Inside Sales/Rental Coordinator (Project Management)

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell service and rent a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN STOCKTON, CA. 

SUMMARY

The Inside Sales and Rental Coordinator is responsible for providing excellent customer service and building lasting relationships with current and prospective customers. This will be accomplished by assisting customers with equipment sales and rental needs and assisting sales and rental representatives with the full rental and sales cycle; including, but not limited to dispatching for deliveries and pick-ups, fleet and reservation management and product knowledge.

This position will be responsible for a retail sales plan that involves generating opportunities and working closely with the sales representative to sell equipment solutions to customers through various channels, such as walk-ins and call-ins. This position will also initiate contact primarily by making outbound calls to provide customer information or to convert leads to opportunities through effective communication and questions with follow up answers.  

QUALIFICATIONS REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

ESSENTIAL FUNCTIONS

• Establish and maintain effective working relationships with customers and their sales rep, in person, over the phone, and in writing to exceed customer expectations and needs
• Assist in implementing and maintaining department marketing programs designed to increase customer awareness of existing equipment, service needs, and provide information concerning product applications
• Ask questions to provide product insights reflecting the needs of assigned customers; be curious and care about our customers

• Update and maintain customer accounts in CRM system with customer information, machine population and critical information for the sales and Holt team to best serve the customer
• Engage in continued training to maintain a deep understanding of products and services we sell.
• Collaborate with other departments and reps to ensure consistent and exceptional customer service and address customer concerns 
• Take customer calls, walk-ins, etc. for sales and rental requests.
• Handle paperwork associated with the rental of equipment (coordinate shop work, delivery, computer generated agreements and invoicing).
• Responsible for reviewing rental returns for damage, coordinating repairs with shop and invoicing of damages
• Work with sales representatives for Key Accounts and manage sales/rentals of those accounts
• Handle paperwork associated with the demo or sale of rental, new, and/or used equipment.
• Coordinate all rental, used, and demo hauling through dispatch
• Work with rental utility/yard technician on check-out and check-in of equipment.
• Work with Rental Manager on special projects, asset management and inventories, including physical inventory for yard and shop areas.
• Provide and build a welcoming environment for Holt's customers, employees and vendors, striving to make their experience feel effortless, appreciated, and secure
• Other duties as assigned

SKILLS & ABILITIES

• Teamwork - Exhibits objectivity and openness to other views, gives and welcomes feedback and contributes to building a positive team environment.
• Written Communication - Writes clearly and informatively, edits work for spelling and grammar, presents numerical data effectively, able to read and interpret written information.
• Quality - Demonstrates accuracy and thoroughness, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.
• Accountability - Accepts responsibility for mistakes or problems; maintains ownership of assigned tasks.
• Attitude - Demonstrates a positive attitude and supports the organization's mission, vision and values, such as honesty and integrity.
• Safety and Security - Observes safety and security procedures.
• Systems and Software – Ability to utilize computers, software programs (ie. Office 365, Web mail, ERP systems etc.)

QUALIFICATIONS

• Accountability - Ability to accept responsibility and account for his/her actions.
• Accurate - Ability to perform work accurately and thoroughly.
• Analytical Skills - Ability to use thinking and reasoning to solve a problem.
• Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
• Communication – Clear and concise, active listener, confident and friendly
• Customer Oriented - Ability to take care of the customers' needs while following company procedures.
• Detail Oriented - Ability to pay attention to the minute details of a project or task.
• Organized - Possessing the trait of being organized or following a systematic method of performing a task.
• Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.

EDUCATION AND/OR EXPERIENCE

A minimum of a High School diploma and at least three (3) years industry experience or equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid driver license and a clean DMV report.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms.  The employee is also regularly required to talk and hear.  The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to fumes or airborne particles. The noise level in the work environment is usually moderate.

COMPENSATION

Wage Range: $24.00 - $26.00 per hour, plus commission plan

Wage depends on knowledge, skills and ability to perform the responsibilities of the job.

WHY WORK FOR HOLT?

Excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), nine paid holidays, paid vacation, and paid sick time. Career advancement opportunities and ongoing professional development.

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

For more information about our California Employee Privacy Policy, please click on link below.

https://careers.holtca.com/privacy-policy/

#ZIP

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Earthmoving