Financial Sales Representative 1

1. Demonstrate alignment with the company's mission and core business values;
2. Collaborate with key internal/external resources;
3. Participate in ongoing self-development.

Key Responsibilities

• Invoice machine / attachment sales, enroll for warranty and apply for CAT program credits, resolve differences.
• Setup and invoice RPO's (Rental with Purchase Option).
• Determine proper accounting for CAT credits received.
• Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation.
• Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes on the customer to invoice lifecycles.
• Calculates commissions on machine sales, rentals, and leases; prepares monthly commission statements in an accurate and timely manner and according to current commission scales.
• Collaborates on process improvement strategies as well as participate in meetings and engagement activities.
• Acts as liaison with internal departments and customers as needed and answers/resolves internal and external customer issues.
• Assist with development, roll out, and maintenance of internal SOP's.
• Adheres to all deadlines and reporting requirements as set by management and/or rules and regulations.
• Investigates/resolves variances on program and warranty dollars received on a timely basis.
• Answer and resolve customer (internal/external) questions and needs.
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
• Performs other duties as assigned.

Skills, Knowledge & Expertise

• Significant knowledge of CAT products, and the relationship between Finance, Sales, and other operation departments to include New Inventory, Work Tools and Service Department.
• Proficient knowledge of deal processes as well as transaction code/entry code usage as they relate to invoices, CAT credit statements, finance billing instructions and payoffs
• Proficient in the use of computer programs and systems utilized by the company (DBS, Cat Systems, Excel, Microsoft Outlook, Documentum, Box, Monday Boards, SharePoint, etc.)
• Proficient Excel skills for the preparation of sales commissions, review of suspense accounts
• Ability to work with sales reps/managers on invoicing/commission differences
• Strong research, problem solving and investigation skills
• Strong interpersonal communication skills including both written and oral
• Ability to work in fast paced environment with frequent interruptions
• Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
• Excellent organizational, planning, multi-tasking, and time management skills, deadline oriented
• Ability to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timeliness

Benefits

• Undergraduate Business degree preferred, or an equivalent combination of education and experience required.
• Up to one year of relevant experience preferred.

• None

• Up to 5%

• 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.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Occasionally moves materials or equipment weighing up to 15 lbs.

• This job is generally performed in a professional office environment.
• Frequently works at fast pace with unscheduled interruptions.