Associate Sales Support Rep

2 weeks ago

Burlington, Canada Caterpillar Full time

**Career Area**:Marketing / Sales / Product Support**:
**Your Work Shapes the World at Caterpillar Inc.**

When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

**About Cat Financial**

JOB SUMMARY: Provide sales support to the local office, FPD Field Sales team, Caterpillar dealers, MBD’s and OEMs.

PRINCIPAL DUTIES AND RESPONSIBILITIES:
1. Provides finance quotations to Cat Dealers, customers and internal staff. These quotations may include various suggested alternatives or scenarios.

3. Understands and can efficiently utilize local office systems.

4. May generate and send document packages to Dealers, customers and internal staff.

5. Utilizes knowledge of financial transactions, state, federal, personal and property taxes and PPSA regulations, if applicable, to prepare the correct documents.

6. Prepares transactions for documentation outside of booking system and provides casualty values and amortization schedules.

7. May gather and analyze Corporate Account customer information and documents to ensure correct document preparation such as constitution, board resolutions and searches.

8. Final prices transactions before funding, including verifying the correct pricing, merchandising programs and amending quotes as needed before funding.

9. Assists in investigating and resolving outstanding customer or merchandising claims (grief) for customers and assigned dealers.

10. Assists in the development, maintenance and execution of Caterpillar driven merchandising programs and may assist with training dealers and internal staff.

11. May make recommendations on sales related issues by developing, analyzing and maintaining local office, area and region office sales and statistical reports, which determine the growth opportunities, effectiveness of sales efforts and competitiveness. May prepare specific reports as requested from time to time by Dealers and internal staff.

13. May prepare manual invoicing for specific customers as needed.

14. May explain invoicing issues to customers and independently resolve billing questions.

16. May preform the overall process of resolving lease end of term options and balloon payments including quoting, credit analysis, documentation, customer interaction and resolution.

17. May work with local MBD Machine Reps, dealers and internal staff when needed on marketing leads and tracking systems, Merchandising Programs, reporting and other items as needed.

18. Assists in managing Sales Excellence initiatives (participation reporting, Assigned Accounts, etc.).

19. May provide equity analysis, dealer executive reviews, job site solutions quoting and CFSARL quoting.

20. May provide sales support for a specific dealer(s) territory and focuses on supporting the entire sales process within their territory.

21. May assist with dealer training and dealer communication and may travel to dealers to provide training.

22. May price machines in current CFSL inventory for purposes of remarketing.

23. May quote rental terms for current CFSL inventory

24. May respond to field requests to identify potential future inventory in current lease portfolio.

25. May provide back-up support to Remarketing Sales Reps for machine quoting and/or dealer enquiries.

26. May collect market competitive information to support machine pricing.

27. May provide machine sourcing information to dealers.

28. May assist Remarketing Sales Team with Pipeline Management.

29. Participates in accomplishment of continuous improvement objectives for the department. Progress toward accomplishment of these is measured through maintenance of necessary measurements and analysis of associated data. Participates in the identification of problem areas and development of resolutions to address them.

JOB REQUIREMENTS:
SKILLS, ABILITIES, AND KNOWLEDGE:
2. Knowledge of ability to analyze customer credit summaries and past due accounts.

4. Demonstrated knowledge of and ability to prepare sales reports and sales related statistical reports.

5. Knowledge of sales, credit and customer services concepts and techniques.

7. Knowledge of CFSL financing and leasing products and documentation principles.

8. Knowledge of past due account collection procedures and techniques.

9. Knowledge of billing, invoicing, and dealer payment principles and concepts.

10. Knowledge of PPSAfiling requirements or the international equivalent and their applicability to bankruptcy laws and regulations.

11. Knowledge of and ability to calculate casualty values and amortization schedules.

12. Knowledge of finance and leasing systems to answer accounting related

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