Specialist - Sales & Financial Operations

Description

Position Summary

The Sales and Financial Operations Specialist supports and facilitates the complete sales operations process for an assigned team of Sales Representatives. The role requires a strong understanding of cost analysis and its impact on company profitability, and balance with market share considerations.  The role is a collaborative partner capable of interfacing across multiple divisions and departments within the organization.

Position Duties/Responsibilities

Primary Responsibilities:

Sales Enablement & Financial Support

1. • Present and recommend financing options to Sales Representatives and customers based on deal structure and customer needs.
   • Negotiate credit terms that align with the interests of the customer, MacAllister, and financing partners.
   • Accurately execute finance documents using the most advantageous programs to enhance profitability on each sale.

Manufacturer & Compliance Coordination

1. • Submit post-sale variance claims, open items, and new sales to all required manufacturers (e.g., CAT, Kubota) in accordance with their established criteria, including registration, scoring, and warranty documentation.
   • Communicate with manufacturers to resolve outstanding issues and ensure timely processing of claims.

Inventory & Asset Management

1. • Provide accurate and timely updates on machine and order availability.
   • Collaborate with Asset Manager to maintain accurate electronic records of all machine and attachment inventories across the organization.
   • Audit book values of machine inventory to ensure financial accuracy and compliance.

Sales Process Execution

1. • Facilitate and coordinate the sales process among customers, Sales Representatives, manufacturers, and internal departments with sensitivity, speed, and accuracy.
   • Invoice sales transactions and submit Gross Profit (GP reports to Sales Managers and Sales Representatives).

Accounting & Financial Adjustments

1. • Perform accounting adjustments, including reserves and customer credits, as needed.
   • Review and submit post-sale variance claims with Caterpillar to ensure proper reconciliation and resolution.

Work Order & Collections Oversight

1. • Ensure completion and accuracy of work orders on sold machines across all store locations.
   • Partner with the Collections team to apply customer payments to the appropriate invoices.

Rental Purchase Management

1. • Convert Rental Purchase and Rental Purchase Option (RPO) contracts as needed.
   • Generate detailed summaries upon request, including rentals billed, rentals paid, and analysis of work orders charged to the machine.

Additional Duties

1. • Perform other duties as assigned by management.

Supervisory Responsibilities

• No formal supervisory responsibilities.

Position Requirements

Required

• High school diploma or equivalent
• 3 years of experience in customer service, retail, business or financial environments, or a Bachelor's degree in a related field.

Preferred

• Bachelor’s degree in business
• 3 years of experience in customer service, retail, business, finance experience

Knowledge, Skills, And Abilities

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

• Excellent communication skills, including verbal, written, listening and non-verbal skills
• Strong product knowledge and its market with a strong respect for the Caterpillar influence
• Strong organizational skills with attention to details
• Strong computer skills
• Strong financial knowledge including financial statements
• Strong customer service skills
• Ability to evaluate risk vs. reward and the financial ramifications of strategic decisions
• Ability to use computer/business systems
• Ability to manage change, conflicts and projects
• Ability to exchange accurate information when speaking to customers, coworkers, and vendors

Other Requirements of Position

• Works under general supervision. Employee acts independently to handle standard problems but usually report on such problems.  More unusual problems are referred to a supervisor/manager.
• Major responsibilities typically require a modest amount of creativity and latitude. Employee typically operates under general instructions with some established procedures and policies.  Unusual or difficult customer interactions would be taken to management.
• If an error is made while in this position, it will require some effort to identify and a moderate effect on the company.

The duties and responsibilities outlined in this posting are not exhaustive and may evolve based on business needs.

All MacAllister Machinery companies are an Equal Employment Opportunity Employer, including Disabled and Veteran applicants.