The Sales Coordinator 1 is responsible for coordinating the day-to-day administrative activities pertaining to the sale and rental of equipment.
The incumbent in this position is expected to model the following practices daily:
Demonstrate alignment with the company's mission and core business values;
Collaborate with key internal/external resources;
Participate in ongoing self-development.
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Department
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Machine Division (MAC)
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Employment Type
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Full Time
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Location
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Little Elm
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Address
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27600 E. University Dr., Aubrey, Texas, 76227
Open in Google Maps
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Workplace type
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Onsite
Essential Functions
Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
Acts as the primary contact for internal customers as it pertains to Sales, Demos, Loaners, Heavy Rentals, and RPOs
Assists, until able to manage, all logistics from order through delivery with transport, parts and service to meet customer requests; this could encompass order receiving, knowledgeable equipment sourcing, account set up, and delivery
Assists, until able to manage, the life of rentals including contract management, insurance coverages, customer pricing, machine utilization, service requests, accurate invoicing and credits; requires multitasking through several platforms such as Irental, Monday.com, Vision Link, Straight Docs, DSI and DBS
Ensures accurate process is followed for CAT Commercial in store credit card sales, authorizations and credits
Schedules delivery and pick-up of inventory to maintain appropriate work tool stocking levels by transferring from supply hubs
Serves as process owner of Product Health Loaners via Monday.com; responsibilities entails being the liaison with CAT support representatives, sales management and internal parts and service departments to ensure maximum reimbursement
Issues and receives vendor purchase orders through CODA
Responsible for answering incoming customer calls via RingCentral, inputting leads in Texada and transferring requests to other departments
Maintains and supports the Retail Customer Experience program to include machine staging, signage and handling walk-in customer visits
Serves as primary contact for all sales and rental asset prioritization through service departments via Monday.com; requires a strong ability to communicate and influence requests to support our customers equipment availability needs
Requires regular and punctual employee attendance
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other related duties and fulfill responsibilities as required
Knowledge, Skills, and Abilities
Knowledge of invoicing, receiving, and basic business accounting principles
Excellent oral and written communication skills
Effective utilization of organizational planning, self-management, analytical problem-solving, time management, and multi-tasking skills
Intermediate to advanced Microsoft Office product skills (Word, Excel, PowerPoint, etc.)
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to interact with tact and courtesy and maintain a professional manner
Ability to read and understand information and ideas presented in writing
Ability to listen to and understand information and ideas presented through spoken words and sentences
Knowledge of construction equipment sales industry
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Requirements
Education and Experience:
High school diploma or equivalent required
Up to two years of work-related skill, knowledge, or experience is required
Supervisory Responsibilities:
Travel:
Up to 5% of travel expected
Physical Requirements:
This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
This role frequently communicates with others, must be able to exchange accurate information in these situations
Occasionally moves materials or equipment weighing up to 10 lbs.
Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work
This position involves extended periods on their feet
Significant amount of time standing, walking, kneeling, squatting, crawling, bending, and twisting
Work Environment:
Regularly works indoors in environmentally controlled conditions
Regularly works outdoors around moving mechanical parts
May be exposed to weather extremes conditions that include inclement weather, heat, cold, and humidity
Frequently works at fast pace with unscheduled interruptions
Often assists in familiarizing customers with equipment and work tools outdoors on yards and in display areas
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.
About HOLT CAT
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team. Apply Now
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HOLT CAT
Aug 20, 2026