Sales Coordinator 1

HOLT CAT; Aubrey (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

HOLT CAT in Little Elm, Texas, is seeking a Sales Coordinator 1 to handle day-to-day administrative activities for the sale and rental of equipment. The role centers on coordinating orders, deliveries, invoicing, and customer communications to ensure a seamless customer experience.

You will work onsite, collaborate with internal and external resources, maintain scheduling, and support the Retail Customer Experience program.

Qualifications

• Knowledge of invoicing, receiving, and basic business accounting principles.
• Excellent oral and written communication skills.
• Effective organization, self-management, analytical problem-solving, time management, and multi-tasking skills.
• Intermediate to advanced Microsoft Office products (Word, Excel, PowerPoint).
• Ability to compute basic math and read information.
• Knowledge of construction equipment sales industry.

Responsibilities

• Demonstrate alignment with HOLT CAT mission and values daily.
• Act as primary contact for internal customers for Sales, Demos, Loaners, Heavy Rentals, and RPOs.
• Assist with logistics from order through delivery with transport, parts, and service.
• Manage aspects of rental life cycle including contracts, insurance, pricing, and invoicing.
• Process in-store credit card sales, authorizations and credits.
• Schedule delivery and pickup of inventory to maintain stocking levels.
• Serve as liaison for Product Health Loaners via Monday.com and CAT support.

Skills

Invoicing knowledge

Microsoft Office

Communication

Multitasking

Customer service

Construction equipment sales industry

Data entry

Education

High school diploma or equivalent

Job description

The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities pertaining to the sale and rental of equipment.

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.

Department: Machine Division (MAC)

Employment Type: Full Time

Location: Little Elm

Address: 27600 E. University Dr., Aubrey, Texas, 76227

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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
• Acts as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOs
• Assists, until able to manage, all logistics from order through delivery with transport, parts and service to meet customer requests; this could encompass order receiving, knowledgeable equipment sourcing, account set up, and delivery
• Assists, until able to manage, the life of rentals including contract management, insurance coverages, customer pricing, machine utilization, service requests, accurate invoicing and credits; requires multitasking through several platforms such as Irental, Monday.com, Vision Link, Straight Docs, DSI and DBS
• Ensures accurate process is followed for CAT Commercial in store credit card sales, authorizations and credits
• Schedules delivery and pick‑up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs
• Serves as process owner of Product Health Loaners via Monday.com; responsibilities entails being the liaison with CAT support representatives, sales management and internal parts and service departments to ensure maximum reimbursement
• Issues and receives vendor purchase orders through CODA
• Responsible for answering incoming customer calls via RingCentral, inputting leads in Texada and transferring requests to other departments
• Maintains and supports the Retail Customer Experience program to include machine staging, signage and handling walk‑in customer visits
• Serves as primary contact for all sales and rental asset prioritization through service departments via Monday.com; requires a strong ability to communicate and influence requests to support our customers equipment availability needs
• 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 related duties and fulfill responsibilities as required

Knowledge, Skills, and Abilities

• Knowledge of invoicing, receiving, and basic business accounting principles
• Excellent oral and written communication skills
• Effective utilization of organizational planning, self‑management, analytical problem‑solving, time management, and multi‑tasking skills
• Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
• Ability to interact with tact and courtesy and maintain a professional manner
• Ability to read and understand information and ideas presented in writing
• Ability to listen to and understand information and ideas presented through spoken words and sentences
• Knowledge of construction equipment sales industry
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs

Requirements

Education and Experience

• High school diploma or equivalent required
• Up to two years of work‑related skill, knowledge, or experience is required

Supervisory Responsibilities

• None

Travel

• Up to 5% of travel expected

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
• Occasionally moves materials or equipment weighing up to 10 lbs.
• Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
• Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work
• This position involves extended periods on their feet
• Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting

Work Environment

• Regularly works indoors in environmentally controlled conditions
• Regularly works outdoors around moving mechanical parts
• May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity
• Frequently works at fast pace with unscheduled interruptions
• Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas

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.

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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.