Sales Operations Administrator

About the role

It’s your time, make it matter. At Peterson, we partner with our customers to build the future. For over 90 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose. Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values. You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter. Peterson Cat has the immediate need for an experienced Sales Operations Administrator based at either our San Leandro, CA or Hillsboro, OR locations.

Responsibilities

• Process customer invoices for new, used, and rental equipment, report all new Caterpillar machine sales via PINS Report, and create commission vouchers.
• Insure timely invoicing to Customers for New Machine/Attachment Sales, Used Machine/Attachment Sales, Monthly Rentals (RPO’s), and Rental Services (CA only).
• Collaborate with Sales Management, Coordinators, Reps, Accounting, and EMS to maintain close tracking of invoices, initiate and track post-sale claims from Sales Rep iQuote worksheet until full recovery of funds from Caterpillar.
• Interaction with other departments and Peterson team members as necessary.
• Keep current on Caterpillar Merchandising Programs in order to drive maximum utilization of all applicable “value-add” claim options.
• Ensure timely submission of claims and full recovery of funds claimed.
• File claims within the allotted time-frame.
• Keep 60 Day Report at a manageable level (green status).
• Ensure machine packet contents are complete and in proper order before filing, protecting Peterson from audit violations.
• Maintain electronic and hard copy files of equipment/attachment records as needed.