Sales Operations Administrator

Peterson Cat has a need for a Sales Operations Administrator who can be based at either our San Leandro, CA or Hillsboro, OR location.

SUMMARY
This position is responsible for invoicing customers for new and used equipment, post-sale claims processing/tracking, Sales Rep commission vouchers, deal packet processing/storage, and Caterpillar PINS tracking.

ESSENTIAL JOB FUNCTIONS
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.

• Process customer invoices for new, used, and rental equipment, report all new Caterpillar machine sales via PINS Report, and create commission vouchers.
• Insure timely invoicing to Customers for New Machine/Attachment Sales, Used Machine/Attachment Sales, Monthly Rentals (RPO’s), and Rental Services (CA & OR).
• Collaborate with Sales Management, Coordinators, Reps, Accounting, and EMS to maintain close tracking of invoices, initiate and track post-sale claims from Sales Rep iQuote worksheet until full recovery of funds from Caterpillar. Interaction with other departments and Peterson team members as necessary.
• Keep current on Caterpillar Merchandising Programs in order to drive maximum utilization of all applicable “value-add” claim options.
• Ensure timely submission of claims and full recovery of funds claimed. File claims within the allotted time-frame. Keep 60 Day Report at a manageable level (green status).
• Ensure machine packet contents are complete and in proper order before filing, protecting Peterson from audit violations.
• Maintain electronic and hard copy files of equipment/attachment records as needed.
• Keep current on relevant department and company operational and administrative matters.
• Look for ways to continuously improve and refine department processes to reduce wasteful steps.
• Maintains punctual, regular, and predictable attendance.
• Operate company or personal vehicle as needed.

QUALIFICATIONS

• High School Diploma or General Education Degree (GED)
• Minimum of three years of related experience in sales support, preferably in a heavy industrial environment; or an equivalent combination of education and work experience.

CERTIFICATES, LICENCENSES, REGISTRATIONS

• Must possess a valid motor vehicle operator’s license and have access to reliable transportation.

Peterson Tractor Co. is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.

Job Type: Full-time

Pay: $30.00 - $35.00 per hour

Expected hours: No less than 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Experience:

• Office Administration: 3 years (Preferred)
• Invoicing: 1 year (Required)
• Data entry: 1 year (Required)

License/Certification:

• Driver's License (Required)

Ability to Relocate:

• San Leandro, CA 94577: Relocate before starting work (Required)

Work Location: In person