintain customer profiles, equipment lists, leads, activities, sales transactions, and other information within Customer Relationship Management (CRM) system.
• Collaborate with Sales, Parts, and Service departments to ensure customer needs are satisfied.
• Present equipment quotes and finance options for active and prospective customers.
• Complete sales documentation, including finance contracts.
• Provide informational brochures and other literature to inform customers and influence buying decisions.
• Inform customers of new product developments.
• Present equipment features and benefits to customers and determine additional information needed to meet the customer’s specific needs.
• Provide written summaries of cost and equipment feature benefits to customers by purchasing CAT equipment compared to similar competition, when appropriate.
• Stay current on CAT and competitor products to offer the best solutions based on customer interests and concerns.
• Partner with sales management to ensure marketing campaigns are relevant.
• Assist with customer surveys as needed.
• Work safely at all times, adhering to all applicable safety and company policies, procedures and standards.
• Maintain punctual, regular, and predictable attendance.

QUALIFICATIONS

Associates Degree from a fully accredited college; and a minimum of one (1) year of directly related sales experience, preferably in the heavy equipment industry; or an equivalent combination of education and work experience.

Equal Employment Opportunity

#INDL Peterson Machinery Co. is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.