Sales Inventory Specialist

About the role

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell and service a wide variety of equipment including large and small construction tractors, forklifts, and prime/stand-by-power generation.

Responsibilities

• Place all new machine and attachment orders with Caterpillar and various vendors.
• Track ordered units and coordinate transportation and delivery to company locations.
• Maintain machine specifications, configurations, descriptions, and pricing in Dealer Business System.
• Analyze current inventory levels, incoming units, and sales activity to support inventory planning decisions.
• Aid Operations Manager with maintaining equipment forecasts within Caterpillar’s Dealer Planning Application (DPA).
• Assist in analyzing sales history, quoting trends, and inventory levels to support forecast accuracy.
• Prepare information and reports used in monthly inventory review and planning meetings.
• Cook up dealer trades and transfers with other dealers to support customer sales opportunities.
• Maintain strong working relationships with the Cat dealer network to assist with sourcing equipment when needed.
• Coordinate transportation logistics for equipment transfers and dealer trades.
• Support the sales team with machine configuration decisions and inventory availability.
• Work with quoting system to ensure machine specifications and pricing are accurate for sales quotes.
• Review and approve vendor invoices related to equipment purchases, alterations, and transportation.
• Maintain history files and documentation for audit purposes.
• Participate in monthly inventory counts and inventory accuracy initiatives.
• Travel as required for inventory meetings and trainings.
• Maintain professional relationships with vendor representatives and internal teams.

Qualifications

• Self-motivated, organized, and detail-oriented individual with strong analytical and communication skills.
• Ability to multi-task, prioritize work, and interact effectively with internal teams, vendors, Caterpillar representatives, and other Caterpillar dealers.
• Comprehend a broad range of information related to equipment specifications, inventory levels, and sales demand while working efficiently and successfully with minimal supervision.

Education and/or Training

• Bachelor’s Degree in Business, Supply Chain, Finance, or a related field preferred; or equivalent combination of education and related experience in inventory management, forecasting, sales operations, or supply chain planning preferred.

Skills & Abilities

• PC literate with proficient knowledge in Microsoft Word and Excel.
• Strong analytical and mathematical aptitude.
• Mechanical aptitude and ability to understand equipment specifications.
• Ability to read and interpret schematic drawings regarding equipment specifications.
• Strong organizational and communication skills.
• Ability to analyze inventory and sales data to support planning decisions.
• Must type 50 WPM with data entry experience.

Physical Demands

• Sit and talk or hear.
• Use hands and fingers.
• Frequently walk.
• Occasionally lift and/or move up to 50 pounds.
• Close vision.

Work Environment

• Near moving mechanical parts.
• Moderate to loud noise level.

Compensation

Wage Range: $72,000 - $85,000
Salary: Wage depends on knowledge, skills and ability to perform the responsibilities of the job.

Why Work for Holt?

• Excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), nine paid holidays, paid vacation, and paid sick time.
• Career advancement opportunities and ongoing professional development.
• Holt is an Equal Opportunity Employer M/F/V/DV.

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