Financial Sales Representative 1

Job Summary:

The Financial Sales Representative 1 will facilitate the machine sales process through invoicing, warranty and program enrollments, and commission calculations. This individual will also be responsible for transactions that are posted to suspense accounts and work with accounting to resolve reconciliation issues.

What can HOLT CAT offer you?

• A competitive salary, commensurate with your experience and competencies.
• A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
• A Tuition Reimbursement program to support the pursuit of accredited college courses.
• An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.

Qualifications and Requirements:

• Undergraduate Business degree preferred, or an equivalent combination of education and experience required.
• Up to one year of relevant experience preferred.
• Significant knowledge of CAT products, and the relationship between Finance, Sales, and other operation departments including New Inventory, Work Tools, and Service Department.
• Proficient knowledge of deal processes as well as transaction code/entry code usage as they relate to invoices, CAT credit statements, finance billing instructions, and payoffs.
• Proficient in the use of computer programs and systems utilized by the company (DBS, Cat Systems, Excel, Microsoft Outlook, Documentum, Box, Monday Boards, SharePoint, etc.)
• Proficient Excel skills for the preparation of sales commissions, review of suspense accounts.
• Ability to work with sales reps/managers on invoicing/commission differences.
• Strong research, problem-solving solving, and investigation skills.
• Strong interpersonal communication skills including both written and oral.
• Ability to work in fast fast-paced environment with frequent interruptions.
• Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization.
• Excellent organizational, planning, multi-tasking, and time management skills, deadline-oriented.
• Ability to work independently and within a team in a fast-paced, high-volume environment with an emphasis on accuracy and timeliness.

Essential Functions:

• Invoice machine/attachment sales, enroll for warranty and apply for CAT program credits, and resolve differences.
• Setup and invoice RPOs (Rental with Purchase Option).
• Determine proper accounting for CAT credits received.
• Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation.
• Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes on the customer to invoice lifecycles.
• Calculates commissions on machine sales, rentals, and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales.
• Collaborates on process improvement strategies as well as participates in meetings and engagement activities.
• Acts as liaison with internal departments and customers as needed and answers/resolves internal and external customer issues.
• Assist with the development, roll-out, and maintenance of internal SOP's.
• Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations.
• Investigate/resolve variances on program and warranty dollars received on a timely basis.
• Answer and resolve customer (internal/external) questions and needs.
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
• Performs other duties as assigned.

Travel:

• Up to 5%

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.

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