Sales Operations Support

Sales Operations Support
 
JOB PROFILE
The Sales Operations Support position is responsible for providing administrative support to dealership Sales staff members with the coordination and processing of equipment and attachment orders, ongoing inventory and invoicing support for equipment and work tools.  Reporting to the Sales Manager, the position will work closely on sales transaction and records, sales reports, machine financing and insurance, warranty enrollment, and customer billing processes.  Assists Territory Sales and International Used Sales Representatives with administrative requirements for sales transactions, including customer contacts, pricing, inventory availability and service requests. 
 
BASIC REQUIREMENTS
  • High School Diploma (or equivalent) required and three or more years of relevant experience desired.
  • Able to use standard office equipment: computers, calculators, printers, copiers and fax.
  • Proficient in the use of basic Microsoft applications, Lotus Notes, Web-browsers, and must be able to develop functional ability in the use of proprietary software.
  • Able to communicate effectively with customers, co-workers, vendors and managers.
  • Demonstrate ability to function efficiently in a team-oriented, collaborative environment.
  • Demonstrate a sense of urgency and self-initiative, and the personal drive to succeed.
  • Maintain a good attendance record.
RESPONSIBILITIES
The requirements listed below are representative of the knowledge, skill and/or ability required. 
  • Assists in preparation and distribution of business documents, reports and sales and marketing documentation for analysis.
  • Gather materials and process sales transactions, interacting with Accounting Department for customer invoicing.
  • Create Purchase Orders for trade-in units and used equipment purchases.
  • Set up new equipment and attachment purchases in inventory and create advance receivers for scanners.  List equipment in equipment inventory system.
  • File available Sales rebate and incentive programs with Caterpillar or other suppliers.
  • Assist Territory Sales Representatives with sales transaction paperwork, customer history, etc.
  • Create sales agreements and shipping documents for rental equipment and Rental Purchase Orders.
  • Generate work authorization paperwork for work required from Service Department.
  • Create Purchase Orders for new purchases and submit orders with vendors.
  • Use the Dealer’s business system to extract customer and equipment information.
  • Prepare written reports and recommendations as required by the Dealership.
Safety
  • Know and follow all Company and customer safety rules, including maintaining a safe, clean, and orderly work area, fully participating in Company accident prevention and safety improvement activities.
  • Must have the physical ability to wear Personal Protective Equipment (PPE), including protective glasses, protective gloves, and protective clothing and footwear as required by the job.
Customer Satisfaction
  • Respond to all customer requests in a professional and courteous, timely and responsive manner.
  • Maintain a clean, professional personal appearance at all time, meeting all Company standards for professionalism.
  • Keep the Manager continually apprised to assist in answering customer questions and problems when necessary. 
Business
  • Supports the organization’s mission, vision and values by exhibiting the following behaviors: honesty, integrity, and respect while delivering high quality solutions and maintaining a positive attitude and a safe work environment.
  • Accepts responsibility for mistakes or problems. Maintains “ownership” of assigned tasks.
  • Demonstrate a positive attitude and a high level of personal credibility and integrity with customers, management, and dealership co-workers. 
  • Must be dependable. Consistently arrives at work on time when scheduled, fully ready to work.
  • Maintain company and product confidentiality. 
  • Attend and participate in all meetings, trainings, and activities as required. 
  • Adhere to all Company policies and departmental procedures and rules. 
  • All other duties as assigned.
Work Conditions
  • Maintain a clean, safe working environment.
  • Communicate effectively, verbally and in writing. 
  • Must be honest, reliable, and dependable, and display a positive attitude.
  • Must be able to work well under occasional pressure or within work standards and deadlines. 
  • Must be able to work independently and/or with others in a team environment. 
  • Able to work standard five-day schedule, including daily overtime and occasional weekend hours as needed.
  • Meet all eligibility requirements to drive Company vehicles, including a current, valid driver’s license issued by the resident State, and maintain current motor vehicle liability insurance. 
Physical Requirements
  • Pass pre-employment background check, physical exam including drug screen, and meet all physical requirements for the position. 
  • Able to lift up to 20-50 pounds occasionally.
ABOUT THE COMPANY
Thompson Machinery is a Caterpillar equipment dealer serving the middle and west Tennessee and northern Mississippi region. Since 1944, Thompson Machinery has been an industry leader, renowned for superior solutions, lasting relationships, and stronger communities.  Serving a broad range of customers in the construction, forestry, mining, industrial, governmental, and agricultural industries, as well as trucking, power generation, and marine businesses, Thompson Machinery is a total equipment solution provider.
 
Thompson Machinery offers competitive salaries and a complete benefits package.
Compensation for this position will be commensurate with the candidate’s experience and background.
Thompson Machinery is an equal opportunity employer: Minorities/Women/Veterans/Disabled.
 
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Listing is current as of Mar 28, 2024 04:45 PM

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