Construction Industries Inside Product Support Sales Representative

Duties And Responsibilities

• Safety – Promote safety by demonstrating a positive example.
• Product Knowledge – Maintain strong knowledge of the company’s products, services, and solutions. Provide guidance to customers on proper product selection, usage, and maintenance.
• Customer Relations – Serve as the primary point of contact for customers via phone, email, and virtual meetings. Provide timely responses to inquiries, assist with quotes, orders, and product information.
• CRM and Data Management – Maintain accurate and up-to-date customer records, including machine populations, service histories, and sales opportunities in the company CRM. Leverage data to identify trends, follow up on opportunities, and support account growth.
• Interpersonal Relations – Has fine social skills and uses them effectively. Has good insight into people and readily adapts to them. Communication style is warm, friendly, and sincere.
• Relations with Supervisor – Follows directions well and pays close attention to what is said. Can be depended upon to act appropriately and cover all facets of an assignment. Seeks advice when appropriate. Responds to criticism constructively.
• Problem Solving and Decision Making – Approaches challenges with a solution-focused mindset, carefully evaluating alternatives to identify the most effective course of action. Analyzes complex issues, makes sound decisions, and implements solutions that deliver meaningful results.
• Sales Support – Collaborate with PSSRs, MSRs, and service teams to support customer needs, process orders, provide pricing, and ensure seamless communication between customers and internal teams. Assist in developing proposals, quotes, and financing options.
• Time Utilization – Manages time effectively, consistently meeting deadlines while handling additional demands with composure and focus. Maximizes productivity by prioritizing tasks efficiently and eliminating wasted effort to deliver high quality results on schedule.
• Continual Maintenance of Customer Machine Population – Ensures accurate and up-to-date customer machine population data within the CRM system. Recognizes its critical role in daily customer interactions, strategic marketing efforts, and support program planning. Leverages OLGA to provide precise insights that drive informed decisions and maintain high dealership performance scores with Caterpillar.
• Assignments and Projects – Approaches every assignment with a positive, proactive attitude and delivers results within required timelines. Brings full energy, dedication, and collaboration to achieving corporate goals and successfully completing assigned projects.
• Budget Management and Forecasts – Supports and conforms to department budget goals. Budget requests are submitted to manager in a complete and timely manner. Controls expense levels within budgeted parameters.

Qualifications

• Understands and demonstrates safe working practices.
• In-depth technical knowledge and hands-on experience with Caterpillar equipment.
• 1-2 years construction industry experience.
• Demonstrates practical experience and proficiency with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint, to efficiently manage communications, data analysis, reporting, and presentations.
• Phone skills that promote a positive customer experience.
• Willingness to work well in a team environment.
• Ability to work in a stressful environment.
• Excellent time management skills.
• Excellent problem-solving skills.
• Understanding of Caterpillar warranty guidelines.
• (Preferred) Prior Sales experience.
• (Preferred) Experience and clear understanding of Uptake suite of CRM software, SalesLink, Parts & Service Quoter (PSQ).