Sales Onboarding & Operations Specialist

Carolina CAT - Construction; Charlotte (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

Carolina Cat is seeking a Sales Operations Onboarding Coordinator to partner with the sales team and support onboarding, digital access, and CVA enrollment for new machine sales. You will coordinate registrations, digital authorizations, and data updates across multiple systems.

You will work with Sales Operations, Sales Reps, Service, Customer Marketing, and IT to deliver a consistent onboarding experience and contribute to the Customer-Order-To-Invoice process.

Qualifications

• High school diploma or GED required.
• 1–3 years of customer support, sales support, training, administrative, or related experience preferred.
• Experience supporting sales, equipment onboarding, or operational processes is a plus.

Responsibilities

• Coordinate customer onboarding and digital support activities.
• Maintain onboarding trackers and ensure CCID creation for new customers.
• Support CVA enrollment and machine ownership updates across systems.

Skills

Strong organizational skills

Strong written and verbalcommunication

Analytical skills

Cross-functional collaboration

Customer-service mindset

Ability to manage multiple priorities

Education

High school diploma or GED

Tools

Microsoft Office (Excel)

CRM systems

Dealer Business System (DBS)

Caterpillar digital/enrollment systems

Job description

Carolina Cat is seeking a Sales Operations Onboarding Coordinator to partner with the sales team and support onboarding, digital access, and CVA enrollment for new machine sales. You will coordinate registrations, digital authorizations, and data updates across multiple systems.

You will work with Sales Operations, Sales Reps, Service, Customer Marketing, and IT to deliver a consistent onboarding experience and contribute to the Customer-Order-To-Invoice process.