Sales Service Coordinator

Responsibilities

• Serve as the central liaison between Sales and Service, ensuring all machine preparation activities are aligned, communicated, and executed with precision.
• Validate sales order accuracy and manage detailed deal sheets, including machine, work tool, and kit compatibility assessments.
• Secure, review, and evaluate preparation quotations for machines and work tools to ensure accurate pricing, appropriate scope, and alignment with Sales and customer expectations.
• Cook up procurement and installation of parts and work tools, including ordering, scheduling, and inventory verification.
• Create and manage CSRs (work orders) in AX, clearly documenting all required preparation steps for both sale and rental equipment.
• Schedule Shop and Field Service resources across the Milton CAT network independently balancing competing priorities to ensure on-time machine readiness that meets Sales and customer commitments.
• Arrange transportation logistics, including trucking to customer sites and transfers among Milton CAT locations, including heavy hauling when required.
• Maintain high operational visibility, proactively identifying and resolving issues, exercising sound judgment to mitigate risks and communicate status updates to Sales and Service stakeholders.

Requirements

• 3–5+ years of experience in a coordination, operations, sales support, or service operations role supporting complex workflows or products.
• Strong professional-level proficiency with technology and Microsoft platforms (Teams, Outlook, Excel, Office Suite).
• Exceptional written and verbal communication skills, with the ability to communicate clearly, concisely, and professionally at all organizational levels.
• Demonstrated commitment to delivering excellent service to internal stakeholders (Sales Representatives, Sales Managers, and Leadership).
• Ability to research, interpret, and verify machine preparation requirements for accurate quoting and scheduling.
• Strong analytical and problem-solving capabilities; able to quickly learn equipment operation concepts and work tool applications.
• Highly self-motivated and proactive, with a track record of anticipating problems and offering practical, creative solutions.
• Exceptional organizational skills with impeccable attention to detail in a fast-moving, high-volume environment.

Qualifications

• Associate’s degree or higher preferred.
• Background in customer service, equipment management, or machinery operations.
• Experience in short-term and long-term project coordination across multiple locations or departments.
• Knowledge of heavy hauling, load planning, or related transportation logistics.
• Experience supporting high-dollar, configurable equipment or assets.
• Familiarity with ERP systems; AX/Dynamics experience a plus.

Skills

• Detail-driven operations professional who takes pride in ownership.
• Enjoys coordinating complex workflows.
• Values long-term contribution in support of Sales execution and customer commitments.

Benefits

Compensation Range: $26.00 – $36.00 per hour, based on experience, with opportunities for weekly overtime.

Work Environment: On-site, 5 days per week. Potential for hybrid work following successful completion of a 6-month probationary period.

Hours Expectations: Monday through Friday, 8:00 a.m. – 5:00 p.m.