Sales Ops Coordinator: Quoting, Billing & Delivery

Coastal CAT; Pompano Beach (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Coastal CAT is seeking a Sales Operations Coordinator to support quoting, billing, and delivery processes for compact equipment. The role acts as a liaison among sales, service, transportation, and inventory teams to ensure efficiency and a seamless customer experience.

It requires attention to detail, proactive communication, and knowledge of OEM programs and internal systems. Front-line customer interactions are also involved.

Qualifications

• Four-year degree required in business/related field.
• Experience with OEM programs or internal systems a plus.
• Strong quantitative and problem-solving abilities.
• Excellent verbal and written communication.

Responsibilities

• Generate quotes for new compact machines.
• Process billing for new compact machine sales.
• Coordinate demo setups and no-charge agreements.
• Collaborate with service and transportation teams to ensure machines are prepped and delivered.
• Work with yard personnel to facilitate machine prep and customer pickups.
• Monitor no-charge inventory and follow up with sales reps to ensure timely resolution.
• Review work orders for new machine deals to verify cost accuracy and proper documentation.
• Maintain expertise in OEM and partner marketing programs; apply incentives appropriately and secure necessary approvals for claims.
• Communicate regularly with the inventory management team regarding machine needs and sales trends.
• Assist walk-in customers.
• Respond to inbound customer calls.

Skills

Team collaboration

Organizational skills

Mathematical skills

Communication skills

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Office

Salesforce

DBS

Job description

Coastal CAT is seeking a Sales Operations Coordinator to support quoting, billing, and delivery processes for compact equipment. The role acts as a liaison among sales, service, transportation, and inventory teams to ensure efficiency and a seamless customer experience.

It requires attention to detail, proactive communication, and knowledge of OEM programs and internal systems. Front-line customer interactions are also involved.