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Sales Operations Coordinator

2 months ago

Longview, Texas, United States Holt Group Inc Full time
Position Overview:
The Sales Coordinator I plays a pivotal role in managing the daily operations related to the sale of equipment.

Key Responsibilities:
  • Serve as the main liaison for both internal and external stakeholders, including the Sales Force Team, Demo, Loaner, RPO, and Sales Representatives.
  • Facilitate the coordination of equipment for demonstrations, loans, RPO, and sales activities.
  • Manage Certificate of Insurance (COTI) documentation and assist sales representatives with necessary paperwork.
  • Conduct bi-monthly inventory reconciliations promptly.
  • Organize the scheduling of equipment deliveries and pickups.
  • Oversee and manage the product health loaner process.
  • Ensure adequate stocking levels of Work Tools are maintained.
  • Initiate credit release requests as required.
  • Prepare call-off documents for equipment that is internally transported.
  • Maintain regular and punctual attendance.
  • Adhere to safety protocols and comply with all company policies and standards.
  • Perform additional duties as assigned.
Qualifications:
  • Familiarity with the construction equipment sales sector.
  • Understanding of basic business accounting principles.
  • Strong verbal and written communication abilities.
  • Exceptional organizational skills and the ability to manage multiple tasks effectively.
  • Proficient in computer applications and software.
  • Intermediate skills in MS Office Excel and PowerPoint; advanced skills in MS Word.
  • Ability to perform basic mathematical operations and interpret data.
  • Capability to interact professionally and courteously with others.
  • Ability to comprehend written information and listen effectively to verbal instructions.
Education and Experience:
  • Preferred experience of less than one year in a related field.
  • A high school diploma or equivalent is preferred.
Supervisory Role:
  • No supervisory responsibilities.
Travel Requirements:
  • Minimal travel, up to 5% may be expected.
Physical Demands:
  • This role requires prolonged periods of sitting, with occasional movement within the office environment.
  • Frequent communication with others, necessitating accurate information exchange.
  • Occasional lifting of materials or equipment weighing up to 10 lbs.
  • Regular movement and use of limbs, requiring good manual dexterity and coordination.
  • Must be able to respond to visual and auditory signals, including alarms and instructions.
Work Environment:
  • Primarily indoor work in a controlled environment.
  • Occasional outdoor work may expose the employee to varying weather conditions.
  • Fast-paced work environment with frequent interruptions.
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

Equal Opportunity Employer:
Holt Group Inc is an Equal Opportunity Employer, committed to fostering a diverse and inclusive workplace.