Financial Sales Representative

Job Summary:

The Financial Sales Representative is an integral member of the Finance and Sales team. This role provides completion of deal support while providing superior customer service to internal and external customers in adherence with Holt’s mission statement and support of organizational goals.

Essential Functions:

• Performs duties in support of sales and finance teams to provide accurate and timely coordination of sales orders, documents, quotes, program filings, and invoicing
• Reviews sales contracts for accuracy and provides recommendations/suggestions on corrections to ensure customers can use appropriate marketing programs
• Utilizes applicable billing systems to ensure timely and accurate invoicing, program filings, and warranty enrollments while meeting individual productivity, accuracy, and timeliness metrics
• 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
• Acts as liaison with internal departments and customers as needed and answers/resolves internal and external customer issues
• Collaborates on process improvement strategies as well as participates in meetings and engagement activities
• Calculates commissions on machine sales, rentals, and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales
• Assist with the development, roll-out, and maintenance of internal SOPs
• Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations
• Investigates/resolves variances on the program and warranty dollars received on a timely basis
• Answer and resolve customer (internal/external) questions and needs
• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties as assigned

Knowledge, Skills, and Abilities:

• Significant knowledge of CAT products, and the relationship between Finance, Sales, and other operational departments including New Inventory, Work Tools, and Service Department
• Advanced 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, etc.)
• Strong research, problem-solving, and investigation skills
• Strong interpersonal communication skills including both written and oral
• Ability to work in a 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 emphasis on accuracy and timeliness

Education and Experience:

• High school diploma or equivalent required; College degree preferred
• Four years of relevant experience required, six or more years preferred

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.