Sales Administrator - Invoicing Coordinator

Join the Carolina Cat Team

As a family-owned company under our third generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we've supported our communities by supplying equipment for critical infrastructure and commerce and by donating our time and resources to area nonprofits. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last.

We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential.

Collectively, our employees work together to make a difference for our customers, our communities, and our company. Learn more about what it means to become a team member with Carolina Cat.

Summary

This position supports and facilitates the administration of all Equipment and Attachment Sales for the Construction Division. Responsible for insuring accurate invoicing, claims processing, equipment transfers and documentation of all Construction Sales transactions.

Essential Functions

• Invoices all machine sales for Construction Division
• Receives new and used equipment into Dealer Business System and SalesLink
• Matches acknowledgements to orders and updates shipping status
• Produces documentations for Sales Reps (credit rents, sales analysis and back out/re-bills)
• Creates pro-forma invoices and releases final invoices
• Updates accounts payable with new machine information (book value, setup payment to CAT)
• Enters accounting adjustments in Dealer Business System at time of invoice
• Submits claims thru Cat Commercial Systems
• Adheres to the Customer Order to Invoice checklist
• Files Dealer Transaction Register report and submits post sales variance claims to Caterpillar
• Manages merchandise variance accounts and reports monthly balance to mgt.
• Reconciles merchandising claims on quarterly basis
• Receives and reconciles merchandising credits
• Supplies information for quarterly merchandising audits
• Assists Hispanic Contractor Market Segment Manager with various duties as assigned
• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities

Qualifications

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 qualifying individuals to perform the essential functions.

Education and/or Experience

• High School graduate or equivalent. College degree preferred but not required
• Must have three to five years administration experience
• Bi-lingual (English and Spanish) capabilities
• Must have attention to detail and organized.
• Must establish and maintain positive relationships with Caterpillar
• Must have strong sense of urgency
• Must work independently and be self-starter.
• Above average computer skills, including experience in Microsoft Office and common CRM suites
• Must exhibit a Team Player approach to the Sales team
• Strong verbal skills

Computer Skills

• Strong working knowledge of MS Office products (MSWord, EXCEL, etc.)
• Sales/customer database experience

Language Skills

• Excellent communication skills including verbal, non-verbal, written and listening skills
• Bi-Lingual (English and Spanish)

Mathematical Skills

Excellent math skills are required

Workplace Requirements

The physical demands and work environment 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.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

We are an Equal Opportunity Employer

We require all employees to treat all our employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We're committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.

#CarolinaCAT

EEO/AA Employer. All qualified individuals - including minorities, females, veterans and individuals with disabilities - are encouraged to apply.