Specialist - Sales & Financial Operations

Description

The Sales and Financial Operations Specialist supports and facilitates the complete sales operations process for an assigned team of Sales Representatives. The role requires a strong understanding of cost analysis and its impact on company profitability, and balance with market share considerations. The role is a collaborative partner capable of interfacing across multiple divisions and departments within the organization.

Position Duties/Responsibilities

• Primary Responsibilities:
  • Sales Enablement & Financial Support
  • Negotiate credit terms that align with the interests of the customer, MacAllister, and financing partners.
  • Accurately execute finance documents using the most advantageous programs to enhance profitability on each sale.
  • Manufacturer & Compliance Coordination
  • Submit post-sale variance claims, open items, and new sales to all required manufacturers (e.g., CAT, Kubota) in accordance with their established criteria, including registration, scoring, and warranty documentation.
  • Communicate with manufacturers to resolve outstanding issues and ensure timely processing of claims.
  • Inventory & Asset Management
  • Provide accurate and timely updates on machine and order availability.
  • Collaborate with Asset Manager to maintain accurate electronic records of all machine and attachment inventories across the organization.
  • Audit book values of machine inventory to ensure financial accuracy and compliance.
  • Sales Process Execution
  • Facilitate and coordinate the sales process among customers, Sales Representatives, manufacturers, and internal departments with sensitivity, speed, and accuracy.
  • Invoice sales transactions and submit Gross Profit (GP reports to Sales Managers and Sales Representatives).
  • Accounting & Financial Adjustments
  • Perform accounting adjustments, including reserves and customer credits, as needed.
  • Review and submit post-sale variance claims with Caterpillar to ensure proper reconciliation and resolution.
  • Work Order & Collections Oversight
  • Ensure completion and accuracy of work orders on sold machines across all store locations.
  • Partner with the Collections team to apply customer payments to the appropriate invoices.
  • Rental Purchase Management
  • Convert Rental Purchase and Rental Purchase Option (RPO) contracts as needed.
  • Generate detailed summaries upon request, including rentals billed, rentals paid, and analysis of work orders charged to the machine.

Position Requirements

• Required:
• High school diploma or equivalent
• 3 years of experience in customer service, retail, business or financial environments, or a Bachelor's degree in a related field.
• PREFERRED:
• Bachelor’s degree in business
• 3 years of experience in customer service, retail, business, finance experience
• Knowledge, Skills, And Abilities:
• Excellent communication skills, including verbal, written, listening and non-verbal skills
• Strong product knowledge and its market with a strong respect for the Caterpillar influence
• Strong organizational skills with attention to details
• Strong computer skills
• Strong financial knowledge including financial statements
• Strong customer service skills
• Ability to evaluate risk vs. reward and the financial ramifications of strategic decisions
• Ability to use computer/business systems
• Ability to manage change, conflicts and projects
• Ability to exchange accurate information when speaking to customers, coworkers, and vendors

Additional Duties

• Perform other duties as assigned by management.

Supervisory Responsibilities

• No formal supervisory responsibilities.

Position Requirements

• Works under general supervision.
• Employee acts independently to handle standard problems but usually report on such problems.
• Major responsibilities typically require a modest amount of creativity and latitude.
• Employee typically operates under general instructions with some established procedures and policies.
• Unusual or difficult customer interactions would be taken to management.
• If an error is made while in this position, it will require some effort to identify and a moderate effect on the company.

Other Requirements of Position

• All MacAllister Machinery companies are an Equal Employment Opportunity Employer, including Disabled and Veteran applicants.