Service & Rental Advisor

Tri-State Bobcat

St. Croix Falls (WI)

On-site

USD 62,000 - 74,000

Full time

4 days ago
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Benefits offered by this job

Health insurance
Dental & Vision
Life & AD&D insurance
401(k) with match
PTO from day one
7 paid holidays
Training & career growth
EAP

Job summary

Tri-State Bobcat in St. Croix Falls is seeking a Service & Rental Advisor to take ownership of daily service and rental operations.

You will coordinate workflows, communicate with customers and technicians, and drive improvements in efficiency and service quality. The role requires 3+ years in equipment service or rental operations, strong customer service and leadership skills, and proficiency with dealership software.

Qualifications

  • 3+ years in equipment service, rental, or dealership operations.
  • Strong customer service and relationship-building skills.
  • Ability to prioritize and make decisions independently.
  • Proficiency with Microsoft Office; dealership software a plus.

Responsibilities

  • Oversee daily service and rental operations, including scheduling and fleet availability.
  • Manage service workflows from intake through invoicing and communications.
  • Coordinate with technicians to prioritize work and resolve issues.
  • Handle rental quotes, contracts, inspections, and returns.
  • Monitor fleet utilization and coordinate maintenance.
  • Build relationships with customers and contractors to grow business.
  • Identify opportunities to expand sales across equipment and services.
  • Maintain a safe, organized facility and comply with policies.
  • Participate in training to stay current with equipment and industry practices.

Skills

Customer service
Communication
Relationship building
Leadership
Problem solving
Dealership software

Education

High school diploma or equivalent

Tools

Microsoft Office
CDK/Intellidealer

Job description

Compensation: $26-$31/hour | Expected annual earnings of $62,000-$74,000, based on experience and overtime
Schedule: Full-Time | Monday-Friday, 7:30 AM-5:00 PM | Overtime after 40 hours

Build Your Career in the Equipment Industry

Tri-State Bobcat is looking for a Service & Rental Advisor to take ownership of daily service and rental operations at our St. Croix Falls location. This hands‑on role focuses on efficient operations, strong customer relationships, team accountability, and growing the branch's service and rental business.

You'll work closely with customers, technicians, and other Tri‑State Bobcat locations to manage workflow, resolve challenges, and identify opportunities to improve performance and expand the local customer base.

What You'll Do
  • Oversee daily service and rental operations, including scheduling, workflow, equipment availability, and customer needs
  • Manage service work from customer intake through completion, including estimates, work orders, customer communication, quality checks, and invoicing
  • Coordinate with technicians and other departments to prioritize work, resolve issues, and maintain efficient operations
  • Manage rental activities, including quotes, equipment recommendations, contracts, inspections, returns, and fleet availability
  • Monitor rental fleet condition and utilization, coordinating maintenance and repairs to maximize equipment availability
  • Build relationships with contractors, businesses, and other customers to generate repeat service and rental business
  • Identify opportunities to grow sales across equipment, parts, service, and rental offerings
  • Monitor branch performance and implement improvements to efficiency, customer satisfaction, and profitability
  • Set daily priorities, hold team members accountable, and address operational challenges while fostering a collaborative work environment
  • Maintain a safe, clean, and organized facility and ensure compliance with company policies and safety procedures
  • Participate in manufacturer training and ongoing development to stay current on equipment, rental products, and industry practices
What We're Looking For
  • 3+ years of experience in equipment service, equipment rental, dealership operations, or a related field; leadership experience preferred
  • Strong understanding of equipment, service processes, rental operations, and customer needs
  • Ability to take ownership, make sound decisions, and manage competing priorities independently
  • Strong customer service, communication, and relationship‑building skills
  • Business‑minded approach with the ability to identify opportunities to grow sales and improve operations
  • Mechanical aptitude and strong problem‑solving skills
  • Proficiency with Microsoft Office; CDK, Intellidealer, or similar dealership software is a plus
  • Valid driver’s license and ability to safely operate and move equipment
  • High school diploma or equivalent
Why Join Tri‑State Bobcat?
  • Health, Dental & Vision Insurance
  • Company‑paid Life & AD&D Insurance, plus supplemental options
  • 401(k) with company match
  • PTO begins accruing your first day
  • 7 paid holidays
  • Employee Assistance Program (EAP)
  • Manufacturer and on‑the‑job training
  • Career advancement opportunities within a growing organization
About Tri‑State Bobcat

Tri‑State Bobcat is a leading regional provider of compact construction equipment and outdoor power solutions. We’re known for strong customer relationships, quality products, and a culture that values safety, training, and work‑life balance.

Tri‑State Bobcat is an Equal Opportunity Employer.

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