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Sales Operations Coordinator

2 months ago

Irving, Texas, United States Holt Group Inc Full time
The Sales Operations Coordinator plays a crucial role in managing the daily functions related to the sales of equipment.

Key Responsibilities:
  • Serves as the main liaison for both internal and external stakeholders, including the Sales Force Team, Demo, Loaner, RPO, and Sales Representatives.
  • Facilitates the coordination of equipment for Demo, Loaner, RPO, and Sales purposes.
  • Oversees Certificate of Insurance (COTI) management and supports sales representatives with necessary COTI documentation.
  • Ensures timely reconciliation of bi-monthly inventory.
  • Organizes the scheduling of delivery and collection of inventory.
  • Manages and supervises the product health loaner process.
  • Maintains optimal stocking levels of Work Tools.
  • Initiates credit release requests as required.
  • Prepares call-off documents for internally transported equipment.
  • Demonstrates regular and punctual attendance.
  • Adheres to safety protocols and complies with all company policies, procedures, and standards.
  • Performs additional duties as assigned.
Qualifications:
  • Familiarity with the construction equipment sales sector.
  • Understanding of business accounting principles.
  • Strong verbal and written communication abilities.
  • Outstanding organizational, time management, and multitasking capabilities.
  • Proficient in computer applications and related software.
  • Intermediate skills in MS Office Excel and PowerPoint; advanced proficiency in MS Word.
  • Ability to perform basic arithmetic operations and interpret data accurately.
  • Capacity to interact with professionalism and courtesy.
  • Ability to comprehend written information and listen effectively to verbal communication.
Education and Experience:
  • Preferred experience of less than one year in a related field.
  • High school diploma or equivalent is preferred.
Supervisory Role:
  • No supervisory responsibilities.
Travel Requirements:
  • Minimal travel, up to 5%, may be necessary.
Physical Demands:
  • This role requires extended periods of sitting, with occasional movement within the office to access equipment and files.
  • Frequent communication with others is essential, necessitating accurate information exchange.
  • Occasional lifting of materials or equipment weighing up to 10 lbs.
  • Regular movement and use of limbs; good manual dexterity and stamina are required.
  • Must be able to respond to visual and auditory signals, including alarms and instructions.
Work Environment:
  • Primarily works indoors in a controlled environment.
  • Occasional outdoor work may expose the individual to varying weather conditions.
  • Frequently operates in a fast-paced environment with unexpected interruptions.
Disclaimer: The above statements are intended to describe the general nature and level of work performed by employees in this classification. They are not exhaustive and may require incumbents to perform additional duties as necessary.