Sales Coordinator

Western States Careers; Meridian (ID); On-site; USD 48,000 - 62,000; Full time

Job summary

Western States Careers is seeking a Sales Coordinator to support the sales team with quoting, programs, and pricing, and to coordinate pre-deliveries and make ready needs as defined by the Sales Representative. The role partners with Parts, Service, and Demand Planning to ensure accurate quotes, timely delivery, and documented processes.

You will manage the sales pipeline from prospect to invoice, prepare final sale packets, and help drive sales velocity while adhering to safety policies and

Qualifications

• High school diploma or GED required.
• Two years’ experience in customer service or sales coordination.
• Two years’ experience with customer relationship management (CRM) software.
• One year experience with AX software preferred.
• Must be able to communicate (speak, read, comprehend, write in English).

Responsibilities

• Provide support to Sales Representatives with quoting, programs, and pricing.
• Coordinate pre-deliveries and make ready needs as defined by the Sales Representative.
• Work with Parts and Service to meet client specifications.
• Review work orders for quote accuracy and execution per customer promise date.
• Oversee the sales administration process from prospect to delivery.
• Prepare final sales packet and reconcile prior to invoicing.
• Manage sales pipeline from prospect to invoice to delivery; report opportunities and threats.
• Communicate with Equipment Operations Coordinators and Demand Planners to improve processes.
• May act as backup for these roles as needed.
• Ensure proper pre-shipping and receiving documents with accurate details.
• Assist walk-in or call-in customers and direct leads to the appropriate Sales Representative.
• Direct yard attendants on machine status and movement; coordinate inspection and maintenance.
• Administer and manage equipment demonstration and loaner reservations.
• Prepare customer purchase binder for new sales and deliver with the machine.
• Work with Demand Planners for tool configuration and inventory.
• Adhere to safety policies and company values.

Skills

Microsoft products

Caterpillar tools

Clear communication

Multi-tasking

Data translation

Quality workmanship

Team collaboration

Education

High school diploma or GED

Tools

CRM software

AX software

Job description

• Provides support to Sales Representatives with quoting, programs, and pricing.
• Coordinates pre-deliveries as well as make ready needs as defined by the Sales Representative.
• Works closely with the Parts and Service Departments to provide required machine modifications that meet the client’s needs.
• Reviews work orders for quote accuracy and execution as outlined through a customer promise date.
• Oversees the equipment sales administration process from beginning to end. Remains engaged with the Sales team early in the deal to achieve sales velocity and accuracy.
• Prepares final sales packet and reconciles prior to invoicing.
• Manages the sales pipeline from prospect to invoice to delivery for assigned region to meet and exceed expectations for our customers. Provides reporting during weekly team sales meetings to gain visibility to both opportunities and threats.
• Communicates and collaborates with Equipment Operations Coordinators and Demand Planners to continuously improve our processes and consistently apply them. May act as backup for these roles as needed.
• Ensures appropriate pre-shipping and receiving documents with accurate hours, condition, ship date, EMR, purpose of shipment when machines leaves or arrives.
• Assists walk in or call in customers as needed, directing needs and lead details to the appropriate Sales Representative.
• Directs yard attendants on preparing machines, notifying of machine status and movement, obtaining equipment movement records. Coordinates the inspection, maintenance and cleaning of machines upon return from demonstrations, rental or loans.
• Administers and manages equipment demonstration and loaner reservations for assigned region.
• Prepares a customer purchase binder for new sales and ensures the binders are delivered with the machine at delivery.
• Works with the Demand Planners for required machine work tool configuration and inventory of excess tools.
• Adheres to all customer care standards. Actively cares and advocates safety at Western States. Adhere to all applicable safety policies, procedures and standards.
• May accomplish training and serve as a team member in support of Western States’ strategic programs, projects, and initiatives.
• Works within and promote corporate vision, mission, and values of the organization.
• Performs other duties as assigned.

KNOWLEDGE SKILLS AND ABILITIES:

• Knowledge and use of Microsoft computer products and programs.
• Working knowledge of the Caterpillar product line and work tools..
• Must be able to communicate effectively orally and in writing..
• Must be able to multi-task and prioritize with customers, Sales Representatives, and internal departments.
• Must be able to translate data into actionable information and clearly communicate it to stakeholders.
• Demonstrated ability to deliver error free work products.
• Ability to collaborate and maintain effective working relationships with others.

EDUCATION AND EXPERIENCE:

• High school diploma or General Education Degree (GED).
• Two years’ experience required in similar role such as customer service, sales coordination or Caterpillar machine sales or service.
• Two years’ experience required with customer relationship management software.
• One year’s experience with AX software preferred.
• Must be able to communicate (speak, read, comprehend, write in English).

PHYSICAL CHARACTERISTICS:

• Must be able to sit for long periods along with walking, standing, climbing stairs, reaching pushing, pulling, leaning and twisting.
• Must be able to meet all safety requirements for applicable safety policies.
• Able to lift up to 50 lbs. in accordance with Western States’ Lifting Safe Work Practice to include amount and approach.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. It is not intended be an exhaustive list of all responsibilities, duties, and skills required of employees in this classification.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.