Operations Support Coordinator

Holt Co.; San Antonio (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

HOLT CAT in San Antonio is seeking a detail‑oriented professional to manage IronPro and National Accounts agreements, renewals, and billing. You will organize documentation, quotes, and schedules, coordinating with internal teams and external resources to maximize customer satisfaction.

The role also involves processing purchase orders, maintaining accruals, and handling commissions for CT and PM accounts, with on‑site work and travel up to 25% as needed.

Qualifications

• Education: High School Diploma or equivalent.
• At least 3 years of job-related experience preferred.
• Proficiency with Salesforce, DBS and MS Office is expected.

Responsibilities

• Maintain IronPro and National Accounts agreements.
• Process renewals, quotes, and related paperwork.
• Coordinate with internal/external resources to improve service efficiency.
• Handle billing, purchase orders, and documentation.
• Provide customer relations support and monthly commissions.
• Ensure regular attendance and safety policies.

Skills

Communication skills

Organization

Accounting knowledge

Independent work

Team collaboration

Education

High School Diploma

Tools

Salesforce

DBS

MS Office

Job description

Job Summary

This position is responsible for the preparation, planning, and follow‑up of IronPro agreements and National Accounts agreements. Provides assistance on improving product support efficiencies and maximizing customer satisfaction. This includes agreement renewals, quoting assistance, organizing, billing using both internal and external systems, documentation, and filing of paperwork.

Model Practices

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

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

Department and Location

• Department: Machine Division (MAC)
• Employment Type: Full Time
• Location: San Antonio
• Address: 5665 SE Loop 410, San Antonio, Texas, 78222
• Workplace type: Onsite
• Reporting To: Alexandra Ramirez

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
• Maintains IronPro agreements using resources found in Salesforce and Dealer Business System
• Maintains an accrual account system for the tracking of customers who make advance payments for services not yet rendered, thereby, separating regular service payments from IronPro service payments not currently chronicled in our existing company accounting system
• Manages all "interval" billing through Contract Tracking
• Maintains a contract renewal plan with input from PSSR's
• Coordinates with other dealers on maintenance of out of territory machines
• Manages the lifecycle of Method of Procedures (MOPs) including the draft, review, revision, and publish phases
• Opens and closes internal and external work orders utilizing customer portal for preventive, corrective, and warranty services,
• Issues and receives Purchase Orders, maintains all associated paperwork
• Assists with customer relations/service of our current and potential IronPro customers; Completes monthly commissions for CT and PM accounts
• Requires regular and punctual employee attendance
• 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

• Excellent oral and written communication skills
• Exceptional organizational, time management, and multi-tasking skills
• Knowledge of business accounting principles
• Computer proficiency and technical aptitude to utilize various MS Office products, Salesforce, DBS, and other job-related software
• Ability to interact with tact and courtesy and maintain a professional manner
• The ability to read and understand information and ideas presented in writing
• The ability to listen to and understand information and ideas presented through spoken words and sentences
• The ability to work independently as well as part of a diversified team

Requirements

Education and Experience:

• High School Diploma or equivalent required
• Minimum three years of job-related experience preferred

Supervisory Responsibilities:

• None

Travel:

• Up to 25% 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.
• Visual acuity, speech, and hearing; hand and eye coordination, and manual dexterity necessary to operate a computer, keyboard, and basic office equipment
• Subject to walking, standing, sitting, kneeling, stooping, and twisting
• This position frequently communicates with employees, vendors, and stakeholders; Must be able to exchange accurate information in these situations
• Occasionally lifts up to 20 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

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.