Sales Operations Administrator

petersonholding; San Leandro (CA); On-site; USD 50,000 - 56,000; Full time

Job summary

Peterson Tractor Co. seeks an experienced Sales Operations Administrator based in San Leandro, CA or Hillsboro, OR to manage invoicing, post-sale claims, and commission processing. You will coordinate with Sales, Accounting, and EMS to ensure accuracy and timely payouts.

Strong communication and organization are essential for success. This role supports diverse equipment sales, attachments, and rental services, with a focus on compliance and efficient record-keeping.

Qualifications

• Minimum of three years of related experience in sales support.
• Ability to perform essential duties safely and accurately.
• Must possess a valid driver’s license and have reliable transportation.

Responsibilities

• Process customer invoices for new, used, and rental equipment.
• Post-sale claims processing and tracking; commission vouchers.
• Handle deal packets and storage; track Caterpillar PINS.
• Collaborate with Sales Management, Coordinators, Reps, Accounting, and EMS.
• Maintain organized electronic and hard-copy files; ensure timely processing.

Skills

Communication

Presentation

Persuasion

Negotiation

Education

High School Diploma or GED

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!

Job Description

Peterson Cat has the immediate need for an experienced Sales Operations Administrator based at either our San Leandro, CA or Hillsboro, OR locations.

This position is responsible for invoicing customers for new and used equipment, post-sale claims processing/tracking, Sales Rep commission vouchers, deal packet processing/storage, and Caterpillar PINS tracking.

ESSENTIAL JOB FUNCTIONS

• Process customer invoices for new, used, and rental equipment, report all new Caterpillar machine sales via PINS Report, and create commission vouchers.
• Insure timely invoicing to Customers for New Machine/Attachment Sales, Used Machine/Attachment Sales, Monthly Rentals (RPO's), and Rental Services (CA only).
• Collaborate with Sales Management, Coordinators, Reps, Accounting, and EMS to maintain close tracking of invoices, initiate and track post-sale claims from Sales Rep iQuote worksheet until full recovery of funds from Caterpillar. Interaction with other departments and Peterson team members as necessary.
• Keep current on Caterpillar Merchandising Programs in order to drive maximum utilization of all applicable "value-add" claim options.
• Ensure timely submission of claims and full recovery of funds claimed. File claims within the allotted time-frame. Keep 60 Day Report at a manageable level (green status).
• Ensure machine packet contents are complete and in proper order before filing, protecting Peterson from audit violations.
• Maintain electronic and hard copy files of equipment/attachment records as needed.
• Keep current on relevant department and company operational and administrative matters.
• Look for ways to continuously improve and refine department processes to reduce wasteful steps.
• Maintains punctual, regular, and predictable attendance.
• Operate company or personal vehicle as needed.

OTHER JOB FUNCTIONS

• Other administrative, clerical duties as assigned by Manager.
• Work overtime as needed and within labor law guidelines.
• Attend scheduled training classes, department, and safety meetings.
• Works collaboratively in a team environment with a spirit of cooperation.
• Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
• Respectfully takes direction from supervisor/manager.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, safely and in alignment with Peterson's core values. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High School Diploma or General Education Degree (GED); and a minimum of three years of related experience in sales support, preferably in a heavy industrial environment; or an equivalent combination of education and work experience.

CERTIFICATES, LICENCENSES, REGISTRATIONS

Must possess a valid motor vehicle operator's license and have access to reliable transportation.

The CALIFORNIA hourly pay range for this position is: $35.55-$41.00. We also offer a total compensation package in addition to base salary.

Equal Opportunity Statement

Peterson Tractor 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.