Sales Coordinator

Essential Functions

• Provides support to Sales Representatives with quoting, programs, and pricing.
• Captures pre-deliveries and makes ready needs as defined by the Sales Representative.
• Collaborates with the Parts and Service Departments to provide necessary machine modifications.
• Reviews work orders for quote accuracy and execution according to a customer promise date.
• Manages the sales pipeline from prospect to invoice to delivery for assigned region.
• Communicates and collaborates with Equipment Operations Coordinators and Demand Planners to continuously improve processes.
• May act as backup for these roles as needed.
• Ensures appropriate pre-shipping and receiving documents with accurate hours, condition, ship date, EMR, purpose of shipment.
• Assists walk-in or call-in customers, directing their needs and lead details to the appropriate Sales Representative.
• Directs yard attendants on preparing machines, notifying of machine status and movement, and obtaining equipment movement records.
• Coordinates inspections, maintenance, and cleaning of machines upon return from demonstrations, rentals, or loans.
• Administers and manages equipment demonstration and loaner reservations for assigned region.
• Prepares a customer purchase binder for new sales and ensures the binders are delivered with the machine at delivery.
• Works with Demand Planners for required machine work tool configuration and inventory of excess tools.
• Adheres to all customer care standards and actively cares and advocates for safety at Western States.
• Affirms adherence to all applicable safety policies, procedures, and standards.
• Supports Western States’ strategic programs, projects, and initiatives.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities

• Knowledge and use of Microsoft computer products and programs.
• Working knowledge of the Caterpillar product line and work tools.
• Effective communication skills (oral and written).
• Ability to multitask and prioritize with customers, Sales Representatives, and internal departments.
• Ability to translate data into actionable information and clearly communicate it to stakeholders.
• Demonstrated ability to deliver error-free work products.
• Ability to collaborate and maintain effective working relationships with others.
• Consistent attendance.

Education and Experience

• High school diploma or General Education Degree (GED).
• Two years’ experience required in similar roles such as customer service, sales coordination, or Caterpillar machine sales or service.
• One year’s experience with AX software preferred.
• Must be able to communicate (speak, read, comprehend, write in English).